SSDI intake that captures work history and medical records up front
The intake asks about work history and Social Security taxes paid, current earnings, condition duration, and prior denials, then requests medical records or doctor contact details before the lead ever reaches your CRM.
The exact intake your ssdi claims leads complete
This is the real 7-question guided intake for SSDI Claims — the same flow your customers finish before you ever pick up the phone.
What a qualified ssdi claims lead should tell you
Social Security Disability Insurance claims for applicants who paid Social Security taxes through past work and can no longer work due to a medical condition expected to last at least 12 months or result in death.
- Live In United States
- Unable Work At Regular
- Condition Lasted, Or It
- Worked And Paid Social
- Working And Earning More
- Applied Ssdi Before Or
- Have Medical Records Or
The questions your team needs answered
Every ssdi claims intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Do you live in the United States or a U.S. territory? | SSDI is a U.S.-based federal program, so residency status is a baseline gate before any other fact matters. |
| Are you unable to work at a regular job because of a medical condition? | Inability to work at a regular job is the core disability test, so it carries top weight in the score. |
| Has your condition lasted, or is it expected to last, at least 12 months or result in death? | The 12-month duration or death requirement is a statutory threshold, so a short-term condition scores much lower. |
| Have you worked and paid Social Security taxes in the past (for example, through a paycheck) for several years? | SSDI eligibility depends on insured status from prior work, so a solid tax-paying work history strongly raises fit. |
| Are you currently working and earning more than about $1,500 per month before taxes? | Earnings above the substantial gainful activity line can undercut a disability claim, so this answer pulls the score down when 'yes'. |
| Have you applied for SSDI before or received a denial in the past 12 months? | A recent denial signals the case may need reconsideration or appeal handling rather than a first-time filing, which changes how staff should respond. |
| Do you have medical records or a doctor/clinic that can confirm your condition and limitations? | Medical evidence is what substantiates the claim, so having records or a treating provider on file materially strengthens the lead. |
How Cliont scores ssdi claims leads
Every answer is weighted automatically — no manual review required.
Value signals
- Live In United States: yes
- Unable Work At Regular: yes
- Condition Lasted, Or It: yes
- Worked And Paid Social: yes
- Applied Ssdi Before Or: yes
- Have Medical Records Or: yes
Lower-fit signals
- Working And Earning More: no
See the lead your team receives
SSDI Claims 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 ssdi claims workflows
| Cliont capability | SSDI Claims application |
|---|---|
| Weighted scoring engine | Applies top weight to unable-to-work, 12-month duration, work history, and medical-records questions so a well-documented, insured claimant outranks a vague inquiry. |
| Conditional lower-fit flagging | Flags applicants reporting monthly earnings above roughly $1,500 as lower fit instead of auto-approving them for a consultation slot. |
| Document collection | Prompts applicants who confirm medical records exist to attach provider contact details or a prior denial letter before the case reaches your CRM. |
| CRM routing | Sends scored SSDI intakes into your CRM tagged with insured status and denial history so staff can sort new applications from appeal-track leads. |
Common ssdi claims lead scenarios
Insured worker, clear-cut case
Long work history, unable to work due to a condition expected to last over 12 months, and existing medical records on file — this profile scores high across nearly every weighted question.
Denied within the past year, reapplying
The applicant flags a prior SSDI denial in the last 12 months, which the intake weighs heavily so your team can decide between a new application or an appeal track.
Working part-time near the earnings line
Some income but below the roughly $1,500/month threshold still qualifies on paper, while anyone reporting earnings above it is flagged as lower fit rather than auto-scored high.
Currently earning above the SGA limit
An applicant reporting monthly earnings over the substantial gainful activity threshold triggers the lower-fit signal, letting staff review before offering a consultation.
Condition present, no records yet
The applicant is unable to work but hasn't yet secured a doctor or clinic to confirm limitations, which lowers the score enough to route for a documentation follow-up instead of an immediate booking.
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
SSDI Claims lead-intake FAQs
Does the intake screen out applicants who are still working?
It asks whether the applicant is currently earning above roughly $1,500 per month, and that answer is weighted as a lower-fit signal rather than an automatic disqualification, so borderline cases still land in your CRM for review.
How does the intake handle work credit and insured status?
A direct yes/no question on whether the applicant has worked and paid Social Security taxes for several years carries near-top weight, since insured status is foundational to SSDI eligibility.
What happens when someone was denied before?
A prior denial within the past 12 months is a high-value signal in the scoring, since it usually means the applicant needs reconsideration or appeal guidance rather than a first-time filing — cases your firm may also track under Reconsiderations or Hearings Before ALJ.
What documentation does the intake ask for?
Beyond the yes/no medical-condition question, the form asks whether the applicant has medical records or a doctor/clinic that can confirm the condition and limitations, and can collect denial letters or provider contact details as uploads.
Does the software decide if someone is legally eligible for SSDI?
No. It only scores intake answers against the weighted catalog to flag likely fit, work history, and documentation gaps — the eligibility determination stays with your team.
How is this different from the SSI Claims intake?
SSDI intake weighs work history and Social Security taxes paid heavily, since eligibility depends on insured status rather than income and assets, which is the focus of the separate SSI Claims intake.
Turn ssdi claims visitors into qualified cases
Give every ssdi claims visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.