Qualify more genealogy and family history 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 job, collects photos, and hands you a scored, qualified lead.
A custom intake for every genealogy and family history job
Each one is a ready-to-embed smart survey tuned to the job — open any to try the exact experience your leads would complete.
Ancestry Record Search
A service that researches historical records to trace family ancestry, lineage, and relatives across generations for individuals or households.
Preview intake →
Family History Book
A service that compiles researched genealogical and family history information into a written, printed, or digital keepsake book.
Preview intake →
Family Tree Research
Research service that helps individuals trace ancestry, build family trees, and locate historical records about relatives.
Preview intake →
Heirloom Document Organization
A service that sorts, catalogs, and preserves family papers, photos, and heirloom documents for safekeeping and easier future reference.
Preview intake →
DNA Research Support
Support for interpreting DNA test results and connecting them to family history research and documented genealogical records.
Preview intake →Information you need before every genealogy and family history job
- Main Goal Ancestry Search
- Countries Or Regions Relevant
- Already Have Any Family
- Used Any Genealogy Websites
- Far Back Want Research
- Person Authorized Request Records
- Soon Would Like Research
- Current Status Family Research
- Materials Already Have Include
- Many Generations Want Book
How genealogy and family history lead scoring works
Value signals
- Trace family lineage or tree
- Find a specific relative or ancestor
- Confirm ethnic or national heritage
- Gather documentation for legal or citizenship purposes
- Already Have Any Family: yes
- Person Authorized Request Records: yes
Urgency signals
- Immediately
Your visitor has a real job. A contact form can’t hear it.
Homeowners and property managers arrive ready to explain the job. Give them a conversation instead of a dead form — and get exactly what you need to win it.
Three empty fields and silence
- No job details or scope
- No photos or context
- No way to tell a real lead from a tire-kicker
- You chase; most never reply
A guided conversation that converts
- Full job scope in their own words
- Damage photos attached automatically
- Every lead scored by value
- Residential or commercial flagged for you
From first click to qualified lead
Follow homeowners and property managers 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 job
Smart questions adapt to their job and capture the full scope.
They add photos
Damage photos and details come attached, so you assess before you drive out.
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 job 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.
Genealogy and Family History lead-intake FAQs
What does a genealogy and family history intake collect?
Each genealogy and family history template asks job-specific questions drawn from the selected service, then captures contact details and relevant photos. The resulting submission gives the team more context than a name-and-email contact form.
How are genealogy and family history 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 genealogy and family history opportunities without manually reviewing every raw submission first.
Can visitors try a genealogy and family history 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 genealogy and family history 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.
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
Browse every personal and household services intake template
While they’re still using contact forms, you’re booking jobs
Give every website visitor a guided, bilingual, qualifying intake — and turn your genealogy and family history traffic into signed work.