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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.

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📚 Introduction

Once the attorney has approved a case and the intake has been converted to a client, a follow-up onboarding call must be conducted. This call confirms case details, ensures all required representation forms are completed, and sets the client and matter up for proper claim processing, regardless of the case stage. Several key actions must be completed during this call and documented in the CMS.

🎥 Training Resources

📌 Featured Video — New Client Onboarding Overview (5 minutes)

[▶ CLICK HERE TO WATCH]

This video demonstrates the common steps of onboarding a new client in a Social Security or disability law firm, including verifying representation, sending welcome documents, and updating CMS status.

Topics Covered:

• Confirming signed fee agreements and 1696s
• Sending welcome and intake packets
• Updating case status and tasks in CMS
• Documenting client status changes

Firm-Specific SOPs or Videos to Consider Creating: