The Intake SOP + Toolkit

📘 Social Security Disability Intake SOP + Training

A clear, attorney-built system for managing SSD intakes with consistency and confidence.

This SOP and workflow kit is the actual process used inside a fully remote disability law firm. Whether you're onboarding your first VA or training your tenth intake coordinator, this resource gives you a practical framework to manage new client inquiries from first contact to attorney review—without dropped deadlines or reinventing the wheel.

It also includes a short training video led by Noah, Maria Bermudez’s virtual assistant, to walk your staff through the key steps, intake strategy, and documentation tips.

✅ What’s Included:

• A complete, field-tested Intake SOP
• A 5-phase workflow from initial contact to conversion
• Task structure with roles, timing, and Clio triggers
• Tools and instructions for JotForm, Dialpad, Clio, and internal tracking
• Intake Interview Questionnaire
• Guidance on referrals, red flags, and documentation
• A 5-minute staff training video with walkthrough + examples

🧠 Built For:

• Solo attorneys or small firms scaling with staff
• Legal teams training remote VAs or intake coordinators
• Disability law practices looking to standardize systems
• Anyone managing SSD leads without a clear process

⚡ Why It’s Different:

This isn’t just a checklist—it’s a real system used daily in a live practice. Created by attorney Maria Bermudez, it’s designed to be handed off, trained, and repeated—with clarity, not complexity.