Social Security disability intake software: AI intake that screens SSDI and SSI claims and books the consult

Social Security disability is a high-volume, low-margin practice. The fee is set by federal rules as a percentage of past-due benefits with a per-case cap, so a firm makes the economics work by handling a large number of claimants efficiently rather than billing hours. That puts enormous pressure on intake: every inquiry has to be answered fast, screened consistently, and either signed or routed, without a big staff burning time on each call. A claimant who reaches voicemail calls the next firm on the list.

Consultations answers every inquiry the instant it lands, asks the questions that place the claim, and runs the same disciplined screening at midnight as at noon. Disability claimants are often unwell and call at odd hours, so an intake that never sleeps and never rushes captures leads a staffed phone line would miss, at a cost that fits a fee-capped practice.

An SSDI or SSI intake has to establish the alleged onset date, the conditions that prevent the claimant from working, whether they are currently working and whether that work is above the substantial-gainful-activity level, their recent work history and whether they have enough credits, whether they have already applied, and where the claim sits: initial application, reconsideration, or hearing before an administrative law judge. If the claim was denied, the date of the denial matters most, because it starts the 60-day clock to appeal.

Consultations gathers these as a conversation, following what the claimant tells it. If they say they were denied last month, it flags the appeal window. If they mention they are still working part-time, it captures that so the firm can weigh it against the SGA threshold. What the attorney receives is a brief that already lays out the onset date, the conditions, the appeal stage, and the deadline, with documents attached, so the consult starts with the claim already placed instead of the first fifteen minutes spent locating it.

Disability claimants want to know whether they qualify and how much they will receive. Consultations never tells them. It does not decide whether a condition meets a listing, does not estimate a monthly benefit or a back-pay amount, does not advise whether to appeal or reapply, and does not give legal or medical advice. It gathers the facts, screens against your criteria, flags the appeal deadline, collects documents, and books the consult.

Whether a claimant qualifies and how a claim should be pursued are judgments that belong to your attorneys and accredited representatives after a full review. The screening the firm defines is applied consistently at intake, but the determination is the firm's. Every detail the claimant shares, including medical and work information, is consented, private, and owned by your firm.