Disability Law Software

Q: What is disability law client engagement software?

Disability law client engagement software helps law firms manage communication and updates for SSDI/SSI and LTD claims through automated updates, secure messaging, and a 24/7 client portal.

Q: How does it help with SSDI/SSI?

The software provides real-time claim updates, turning key milestones into plain-language notifications including claim filed/received, consultative exam scheduled, medical evidence due, ALJ hearing set, decision issued, and back-pay/appeal windows.

Q: Does it support ERISA long-term disability (LTD) claims?

Yes, the software supports ERISA long-term disability claims with secure document sharing and case management features.

Q: Can clients securely upload medical evidence?

Yes, clients can securely upload medical evidence through the HIPAA-aware portal with bank-level encryption and full audit trails.

Q: Does this replace our case management system?

No, it integrates with existing case management systems like Clio, Filevine, Litify, and CASEpeer to eliminate double entry and keep teams in sync.

Q: How do we measure satisfaction?

The software includes built-in NPS tracking and client feedback tools to monitor sentiment in real time and trigger follow-ups at the right moments.

Help clients navigate SSDI/SSI and LTD claims with clarity.

Centralize updates, secure messaging, and document collection so claimants always know what’s next—from application to hearing to award.

See How Disability Firms Reduce Client Calls

Transform Client Anxiety Into Confidence With Purpose-Built Features

User interface showing case status as open and active and case stage as Stage 3: Attorney Review.

Real-Time Claim Updates

Turn key milestones into plain-language notifications: claim filed/received, consultative exam scheduled, medical evidence due, ALJ hearing set, decision issued, back-pay/appeal windows.

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Blue shield icon labeled HIPAA surrounded by three white circles labeled Timelines, Messages, and Docs on a light blue background.

Secure Mobile Client Portal

A 24/7 portal claimants actually use—timelines, messages, and documents in one HIPAA-aware app designed for disability law workflows.

Explore law firm client portal

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AI-Powered Multi-Party Communication

Casey AI routes messages by urgency, suggests empathetic replies, and translates into 140+ languages—keeping clients, reps, and caregivers aligned.

Discover AI software for law firms

User interface showing predictive client sentiment with Case ID 00396 for client Mannie Honda labeled as Promoter with a green progress bar.

Client Satisfaction Tracking

Monitor sentiment in real time, trigger follow-ups, and request reviews at the right moments to strengthen your reputation.

See legal nps software

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Secure Messaging & Document Sharing

Collect SSA forms and evidence fast—SSA-827 releases, function/work history reports (e.g., SSA-3373/3369), APS/medical records, employer/LTD forms—with acknowledgments and a full audit trail.

View law firm messaging

A progress bar labeled Your Claim Progress with blue segments showing partial completion against a light blue background with various circular icons surrounding it.

Case Management Integration

Sync client communications and progress with your CMS (e.g., Clio, Filevine, Litify, CASEpeer) to eliminate double entry and keep teams in lockstep.

Browse all integrations

Enterprise-Grade Security for Sensitive Claimant Data

Secure and Easy to Use

No links or passwords to chase—claimants use our 5-star app with built-in 2FA. Encrypted push replaces risky email/SMS, and clients can safely upload medical records, proof-of-use, questionnaires, and retainer docs.

SOC 2 Type II Certification

Independently audited controls for security, availability, and confidentiality across claimant communications and evidence—from intake to MDL resolution. HIPAA/GDPR-ready, monitored and hosted on trusted infrastructure.

Bank-Level Encryption

All messages, files, and case data are protected with 256-bit SSL/TLS in transit and strong encryption at rest—keeping high-volume mass tort datasets secure at every step.

Role-Based Access Controls

Granular permissions with full audit trails ensure only authorized team members access sensitive information (income statements, means-test docs, tax returns).

Real Results From Leading Disability Law Firms

Communication is the most important thing with clients. Case Status with MerusCase makes client engagement simple for workers' compensation. We've achieved 76% client engagement in just 3 months, 2.2-hour response time versus the 48-hour industry average, 9.3 average feedback rating, and 71 Net Promoter Score while saving 120 staff hours in 6 months.

Read the full Sergio Hidalgo case study

We are a client-centered and results-driven law firm, dedicated to providing responsive and effective legal representation. By integrating Case Status with Meruscase, we significantly enhanced our client engagement, reduced response times, and improved overall client satisfaction while efficiently managing cases and keeping clients informed at every step.

See Hanning & Sacchetto's success story

Case Status helped us scale our client-first approach as we grew. The 5-star app allows clients to self-serve information, reducing inbound calls while we respond to important messages within 4.2 hours versus the 48-72 hour industry average. We've saved 366 hours in nine months and achieved more than double the industry average for client satisfaction.

Discover Mark Thomas's results

Ready to Modernize Disability Client Communication?

See how firms streamline updates, collect evidence faster, and deliver a calmer claimant experience—from application to award.

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Calculate Your Disability Practice ROI

Firms using automated updates and a 24/7 client portal typically cut back-and-forth phone time and resolve cases more smoothly. Estimate your potential time savings and efficiency gains.

Get Your Custom ROI Report

Frequently Asked Questions

What is disability law client engagement software?

A client-facing layer that centralizes updates, secure messaging, and document requests so claimants always know next steps—without phone-tag. Learn more in Client Portal.

How does it help with SSDI/SSI?

Automated milestones mirror the SSA journey (filing, CE scheduling, evidence deadlines, ALJ hearing, decision) and keep clients prepared. See Automated Updates.

Does it support ERISA long-term disability (LTD) claims?

Yes—collect attending physician statements, employer forms, and ongoing medical updates with reminders and acknowledgments. Review Document Sharing.

Who in the firm uses it?

Intake, case managers, paralegals, and attorneys coordinate claimant communication in one place, with permissions by role and location.

Can clients securely upload medical evidence?

Yes—SSA-827s, treatment notes, imaging, labs, and forms are uploaded in the same encrypted thread as messages. Details in Security.

Does this replace our case management system?

No. It complements your CMS: client-facing updates, messaging, and document collection live here, while internal work and records remain in your system. View Integrations.