01
Step 01
Receive the lead
A new lead enters the system, submitted directly by a prospect or added by intake staff.
How It Works
Platform Guide
SSDIQ is designed to support disability intake workflows, lead prioritization, and operational clarity.
Workflow
How firms run intake with SSDIQ
New disability leads enter the system through a structured intake workflow designed to support more consistent intake and review practices across the firm.
Each submission is processed through the Policy-Driven Scoring Engine, then organized for case assessment, follow-up, and workflow progression.
Lead Intelligence helps guide intake and review workflows through structured operational processes, reducing the need for every staff member to independently interpret complex disability intake criteria.
Intake teams can document case status, follow-up activity, field office progression, hearings, appeals, and adjudicated outcomes throughout the lifecycle of the case.
Use lead intelligence to organize and prioritize intake workflows across your firm.
How Cases Move Through SSDIQ
From new lead to next action
A reliable sequence intake teams can run on every lead, so reviewers spend less time deciding and more time acting.
02
Step 02
Analyze intake responses
Reviewers walk through the responses and confirm key case details.
03
Step 03
Review the scoring result
Use the algorithmic score as a starting point for case assessment.
04
Step 04
Read the LLM summary
Use the generated case summary to orient quickly before deeper evaluation.
05
Step 05
Document case status
Track development status, outstanding items, hearings, appeals, and ongoing case progression throughout the life of the case.
06
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.
Reading the Score
Understanding case strength
Reviewers use case strength to identify which cases need additional development and which are ready for attorney evaluation.
Excellent
High-priority case for attorney evaluation or immediate follow-up.
Strong
Strong candidate for continued case development and reviewer attention.
Moderate
Worth closer evaluation. Identify missing information and gather additional case context.
Limited
Often benefits from additional development or supporting documentation.
Finite
Lower-priority case unless additional information becomes available.
Evaluate the score alongside the case brief and intake responses before acting.
LLM Case Brief
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 intake information, and orient quickly before deeper evaluation. Prioritization and follow-up decisions still come from the reviewer.
Used for
- Structured case briefs
Not used for
- Calculating scores
- Modifying scoring outcomes
- Scoring decisions
Reviewer Playbook
How strong intake teams maintain consistency
A consistent 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.
Professional Use Note
Use SSDIQ to support intake review, prioritization, and workflow visibility. The platform is not a substitute for attorney evaluation, does not provide legal advice, and does not predict claim outcomes.