Your Shop Desk
Social Security Disability · Custom Shop Desk CRM

A Custom CRM for Social Security Disability Lawyers

Disability claims take a long time, and clients feel forgotten between letters. A Shop Desk fitted to your SSDI practice keeps every appeal date in view and keeps clients in touch while they wait.

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A Shop Desk set up the way a social security disability business would run it
A Shop Desk set up the way a social security disability business would run it

Shown: Hartwell and Vance Law, a demo desk with invented customers. Yours wears your name and your words.

The line

From the First Call to Paid, in Social Security Disability Words

Every claim moves down the same line. We name each stop the way your crew already does.

  1. 01Call
  2. 02Screen
  3. 03Signed
  4. 04Application
  5. 05Reconsideration
  6. 06Hearing
  7. 07Award

A claim on your desk hangs off the claimant.

So the card asks for what you actually need, and nothing a social security disability business would never fill in.

  • Claim level
  • Denial date
  • Appeal deadline set by the firm
  • Hearing date and office
  • Records request status
  • Helper contact
Where it leaks

Where Social Security Disability Businesses Lose Work

Appeal Windows That Close While Clients Wait

A denial letter sits on a kitchen table for weeks. If the client doesn't tell you and nobody asks, the window can pass.

Clients Who Go Quiet for Months

Long waits with no word make clients think you forgot them. Some stop answering, and that hurts the claim.

Records Requests That Stall

Requests go out to offices and nothing comes back. Nobody follows up until a hearing is close.

What we would build

Fitted to How You Already Work

  • Appeal Dates in Front of You

    Your team enters every deadline and it shows at the top of the file. The owner of each one gets reminded until it is done.

  • Check Ins Through Long Waits

    Clients get a short check in on a schedule you set and can reply with news, like a new letter. Replies land on the file.

  • A Records Request Tracker

    Each request shows when it went out and whether it came back. Overdue ones float to the top.

  • A Helper Contact on File

    Many claimants have a family member who helps. With the client's OK, that person can get reminders too.

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Questions

What Social Security Disability Owners Ask

Will my medical records sit on the screen?
The desk tracks the status of records requests, not diagnoses or clinical notes. Where records are kept and who can see them is set up with your firm.
Can it remind me to tell my lawyer about new letters?
Yes. Check ins can ask if you got anything from Social Security. You can reply with a photo of the letter.
Can someone who helps me get the updates?
Yes, if you give permission. The firm adds them as a contact and chooses what they can see.
How long does a custom desk take?
Most businesses are running on their desk in about six weeks. A simple fit can be faster, and we tell you up front which one you are.
Do we own it?
Yes. The software, the data and the accounts are in your business name. Nothing of yours is ever held hostage.

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Tell Us How Your Social Security Disability Business Runs

We will tell you honestly what a desk fitted to it would take.

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