Firm Overview
Dashboard
Appeal Deadlines ▾
Needs Action ▾
Recent Activity ▾
CRM
Lead Queue
Leads sync in from the website and CRM. Set a lead to Intake Ready to grade it; retain a graded lead to open a live case.
| Lead | Source | Primary Condition | Grade | Created | Status |
|---|
Intake Agent · Grading Worksheet
Grade The Claim, Not The Person
Confirm and complete the details from the call. The console maps conditions to SSA listing strength, weighs past relevant work and residual functional capacity, flags expedites, and returns a clear disposition. Grading rules are managed by an administrator in the Admin Center.
Casework
Active Cases
Every retained claimant, the SSA level they sit at, their assigned team, and what is outstanding.
| Claimant | Program | SSA Level | Case Manager | Next Deadline | Forms |
|---|
Calendar
Deadlines & Ticklers
SSA gives 60 days plus 5 mailing days to appeal each denial. Missing a deadline can forfeit a claim, so these are sorted by urgency.
Firm
Team & Workload
Case managers and their open caseload.