Know which continuing disability review leads are worth consultation
Ask whether SSDI or SSI benefits are still active, whether Social Security has already sent a CDR notice or cessation letter, and whether an appeal deadline falls inside 60 days — then collect that letter and recent treatment records before a consultation gets booked.
The exact intake your continuing disability reviews leads complete
This is the real 6-question guided intake for Continuing Disability Reviews — the same flow your customers finish before you ever pick up the phone.
What a qualified continuing disability reviews lead should tell you
A periodic review Social Security conducts on someone already receiving SSDI or SSI to decide whether they still medically qualify, usually triggered by a mailed notice, a request for updated medical records, or a scheduled exam.
- Receiving Ssdi Or Ssi
- Social Security Recently Contact
- Received Letter Saying Disability
- There Deadline Coming Up
- Want Help Keep Disability
- Seen Doctor, Therapist, Or
The questions your team needs answered
Every continuing disability reviews intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you currently receiving SSDI or SSI disability benefits? | Confirms this is actually a CDR case rather than a new applicant, since someone not currently receiving benefits belongs on a different intake path entirely. |
| Did Social Security recently contact you about a Continuing Disability Review (CDR), such as a form to fill out, a request for medical records, or an exam appointment? | A confirmed contact from Social Security — a form, records request, or exam notice — means the review is already underway, not just a general worry about future benefits. |
| Have you received a letter saying your disability benefits may be reduced or stopped because Social Security thinks you have improved? | A cessation or reduction letter means Social Security has already made a finding of medical improvement, the single highest-stakes trigger in a CDR case. |
| Is there a deadline coming up soon (within the next 60 days) to respond, appeal, or submit paperwork to Social Security? | A response deadline inside 60 days means missing it can end benefits outright, so this answer should move a lead to the front of the queue. |
| Do you want help to keep your disability benefits during this review or appeal? | Separates people actively seeking representation to fight the review from those only asking general questions about the process. |
| Have you seen a doctor, therapist, or clinic for your condition in the last 12 months (or do you have upcoming appointments)? | Recent treatment is the evidence that supports continued disability, so a no answer flags a case that needs extra documentation before it's ready for consultation. |
How Cliont scores continuing disability reviews leads
Every answer is weighted automatically — no manual review required.
Value signals
- Receiving Ssdi Or Ssi: yes
- Social Security Recently Contact: yes
- Received Letter Saying Disability: yes
- There Deadline Coming Up: yes
- Want Help Keep Disability: yes
- Seen Doctor, Therapist, Or: yes
See the lead your team receives
Continuing Disability Review 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 continuing disability reviews workflows
| Cliont capability | Continuing Disability Reviews application |
|---|---|
| Weighted lead scoring | Answers about an active cessation letter and a sub-60-day deadline carry the most weight, so those cases surface above a general CDR notice with no deadline yet. |
| Document capture | The intake collects the CDR notice, cessation letter, and recent medical records directly from the prospective client instead of asking your staff to chase them down after intake. |
| CRM routing | Cases with a benefits-reduction letter and near-term deadline can be tagged for priority follow-up when they land in your CRM, instead of sitting in a general inbox with routine inquiries. |
| Structured qualification questions | Confirming current SSDI/SSI status up front keeps people who aren't actually under review from consuming a CDR-specific consultation slot. |
Common continuing disability reviews lead scenarios
Benefits already terminated, deadline near
The person received a letter saying Social Security found medical improvement and has under 60 days to respond, combining two of the highest-weighted signals in the catalog.
CDR notice just arrived, no deadline yet
Social Security sent a form or records request but no cessation letter or deadline exists yet — the intake still flags them as wanting representation to keep benefits.
Not currently receiving benefits
The person answers no to currently receiving SSDI or SSI, which signals this isn't actually a CDR matter and belongs on an initial application or claims intake instead.
Recipient with thin medical history
An active benefits recipient facing review answers no to recent doctor visits, flagging a gap in evidence that needs to be addressed before a consultation is scheduled.
Connect Cliont to your workflow
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
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
Continuing Disability Reviews lead-intake FAQs
How does the intake tell a CDR case apart from someone filing a new claim?
The first question asks whether the person is currently receiving SSDI or SSI — a no answer signals this isn't a review at all and the lead is better routed to an SSDI Claims or SSI Claims intake instead.
What if someone fills out the form but doesn't have a deadline yet?
A lead can still score high without an active 60-day deadline if they've already received a CDR notice or cessation letter — the deadline question adds urgency on top of that, it isn't the only qualifying signal.
Can the intake flag someone whose benefits have already been cut off?
Yes — the question about receiving a letter saying benefits may be reduced or stopped is one of the highest-weighted fields in the catalog and pushes that lead toward the top of the queue.
What documents does the intake collect from prospective clients?
It's built to gather the CDR notice or records request, any cessation/reduction letter, recent medical records, and a consultative exam appointment letter if one's been scheduled — so the file is ready before you call back.
How is this different from an Overpayment Waiver intake?
This intake centers on whether Social Security has found medical improvement and whether benefits are at risk going forward, while an Overpayment Waiver case is about money already paid that Social Security wants back — different fields, different urgency.
Turn continuing disability reviews visitors into qualified cases
Give every continuing disability reviews visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.