AI meeting notes for Social Security disability firms
Disability claims turn on details the client says once and forgets. Astrid records the function report and hearing preparation calls and files a note for each.
How Social Security disability firms use Astrid
Function report help
The client's answers about daily activities, captured as they gave them.
Medical history calls
Providers and treatment dates collected into the note.
Hearing preparation
A written recap of what to expect at the hearing, for the client to keep.
The calls Astrid recognizes
Astrid sorts each social security disability call by type and writes the note in that type's template, set up with you during onboarding from the file notes you already write.
A first call that decides whether the firm will take the case: a screening conversation, often ending in a retainer or sign-up.
A long fact-gathering call with a new client: what happened, who is involved, background, records needed.
A routine check-in with the client on where the matter stands, with no major new development.
A call about the client's medical treatment, providers, bills, records or recovery.
A call helping the client complete the agency’s forms, function reports or questionnaires.
A call preparing the client for an administrative hearing before a judge.
Billable hours
Usually contingency, so Astrid does not draft time entries for these matters. If you bill some matters hourly, mark them and Astrid drafts time for those.
Frequently asked questions
Does Astrid have note templates for social security disability?
Yes. Each social security disability call type gets its own note template, set up with you during onboarding from the file notes your firm already writes. You can change them any time.
Does Astrid draft time entries for this practice?
Usually contingency, so Astrid does not draft time entries for these matters. If you bill some matters hourly, mark them and Astrid drafts time for those.
How is recording consent handled?
Your firm sets one-party or all-party consent for each matter, and Astrid keeps a consent record for every call. The meeting notetaker and the dial-in both announce the recording.