Pre-Screen Social Security Disability Inquiries Before They Reach Your Firm

Not every disability claim is winnable. PreIntake.ai identifies strong SSDI/SSI cases with proper medical documentation, appeal deadlines, and work history before your staff invests hours in review.

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Common SSD Intake Challenges

These issues consume staff time without producing signed cases.

35%
Insufficient Medical Evidence
No treating physician or inadequate documentation of disability
25%
Appeal Deadline Missed
60-day appeal window expired after denial
25%
Work History Issues
Insufficient work credits or currently working above SGA
15%
Already Represented
Claimant seeking second opinion while represented

See What Your Team Receives

Dorothy Williams

SSDI - Initial Denial Appeal
Qualified

Initial SSDI application denied 3 weeks ago. Claimant has 15+ years of work history as a registered nurse. Chronic back condition with documented lumbar fusion surgery. Currently treating with pain management specialist and unable to perform nursing duties. Within 60-day appeal deadline.

Key Factors

✓ Within appeal deadline ✓ Strong work history (15+ years) ✓ Documented surgery ✓ Active medical treatment ✓ Not currently working ✓ No current representation

Recommended Action

Priority follow-up. Strong appeal candidate with documented medical evidence, established work history, and within appeal window.

INTAKE
Hello! I'm here to help gather some information about your Social Security Disability case. Let's start with your name.
VISITOR
Dorothy Williams
INTAKE
Thank you, Dorothy. What's the best phone number to reach you?
VISITOR
(555) 876-5432
INTAKE
And your email address?
VISITOR
dwilliams.rn@email.com
INTAKE
Thanks Dorothy. What is your current claim status with Social Security?
VISITOR
I just got denied about 3 weeks ago. It was my first application.
INTAKE
I understand. What medical conditions prevent you from working?
VISITOR
I have severe degenerative disc disease in my lower back. I had a lumbar fusion surgery last year but I'm still in constant pain and can't stand or lift things like I used to.
INTAKE
Are you currently receiving medical treatment for this condition?
VISITOR
Yes, I see a pain management specialist every month. I'm on medications and getting injections too.
INTAKE
What type of work did you do before becoming disabled?
VISITOR
I was a registered nurse for 17 years. I worked in the hospital on the medical-surgical floor. Lots of lifting and being on my feet all day.
INTAKE
Are you currently working at all?
VISITOR
No, I haven't been able to work since my surgery. That was about 14 months ago.
INTAKE
Have you spoken with any other attorneys about this case?
VISITOR
No, you're the first firm I've contacted. I didn't know I needed a lawyer until my neighbor told me most people get denied the first time.

Marcus Taylor

SSDI - Appeal Inquiry
Not a Fit

Claimant denied 4 months ago after initial application. 60-day appeal deadline has expired. No reconsideration request filed. Would need to restart application process. Limited work history (3 years) may not meet insured status requirements.

Key Factors

✗ Appeal deadline expired (4 months) ✗ Limited work history (3 years) ○ May need to refile new application ○ Work credits may be insufficient

Reason for Decline

Appeal deadline has expired. Claimant advised they may need to file a new application and was provided with information about SSA work credit requirements.

Intelligent Case Routing

Every inquiry is assessed and routed based on case strength indicators.

GREEN

Qualified

Strong case indicators. Priority follow-up recommended.

YELLOW

Needs Review

Potential case. Additional documentation or evaluation needed.

RED

Not a Fit

Cannot help. Politely declined with appropriate resources.

Built for Social Security Disability Firms

📅

Appeal Deadline Tracking

Automatic 60-day appeal window monitoring from denial date.

📋

Claim Stage Detection

Identifies initial application, reconsideration, ALJ hearing, or Appeals Council stage.

⚖

Medical Evidence Assessment

Evaluates treating physician relationships and documented conditions.

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