Initial Applications intake that captures the 12-month duration test
This intake asks whether the condition has lasted 12 months, whether monthly earnings sit above SSA's roughly $1,500 threshold, and whether the applicant has recent treatment history, then sends only genuine first-time filers to your CRM with medical records attached.
The exact intake your initial applications leads complete
This is the real 7-question guided intake for Initial Applications — the same flow your customers finish before you ever pick up the phone.
What a qualified initial applications lead should tell you
Filing a first-time claim for Social Security disability benefits, evaluated against a qualifying medical impairment expected to last at least 12 months and current earnings relative to SSA's substantial gainful activity limit.
- Help Applying Social Security
- Live In United States
- Applying Yourself Or Helping
- Have Medical Condition That
- This Condition Lasted, Or
- Working And Earning More
- Seen Doctor Or Received
The questions your team needs answered
Every initial applications intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you looking for help applying for Social Security disability benefits for the first time (not an appeal)? | Confirms the lead actually belongs in initial applications rather than an appeal or reconsideration matter you handle differently. |
| Do you live in the United States or a U.S. territory? | U.S. or territory residency is a baseline SSA eligibility fact that has to hold before medical criteria are worth reviewing at all. |
| Are you applying for yourself or helping an immediate family member you are authorized to help? | Surfaces early whether a family member is applying on someone else's behalf, so you know who the actual client is before a consultation is booked. |
| Do you have a medical condition that has kept you from working at a regular job? | A medical condition that keeps someone from working is the core disability definition SSA uses, so a no answer here undermines the entire claim. |
| Has this condition lasted, or is it expected to last, at least 12 months or result in death? | The 12-month duration (or expectation of death) is a hard SSA rule that separates a qualifying long-term impairment from a short-term one. |
| Are you currently working and earning more than about $1,500 per month before taxes? | Earnings near or above roughly $1,500 a month approach SSA's substantial gainful activity limit, which can disqualify a claim regardless of medical severity. |
| Have you seen a doctor or received medical treatment for this condition in the last 12 months? | Recent treatment history is the medical evidence SSA actually relies on, so its absence signals a file that needs more documentation before a consultation. |
How Cliont scores initial applications leads
Every answer is weighted automatically — no manual review required.
Value signals
- Help Applying Social Security: yes
- Live In United States: yes
- Applying Yourself Or Helping: yes
- Have Medical Condition That: yes
- This Condition Lasted, Or: yes
- Seen Doctor Or Received: yes
Urgency signals
- Applying Yourself Or Helping
Lower-fit signals
- Working And Earning More: no
See the lead your team receives
Initial Application 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 initial applications workflows
| Cliont capability | Initial Applications application |
|---|---|
| Weighted scoring engine | Weights medical impairment and the 12-month duration test heavily, so a lead with a strong long-term condition scores well above one that only meets some of SSA's basic criteria. |
| Lower-fit signal detection | Automatically discounts leads reporting monthly earnings near or above the roughly $1,500 substantial gainful activity threshold, instead of letting income slip past unnoticed. |
| Branching qualification logic | Separates true first-time filers from people who actually need an appeal, reconsideration, or hearing before they ever get to describe their medical history. |
| CRM routing | Sends only leads with a qualifying medical condition, duration, and authorization status into your CRM as initial-application matters, rather than mixing them with appeal-stage inquiries. |
Common initial applications lead scenarios
First-time SSDI applicant, strong file
Not working, condition expected to last over 12 months, and recent doctor visits on record — the intake flags every high-value signal and this becomes a straightforward high-priority lead.
Family member calling on behalf
A spouse or adult child is filling out the intake for someone else; the authorization question surfaces immediately so you know who the actual client is before booking anything.
Still working near the earnings limit
The applicant reports monthly earnings close to or above roughly $1,500, which pulls the score down since it approaches SSA's substantial gainful activity cutoff regardless of how severe the condition is.
Condition under 12 months so far
The impairment hasn't yet met, or isn't expected to meet, the 12-month duration standard, so the intake scores it lower and flags it as premature for a full initial application consultation.
No recent treatment on file
The applicant has a qualifying condition but hasn't seen a doctor in the past 12 months, weakening the medical evidence the intake surfaces before you invest consultation time.
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
Initial Applications lead-intake FAQs
How does the intake keep appeals or reconsiderations from landing here instead?
The first question asks whether this is a first-time application rather than an appeal, so leads who are actually looking for reconsiderations, hearings, or Appeals Council help get flagged before they reach your initial applications pipeline.
Does the intake confirm basic SSA eligibility before scoring the medical facts?
Yes, it checks U.S. or territory residency up front, since that's a baseline SSA requirement that has to be satisfied before the medical criteria are even worth evaluating.
What happens when a family member fills out the form instead of the claimant?
The intake asks whether the person applying is the claimant or an authorized immediate family member, which lets you spot proxy applications right away instead of discovering it mid-consultation.
How does current income affect the lead score?
Earning above roughly $1,500 a month is weighted as a lower-fit signal because it approaches SSA's substantial gainful activity limit, so those leads score lower even if the medical facts otherwise look strong.
What medical evidence does the intake check for?
It asks whether the applicant has seen a doctor or received treatment for the condition in the last 12 months, since that treatment history is what substantiates the claim rather than a self-reported diagnosis alone.
Can I use this same intake for SSDI and SSI, or do I need a separate one?
This catalog is built around the initial application itself rather than the benefit type, so it captures the medical and duration criteria that apply to both SSDI and SSI first-time filings.
Turn initial applications visitors into qualified cases
Give every initial applications visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.