See which MEB/PEB cases have a live appeal deadline
The intake asks whether the client has received MEB/PEB orders, is inside a deadline to appeal or request a hearing, and disagrees with the findings or rating — then requests board paperwork and medical records before a consultation is booked.
The exact intake your medical and physical evaluation boards leads complete
This is the real 7-question guided intake for Medical and Physical Evaluation Boards — the same flow your customers finish before you ever pick up the phone.
What a qualified medical and physical evaluation boards lead should tell you
Cases involving a Medical Evaluation Board (MEB), Physical Evaluation Board (PEB), or a military disability rating decision, where a service member is being evaluated for fitness to continue serving or for a disability rating tied to separation or retirement.
- Serving In U.S. Military,
- Dealing With Medical Evaluation
- Received Written Results Or
- Within Deadline Respond, Appeal,
- Disagree With Findings, Disability
- Medical Condition Connected Military
- Outcome Affect Pay, Benefits,
The questions your team needs answered
Every medical and physical evaluation boards intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you currently serving in the U.S. military, or were you separated/retired from the U.S. military? | Confirms the caller is actually within the military system your practice serves, screening out non-military callers early. |
| Are you dealing with a Medical Evaluation Board (MEB), Physical Evaluation Board (PEB), or a military disability rating decision? | Confirms this is specifically an MEB/PEB or disability rating matter rather than an unrelated military legal question. |
| Have you received written results or orders from the MEB/PEB, or been told you will be referred to one? | Distinguishes a client who already has written board findings from one who has only been told a referral is coming, which changes how urgent the file is. |
| Are you within a deadline to respond, appeal, request a formal hearing, or submit paperwork related to the MEB/PEB? | Surfaces a live deadline to respond, appeal, or request a hearing, the strongest signal that the case needs attention before it lapses. |
| Do you disagree with the findings, disability percentage, fitness determination, or the type of separation/retirement being proposed? | Identifies exactly what's being contested — findings, rating percentage, fitness, or separation type — which determines the strategy the case needs. |
| Is your medical condition connected to your military service or made worse by your service? | Establishes whether the condition is service-connected, a threshold question for whether the board process even applies. |
| Could the outcome affect your pay, benefits, medical coverage, or ability to stay in the military? | Flags whether pay, benefits, medical coverage, or continued service are at stake, indicating how much is riding on the outcome. |
How Cliont scores medical and physical evaluation boards leads
Every answer is weighted automatically — no manual review required.
Value signals
- Serving In U.S. Military,: yes
- Dealing With Medical Evaluation: yes
- Received Written Results Or: yes
- Within Deadline Respond, Appeal,: yes
- Disagree With Findings, Disability: yes
- Medical Condition Connected Military: yes
See the lead your team receives
MEB/PEB Rating Dispute Lead
From first click to qualified lead
Follow people and businesses seeking counsel through one smooth, guided flow.
They land & meet you
Your video greeting plays instantly — a real face instead of a blank form.
They explain the matter
Smart questions adapt to their matter and capture the full scope.
They share the documents
The facts, dates, and any paperwork come attached, so you can assess the matter before the consultation.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for medical and physical evaluation boards workflows
| Cliont capability | Medical And Physical Evaluation Boards application |
|---|---|
| Conditional branching | Skips the appeal-deadline and disagreement questions when a client hasn't yet been referred to a board, keeping the intake short for early-stage callers. |
| Document upload | Collects MEB/PEB orders and medical records tied to the service-connection question before the case reaches your CRM. |
| Lead scoring | Weighs deadline and disagreement answers heavily so a client mid-appeal outranks one only asking general process questions. |
| CRM routing | Sends qualified MEB/PEB files to your CRM with referral status and disagreement details attached, instead of a bare contact form. |
Common medical and physical evaluation boards lead scenarios
Active-duty member facing appeal deadline
The client has MEB/PEB orders in hand and is inside the deadline to appeal or request a formal hearing while disputing the proposed fitness determination — the intake flags this as time-sensitive.
Retiree disputing disability rating
Already separated, the client disagrees with the disability percentage tied to a service-connected condition; the intake captures the rating dispute separately from any active-duty deadline urgency.
Told of referral, no orders yet
The client has been told a board referral is coming but has no written results, so the intake records that earlier-stage status without assuming a deadline is already running.
Condition not tied to service
Currently serving, but the medical condition isn't connected to or worsened by duty — the intake surfaces this gap so the case is visible as weaker before a consultation is offered.
Career and benefits on the line
The board outcome could affect the client's pay, medical coverage, or ability to remain in the military, which the intake highlights as a separate stakes question.
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Professional
Unlimited intake forms and leads for your growing business.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Advanced analytics dashboard
Pay Per Lead
Only pay when you receive a qualified lead.
- Unlimited intake forms
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- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Charged only for submitted leads
More military law intake templates
Medical and Physical Evaluation Boards lead-intake FAQs
How does the intake tell an active MEB/PEB case from a general military benefits question?
It opens by confirming current or former military status and whether the matter actually involves an MEB, PEB, or disability rating decision, so unrelated questions surface as lower priority.
Can the intake flag cases where a deadline is about to lapse?
Yes — it asks whether the client is inside a deadline to respond, appeal, or submit paperwork tied to the MEB/PEB, so time-sensitive files can be routed ahead of ones with no pending deadline.
What if the client hasn't received written board results yet?
The intake records whether they've received orders or only been told they'll be referred, so early-stage inquiries stay visible without being scored the same as a case already at a hearing stage.
Does the intake distinguish disputes over rating percentage from disputes over separation type?
It asks specifically whether the client disagrees with the findings, disability percentage, fitness determination, or type of separation/retirement, so you can see which part of the decision is being contested.
How is this different from the intake for Discharge Upgrades and Corrections?
This intake centers on board status, ratings, and service-connection questions, while Discharge Upgrades and Corrections centers on the discharge characterization itself, so callers land on the intake matching their actual situation.
What documents does the intake ask clients to provide?
It requests copies of MEB/PEB orders or findings, medical records supporting the condition, and any notice of proposed separation or retirement before the case reaches your CRM.
Turn medical and physical evaluation boards visitors into qualified cases
Give every medical and physical evaluation boards visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.