The Premier Social Security Case Management Solution

• 24X7 Advanced Cybersecurity Protection to keep your data safe on our AWS cloud servers by USX Cybersecurity
• Two-Way Text Messaging: Seamlessly manage multiple conversations with clients while tracking communication history..
• Advanced Task System: Utilize our robust task management system with customizable templates and more.
• ChatGPT AI Integration Experience unique functionality and prompts, supercharging your workflow.
• Client Intake Forms
• Interactive Client Portal let's you collaborate with clients
• Document Generation with our internal editor, MS Word and PDF merge documents
• E-Sign Functionality requires Adobe Acrobat CC subscription
• Document Management with internal storage, GDrive, and DropBox integrations
• RingCentral integration with status, SMS, video conferencing, and more
• Calendar with Google Calendar Integration
• Open Marketplace Feature Let's you collaborate with vendors of your choice
• Invoice Generation
• Contact Manager with SSA and VA Offices
• Lead Management Tools
• User Editable Reports Module



SSD & VA Extra Features

• Track Billable Time and Generate Statements of Services Rendered for fee petitions
• Import Your OHO & A/C spreadsheets for secure easy case updates
• Create & Track Medical Record Requests with dedicated records functionality
• Pre-loaded and Formatted SSD and VA Merge Templates that we maintain for you
• Track Outstanding Fees with detailed reports and advanced functionality
• Custom Case Stages for VA cases with integrated government rolodex
• Interactive Portal Designed for Case Management enables clients to track their symptoms, update their conditions, providers, tests, send secure messages, file sharing, and more