The Initial Application Kit for Disability Law Firms

Systematize the Most Critical Step in SSDI Representation

This is the complete SOP, workflow, and documentation system used by a fully virtual disability law firm to manage initial applications for SSD and SSI benefits. Whether you’re a solo attorney or scaling a team, this kit helps you file smarter, follow up faster, and set the stage for client success.

✅ What’s Inside:

• Full Standard Operating Procedure (SOP) for Initial Applications
• Integrated workflow for Title II (SSDI) and Title XVI (SSI)
• Timeline for client interviews, medical data collection, and form follow-up
• Step-by-step Clio task triggers for documentation, calendaring, and updates
• Templates for:
  • IA Questionnaire
  • Medical Treatment Questionnaire
  • Medical Provider List
  • SSA Function and Work History Reports
  • CE Appointment Handling
• Corresponding Initial Application Task List (Workflow Template)A fully structured task workflow to guide your legal team through every phase of the Social Security Initial Application process.

🔧 Tools Covered:

Clio • JotForm • SSA.gov • Calendly • Internal firm docs

👩‍⚖️ Who This Kit Is For:

• Solo attorneys who want to delegate or automate
• Disability firms hiring remote support
• Legal teams creating consistency across client files
• Paralegals and intake managers handling SSA workflows

💬 Why This Kit Works:

It’s not just a filing guide. This kit builds your entire client lifecycle for initial applications—with built-in deadlines, tech integration, and legal best practices. Built by a practicing attorney, for practicing attorneys.