Every recovery support enquiry, scored before it reaches your CRM
A guided intake captures who's seeking support, their current recovery stage, and whether they've agreed to participate before you offer an intake session slot. Collect ID and insurance details upfront so your team walks into the first conversation with context, not a cold lead.
The exact intake your recovery support leads complete
This is the real 5-question guided intake for Recovery Support — the same flow your customers finish before you ever pick up the phone.
What a qualified recovery support lead should tell you
Ongoing recovery support services for people at any stage of substance use recovery, from someone considering a change through post-treatment maintenance or a recent setback, plus support for family members reaching out on a loved one's behalf.
- Seeking Recovery Support
- Stage Recovery Best Describes
- Support
- Person Receiving Support In
- Person Agreed Participate In
The questions your team needs answered
Every recovery support intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Who is seeking recovery support? | Determines whether the submission is a direct client referral or a family member reaching out on someone else's behalf, which changes how outreach should be handled. |
| What stage of recovery best describes the current situation? | Distinguishes early-consideration inquiries from recently-completed-treatment or setback/relapse cases, which carry the highest weights and typically need faster follow-up. |
| What kind of support are you looking for? | Identifies exactly which services the person wants so the lead can be routed to the right staff member or program instead of a general queue. |
| Is the person receiving support currently in a safe living environment? | A 'no' answer scores much lower and signals the situation may need a different response than scheduling a standard intake session. |
| Has the person agreed to participate in this support process? | Separates clients who are ready to engage from cases where a family member has submitted the form without the person's agreement, preventing session slots from going to leads that aren't actually ready. |
How Cliont scores recovery support leads
Every answer is weighted automatically — no manual review required.
Value signals
- Considering making a change
- Recently completed treatment
- Currently in treatment
- Maintaining long-term recovery
- Experienced a setback or relapse
- Individual counseling
Disqualifiers
- Not sure yet
See the lead your team receives
Recovery Support 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 recovery support workflows
| Cliont capability | Recovery Support application |
|---|---|
| Conditional routing logic | Separates self-referrals from family-member submissions based on the 'who is seeking support' answer, so your team knows upfront whether client buy-in still needs to be confirmed. |
| Weighted lead scoring | Assigns higher scores to stages like recently completed treatment or setback/relapse, and lower scores when the client hasn't agreed to participate, so intake session slots go to the most engagement-ready leads first. |
| Multi-select field capture | Captures every support type a client is interested in — individual counseling, group sessions, family support, relapse prevention — in one submission instead of forcing a single category. |
| Safety flag on submission | Surfaces a low safe-living-environment answer directly in the lead record so staff can decide how to handle outreach before offering a session time. |
Common recovery support lead scenarios
Self-referral after finishing treatment
Someone recently completed treatment and is looking for individual counseling or relapse prevention planning on their own initiative, with agreement to participate already confirmed.
Family member inquiring, client not yet on board
A parent or spouse submits the intake for a loved one who hasn't agreed to participate yet, signaling that outreach and engagement work is needed before a session slot should be held.
Currently in treatment, wants supplemental support
Someone already in an active program is looking for group sessions or family support alongside their existing treatment, which routes differently than a standalone recovery support case.
Setback or relapse re-engagement
A person who experienced a recent setback is re-entering support, often needing individual counseling and relapse prevention planning weighted as one of the highest-priority stages in the catalog.
Early-stage, still deciding on support type
Someone considering making a change selects 'Not sure yet' for the kind of support they want, indicating a lead that needs a conversation to clarify fit rather than an immediate booking.
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
Recovery Support lead-intake FAQs
How does the intake tell me whether the client or a family member is the one seeking support?
The first question asks who is seeking recovery support — the client themselves, a partner, a child or dependent, or another family member — so your team knows immediately whether they're dealing with a direct referral or a third-party inquiry that may need extra outreach.
Does the intake flag whether the person has actually agreed to get support?
Yes, there's a dedicated yes/no question on whether the person receiving support has agreed to participate, which carries a meaningfully lower weight when the answer is no — helping you separate ready-to-engage leads from ones a family member submitted without buy-in.
How is safety around living environment handled in this intake?
A yes/no question asks whether the person is currently in a safe living environment, and a 'no' answer scores much lower than 'yes,' so your team can see at a glance which submissions may need a different kind of follow-up before scheduling.
Can the intake distinguish between someone in early consideration versus someone in relapse?
Yes, the stage-of-recovery question covers considering a change, recently completed treatment, currently in treatment, maintaining long-term recovery, and experiencing a setback or relapse, each weighted so your team can prioritize accordingly.
What if a lead wants group support instead of individual counseling?
The kind-of-support question is multi-select, covering individual counseling, group sessions, family or relationship support, relapse prevention planning, or 'not sure yet,' so you see exactly what the client is asking for before they reach your CRM.
How does Recovery Support intake differ from Family Support Services or Relapse Prevention?
This intake covers the broad range of recovery stages and support types in one flow, while Family Support Services and Relapse Prevention are separate sibling subservices for cases where the inquiry is specifically about family involvement or targeted relapse planning.
Turn recovery support visitors into qualified patients
Give every recovery support visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book front-desk time.