Did you know that all of our Social Security disability clients have complimentary access to eLuminate, our in-house lead and case management software? Some Social Security disability attorneys hesitate to take claims at the initial stage, but lead and case management software like eLuminate can make taking initial claims easy. Here are some of the top time-saving tools your firm can use to take initial SSD leads:

Send Retainer Package and Initial Application Online

eLuminate has a powerful document generator that allows you to send any documents you currently use in your office for electronic signatures with AdobeSign. Some of the standard SSA documents that are included in eLuminate include, but are not limited to:

  • SSA-827: Authorization to Disclose Information to the SSA
  • SSA-1696: Appointment of Representative
  • SSA-3288: Consent for Release of Information
  • SSA-16-BK: Application for Disability Insurance Benefits
  • SSA-4631: Claimant’s Recent Medical Treatment
  • SSA-4633: Claimant’s Work Background
  • SSA-3368: Disability Report – Adult
With all the forms you need to help your claimant file an initial claim on eLuminate, you can quickly and efficiently get custom documents generated and signed with just a few clicks of your mouse. We can also convert your firm’s unique retainer package and other documents to signable PDFs to further expedite the process of filing an initial claim.

Organize Your Contacts

When taking initial claimants in a specific area, you likely have a group of doctors, therapists, and other medical professionals you use to gather additional medical evidence for your clients. eLuminate allows you to create Contacts to be associated with multiple pending cases at once. This makes it easy to coordinate returning and releasing medical records or scheduling doctors appointments with medical professionals in your network with numerous clients who may not have as much medical evidence as you’d like for a quick approval.

Keep Claimants Updated Often

Claimants who apply initially often believe that they’ll be approved in a matter of weeks. While attorneys know this is far from the truth, you may find that initial claimants pester your intake staff for more information on how their claim is going after initially filing. A great way to keep your staff free to work on other tasks and keep your clients up to date is by using eLuminate’s Mass Actions feature.

With Mass Actions, you can quickly send emails to numerous claimants at once. For example, you could send an email reminding all initial claimants to finish up the SSA-16-BK so it can be submitted to the SSA. With eLuminate, you won’t need to hound claimants to get paperwork in the mailbox, but simply send a friendly email reminder containing all of the paperwork they’ll need.

Start Signing More Clients Today

The majority of Social Security claimants hire an attorney before a denial, so if you wait for rejected claimants to find your firm, you’ll be missing out on thousands of lost dollars in approved claims. Fortunately, eLuminate can make the process of filing a claimant’s initial paperwork and keeping the claimant up to date easy. If you’d like to supplement your caseload with Social Security disability leads and utilize eLuminate to improve your firm’s efficiency, give us a call today at 617.800.0089.

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