Appeals Council intake that captures the 60-day ALJ deadline up front
The intake confirms the ALJ decision date, checks whether the caller is the claimant or an authorized representative, and asks for the decision letter before the appeal window closes.
The exact intake your appeals council leads complete
This is the real 6-question guided intake for Appeals Council — the same flow your customers finish before you ever pick up the phone.
What a qualified appeals council lead should tell you
A request asking the Social Security Appeals Council to review an unfavorable Administrative Law Judge decision, generally filed within 60 days of that decision rather than as a new disability application.
- Trying Appeal Social Security
- Already Received Written Decision
- Receive That Alj Decision
- Asking Social Security Appeals
- Person Who Applied Disability,
- Living In United States
The questions your team needs answered
Every appeals council intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you trying to appeal a Social Security disability decision (SSDI or SSI)? | Confirms the underlying claim is an SSDI or SSI matter before any Appeals Council-specific questions are asked. |
| Have you already received a written decision from a Social Security Administrative Law Judge (ALJ) after a hearing? | An Appeals Council request only exists once an ALJ has issued a written decision, so this separates real appeal candidates from earlier-stage inquiries. |
| Did you receive that ALJ decision within the last 60 days? | The 60-day window is the core filing deadline for requesting Appeals Council review, so this answer signals how urgent the file is. |
| Are you asking the Social Security Appeals Council to review the ALJ decision (not starting a brand-new disability application)? | Distinguishes someone genuinely asking for review of an existing decision from someone who actually needs to file a new claim. |
| Are you the person who applied for disability, or an authorized representative for that person? | Confirms whether the person filling out the intake has standing to act on the case, which affects who staff should actually speak with. |
| Are you currently living in the United States or a U.S. territory? | Residency status can affect continued eligibility for review and is worth flagging for staff to confirm rather than assume. |
How Cliont scores appeals council leads
Every answer is weighted automatically — no manual review required.
Value signals
- Trying Appeal Social Security: yes
- Already Received Written Decision: yes
- Receive That Alj Decision: yes
- Asking Social Security Appeals: yes
- Person Who Applied Disability,: yes
- Living In United States: yes
See the lead your team receives
Appeals Council 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 appeals council workflows
| Cliont capability | Appeals Council application |
|---|---|
| Conditional question branching | Routes leads who answer that they're starting a new application (not reviewing an ALJ decision) away from the Appeals Council score path so they can be redirected to Initial Applications or Reconsiderations. |
| Weighted scoring engine | Applies the highest weights to confirming an ALJ decision exists, that it was received within 60 days, and that the request is a review rather than a new filing, so time-sensitive appeals surface first. |
| Document upload capture | Collects the written ALJ decision letter directly in the intake so staff can verify the decision date without a back-and-forth call. |
| Lead detail card in CRM | Passes the ALJ decision date, representative status, and residency answer into the CRM record so intake staff know immediately whether the deadline is close. |
Common appeals council lead scenarios
Fresh unfavorable ALJ decision
Claimant received a denial from the ALJ within the last 60 days and wants the Appeals Council to review it. This is the highest-value path and the intake flags it for prompt follow-up.
Decision older than 60 days
Caller has an ALJ decision but it arrived more than 60 days ago, raising a filing-deadline question the intake surfaces so staff can address it before booking.
Wants a new application, not a review
Caller has never had an ALJ hearing and is really looking to start or refile a disability claim. The intake flags this as a mismatch and points toward Initial Applications or Reconsiderations instead.
Family member calling on someone's behalf
A relative is asking questions about the claimant's case but isn't confirmed as an authorized representative. The intake surfaces this so the firm can clarify representation before any consultation.
Claimant currently living abroad
Claimant received an ALJ decision but is not currently residing in the U.S. or a U.S. territory, which the intake flags as a factor that may affect eligibility for review.
Connect Cliont to your workflow
Send leads
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Book matters
Google Calendar, Outlook Calendar, Calendly
Notify your team
Email, SMS, Slack
Automate follow-up
Zapier, Webhooks, API
Simple, transparent pricing
Choose the plan that works for your business.
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
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Charged only for submitted leads
More social security and disability intake templates
Appeals Council lead-intake FAQs
How does the intake handle the 60-day appeal deadline?
The intake asks whether the ALJ decision was received within the last 60 days and weights that answer heavily, so leads still inside the filing window are distinguished from those where the deadline question needs addressing first.
What if someone fills out this intake but actually needs a new disability application, not an appeal?
The intake asks directly whether the request is to review an existing ALJ decision rather than start a new claim. A 'no' answer here scores lower for Appeals Council and signals the lead may fit Initial Applications or Reconsiderations instead.
Does the intake confirm who is actually filing the appeal?
Yes. It asks whether the person completing the intake is the claimant or an authorized representative, which helps staff spot cases where representation needs to be sorted out before scheduling time.
What documents does the intake collect?
It's built to collect the written ALJ decision letter, since confirming that decision exists and reading its date is central to qualifying an Appeals Council request.
How is this different from the Hearings Before ALJ intake?
This intake assumes a hearing and decision have already happened and focuses on the decision date and review request, while the Hearings Before ALJ intake qualifies leads who are still waiting for or scheduling that hearing.
What happens if the claimant lives outside the U.S.?
The intake asks about current U.S. or U.S.-territory residency and scores that answer separately, flagging it for staff to review rather than silently qualifying or rejecting the lead.
Turn appeals council visitors into qualified cases
Give every appeals council visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.