By the Cliont product team
psychological testing lead intake software for practices

Qualify more psychological testing leads before the first call

A basic contact form gives you a name, an email, and silence. Cliont greets every visitor with your video, walks them through their visit, collects documents, and hands you a scored, qualified lead.

Video greetingGuided intakeDocument uploadInstant lead scoring
Live previewQuestion 1 of 7
Who is this evaluation for?
My child
Myself
Another adult I care for

Information you need before every psychological testing visit

  • This Evaluation
  • Doctor, Therapist, Or School
  • Areas Most Concerned About
  • This Person Ever Had
  • Main Reason Seeking Evaluation
  • Parent Or Legal Guardian
  • Soon Would Like Evaluation
  • Main Area Difficulty Concerned
  • School Or Workplace Requested
  • This Person Had Any

How psychological testing lead scoring works

Value signals

  • Doctor, Therapist, Or School: yes
  • Social communication or interaction
  • Repetitive behaviors or routines
  • Sensory sensitivities
  • Speech or language delays
  • Not sure

Urgency signals

  • Immediately

Your visitor has a real visit. A contact form can’t hear it.

Patients and caregivers arrive ready to explain the visit. Give them a conversation instead of a dead form — and get exactly what you need to win it.

Basic contact form

Three empty fields and silence

  • No visit details or scope
  • No documents or context
  • No way to tell a real lead from a tire-kicker
  • You chase; most never reply
Cliont intake

A guided conversation that converts

  • Full visit scope in their own words
  • Relevant photos and documents attached
  • Every lead scored by value
  • High-intent leads flagged for you

From first click to qualified lead

Follow patients and caregivers through one smooth, guided flow.

They land & meet you

Your video greeting plays instantly — a real face instead of a blank form.

They explain the visit

Smart questions adapt to their visit and capture the full scope.

They share details

Symptoms, history, and documents come attached before the visit.

You get a ready lead

Scored and qualified — waiting for you to win it.

From template to routed lead

Cliont handles website intake and qualification; your existing business system remains the source of record after handoff.

Choose the right intake

Start with the industry, service, and visit template that matches the work you want to qualify.

Configure the experience

Add your video greeting, keep the questions you need, and choose which answers affect fit, urgency, and value.

Connect it to your site

Embed the guided intake on the relevant service page and test the complete phone, tablet, and desktop experience.

Route the qualified lead

Send the score, answers, and uploads into your chosen notification, CRM, or calendar workflow for staff follow-up.

Psychological Testing lead-intake FAQs

What does a psychological testing intake collect?

Each psychological testing template asks job-specific questions drawn from the selected service, then captures contact details and relevant documents. The resulting submission gives the team more context than a name-and-email contact form.

How are psychological testing leads scored?

Cliont weights answers that indicate scope, urgency, fit, and potential value. It sends the score with the visitor's answers so the team can prioritize stronger psychological testing opportunities without manually reviewing every raw submission first.

Can visitors try a psychological testing intake on a phone?

Yes. The guided intake is designed for mobile, tablet, and desktop browsers. Visitors can answer questions and attach the requested files from the device they already have with them.

Where can qualified psychological testing leads be sent?

Cliont can route qualified leads to email, SMS, Slack, common CRM and calendar tools, Zapier, webhooks, or an API workflow. Cliont handles lead intake and qualification; the connected practice or business system remains the source of record after handoff.

Simple, transparent pricing

Choose the plan that works for your business.

Most popular

Professional

Unlimited intake forms and leads for your growing business.

$397 / month
14-day free trial · Cancel anytime
  • Unlimited intake forms
  • Custom video greetings
  • AI-powered voice bot
  • English + Spanish support
  • Automatic lead scoring
  • Digital estimates & e-signatures
  • Photo, video & file upload
  • Advanced analytics dashboard
Try free for 14 days

Pay Per Lead

Only pay when you receive a qualified lead.

$47 / qualified lead
No setup fees · No monthly fees
  • Unlimited intake forms
  • Custom video greetings
  • AI-powered voice bot
  • English + Spanish support
  • Automatic lead scoring
  • Digital estimates & e-signatures
  • Photo, video & file upload
  • Charged only for submitted leads
Get started

Browse every mental and behavioral health intake template

View all mental and behavioral health intake templates →

While they’re still using contact forms, you’re booking patients

Give every website visitor a guided, bilingual, qualifying intake — and turn your psychological testing traffic into signed work.