See the denial letter date before you offer a free consultation
Ask whether the client has a written denial, confirm they're still inside the 60-day appeal window, and collect the denial letter plus medical and work history before anyone books a consultation.
The exact intake your reconsiderations leads complete
This is the real 6-question guided intake for Reconsiderations — the same flow your customers finish before you ever pick up the phone.
What a qualified reconsiderations lead should tell you
A reconsideration is the first-level appeal filed after Social Security denies an SSDI or SSI claim, and it must be requested within 60 days of the denial letter using the claimant's medical and work records.
- In United States Or
- Seeking Help With Social
- Receive Written Denial Or
- It Been 60 Days
- File Reconsideration ( First
- Willing Provide Denial/Decision Letter
The questions your team needs answered
Every reconsiderations intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you in the United States or a U.S. territory? | Confirms basic jurisdiction before treating the inquiry as a domestic SSDI/SSI matter. |
| Are you seeking help with a Social Security disability claim (SSDI or SSI)? | Separates disability-benefit inquiries from unrelated legal requests before any appeal details are gathered. |
| Did you receive a written denial or an unfavorable decision from Social Security on your disability claim? | Establishes that a denial actually exists, since a reconsideration can't be filed without one. |
| Has it been 60 days or less since the date on the denial/decision letter (or are you still within the appeal deadline)? | Flags whether the reconsideration deadline is still open, which directly affects whether the appeal can be filed at all. |
| Are you looking to file a reconsideration (the first appeal) rather than a hearing or a brand-new application? | Distinguishes a reconsideration from a hearing or new application so leads land at the correct stage of the appeals process. |
| Are you willing to provide your denial/decision letter and basic medical and work information to support the appeal? | Signals whether the client can actually supply the paperwork needed to move the appeal forward. |
How Cliont scores reconsiderations leads
Every answer is weighted automatically — no manual review required.
Value signals
- In United States Or: yes
- Seeking Help With Social: yes
- Receive Written Denial Or: yes
- It Been 60 Days: yes
- File Reconsideration ( First: yes
- Willing Provide Denial/Decision Letter: yes
See the lead your team receives
Reconsideration Appeal 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 reconsiderations workflows
| Cliont capability | Reconsiderations application |
|---|---|
| Conditional branching | Detects when a lead is actually asking about a hearing or a new application rather than a reconsideration, so mismatched cases don't consume consultation time. |
| Deadline-aware scoring | Weighs the 60-day answer heavily, giving leads still inside the appeal window a materially higher score than leads who may be past it. |
| Document collection | Requests the denial letter along with medical and work information before the lead reaches your CRM, so intake staff aren't chasing paperwork after the fact. |
| Jurisdiction check | Confirms U.S. or territory residency upfront, filtering out inquiries outside the scope of a domestic SSDI or SSI reconsideration. |
Common reconsiderations lead scenarios
Denial received, deadline still open
A prospect got an unfavorable decision three weeks ago and wants to appeal. The intake confirms the denial date falls inside the 60-day window and marks the lead high priority.
Past the 60-day window
A caller was denied five months ago and never filed. The intake still captures the details but the score reflects a missed deadline that affects reconsideration eligibility.
Wants a hearing, not a reconsideration
Someone already went through reconsideration and needs an ALJ hearing instead. The filing-type question flags this as the wrong stage so it can be routed to the correct case type.
No denial letter on file
A prospective client never applied for SSDI or SSI and has nothing to reconsider. The intake catches this mismatch instead of booking time on a claim that doesn't exist yet.
Ready with records in hand
A client has the denial letter, is inside the deadline, and agrees to share medical and work history upfront. This combination produces the strongest, most consultation-ready lead.
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
Reconsiderations lead-intake FAQs
How does the intake handle the 60-day appeal deadline?
The intake asks whether it's been 60 days or less since the denial letter, so leads that are still within the reconsideration window are distinguished from ones that may have missed it.
What if a lead actually needs a hearing instead of a reconsideration?
One question checks whether the person is filing a reconsideration versus a hearing or a new application, so leads who are past that stage can be recognized before a reconsideration consult is booked.
What documents does the intake collect before sending a lead to my CRM?
The intake asks whether the client is willing to provide their denial letter along with basic medical and work information, and required uploads capture the denial letter and supporting records directly.
Does the intake screen out people who never got a denial?
Yes, the intake asks whether the person received a written denial or unfavorable decision, which separates reconsideration-stage leads from prospective clients who haven't applied yet.
Can the intake confirm someone is eligible based on location?
The intake confirms whether the person is in the United States or a U.S. territory, which is a basic threshold check before any reconsideration work applies.
What happens if a lead won't share their denial letter or medical history?
That question carries a lower answer weight when declined, so those leads still reach your CRM but with a score that reflects the missing information.
Turn reconsiderations visitors into qualified cases
Give every reconsiderations visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.