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SSDI Intake Intelligence

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 approval patterns baked in. Every claimant scored — so your team sees a number they can trust, not a transcript they have to rebuild.

Lead Scoring · Live
Active
James M.
Degenerative Disc Disease + MDD
87%
Confidence
Hearing Office
Phoenix, AZ
74% approval rate
Recommendation
Pursue
Attorney review
Working statusStopped 2022 (back injury)
TreatmentPain mgmt + psychiatry (active)
Last insuredDec 2026 · DLI clear
Accept
Decline
Review
0
First call after lead arrives
~15 min
Full qualification, every claimant
24/7
No nights, weekends, or sick days
0
TCPA checkpoints per dial
The Problem

Intake is the most expensive thing your firm does. And the most broken.

It is not an administrative problem. It is a revenue problem — one that costs SSDI firms an estimated 11% of case revenue at every scale.

What Human Intake Actually Costs

Fully-loaded intake — staff wages, telephony, CRM, failed-contact waste — typically runs $300–600+ per signed retain at mid-size SSDI practices.

Speed Decides the Case

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 forfeits cases to faster competitors every single day.

Attorney Time Has a Ceiling

A firm running 200 leads per 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. That capacity belongs in casework.

Qualification Is Inconsistent

Human intake quality varies by shift, caller, energy level. A good caller probes. A tired caller misses flags. 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 — regardless of source — enters the same pipeline. The AI calls within 60 seconds, conducts a complete qualification interview, generates a score, and walks the claimant through retainer signing.

01
Lead Ingestion
  • Web form, call, SMS, or aggregator feed
  • TCPA consent validated before any dial
  • Duplicate detection: phone + email + 24h
  • Normalized across 45+ source formats
02
AI Qualifies
  • Sub-60-second first call after lead arrives
  • Full Blue Book criteria assessment
  • ALJ hearing office favorability baked in
  • Objection recovery on every call flow
03
Route & Recommend
  • Rep org: onboarding at confidence threshold
  • Attorney firm: written memo → dashboard
  • Below threshold: multi-touch recovery loop
  • Hard declines: opt-in capture only
04
Onboarding Complete
  • Retainer + HIPAA auth + SSA Form 1696
  • AI walks claimant through each document
  • E-signature captured on all documents
  • Calendly fires on full 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. Calendly fires when every signature is complete.

Track B — Attorney Firms

Two-stage. The AI qualifies and produces a written recommendation memo with rationale. Attorneys approve in a rapid-fire dashboard — bulk decisions in minutes, not hours. Approved claimants proceed through full onboarding automatically.

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. Condition by condition. ALJ by ALJ. That data has always existed. Until now, no intake system used it.

The Data Source
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. The qualification questions are weighted accordingly.

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 get lighter evidence thresholds. Low-approval or condition-mismatched offices get deeper evidentiary screening. Your qualification standard is now judge-aware, not just criteria-aware.

Why No Competitor Can Copy This
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 that only grows — one 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.

74%
Phoenix
41%
Baltimore

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

Compliance Architecture

We've handled the TCPA exposure. Completely.

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 — specific to your state, in hand before the service agreement is signed.

Eight independent checkpoints run on every dial. No call goes live without full clearance. This is a hard contract condition, not a best-effort commitment.

See All 8 Checkpoints →
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. Hard stop.

2
LITIGATOR_LIST Scrub + DNC

Every number checked against the professional plaintiff list and national DNC registry before dial. The most important scrub for any outbound program.

3
Pre-Call SMS Opt-Out Window

An opt-out opportunity is delivered via registered 10DLC before the outbound call fires. No delivery confirmation = no call. Disclosed in the service agreement.

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. Nothing metered separately.

Starter
$45/ call
Up to 200 calls / mo

Boutique rep org, 2–5 staff

Scale
$25/ call
801–3,000 calls / mo

Regional rep org, multi-state

The delta

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

Stop losing clients
to your callback queue.

SSDI claimants are contacted by multiple firms simultaneously. The retainer goes to whoever calls first — every time. claimpros.ai puts your firm on the line in under 60 seconds, around the clock, with a qualification score your attorneys can act on immediately.

No callbacks. No hold queues. No inconsistent intake. Just qualified, document-complete cases landing in your pipeline.

<60s

First call after every lead — 24 hours a day

90%+

Qualification accuracy on our highest-confidence scores, guaranteed

8

Independent TCPA checkpoints before any dial — state-cleared

~11%

Of case revenue the average SSDI firm spends on human intake today