Structured web intake
A single claimant intake form organizes the same case information every time, regardless of who completes the intake.
How It Works
How SSDIQ moves intake forward.
From first contact through case resolution, SSDIQ helps coordinate claimant intake for disability law firms across phone, web, referral, and follow-up workflows.
Intake Continuity
Workflow across phone, web, referral, and follow-up.
Phone calls, web inquiries, referrals, and follow up activity all flow through the same structured claimant intake workflow, helping disability firms reduce missed opportunities and maintain more consistent review practices.
The intake workflow shows how SSDIQ organizes activity for disability attorneys, representatives, advocates, and intake teams from first contact through internal review.
Advanced Intake
One operating system for every channel.
SSDIQ brings structure and operational consistency to disability intake workflows, helping Social Security disability firms reduce variability between reviewers and maintain more consistent intake practices across the team.
Phone-based intake workflows
Phone-based intake is documented within the same system as web and follow-up workflows.
SMS intake continuation
Follow-up messaging workflows allow intake activity to continue without requiring every interaction to happen in a single session.
Centralized case pipeline
All claimant intake activity enters one operational queue instead of being scattered across inboxes, spreadsheets, or separate intake processes.
How Cases Move Through SSDIQ
From new lead to case resolution
A reliable sequence disability intake teams can run on every claimant lead, from first review through case progression and outcome tracking.
Step 01
Receive the lead
A new disability lead enters the system, submitted directly by a potential claimant or added by intake staff.
Step 02
Analyze intake responses
Reviewers walk through the responses and confirm key case details.
Step 03
Review the scoring result
Use the algorithmic score as a starting point for case assessment.
Step 04
Read the LLM summary
Use the generated case summary to orient quickly before deeper evaluation.
Step 05
Document case status
Track development status, outstanding items, hearings, appeals, and ongoing case progression throughout the life of the case.
Step 06
Record SSA adjudicative decision and fee status
Record SSA adjudicative decisions, fee/payment status, and finalized case outcomes for operational tracking and file management.
Reviewer Playbook
How strong intake teams maintain consistency
A consistent claimant intake process helps reviewers identify missing information earlier, improve case organization, and move cases forward more efficiently.
Complete the intake fully
Capture complete responses before moving forward so reviewers have the full case context.
Clarify functional limitations
Document how conditions affect daily activities, work capacity, and consistency over time.
Document treatment history
Track providers, ongoing care, frequency of treatment, and gaps in medical history.
Evaluate before escalation
Evaluate the intake responses, score, and case brief together before advancing the case.
Use the score as a guide
Strength bands help organize attention and workflow priority, but final judgment still belongs to the reviewer or attorney.
LLM Case Briefs
Written case summaries for faster review
The scoring engine and LLM summarization system are intentionally separated.
Reviewers use the generated case brief to understand the case faster, organize claimant intake information, and orient quickly before deeper evaluation. Prioritization and follow-up decisions still come from the reviewer.
Professional Use Note
SSDIQ supports intake evaluation and workflow prioritization. It is not a substitute for attorney review and does not constitute a legal determination or prediction of claim outcome. Leads should be evaluated alongside supporting records, attorney judgment, and applicable legal standards.