SSI intake that captures income and resource limits up front
Ask whether the applicant meets SSI's medical, functional, and income/resource requirements before you offer a consultation, and collect any Social Security decision letter up front.
The exact intake your ssi claims leads complete
This is the real 7-question guided intake for SSI Claims — the same flow your customers finish before you ever pick up the phone.
What a qualified ssi claims lead should tell you
SSI Claims cover the needs-based federal benefit for disabled adults and children with limited income and resources, requiring proof of a qualifying medical condition, functional limitation, and financial eligibility separate from SSDI's work-credit test.
- Help Applying Ssi Or
- Live In United States
- Applying Yourself Or Child
- Have Medical Condition (Physical
- Condition Keep From Working
- Have Limited Income And
- Received Written Decision From
The questions your team needs answered
Every ssi claims intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you looking for help applying for SSI or appealing a denial of SSI? | Confirms the inquiry is actually about SSI rather than an unrelated benefit type before staff spend time reviewing it. |
| Do you live in the United States or a U.S. territory? | SSI eligibility is limited to U.S. residents or territory residents, so a 'no' answer signals a jurisdictional disqualifier. |
| Are you applying for yourself or for a child you are the parent or legal guardian of? | Determines whether the case is an adult self-filing or a child's claim, which changes which functional criteria apply. |
| Do you have a medical condition (physical or mental) that has lasted or is expected to last at least 12 months, or could result in death? | Matches Social Security's own 12-month or terminal duration standard, so it filters out conditions that won't meet the medical threshold. |
| Does your condition keep you from working a regular full-time job (or, for a child, seriously limit daily activities and functioning)? | Establishes the severity of functional impact, distinguishing genuinely disabling conditions from ones unlikely to qualify. |
| Do you have limited income and limited savings/resources (for example, not much money in the bank or other assets)? | Captures the needs-based financial test unique to SSI, which is the biggest differentiator from an SSDI inquiry. |
| Have you received a written decision from Social Security about SSI in the last 60 days (approval, denial, or stopping benefits)? | Flags whether this is a new application or a time-sensitive appeal of a recent decision, changing the urgency and next steps. |
How Cliont scores ssi claims leads
Every answer is weighted automatically — no manual review required.
Value signals
- Help Applying Ssi Or: yes
- Live In United States: yes
- Applying Yourself Or Child: yes
- Have Medical Condition (Physical: yes
- Condition Keep From Working: yes
- Have Limited Income And: yes
See the lead your team receives
SSI Claim 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 ssi claims workflows
| Cliont capability | SSI Claims application |
|---|---|
| Conditional branching | Routes the functional-limitation question differently depending on whether the applicant is filing for themselves or for a child they are a parent or guardian of. |
| Weighted lead scoring | Weights the income/resources, medical duration, and work-limitation questions heavily, so a claim missing SSI's needs-based or medical basis scores lower before it reaches a paralegal. |
| Document capture | Collects a Social Security decision letter when the applicant confirms one was issued in the last 60 days, giving staff the denial or cessation date without a follow-up call. |
| CRM delivery | Sends completed SSI intakes with medical, financial, and residency answers directly into your CRM as a scored record instead of a bare contact form submission. |
Common ssi claims lead scenarios
First-time adult SSI applicant
No prior Social Security decision on file, so the intake walks through medical duration, functional limitation, and income/resource eligibility from scratch.
Parent filing for a child
The applicant relationship question flags a parent or guardian filing on behalf of a minor, which shifts the functional-limitation criteria to daily activities rather than full-time work.
Recent SSI denial to appeal
A written decision received within the last 60 days signals a fresh denial or cessation notice, which the intake surfaces as a time-sensitive appeal rather than a new application.
Applicant still working full-time
A 'no' on the work-limitation question suggests the condition may not meet SSI's severity standard, letting staff screen the file before booking a consultation.
Income or assets above the limit
A 'no' on limited income and resources points to a likely eligibility problem under SSI's needs-based test, distinct from a straightforward SSDI inquiry.
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
SSI Claims lead-intake FAQs
How does this intake tell an SSI inquiry apart from an SSDI inquiry?
The intake asks directly about limited income and savings/resources, which is the needs-based test unique to SSI and not part of SSDI eligibility, so mismatched inquiries surface before a consultation is booked.
Can the intake handle a claim filed on behalf of a child?
Yes, the applicant-relationship question identifies parent or legal guardian filings and the functional-limitation question is framed around daily activities and functioning rather than full-time work for those cases.
What happens if the person already received a Social Security decision?
The intake asks whether a written decision on SSI was issued in the last 60 days, so recent approvals, denials, or benefit stoppages route differently than a first-time application.
Does the intake screen out applicants who don't meet SSI's financial limits?
The limited income and resources question is weighted heavily, so a 'no' answer lowers the score and flags the lead as a poor fit for SSI before staff spend time on it.
What if the applicant doesn't live in the U.S. or a U.S. territory?
That residency question is one of the highest-weighted fields in the catalog, and a 'no' answer signals a fundamental eligibility mismatch worth confirming before a consultation.
How does the intake confirm the medical condition meets SSI's duration standard?
It asks whether the condition has lasted or is expected to last at least 12 months or could result in death, which is Social Security's own durational test, so answers map directly to real eligibility criteria.
Turn ssi claims visitors into qualified cases
Give every ssi claims visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.