Copyright Notice & Terms of Use

This SOP and all related materials are proprietary to Disability Advocacy Group, LLC. These materials are licensed for internal use only by the purchasing attorney or law firm.

Reproduction, distribution, or modification for resale, teaching, or commercial purposes is strictly prohibited without prior written permission. All rights reserved.

© 2025 Disability Advocacy Group, LLC.

📚 Introduction

The case closing process ensures that each Social Security Disability (SSD) matter is formally concluded with accuracy, professionalism, and consistency. Whether the outcome is favorable or unfavorable, closing a case involves more than simply updating the CMS—it includes verifying fee payments, managing case costs, submitting formal withdrawals, sending personalized communication to the client, and ensuring all documents are archived and statused appropriately. This SOP provides a clear, repeatable framework for the team to follow to ensure every client is offboarded with efficiently and with clear direction moving forward.

🎥 Training Resources

Note: This section is intentionally left open for firm-specific video training. The procedures in this SOP may vary depending on your firm's CMS, communication tools, staff responsibilities, and closing workflows.

We recommend creating or inserting videos for the following key actions:

• How to confirm fee payments and log case costs
• How to process cost recovery (30/60/90 schedule)
• How to send client closing letters and resources
• How to initiate Medicare or Ticket to Work referrals
• How to submit SSA withdrawals
• How to close a matter in your CMS

Once recorded, your firm can link or reference internal training videos in this section of your own SOP system.