5-step sequential evaluation, medical-vocational grid analysis, RFC assessment, the appeal ladder (reconsideration → ALJ → Appeals Council), MSS request tracking, and the SSA fee cap calculator stay in one workflow, with sources visible for you to review and confirm.
10 clicks or less from intake to filing-ready, no tedious form filling
No sales call · Unlimited matters · No credit card to start
Try the live demo →Attorney review stays in the loop while the routine workflow moves. Security details →
Case Stress Test
While the workflow stays fast, practice-aware stress tests watch each matter for what a trustee, agency, opposing counsel, adjuster, ALJ, court, or beneficiary may question, then turn it into a source-backed attorney review at the moment you are already working.
Quiet until earned
A review appears only when the file shows a matched fact, source gap, deadline, or scope risk. No signal, no noise
Reviewer lens
Each review names who may question the issue, the proof that answers it, and the client request that closes the gap
Data with citations
Registry radar and district filing intelligence sit underneath, every value carrying its primary source
See it in action
The workflows SSDI attorneys spend the most time on: deadlines, RFC, and hearing prep, organized into guided next steps.
SSA pipeline tracked stage by stage. Appeal-window context opens from the denial date, with reminders surfaced before the deadline becomes the emergency.
Physical and mental RFC documented in one place. B-criteria tracked, exertional limits organized, source conflicts surfaced before the ALJ does.
Pre-hearing checklist organized from case data. Hearing-brief prep starts from the same medical evidence, RFC, and sequential-evaluation record.
The problem
SSDI cases run two to three years with a brutal admin load: a five-step evaluation to document, an RFC to build, a hearing to prep, and a 65-day appeal window that restarts the clock if you miss it.
DocketBuddy organizes the documentation and deadline layer, from initial application through federal court. The legal judgment is yours, the paperwork isn't.
What it does
SSA CASE PIPELINE
Track every client from initial application through reconsideration, ALJ hearing, Appeals Council, and federal court, with denial dates driving the appeal-window view for attorney verification before deadlines pass.
65-DAY DEADLINE TRACKING
Appeal deadline context is tracked from the denial date. Reminder workflows can be configured for appeal windows and ALJ hearings, with deadlines surfaced for attorney review.
SEQUENTIAL EVALUATION TRACKER
All five steps of SSA's sequential evaluation (SGA test, severity, listing analysis, past work, and other work), documented and organized by step. Step 5 VE/grids analysis tracked separately.
RFC DOCUMENTATION
Document physical exertional levels, sit/stand/walk limits, and additional limitations, and track the four B-criteria for mental RFC. Treating source RFC vs. SSA RFC conflicts are surfaced before the hearing, not after.
ALJ HEARING PREP
Pre-hearing checklist organized from case data. Brief-prep surfaces pull together medical records, RFC documentation, and sequential evaluation findings for attorney review before anything is submitted.
VE HYPOTHETICAL BUILDER
Construct residual functional capacity hypotheticals for vocational expert testimony. Track VE responses and keep cross-examination prep tied to the hypothetical limitations, not pulled from memory under pressure.
SSA PIPELINE
Every client tracked from initial application through reconsideration, ALJ, Appeals Council, and federal court, with appeal windows derived from each stage's own deadline rules
RFC DOCUMENTATION
Physical and mental RFC organized by criterion, with the analysis written for your review and a plain-language version for the client conversation
HEARING BRIEF
Medical evidence, RFC findings, and sequential evaluation results assemble into a full pre-hearing brief for your review before it goes anywhere
NEWEST CAPABILITY
Generate an ALJ pre-hearing brief or Appeals Council brief straight from the case record, versioned so every draft stays available as the hearing date gets closer.
Scope and limits
DocketBuddy is case-management and documentation software, not a substitute for legal judgment. Every AI output (approval probability, hearing brief, RFC flag, VE questions) is labeled Attorney Work Product and requires your review before use; probability scores are not outcome guarantees and should not reach clients without your judgment.
Reminder workflows help, but you remain responsible for every filing deadline, and Step 3 listing determinations require attorney and medical judgment. Technology failure does not extend an appeal window.
Trust layer
Questions? hello@docketbuddy.org
Full security details →Most solo and small-firm attorneys already use plenty of software. The problem isn't the tools, it's that none of them work like a legal workflow.
One self-serve price per practice package. Unlimited matters. No per-case fees or per-seat software charges.
Live now
No sales call · Unlimited matters · No credit card to start
What's included in every SSDI plan:
Start the live SSDI workflow with a 14-day free trial and no credit card required.
Start free, no credit card →No sales call · Unlimited matters · No credit card to start
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