Structured web intake
A single intake form organizes the same case information every time, regardless of who completes the intake.
Multi-Channel Intake
Intake that never stops working.
From first contact through review, SSDIQ helps coordinate intake across phone, web, referral, and follow-up workflows.
Intake Walkthrough
One workflow for every intake channel.
Phone calls, web inquiries, referrals, and follow up activity all flow through the same structured intake workflow, helping firms reduce missed opportunities and maintain more consistent review practices.
In this walkthrough, we demonstrate how SSDIQ organizes intake activity from first contact through internal review.
Advanced Intake
One pipeline for every intake channel
SSDIQ brings structure and operational consistency to disability intake workflows, helping firms reduce variability between reviewers and maintain more consistent intake practices across the organization.
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 intake activity enters one operational queue instead of being scattered across inboxes, spreadsheets, or separate intake processes.
Unified Intake Capture
Designed for intake continuity
Coordinate intake and case workflows from first contact through review, development, and resolution.
First contact and intake coordination
Phone, web, referral, and follow-up interactions all enter the same structured workflow from the first point of contact, whether a call is answered immediately or returned later.
Structured intake and case review
Intake responses are organized into a consistent review format and evaluated through the Policy-Driven Scoring Engine, helping teams assess case strength, identify missing information, and prepare for the next stage of review.
Representation and case development
Teams can document representation status, signed fee agreements, field office activity, appeals, hearings, and ongoing case development while maintaining visibility across the intake and review pipeline.
Resolution tracking and operational insight
SSDIQ supports operational tracking through documentation of adjudicated outcomes, fee tracking, and lead source visibility, helping firms understand workflow progression and where stronger case opportunities originate.
Visibility from first contact through resolution. That is what Lead Intelligence is built for.
Prioritization
Surface the leads worth working first.
Intake feeds directly into the algorithmic scoring engine so reviewers can utilize case scores to focus attention and move efficiently through the process.
Stronger leads surface faster
Structured intake feeds the algorithmic score, allowing higher priority leads to be identified and sorted more efficiently.
Clear next steps
Each lead carries enough context for reviewers to schedule, follow up, escalate, or close out without guesswork.
More time on strong claims
Reviewers spend less time sorting through low priority leads and more time advancing stronger claims efficiently.
Lead intelligence is the difference between working from case notes and working from data.
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.