Your intake team works nights.
The leads still go cold.
An AI qualification platform built for SSDI practices. Every lead called in under 60 seconds. Every ALJ's approval patterns analyzed. Every claimant scored with precision — so your team sees a number they can trust, not a transcript they have to rebuild.
Intake is the most expensive thing your firm does. And it's the most broken.
It is not an administrative problem. It is a revenue problem.
The first firm to reach a claimant signs the retainer. Call back four hours later and they've already signed with someone else. SSDI leads are perishable. Human intake — constrained by business hours and callback queues — forfeits cases to faster competitors every single day.
A firm running 200 leads per month is typically consuming 40–80 staff-hours on intake calls — calls that yield the same information every time, follow the same script, and require no evidenced judgment your staff is uniquely equipped to make. That capacity belongs in your casework, not your phone queue.
Human intake quality varies by shift, by caller, by energy level. 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. Inconsistency is a case loss problem.
Industry estimates for fully-loaded intake cost — staff wages, supervisor overhead, telephony, CRM, and failed-contact waste — typically run $300–600+ per qualified, signed retain at mid-size SSDI practices. Your firm has a number. The case for change writes itself.
An AI that qualifies, recommends, and onboards — so your firm only handles retained clients.
Every lead — regardless of source — enters the same pipeline. The AI calls within 60 seconds, conducts a complete qualification interview, generates a recommendation, and walks the claimant through retainer signing. Attorneys receive only vetted, document-complete cases.
One call handles everything. When confidence meets your configured threshold, the AI delivers the intake recommendation and — with your org's pre-authorized acceptance criteria — proceeds to onboarding on the same call. The onboarding suite (retainer, HIPAA authorization, SSA Form 1696) is texted immediately. The AI walks the claimant through every document. Calendly fires when all signatures are complete. Edge cases route to a human specialist for warm transfer.
Two-stage. The AI qualifies and produces a written recommendation memo with rationale. Attorneys review and approve in a rapid-fire dashboard — bulk decisions in minutes, not hours. The AI then delivers the decision to the claimant by call or text. Approved claimants proceed through the full onboarding suite. Every document signed. Every Calendly invite sent. Attorney involvement ends at dashboard approval.
Each firm sets its own qualification threshold — from conservative to aggressive — and the platform adapts to your practice focus: musculoskeletal-heavy, mental health-dominant, or ALJ-specific populations. The platform matches yours.
Four steps. One pipeline. Your firm handles cases, not calls.
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. Condition by condition. ALJ by ALJ. That data has always existed. Until now, no intake system used it.
We maintain a proprietary database of ALJ approval rates by hearing office, condition category, and listing group — drawn from SSA published data and continuously updated. Material variation in approval rates — sometimes greater than 2:1 for the same diagnosis. The qualification questions are weighted accordingly.
The AI adjusts its question sequence — depth, condition-specific probes, documentation requirements — 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. Your qualification standard is now judge-aware, not just criteria-aware.
As your firm's cases progress to hearing, the outcomes — ALJ decision grounds, case outcomes, appeal results — feed back into the platform's hearing office models. The intelligence compounds with every case you run. You accumulate an advantage that only grows.
Two claimants. Same condition — chronic back impairment with depression. One in Phoenix, one in Baltimore.
Phoenix approves that condition profile at 71%. Baltimore approves the same profile at 38%. Same condition. Different questions. Different call.
Both calls produce the same output: a qualification score, a confidence percentage, and the documented reasoning behind it. Your attorney sees the number, and the data behind it.
No guesswork. No gut feeling from someone on their 31st call. A score they can trust — with the reasoning to back it up.
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. We built the compliance stack first — not as a checkbox, but as the architecture every other feature runs on top of. Before any production calls are placed in your state, we obtain written legal opinions from outside counsel confirming the compliance posture of the outbound calling program. That opinion is in hand, specific to your state, before the service agreement is executed. No call goes live without that clearance — this is a hard contract condition, not a best-effort commitment.
Consent verified as explicitly naming your firm — not a generic lead seller. One-to-one consent per FCC 2024 ruling. Any lead without verified firm-specific consent is blocked from the dial queue.
Consent form language reviewed against FCC-23-107 requirements. Certificate attached to every lead record. Consent that does not meet the required standard is flagged before any outbound action.
Leads older than 72 hours are quarantined pending re-consent. Stale consent is one of the most common TCPA exposure points. This is a hard block, not a soft warning.
Every number checked against the professional plaintiff list before dial. This is the single most important scrub for firms with outbound calling programs.
National DNC + applicable state registries. Scrub is current, not cached. Matched numbers are suppressed permanently unless re-consent is documented.
An opt-out opportunity is delivered by SMS via a registered 10DLC number before the outbound call fires. A defined opt-out window is observed before dial — no SMS delivery confirmation, no outbound call.
At the start of every call, the AI confirms the claimant's intent to engage with your firm by name and advises that the call is recorded. The claimant's confirmation is captured in the transcript and tied to the lead record.
Any opt-out — by voice, keypress, or SMS reply — is processed in real time and propagated to the suppression list immediately. No delay. No retry. The record is flagged across all call queues for your firm.
The platform collects factual information from claimants, applies the qualification criteria your firm has defined, and executes the administrative workflow you have pre-authorized. It does not provide legal advice or make binding legal decisions. For attorney firms, every case acceptance decision is made by a licensed attorney. For non-attorney representative organizations, the platform operates within the scope of non-attorney representation authorized under 42 U.S.C. § 406(a). We obtain written legal opinions on the scope of permissible use in each state before any production calls are placed.
Every firm's AI model is isolated. Continuously refined by your data. Untouched by anyone else's. Your intake patterns, your qualification decisions, your case outcomes — these train your model and no one else's. There is no shared model that learns from your firm's data and improves a competitor's results.
All call recordings, transcripts, and claimant PHI are stored in encrypted, tenant-isolated storage. No raw PHI crosses tenant boundaries. Business Associate Agreements are executed before any production data is processed. This is a HIPAA-covered engagement from day one.
What this looks like on your P&L — with honest math.
| Firm Profile | Monthly Calls | Platform Spend | Est. Signed Retains | Est. Case Revenue | Platform % of Rev | Current Intake Cost | Current % |
|---|---|---|---|---|---|---|---|
| Boutique Rep Org 2–5 staff | 200 @ $45 | $9,000 | ~72 retains | ~$288K | ~3.1% | ~$32,400 | ~11.3% |
| Mid-Size Firm 5–20 attorneys | 500 @ $35 | $17,500 | ~179 retains | ~$715K | ~2.4% | ~$80,600 | ~11.3% |
| Regional Rep Org Multi-state | 1,500 @ $25 | $37,500 | ~536 retains | ~$2.1M | ~1.8% | ~$241,200 | ~11.5% |
Human intake runs ~11% of case revenue at every scale bracket above. The 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.
Firms don't just save money on intake. They get their attorneys back.
The question is not "does this platform cost money." It is "what does the same volume cost you today." At $25–45 per call, even at average qualification rates, the cost-per-retain comparison is straightforward.
The ROI table above only captures cost reduction. It does not capture the revenue you currently lose because your intake calls back in four hours instead of four minutes. SSDI claimants — often stressed, often being called by multiple firms simultaneously — sign with whoever reaches them first. The conversion advantage of a 60-second first call is real. It does not show up in a cost spreadsheet.
Every case you run makes the next call better. For your firm and no one else's.
Static intake tools score claimants the same way in year three as they did in year one. This platform does not. Your approval decisions, hearing outcomes, and ALJ decision records continuously refine how your model qualifies the next claimant — starting from your first production call.
Every case your attorneys accept or decline — and the outcome of that decision — feeds back into your firm's qualification model. Cases your attorneys accept and win at high rates calibrate the AI's scoring upward for similar profiles. The model learns what success looks like for your practice, not an industry average.
As your cases progress to hearing — typically 12–24 months into representation — ALJ decisions, including the grounds for approval or denial, are ingested back into the platform under BAA. The AI learns which evidence patterns and condition presentations actually succeed with which ALJs at your hearing offices. No human team accumulates this systematically. No competitor starting today can buy their way into it.
Cases that proceed to Appeals Council review add another signal layer. The platform tracks which originally-qualified claimants succeed on appeal — and adjusts borderline confidence scoring accordingly. The model improves across the entire case lifecycle, not just the intake call.
Confidence scores are based on Blue Book criteria, ALJ hearing office data, and SSDI case outcome research. As production cases progress to hearing, actual ALJ decisions calibrate each band against measured outcomes.
We stand behind our highest-confidence scores with a real outcome guarantee. When the platform says 90%+, that score is backed by ALJ office data, Blue Book criteria, and condition-specific outcome research. If the claim is ultimately denied, you pay nothing for that call. No negotiation. Credited when the decision is recorded.
Your first calls are already paid for.
Every engagement begins with a one-time onboarding investment of $4,999. This covers real costs: state-specific legal opinion procurement, TCPA compliance stack configuration, CMS integration, threshold calibration, and a dedicated implementation window. Not overhead. Not margin. And it applies in full as call credit — your first calls run against the onboarding balance before your per-call rate kicks in.
Every call made on your behalf — first attempt, recovery loop, decision delivery — is covered by the per-call rate. There are no call-type surcharges.
The $4,999 onboarding fee is not sunk cost — it's pre-funded production. Your first 111–200 calls (depending on tier) run against your onboarding balance. You see ROI before your first invoice for recurring calls.
Stop losing cases to speed.
Start competing on intelligence.
We're onboarding a small cohort of SSDI practices. Clients receive near-cost pricing, direct product input, and a compliance review specific to their state — before the platform goes to market.