OTR request intake that captures hearing status and medical records up
Ask whether the claim is pending, a hearing is scheduled, and medical records support the disability before a claimant ever books your time. Cliont collects denial notices and treatment history upfront so you can see whether the file actually supports an OTR request.
The exact intake your on the record otr requests leads complete
This is the real 7-question guided intake for On the Record OTR Requests — the same flow your customers finish before you ever pick up the phone.
What a qualified on the record otr requests lead should tell you
A request asking a Social Security judge to decide a pending disability claim in the claimant's favor based on the medical file alone, without a hearing — typically filed when a claim is on appeal, a hearing is scheduled or pending, and the medical record already strongly supports disability.
- Applying Or Appealing Social
- Have Disability Claim That
- Already Received Denial And
- Waiting Hearing Date Or
- Have Medical Records From
- Been Receiving Ongoing Medical
- Condition Expected Keep From
The questions your team needs answered
Every on the record otr requests intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you applying for or appealing Social Security disability benefits (SSDI or SSI) in the United States? | Confirms the inquiry is actually about an SSDI/SSI claim before it enters an OTR-specific pipeline. |
| Do you currently have a disability claim that is pending with Social Security (not fully approved or denied and closed)? | An OTR request can only be filed against a claim that's still active, so this rules out closed or fully resolved cases. |
| Have you already received a denial and filed an appeal (reconsideration or hearing request) for this claim? | Shows whether the claim has already moved into the appeal stage, which is typically where OTR requests get filed. |
| Are you waiting for a hearing date or have a hearing already scheduled with a Social Security judge? | A pending or scheduled hearing is often the exact trigger for filing an OTR request, so this signals procedural timing. |
| Do you have medical records from doctors or clinics that support your disability and limitations? | An OTR request lives or dies on the paper record, so existing medical documentation is central to whether one is worth filing. |
| Have you been receiving ongoing medical treatment for your condition within the last 12 months? | Recent, ongoing treatment strengthens the medical file an OTR request would ask a judge to rely on. |
| Is your condition expected to keep you from working (or limit you a lot) for at least 12 months or result in death? | Reflects whether the claimant's own account matches the duration standard an OTR request's medical evidence needs to support. |
How Cliont scores on the record otr requests leads
Every answer is weighted automatically — no manual review required.
Value signals
- Applying Or Appealing Social: yes
- Have Disability Claim That: yes
- Already Received Denial And: yes
- Waiting Hearing Date Or: yes
- Have Medical Records From: yes
- Been Receiving Ongoing Medical: yes
See the lead your team receives
OTR Request 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 on the record otr requests workflows
| Cliont capability | On The Record OTR Requests application |
|---|---|
| Weighted lead scoring | Prioritizes claimants with a scheduled hearing, a filed appeal, and supporting medical records over those still at an early, non-hearing stage of the claim. |
| Document upload capture | Collects denial notices, hearing notices, and treatment records during intake so you can assess the medical file an OTR request would rely on before the first call. |
| Conditional question logic | Adjusts follow-up based on whether the claim is pending, denied, or already at the hearing stage, instead of asking every claimant the same fixed sequence. |
| CRM routing | Sends only claims that are procedurally ready for an OTR request to your CRM, keeping initial-application inquiries out of that pipeline. |
Common on the record otr requests lead scenarios
Hearing scheduled, strong medical file
Claimant has a hearing date already set, ongoing treatment within the last 12 months, and records supporting the limitations. This is the strongest OTR candidate the intake can surface.
Pending claim, no hearing yet
The claim is active but still at the initial or reconsideration stage with no hearing scheduled. The intake flags this as premature for an OTR request rather than treating it the same as a hearing-ready file.
Denial appealed but thin records
Claimant has filed an appeal but lacks recent treatment or documented medical evidence. The intake scores this lower so you can decide whether more records are needed before offering time.
Not yet applied for benefits
The person answers that they haven't filed an SSDI/SSI claim at all. The intake screens this out of the OTR path immediately instead of routing it into your consultation calendar.
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
On the Record OTR Requests lead-intake FAQs
How does the intake decide if a claim is actually ready for an OTR request?
It looks at whether the claim is currently pending, whether a hearing has been scheduled or requested, and whether an appeal has already been filed, since OTR requests only make sense once a case is in that procedural posture.
What happens if the claimant hasn't received a denial yet?
The intake still captures that answer but weights it lower than a denied-and-appealed claim, since a case with no denial or appeal on file typically isn't ready for an OTR request.
Does the intake collect medical records, or just ask if they exist?
It asks whether supporting medical records exist and whether treatment has been ongoing in the last 12 months, and collects the denial notices and treatment records as uploads so you can review the actual evidence, not just a claimant's description of it.
Can this stop consultations with people who are just starting an application?
Yes. Someone who hasn't filed a claim or has no pending case is better routed to your Initial Applications intake rather than an OTR-focused one, and the on-the-record catalog is built to flag that mismatch early.
Where do qualified OTR leads end up?
Qualified leads are scored against the catalog and sent to your CRM, so hearing-ready cases with supporting records reach your team without sorting through claims that aren't at that stage yet.
Does the intake make a legal judgment about whether someone qualifies for disability?
No. It only scores the procedural and evidentiary signals the claimant reports — claim status, appeal history, hearing status, and medical records — and leaves the disability determination itself to you.
Turn on the record otr requests visitors into qualified cases
Give every on the record otr requests visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.