Construction Claims Consultation Form: Fields That Matter

Overview

A good public consultation form should help the consultant answer who is contacting the firm, which stakeholder they are, what project is involved, what kind of claim/dispute exists, what stage the matter is in, whether counsel is involved, whether expert testimony may be required and whether a hard deadline exists.

It should not collect the whole evidentiary record.

Field 1: Contact and organization

Collect name, company/firm, role, work email and phone.

Field 2: Client type

Useful options include owner/employer, general contractor, subcontractor, design professional, surety, insurer, outside counsel, in-house counsel, public agency and other.

This is one of the strongest routing fields.

Field 3: Project type

Use broad sectors such as commercial, infrastructure, transportation, energy, industrial, healthcare, public works, EPC/megaproject and other.

Field 4: Project location / jurisdiction

Ask at a high level.

Do not use the public form to offer legal jurisdiction advice.

Field 5: Matter stage

Useful options include emerging project issue, negotiation, claim preparation, claim response, mediation, adjudication, arbitration, litigation, expert appointment and not sure.

Field 6: Issue category

Allow multiple selections:

• delay;
• disruption;
• acceleration;
• productivity/lost efficiency;
• change orders;
• cost/damages;
• schedule analysis;
• termination/default;
• defective work/standard-of-care support where offered;
• expert witness;
• other.

Field 7: Key deadline

Ask for mediation date, arbitration/litigation deadline, expert-report deadline, claim submission deadline, response deadline, negotiation meeting, no fixed date or not sure.

This can materially affect fit and capacity.

Field 8: Counsel involvement

Use outside counsel involved, in-house counsel, no counsel or prefer to discuss.

This helps route the matter without pretending the consultant provides legal representation.

Field 9: Expert-witness need

Use consulting only, expert witness likely, expert already appointed, independent analysis needed or not sure.

Actual expert role should be confirmed professionally.

Field 10: Project / claim scale

Optional ranges can help qualification if the firm uses them.

Avoid asking for precise confidential damages figures in a generic public form unless necessary.

Field 11: Short non-sensitive summary

Prompt:

Describe the project issue, current dispute stage and the technical help you believe is needed. Please avoid uploading privileged or sensitive matter documents in this public form.

What the public form should not collect

Avoid requiring complete contracts, native schedule files, privileged legal correspondence, expert reports, deposition transcripts, litigation productions, full cost databases or confidential settlement communications.

Move matter documents into the approved secure workflow after professional review.

Confirmation message

Use:

Thanks. We received your construction-claims consultation request. Our team will review the project type, client role, dispute stage, issue category and timing and contact you about fit and next steps.

Avoid declaring that a claim is valid or recoverable before professional analysis.

Collect enough to route the matter without turning intake into discovery

A strong consultation form identifies the buyer, project, dispute and deadline while protecting the detailed case record for the professional workflow.

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