increase profits, efficiency, and Client satisfaction

Streamline Your Social Security Disability Practice

SmartAdvocate offers social security disability attorney’s efficient organization and quick access to essential case details like medical records, disability documentation, and client information. Research shows that having the assistance of a legal professional can boost a claimant’s chance of getting SSDI or SSI awards.

SmartAdvocate offers social security disability attorney’s efficient organization and quick access to essential case details like medical records, disability documentation, and client information. Research shows that having the assistance of a legal professional can boost a claimant’s chance of getting SSDI or SSI awards.
Streamline Your Social Security Disability Practice

Staying Competitive Is Key

SmartAdvocate’s customizable workflows and task automation features help with the often complex and time-sensitive process of filing and managing disability claims. This enables lawyers to navigate the intricacies of the social security system more effectively, building strong disability cases.

Medical Record Retrieval Made Easy

Medical Record Retrieval Made Easy

Timely performance is an essential with medical record retrieval for any VA Disability Claim. SmartAdvocate's Medical Record Retrieval feature allows firms to create and track requests whether sent directly to the provider or through a medical records retrieval service.

Improve Client Communication

Improve Client Communication

Provide clients instant access to their case documents, case calendar and notes with SmartAdvocate’s Client Portal. Your firm maintains complete control over what they can see.

Streamline Your Social Security Disability Practice

Navigating The Claim Process For Social Security Benefits Is Difficult. SmartAdvocate Can Help.

According to the AARP website (www.aarp.org) “A majority of applications for disability benefits are initially denied…you have the right to appeal, but getting a hearing can take a year or more.” Firms who use SmartAdvocate have a robust collection of features to manage, store, track, classify and communicate like never before, ensuring that they achieve the highest level of success.

Automation Means Consistency
Automation increases staff efficiency and minimizes the opportunity for error. SmartAdvocate saves time and ensures that cases are consistently handled in the exact manner that your firm wants, based on the case type, case status, staff assigned, and referral source.
Never Miss An Important Date
Firms specializing in Social Security Disability matters can rely on SmartAdvocate's calendaring features to stay on top of important dates. Set reminders to ensure the case remains on track. Calendars for individuals and groups easily integrate with Outlook.
Outstanding Items
With so many documents to process and cases to manage, law firms specializing in SSDI and SSI find SmartAdvocate invaluable. The Outstanding Items feature does not require you to go into each separate case file. Instead, the page provides a birds-eye view across all cases, to see what is outstanding. Most importantly, this feature will let you spot any unresolved issues before they become problems.
Cloud Or Server Based - Goes Where You Go
Whether you choose our Cloud or Server, either option is fully browser-based, allowing for multiple users to work on a case at the same time. Plus, the SmartAdvocate iPhone and Android apps provide on-the-go access to case information from virtually anywhere. Send texts, emails, add appointment, view documents and more.
Over 150+ Integrations Available
Customizing SmartAdvocate to your firm’s needs is easy with integrations. By maintaining such strong relationships with companies that specialize in eSignature, accounting, texting. medical record retrieval services, court docketing, and more, you have the option for your system to seamlessly integrate with the tools that your firm is already accustomed to. We can even create custom integrations for your current partners.

Frequently Asked Questions

If you can't find an answer to your question here, be sure to reach out to us.

What features are available for tracking appeal deadlines at different levels?

SmartAdvocate Critical Deadlines automatically calculate and track appeal deadlines at all levels - initial determination, reconsideration, ALJ hearing, Appeals Council, and Federal Court. Users receive automated alerts for upcoming deadlines, and the calendar system integrates with case workflows to ensure timely filing. The software can generate appeal-specific documentation through its document template system, and its reporting features allow firms to monitor appeal status across their entire caseload.

Can the system manage sequential evaluation process documentation?

Yes, SmartAdvocate can be configured with custom WorkPlans that follow the five-step sequential evaluation, ensuring all necessary documentation is gathered and analyzed at each stage. Users can create templates for documenting findings at each step, and the software's automation features can generate appropriate forms and correspondence based on the evaluation results. The system maintains clear documentation of how cases meet or fail to meet criteria at each step.

How does SmartAdvocate track ALJ decision histories and approval rates?

SmartAdvocate allows firms to create custom fields for tracking ALJ assignments, hearing outcomes, and historical approval rates. Through its robust reporting features, users can analyze success rates with specific ALJs and generate strategic insights. The software's document management system maintains organized records of all ALJ decisions, and custom dashboards can be configured to display ALJ-specific analytics. This data helps firms better prepare cases and manage client expectations based on historical patterns.

How does SmartAdvocate handle multiple claim types (SSDI, SSI, concurrent) within one case?

SmartAdvocate's users can track different benefit types, eligibility criteria, and payment calculations simultaneously. Custom fields can be created to manage the specific requirements of SSDI, SSI, and concurrent claims. The system's automated workflows can be configured to handle the different documentation and deadline requirements for each claim type, and its reporting features can generate claim-specific updates and analyses.