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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.
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.
This Standard Operating Procedure (SOP) outlines the firm’s process for handling prospective clients from initial contact through conversion to official client onboarding. The goal is to ensure prompt, professional, and consistent handling of all inquiries, accurate case evaluation, and smooth transition into the onboarding process when representation is appropriate.
This SOP covers intake channels, lead qualification, appointment scheduling, initial consultations, follow-up procedures, and communication templates. It includes bilingual scripts, CMS task tracking, and documentation protocols to maintain compliance and improve conversion rates.
📌 Featured Video — Social Security Disability Intake Training (5 minutes)
This brief training video covers DAG’s intake process for Social Security Disability claims, designed specifically for legal support teams. In this walkthrough, Noah, Maria Bermudez’s AI virtual assistant, demonstrates how we identify viable claims, conduct effective interviews, and document intake for attorney review.
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