By the Cliont product teamUpdated September 9, 2026

cybersecurity lead intake software for firms

Qualify more cybersecurity 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 project, collects documents, and hands you a scored, qualified lead.

Start your free 14-day trial Try a live demo See the intakes

●Video greeting●Guided intake●Document upload●Instant lead scoring

Live previewQuestion 1 of 7

Who is this training for?

A business organization

A nonprofit organization

An internal IT/technology team

8 cybersecurity intakes

A custom intake for every cybersecurity project

Each one is a ready-to-embed smart survey tuned to the project — open any to try the exact experience your leads would complete.

7-question intake

Security Awareness Training

Training programs that teach employees or members to recognize phishing, social engineering, and other cybersecurity risks in daily work.

Preview intake →

6-question intake

Compliance Security Program

Support for building or maintaining a security program that meets regulatory or industry compliance requirements such as audits, certifications, or frameworks.

Preview intake →

6-question intake

Penetration Testing

Authorized simulated cyberattacks on systems, networks, or applications to identify exploitable security weaknesses before real attackers do.

Preview intake →

6-question intake

Cybersecurity Assessment

A structured review of an organization's or individual's systems, networks, and practices to identify cybersecurity risks and gaps.

Preview intake →

6-question intake

Email Security

Support for securing business or personal email systems against phishing, spoofing, malware, and unauthorized access.

Preview intake →

7-question intake

Incident Response

Support for organizations or individuals currently experiencing or recovering from a suspected cybersecurity breach, attack, or compromise.

Preview intake →

8-question intake

Vulnerability Assessment

A structured review of systems, networks, or applications to identify and prioritize security weaknesses before they are exploited.

Preview intake →

5-question intake

Managed Security Services

Ongoing outsourced monitoring, detection, and management of an organization's or individual's security systems and infrastructure by an external provider.

Preview intake →

Qualification

Information you need before every cybersecurity project

This Training
About How Many People
Topics Should Training Cover
This Group Had Any
Have Authority Approve Or
Soon Would Like Training
Would Prefer Training Be
Compliance Framework Or Standard
Main Reason This Compliance
Have Any Documented Security

Lead scoring

How cybersecurity lead scoring works

Value signals

A business organization
A nonprofit organization
An internal IT/technology team
An individual or small group of individuals
Have Authority Approve Or: yes
As soon as possible

Urgency signals

Proactive improvement
Immediately
Proactive general checkup
Suspected active compromise or breach
There Active Or Suspected
Service disruption or outage

The difference

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

Prospects and clients arrive ready to explain the project. 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 project 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 project scope in their own words
Relevant documents attached automatically
Every lead scored by value
High-intent leads flagged for you

The client journey

From first click to qualified lead

Follow prospects and clients 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 project

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

They share the details

The scope and any documents come attached, so you can scope before the first call.

You get a ready lead

Scored and qualified — waiting for you to win it.

Implementation

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 project 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.

FAQ

Cybersecurity lead-intake FAQs

What does a cybersecurity intake collect?

Each cybersecurity 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 cybersecurity 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 cybersecurity opportunities without manually reviewing every raw submission first.

Can visitors try a cybersecurity 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 cybersecurity 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.

Pricing