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SSDI Intake Intelligence · Design Partner Invitation

Your intake team works nights.
The leads still go cold.

An AI platform built for SSDI practices. Every lead called in under 60 seconds. Every ALJ's patterns analyzed. Every claimant scored — so your team sees a number they can trust.

Request a Conversation →Read the full pitch
<60s
First call after lead arrives
~15 min
Full qualification, every claimant
24 / 7
No nights, weekends, or sick days
8
TCPA checkpoints per dial
The Problem

Intake is the most expensive thing your firm does. It's also the most broken.

It is not an administrative problem. It is a revenue problem — and it costs your firm roughly 11% of case revenue at every scale.

Speed Decides the Case

The first firm to reach a claimant signs the retainer. Call back four hours later — they've already signed with someone else. SSDI leads are perishable.

Attorney Time Has a Ceiling

A firm running 200 leads a month burns 40–80 staff-hours on calls that yield the same information every time and require no judgment your staff is uniquely equipped to make.

Qualification Is Inconsistent

A good caller probes. A tired caller misses flags. A claimant with a strong case gets declined because the wrong question wasn't asked on a Tuesday afternoon.

The Platform

An AI that qualifies, recommends, and onboards — so your firm only handles retained clients.

Every lead enters the same pipeline regardless of source. The AI calls within 60 seconds, conducts a complete qualification interview, scores the claimant, and walks them through retainer signing. Attorneys receive only vetted, document-complete cases.

01
Lead Arrives

Web form, inbound call, SMS, aggregator feed, or SSA denial letter. TCPA consent validated. Duplicate detection runs. Dial queued.

02
AI Calls in 60s

Full Blue Book assessment. ALJ hearing office favorability baked in. Objection recovery on every call. Confidence score against your threshold.

03
Recommend

Rep orgs proceed to onboarding at threshold. Attorney firms get a written memo — bulk decisions in minutes from your dashboard.

04
Onboarding Complete

Retainer, HIPAA auth, SSA Form 1696 texted. AI walks the claimant through every document. Calendly fires on completion.

Track A — Non-Attorney Rep Orgs

One call handles everything. When confidence meets your threshold, the AI proceeds to onboarding on the same call. Edge cases route to a human specialist for warm transfer.

Track B — Attorney Firms

Two-stage. The AI qualifies and produces a written recommendation memo. Attorneys approve in a rapid-fire dashboard — bulk decisions in minutes, not hours.

Proprietary Advantage

The platform knows your judges.
Your competitors don't.

Every SSDI hearing office in the country has approval patterns that diverge — sometimes sharply — from national averages. That data has always existed. Until now, no intake system used it.

The Data
Hearing Office Intelligence

A proprietary database of ALJ approval rates by hearing office, condition category, and listing group — drawn from SSA published data and continuously updated. Approval rates vary by more than 2:1 for the same diagnosis across offices.

How It Changes the Call
Real-Time Question Depth Adjustment

The AI adjusts its question sequence based on the claimant's assigned hearing office. High-approval offices prompt lighter evidence thresholds. Low-approval or condition-mismatched offices prompt deeper evidentiary screening.

The Moat
Accumulates With Every Case You Run

As your cases progress to hearing, ALJ decision grounds feed back into your firm's model. The intelligence compounds with every case. You build an advantage your competitors cannot acquire retroactively.

What This Looks Like in Practice

Two claimants. Same condition — chronic back with depression. One in Phoenix. One in Baltimore.

Phoenix approves that profile at 71%. Baltimore approves the same profile at 38%. The AI asks different questions on each call. Both produce the same output: a score they can trust.

74%
Phoenix
41%
Baltimore

No guesswork. No gut feeling from someone on call 31. A score backed by the same data the SSA uses.

Compliance Architecture

Eight checkpoints before a single dial.
Your firm's name never goes on a bad call.

TCPA liability is the first objection any attorney raises. Before any production calls are placed in your state, we obtain written legal opinions from outside counsel confirming the compliance posture — specific to your state, in hand before the Design Partner Agreement is executed.

1
Named-Firm FCC-23-107 Consent

Consent verified as explicitly naming your firm — not a generic lead seller. Any lead without firm-specific consent is blocked before dial.

2
TrustedForm Certificate + Language Audit

Consent form language reviewed against FCC-23-107 requirements. Certificate attached to every lead record.

3
72-Hour Consent Freshness Gate

Leads older than 72 hours are quarantined pending re-consent. A hard block, not a soft warning.

4
LITIGATOR_LIST Scrub via DNC.com

Every number checked against the professional plaintiff list before dial — the most important scrub for any outbound calling program.

5
Federal + State DNC Registry Scrub

National DNC + applicable state registries. Scrub is current, not cached. Matched numbers suppressed permanently.

6
Pre-Call SMS Opt-Out Window on 10DLC

An opt-out opportunity is delivered by SMS via a registered 10DLC number before the outbound call fires.

7
In-Call Intent Confirmation and Recording

The AI confirms the claimant's intent to engage with your firm by name and advises the call is recorded — captured in transcript as an evidentiary layer.

8
Instant Opt-Out Suppression

Any opt-out — by voice, keypress, or SMS — processed in real time and propagated immediately. No delay. No retry.

Pricing

Your first calls are already paid for.

One-time $4,999 onboarding — applied 100% as call credit. Then one price per call covers the complete workflow: qualification, objection recovery, decision delivery, document walkthrough.

Starter
$45 / call
Up to 200 calls

Boutique rep org, 2–5 staff

Growth
$35 / call
201–800 calls

Mid-size firm, 5–20 attorneys

Scale
$25 / call
801–3,000 calls

Regional rep org, multi-state

The delta:

Human intake runs ~11% of case revenue at every scale bracket. This platform runs 1.8–3.1%. The difference — roughly 8 points of margin — is currently paying for calls your staff is making instead of casework your attorneys should be doing.

Design Partner Program · Limited Availability

The window to lead this market is open. Not for long.

We're in early conversations with a small number of SSDI practices. The firms that move now build a data advantage that compounds every month — one their competitors cannot acquire retroactively.

Design partners receive preferred pricing locked for 12 months, direct product influence, and a state-specific compliance review before a single call goes live.

Step 01
30-Minute Conversation

Walk through your intake workflow. We map the platform to your process and answer every compliance question before anything is proposed.

Step 02
Partner Agreement

Pricing, data rights, and exit terms agreed in writing. Compliance clearance confirmed for your state before a single call goes live.

Step 03
Go Live

CMS integration, threshold calibration, lead source connected. First production call within the agreed window. Your model starts learning from day one.

Request a Conversation →
Design Partner Inquiries
partners@claimpros.ai