Redefining SSD Case Management: How FinLegal Is Streamlining the Entire Process

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Optimizing SSD Case Handling: FinLegal’s Move into Social Security Disability

FinLegal is moving into the Social Security Disability (“SSD”) software space. We have been meeting with various firms to learn more about the everyday struggles these firms are facing when it comes to handling SSD cases. We have broken down the issues and are prepared to optimize efficiencies for these firms.

Drowning in SSD Intake Calls: When Unqualified Leads Cost You Clients

Beginning with intake, whether you assist with new SSD applications or denial appeals, there is always an abundance of potential clients. As an intake attorney, I recall the vast number of calls we received from individuals who needed assistance with SSD but after some initial questions, we found they were unqualified for our firm. These phone calls would cost my team 10 – 15 minutes (on the low side) and caused viable claims to be missed or require a callback – often time, losing us a case.

At FinLegal, we are all about saving your team time and directing energy to make you more profitable. With our custom, online, mobile-friendly case sites, any potential client can submit information to your firm before a phone call is made. Within these case sites, we use your own criteria to either qualify and sign them or reject them based on their submitted answers. There is also a feature available that will allow a potential client to proceed completely online OR request a phone call from your team. This will allow your intake team to have qualifying information before the call and cut down on cold calls.

Simplify Post-Retention Tasks with Customizable Client Engagement

Once retained, the gathering of information, appointment logging and medical or work/income changes begins. Our dashboard allows your team to be in control with task plans and assignment of activities. These activities are designed by our team to assist clients providing you necessary information, on their own time. And the best part? No manual chasing. Our automated text and email follow ups will gently remind your clients to complete their activities, as frequently or infrequently as you’d like, everything is customizable.

Empower Your Clients, Streamline Your Workflow

For the clients, there is no more trying to chase your legal team down. Our web-based client portal (that’s right, not another app) allows your clients to interact with their case without having to call their paralegal. Our portal, like everything else with FinLegal, is customizable to what your firm needs. Currently, we are using appointment features, form builds and scheduling tools to improve client experience. Almost like having their law firm at the tips of their fingers but in a way your firm gets to control.

Conclusion

We have additional innovative features coming soon that will continue to optimize not only SSD cases but also: Personal Injury, Immigration, Family Law, Real Estate, Criminal Law in addition to what we are already optimizing for Mass Torts and Mass Arbitration cases.

Author: Kelsey Wallace Mengel

Kelsey is an experienced legal professional specializing in optimizing intake processes with a focus on client retention, conversion, and personalized communication. She is skilled in training, quality control, and onboarding new case types, with a strong interest in leveraging technology for efficiency. A dedicated military spouse, Kelsey volunteers with the J.D. Military Spouse Network, supporting military families with legal needs.