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Start with three free leads

Evidence-scored disability case leads

Built by disability-firm founders

Pre-vetted leads.
Evidence in hand.

Disability case leads for contingency-fee firms. Screened, scored and briefed. Pay only when a client signs.

Start with three free leads See how leads are scored
An intake specialist listens as two colleagues discuss a case around an open folder.
Every lead, before intake

Screened.
Scored.
Ready to review.

Examine the brief

SSDI · SSI · LTD / ERISA · Veterans · Workers’ Comp

Why Case Helix

The risk stays
on our side.

Three free leads to start. A score and structured brief with every case. Billing begins only at signing.

3Free leads to start

0–100Evidence score on every case

A signatureThe only trigger for billing

  1. Inquiry
  2. Screen
  3. Human review
  4. Brief
  5. Signing

Start at $0 with three free leads — no credit card, no retainer. You are billed only when a lead signs an engagement.

Every lead arrives with a 0–100 score built against ALJ decision criteria — not a form-fill hunch.

Each lead includes analysis citing Blue Book listings and RFC positioning, so your intake starts at the merits.

Signing detection runs inside the CRM you already use. The invoice raises itself — and only on a signature.

Built by founders who built and ran contingency disability firms — we screen the way your best intake director would.

The founders

Built by people
who ran the firms.

The screening system came from the intake desk. Maren and David built it around the work their own teams needed to do.

Portrait of Maren Kowalski, co-founder of Case Helix

Maren Kowalski

Co-founder · Built & ran an SSDI practice

Maren grew a disability practice from three desks to forty, and spent a decade watching purchased leads burn her intake team’s weeks. The five-layer funnel is the screening system she built for her own firm — productized.

Portrait of David Okafor, co-founder of Case Helix

David Okafor

Co-founder · Former disability-firm managing partner

David ran intake and hearings at a multi-state disability firm and wrote the evidence rubric behind the 0–100 score. He still reads a sample of every week’s case briefs himself.

Screening that mirrors the SSA’s sequence, a score a lawyer can examine, and a price owed only on a signature.

The method

Four stages.
One pipeline.

Screen. Qualify. Vet. Sign. Your intake team receives the brief after the evidence has been reviewed.

What one thousand inquiries becomes
  1. 1,000Inquiries reach Case Helix100%

    Every one of them is ours to work. None of them is yours to pay for.

  2. 380Pass the medical pre-screen38%

    ~6 in 10 end here — work activity, not disability.

  3. 122Clear all five qualification layers12.2%

    Below the evidence threshold is declined, not discounted.

  4. 61Vetted briefs — delivered to your intake6.1%

    Half the briefs fail human review before they ever ship.

Fig. 02 — A cohort, screened before it reaches you.

Medical records are pre-screened; work activity, severity, and duration are checked against the SSA’s own sequence before anyone calls you a lead.

Work history, alleged onset, and insured status are verified against the record before a single call is placed. Roughly six in ten inquiries end here — you never see them, and you never pay for them.

The five-layer qualification funnel scores RFC, functional limitations, treatment compliance, and consistency into a single 0–100 evidence score.

Each layer must pass before the next begins — the same order an adjudicator follows. A claim that scores below threshold is declined, not discounted.

A structured case brief is drafted — Blue Book listings cited, RFC positioning argued — and reviewed by a human before delivery.

The reviewer is a former intake director, not a call-center script. If the brief would not survive your first partner meeting, it does not ship.

The lead reaches your intake warm and briefed. When the engagement is signed, your CRM detects it — and only then does billing begin.

No invoice exists until the engagement letter does. If the claimant never signs, the file closes as our cost — never yours.

Evidence scoring

A score you can inspect.

Case Helix · Structured case briefFile CH-2417

87/100

Evidence score

Below 60 — declined, never delivered

  • RFC positioning23 / 25
  • Functional limitations22 / 25
  • Treatment compliance21 / 25
  • Consistency of record21 / 25

Listing 1.15 cited · RFC: sedentary, eroded · onset corroborated

Five-layer screen passed · appeal triage: strong candidate
Fig. 03 — A delivered case brief, as your intake sees it

Medical records, functional limits, treatment and consistency — organized in one structured case brief.

Inside every delivered lead

  • i

    Medical Record Pre-Screen

    Records reviewed before the lead exists.

  • ii

    Evidence Strength Scoring

    RFC, limitations, compliance, consistency → 0–100.

  • iii

    Qualification Funnel

    Five layers, mirroring the sequential evaluation.

  • iv

    Denial Appeal Triage

    Denied claims graded for appeal strength.

  • v

    CRM Integrations

    Delivery, signing detection, and billing — automatic.

Integrations

Inside the tools your firm uses.

Leads arrive as matters. Signings trigger billing. The work stays connected to your practice-management system.

Case Helix
  • Clio
  • Litify
  • MyCase
  • PracticePanther
  • Filevine
  • Smokeball
  • CASEpeer
  • Salesforce
  • HubSpot
  • Zapier

Signing detected ⟶ invoice raised · no spreadsheets, no reconciliation

Results

Judged by signatures.

Across partner firms, trailing twelve months.

4 of 5

delivered leads sign an engagement.

3.2×

revenue per lead versus purchased lead lists.

48hrs

median from delivery to signed engagement.

$0

spent before the first client signs.

“We signed nine of the first eleven leads Case Helix sent. My intake team keeps asking what changed. What changed is that someone else reads the medical records first.”
Portrait of Carla Jimenez

Carla Jimenez

Managing Partner · Jimenez & Ash Disability Law

Signing with Case Helix

  • Jimenez & Ash
  • Meridian Disability Law
  • Harlan & Reyes LLP
  • Whitmore Veterans Law
  • Fairbanks Legal Group

Free virtual summit · One day

The Signings Summit.

One day on evidence, intake and the path to a signed matter. Join live or watch the recordings.

The agenda — one day, hour by hour
  1. 09:00

    Opening: why the score predicts the signature

    Portrait of Maren Kowalski

    Maren KowalskiCase Helix · Co-founder

  2. 10:30

    Reading the medical file before the intake call

    Portrait of David Okafor

    David OkaforCase Helix · Co-founder

  3. 12:15

    RFC positioning that survives a hearing

    Portrait of Priya Nandakumar

    Priya NandakumarFormer ALJ clerk · Nandakumar Advisory

  4. 14:00

    Intake choreography: from delivered lead to signed matter

    Portrait of Theo Bramwell

    Theo BramwellIntake Director · Fairbanks Legal Group

  5. 15:30

    Denial to award: triaging appeals worth taking

    Portrait of Rosa Delacroix

    Rosa DelacroixAppeals Lead · Meridian Disability Law

Reserve your seat

Save a seat at the summit.

Questions

Questions before you start.

Nothing up front. Your first three leads are free — no credit card. After that, you pay a flat per-signing fee only when a lead signs an engagement with your firm. A lead that never signs never costs you anything.

Each lead is scored 0–100 against the criteria ALJs decide on: RFC positioning, functional limitations, treatment compliance, and consistency of the record. The screening mirrors the SSA’s five-step sequential evaluation, so the score reads like the decision will.

Contingency-fee disability work only: SSDI, SSI, LTD/ERISA, Veterans Disability, and Workers’ Compensation. If your firm bills hourly, we are not your pipeline.

Case Helix connects to Clio, Litify, MyCase, PracticePanther, Filevine, Smokeball, CASEpeer, Salesforce, or HubSpot — or anything else through Zapier. When a delivered lead’s engagement is signed in your system, the invoice raises itself. Nothing to report, nothing to reconcile.

Yes. Each lead is delivered to exactly one firm in its market. We would rather cap a territory than have two partners chasing the same claimant.

You owe nothing, and we treat it as our miss — every unsigned lead feeds back into the scoring model. That is what pay-per-signing means: the screening burden stays with us.

Your next case

Start with three free leads.

Tell us about your firm, your practice areas and your market.

An intake specialist assembles a case folder at a sunlit desk.