Know which incident reports are worth a site survey
Tell us what happened, where, and when it occurred, plus whether it's already been reported to authorities or insurance, so you can review scene photos and documentation before committing to a site survey.
The exact intake your incident investigation leads complete
This is the real 5-question guided intake for Incident Investigation — the same flow your customers finish before you ever pick up the phone.
What a qualified incident investigation lead should tell you
A structured intake for reviewing what happened, where, when, and whether the requester is authorized to commission a workplace incident investigation on behalf of the organization or property.
- Incident Occurred
- Did Incident Take Place
- Did Incident Happen
- Authorized Request This Investigation
- This Incident Already Been
The questions your team needs answered
Every incident investigation intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of incident occurred? | Incident type carries the heaviest scoring weight in this catalog, so injury, theft, harassment, and security breach cases surface above lower-weighted 'Other' entries. |
| Where did the incident take place? | Knowing whether the incident happened at a business, school, residential property, or managed facility helps the safety professional judge scope and liability context before agreeing to a site survey. |
| When did the incident happen? | Timing gives context on how fresh the evidence and witness recollection are likely to be, even though it isn't a weighted scoring field. |
| Are you authorized to request this investigation on behalf of the organization or property? | The steep weight gap between 'Yes' and 'No' on authorization exists specifically to catch requests from people who aren't empowered to commission the investigation on the organization's behalf. |
| Has this incident already been reported to authorities or insurance? | Whether the incident is already reported to authorities, insurance, both, or neither tells the safety professional if their investigation stands alone or feeds into an existing process. |
How Cliont scores incident investigation leads
Every answer is weighted automatically — no manual review required.
Value signals
- Injury or accident
- Theft or property loss
- Harassment or misconduct
- Security breach
- Property damage
- Other
See the lead your team receives
Incident Investigation Lead
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.
Built for incident investigation workflows
| Cliont capability | Incident Investigation application |
|---|---|
| Weighted answer scoring | Injury or accident, theft, harassment, security breach, and property damage each carry distinct weights from q001, so the most serious incident types rise to the top of your CRM automatically. |
| Authorization gate | The yes/no authorization question (q004) carries a steep weight drop for 'No,' catching third-party or unauthorized requests before you schedule a site survey. |
| Structured incident classification | Incident type and location answers (q001, q002) are captured as discrete fields your team can filter and tag by in the CRM, rather than parsing free-text descriptions. |
| Reporting-status capture | The q005 answer shows whether the incident is already reported to authorities, insurance, both, or neither, so you know if your investigation duplicates an existing process. |
Common incident investigation lead scenarios
Unreported workplace injury
An employee was hurt on-site today and nothing has been filed with authorities or insurance yet, so the intake flags it for fast follow-up while the scene is still fresh.
Theft already filed with insurance
Property loss occurred this week and the property owner has already reported it to insurance, giving the safety professional context on whether an independent investigation adds value.
Harassment complaint at a business
A misconduct allegation at a business location needs sensitive handling; the intake captures location and timing separately from incident type so context is clear before scheduling.
Request from an unauthorized party
Someone outside the organization tries to commission an investigation without authorization; the low weight on a 'No' answer here surfaces the mismatch before a site survey is booked.
Security breach at a managed facility
A breach at a managed facility was reported to authorities but not yet to insurance, letting the safety professional see what's already been documented before showing up on-site.
Connect Cliont to your workflow
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
Book jobs
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 workplace safety intake templates
Incident Investigation lead-intake FAQs
How does the intake stop unauthorized people from requesting an investigation?
The authorization question carries a much lower weight for 'No' than 'Yes,' so requests from people who can't confirm they're authorized on behalf of the organization or property score noticeably lower before any site survey is scheduled.
Do all incident types get treated the same in scoring?
No. Injury or accident, theft, harassment, security breach, and property damage each carry their own weight from the catalog, so more serious incident types naturally surface as higher-value leads.
Why does the intake ask if the incident has already been reported to authorities or insurance?
This tells you upfront whether the case is a standalone request or one that's already moving through a police or insurance process, which changes what your investigation needs to produce.
Does the location field distinguish between a business and a residential property?
Yes, the intake asks whether the incident occurred at a business, school, residential property, or managed facility, so you can see the setting before deciding how to scope the site survey.
Is the timing of the incident used to prioritize leads?
Timing (today, this week, this month, or longer ago) is captured for context on evidence freshness, but it isn't weighted in the scoring the way incident type or authorization are.
How is this different from a Workplace Safety Assessment intake?
Incident Investigation intake is built around a specific event that already happened, capturing incident type, location, timing, and reporting status, rather than the broader hazard-review questions used for a Workplace Safety Assessment.
Turn incident investigation visitors into qualified jobs
Give every incident investigation visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you drive out.