Build and publish a lead form
Use the lead-form builder to publish a clear intake experience without creating another disconnected acquisition tool or cleanup-heavy handoff.
Walkthrough
Lead form publish flow
A quick walkthrough of building, reviewing, and publishing a claimOS lead form.
Poster previewWatch with transcript
The poster should make the story obvious: lead-form publishing belongs in the operating launch path because the submission has to feed live team work immediately.
Start with the poster frame to orient the team, then use chapters and the transcript below to jump straight to the part of the workflow you need.
Chapters
What this video covers
Use the chapter breakdown when you want the fastest path to the exact moment your team needs to review.
Pick the right intake mode · 0:00
Choose hosted or embedded delivery based on the workflow the team needs to run after submission.
Check go-live readiness · 0:27
Review metadata, delivery state, and the draft-versus-live split before you announce the form.
Publish and verify the handoff · 1:01
Confirm the live intake path creates usable work inside claimOS instead of cleanup-heavy volume.
Transcript
Read the walkthrough
The full transcript stays visible on the page so teams can skim, search, and reference the workflow without needing to watch every second.
Choose the intake mode with the end workflow in mind
The walkthrough starts with selecting the right authoring mode for the intended intake experience.
Review readiness before you publish
It then shows how claimOS separates unpublished edits from the current live hosted experience.
Publish and verify the operational handoff
The final step is checking that the live surface actually creates the right operational path inside claimOS.
Keep Going