Leads scored for fit before they reach your intake team.
Case Helix screens disability case inquiries with structured questions about work history, claim posture, evidence availability, and SSA-aligned factors. We send firms a scored lead profile for review; you only pay when an inquiry becomes a signed client.
Built by two founders with legal and claimant-side experience.
Case Helix has two founders with distinct perspectives. One co-founder is a Harvard Law graduate and former AMLAW 50 attorney who has run two different law firms — and saw firsthand how unstructured inquiries consume attorney time, intake budget, and operational focus.
The second co-founder is a cancer survivor who personally navigated the disability benefits system — and a performance marketer who builds the acquisition infrastructure that powers Case Helix. Together, the two founders combine legal intake judgment, claimant-side experience, and modern acquisition systems to score inquiries against SSA-aligned factors while minimizing unnecessary personal or health information in our own lead forms.
+ claimant experience
+ performance marketing
= better intake signals.
Every inquiry is screened, scored, and framed for review.
SSA Eligibility
Pre-Screen
Each inquiry is reviewed against SSA’s five-step sequential evaluation per 20 CFR § 404.1520, including current SGA rules, impairment severity, listing alignment, RFC-related signals, and vocational factors.
Medical Evidence
Scoring
We score evidence signals against Blue Book listings (Appendix 1, Subpart P), medical-source records and opinions considered for supportability and consistency, RFC factors under SSR 96-8p, and the 12-month duration rule under § 404.1509.
Case Strength
Analysis
Profiles are scored on evidence consistency, symptom and functional-limitation signals under SSR 16-3p and 20 CFR § 404.1529, and Medical-Vocational Guidelines (Appendix 2, 20 CFR Part 404). Firms receive a structured profile for review, not an outcome promise.
Privacy-Minimized
Intake
Our forms ask only for screening signals we need to score fit. When sensitive records or additional verification are needed, we route through secure third-party workflows designed to limit unnecessary PII and PHI exposure.
A complete pipeline from inquiry to intake-ready profile.
Evidence Availability Screen
Structured intake asks whether the claimant has diagnoses, treatment history, functional-limit evidence, pending or prior filings, and possible Compassionate Allowance indicators without collecting full medical records in the initial lead form.
Evidence Strength Scoring
Multi-factor scoring weighs RFC-related signals under SSR 96-8p, functional limitations under §404.1545, treatment history, and evidence consistency — scored 0–100 against SSA disability-evaluation factors and intake-strength indicators.
Qualification Funnel
Five-layer screening tracks SSA’s sequential-evaluation framework: SGA review (§404.1574), medically determinable impairment and severity review (§§404.1521, 404.1522), listing alignment (Appendix 1), RFC factors (§404.1545), and Grid Rule vocational analysis (Appendix 2).
Denial Appeal Triage
Denied claims are scored for appeal posture by identifying evidence gaps after an initial determination and through reconsideration (§404.913), with ALJ-hearing readiness in mind when the file suggests a potential next step.
From inquiry to scored review.
Screen
Claimants complete intake modeled on the five-step sequential evaluation (20 CFR § 404.1520). We ask about current work activity, impairment history, work background, claim stage, and insured-status indicators under § 404.130.
Qualify
Inquiries are compared with Blue Book listing categories (Appendix 1, Subpart P) — from MSK §1.15/1.16 to neurological §11.04. We flag the 12-month duration rule (§ 404.1509) and current SGA thresholds for firm review.
Vet
Evidence signals are scored using SSR 96-8p RFC assessment concepts, medical-source records and opinions, functional limitation documentation, treatment history, and Grid Rule alignment under Appendix 2 vocational factors.
Sign
When a profile meets your routing criteria, your firm receives a structured brief with relevant listing, RFC, evidence, and Grid Rule signals under 20 CFR Part 404 Subpart P. Payment is tied to client signing, not raw lead delivery.
Profiles that help intake teams decide what to review first.
The goal is not to certify a claim before a lawyer sees it. Case Helix gives firms a concise scoring layer that explains why an inquiry may deserve attention, what still needs confirmation, and which evidence questions should shape the first intake conversation.
0-100 Fit Score
Each profile summarizes the inquiry’s work activity, evidence signals, listing alignment, RFC-related factors, and procedural posture so firms can prioritize the right conversations.
Privacy-Aware Routing
We ask evidence-related screening questions and use third-party services for sensitive records or verification steps where appropriate, limiting what sits in our own lead forms.
Add scored disability inquiries to your intake workflow.
$0 to get started. First 3 scored profiles are free, with no credit card required. You only pay when an inquiry becomes a signed client, and integrations can connect with Clio Grow, PracticePanther, Salesforce, and the rest of your stack so signing events can be tracked through your existing workflow.
We can start with a short fit review: practice areas, geography, preferred case posture, CRM setup, and the evidence signals your firm wants weighted most heavily.
