Family support intake that asks what your team actually needs to know
The intake asks who's seeking support, what type of help they want — from education to intervention planning — and whether they're willing to attend sessions themselves, so your team can prioritize before offering an intake session slot.
The exact intake your family support services leads complete
This is the real 5-question guided intake for Family Support Services — the same flow your customers finish before you ever pick up the phone.
What a qualified family support services lead should tell you
Guidance, counseling, and peer-support intake for parents, spouses, adult children, siblings, or other caregivers affected by a loved one's substance use — distinct from treatment for the person using substances.
- Seeking Support Today
- Person Whose Substance Use
- Support
- Willing Participate In Sessions
- Soon Would Like Begin
The questions your team needs answered
Every family support services intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Who is seeking support today? | Knowing whether the caller is a parent, spouse, adult child, or sibling helps route them to family-support programming suited to that role. |
| Is the person whose substance use concerns you currently in any form of treatment? | Whether the affected person is already in treatment shows if this is a standalone family case or a complement to active care. |
| What type of support are you looking for? | Each selected support type carries its own weight, so requests like intervention planning or counseling score higher than a single education request. |
| Are you willing to participate in sessions yourself, separate from the person affected? | A caregiver who agrees to attend sessions themselves is a stronger, more actionable lead than one seeking help only for someone else. |
| How soon would you like to begin support services? | Selecting 'Immediately' flags the enquiry as urgent so it isn't left to sit while a session slot goes unfilled. |
How Cliont scores family support services leads
Every answer is weighted automatically — no manual review required.
Value signals
- Education and guidance about substance use
- Family or couples counseling
- Peer support group
- Help planning an intervention or conversation
- Help coping with stress or strain on the family
- Willing Participate In Sessions: yes
Urgency signals
- Immediately
See the lead your team receives
Family Support Services Lead
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.
Built for family support services workflows
| Cliont capability | Family Support Services application |
|---|---|
| Weighted scoring | Raises the score when a caregiver selects family or couples counseling or intervention planning, and again when they confirm willingness to attend sessions themselves. |
| Urgency detection | Flags anyone who answers 'Immediately' to the timing question so your team can hold or release a session slot without guessing. |
| Multi-select capture | Records every support type a caregiver checks off — from education to intervention planning — so the first session starts with a clear picture of what's being asked for. |
| CRM routing | Sends qualified family support enquiries to your CRM with the relationship, treatment status, and support-type answers attached, ready for a case manager to triage. |
Common family support services lead scenarios
Parent seeking crisis intervention help
A parent selects intervention-planning support and wants to begin immediately, which combines a high-value support type with an urgent timeline the intake flags for fast follow-up.
Partner exploring options only
A spouse requests only educational guidance and marks 'just exploring options' for timing, so the intake scores it lower urgency for a nurture sequence instead of an immediate session hold.
Adult child unwilling to attend sessions
An adult child asks about a peer support group but answers no to attending sessions themselves, which the intake weighs down even though the requested support type is high value.
Caregiver whose loved one is in treatment
A caregiver reports the affected person is already in treatment, requests family or couples counseling, and confirms willingness to attend — a high-value complementary case ready to schedule.
Sibling unsure of treatment status
A sibling doesn't know whether their loved one is in treatment and only wants help coping with family strain, giving your team a moderate-urgency, coping-focused case to work.
Connect Cliont to your workflow
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
Book visits
Google Calendar, Outlook Calendar, Calendly
Notify your team
Email, SMS, Slack
Automate follow-up
Zapier, Webhooks, API
Simple, transparent pricing
Choose the plan that works for your business.
Professional
Unlimited intake forms and leads for your growing business.
- 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
Pay Per Lead
Only pay when you receive a qualified lead.
- 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
More substance use treatment intake templates
Family Support Services lead-intake FAQs
How does the intake separate someone asking about intervention-planning support from someone just gathering information?
The support-type question weights intervention-planning and counseling requests higher, while the timing question shows whether they want to begin immediately or are just exploring, so you can prioritize accordingly.
Does the intake ask whether the affected family member is already in treatment?
Yes — it asks whether the person whose substance use is a concern is currently in treatment, not in treatment, or unknown, so your team can tell if this is a standalone family request or a complement to existing care.
Why does the intake ask if the caregiver is willing to attend sessions themselves?
That yes/no question carries real weight in the score — a caregiver willing to participate directly scores higher than one only seeking help for the person affected, which matters before you hold a session slot.
Can the intake tell me who is filling out the form — a parent, spouse, sibling?
Yes, the first question captures the relationship — parent, spouse or partner, adult child, sibling, or other caregiver — so the intake session can be tailored to that role from the start.
How is this different from the intake for Recovery Support or Relapse Prevention?
Family Support Services intake focuses on the caregiver's own needs — relationship, willingness to attend, and type of family-facing support — rather than the affected individual's treatment history, which those sibling subservices cover.
What happens if someone selects multiple support types, like counseling and a peer group?
The support-type question allows multiple selections and each one adds its own weight to the score, so a caregiver requesting several types of help scores higher than one requesting a single service.
Turn family support services visitors into qualified patients
Give every family support services visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book front-desk time.