Precision Case Lens

Prospect Guide · Add-On Module

DIET — Disability Intake & Evaluation Team

The claimant calls your firm. The whole intake happens. No one on your staff picks up.

What DIET isoverview

A sample calltranscript

The intake packetwhat it hands you

Trust & safetythe rails

Four documents. Read them in order. The same synthetic caller, Maria Elena Reyes, runs through all four, and her file then continues into the PCL case-development ladder.

What DIET does for your practice

Answers the first call, completely

Identity, contact, conditions in the caller's own words, treatment history, medications, work history for fifteen years, daily-function questions, consent, and the questions the SSA and VA forms actually ask. In one call, or across several if the caller tires.

Built for this caller, not adapted for them

Every voice-intake tool on the market was built for general business calls. DIET starts from how disability claimants communicate: pacing, "I don't know" as a legitimate answer, breaks offered before fatigue, a helper on the line, cognitive-load checks, Spanish.

Hands you paperwork, not a recording

Post-call, DIET drafts the SSA forms from the conversation with every field traced back to the moment the caller said it. Your representative reviews and signs off before anything is filled. Signature fields are never touched.

How it moves your win rate

Cases are shaped in the first thirty minutes. An intake that captures the onset story once, in the claimant's words, with the work history complete and the "I don't remember" answers marked instead of guessed, is a file with fewer contradictions for a judge to find later. DIET's intake feeds PCL's QuickScan and Intake Read directly, so case development starts from a record that was taken carefully.

Walk-through in 60 seconds

"A claimant calls. One voice answers, discloses it is an AI, asks permission to record, and explains what will happen. Then it asks the caller to say it back."
"Behind that one voice, seven silent specialists listen: medical, vocational, psychosocial, packet readiness, voice quality, an orchestrator, and a safety guard that reads every sentence before it is spoken."
"When she asks 'do I have a good case?', the guard blocks the answer and the voice says what it is allowed to say."
"Forty minutes later you have a readiness score, five drafted SSA forms, and a transcript. Nothing is filed and nothing is signed until your representative reviews it."

Synthetic caller. Maria Elena Reyes is fictional. Every name, date and statement in this set is invented for demonstration. No real claimant data appears anywhere.

DIET at a glance

Add-on module to PCL · SSA and VA intake
English and Spanish at launch
Prospect guide

1.What happens on a call

Stage	What the caller experiences	What the firm gets
Opening	AI disclosure, recording consent, permission to ask about health, a plain explanation of what will happen, and a teach-back to confirm it landed.	Consent events with timestamps, in a ledger that cannot be edited.
Identity and contact	Name, date of birth, address, phone, email, preferred language, whether the caller reads English, a knowledgeable contact.	SSA-3368 Section 1 drafted.
Conditions	Each condition in the caller's own words first, then the standard term is noted silently. Height and weight. When work stopped and why.	SSA-3368 conditions with claimant-words and standard-term side by side.
Treatment	Every doctor, clinic, hospital and therapist, with approximate dates. Medications and who prescribed them. Tests and imaging.	Provider list for SSA-3368 and the records-request queue; SSA-827 authorization drafted.
Work history	Jobs over the last fifteen years, one at a time, with prompts that help memory: "Was that before or after your knee surgery?"	SSA-3369 Work History Report drafted with duties, exertion and dates.
Daily function	Personal care, meals, chores, getting around, shopping, money, social life, concentration. Bad-day and good-day framing.	SSA-3373 Function Report drafted.
Close	A read-back of what was captured, what happens next, and a way to reach the firm. The caller is never told to fill out anything alone.	Readiness score and the list of what is still missing.

2.Who is on the call

One voice speaks. Eight specialized agents and a recovery shadow work behind it, and none of them ever talks to the caller.

Role	Job	Mode
Intake Director	The only voice. Runs the conversation, routes between sections, reads back, closes.	Speaking
Orchestrator	Decides what section comes next and when to pause, recap or stop.	Silent
Safety Guard	Reads every sentence before it is spoken. Blocks legal advice, outcome predictions, medical recommendations, anything unsafe for a caller in crisis. Two tiers: a fast check on every line, a deep review when the fast check flags one.	Silent override
Medical & Functional	Extracts conditions, treatment, medications and functional limits from what the caller says.	Silent
Work History & Vocational	Extracts jobs, duties, exertion and dates.	Silent
Psychosocial & Communication Support	Watches for fatigue, distress, cognitive load, a helper on the line, crisis signals. Advises the voice on pacing and breaks.	Silent advisor
Packet Readiness	Tracks what has been captured and what is still missing; produces the readiness score after the call.	Silent QA
Voice Quality & Continuity	Monitors audio, silence and dropped connections; drives call-back and resume.	Silent monitor
Recovery Shadow	Anti-drift, anti-hallucination standby. Steps in if the voice loses the thread.	On demand

3.What DIET is not

Not a document-analysis tool. That is PCL. DIET feeds it.
Not a chatbot or a phone tree. It holds a conversation and remembers it.
Not a scheduler, and not a legal adviser. It collects facts and hands them to a human.
Not a form-filer. It drafts; your representative reviews, approves and signs.

4.Status today, stated plainly

DIET is built and tested: the runtime, the eight-agent roster, the safety guard, the English and Spanish scripts, the crisis protocol, and the form drafting for six SSA forms and fifteen VA forms. It has not yet taken a live call. Live calling waits on signed vendor agreements for voice, telephony and fax, and on the production infrastructure build. Ask, and you will get the current date for each.

Pricing is not shown in this set. Ask for the current rate sheet.

Vocational analysis — case preparation only. Grid rules, transferable-skills questions, occupational-base erosion and cross-examination material are prepared from the written record. Vocational-expert testimony at hearing turns on the hypothetical as actually posed, the expert's own sources and methodology, and context the file does not carry. Nothing here predicts what a vocational expert will say or how an adjudicator will rule. All vocational conclusions require evaluation by a vocational expert and the representative of record. · PCL output for attorney review. Not legal advice. All conclusions require evaluation by a licensed attorney or accredited representative. · DIET collects information; it does not interpret regulations, predict outcomes, or complete forms on a claimant's behalf. · Sample on a synthetic caller; no real claimant data. · Precision Case Lens · Beta Build — Pre-Production v0.5

Precision Case Lens

Sample Call · Synthetic Caller

A DIET intake call

Thirty-eight minutes with a claimant, and what was happening behind the one voice she heard.

What DIET isoverview

A sample calltranscript

The intake packetwhat it hands you

Trust & safetythe rails

Position: the first contact. This call happens two days before the file that opens the PCL sample-report set. The right-hand column shows what the silent agents did at each moment.

What to watch for

Consent before anything

AI disclosure, recording, permission to discuss health, then a teach-back. If the caller cannot say back what will happen, the call slows down instead of moving on.

The line that gets blocked

She asks whether she has a good case. The safety guard stops the answer before it is spoken and the voice uses an approved boundary line instead. That is the difference between an intake and unauthorized practice.

Pacing that fits the caller

A break is offered when the psychosocial monitor sees fatigue. "I don't know" is normalized. A read-back checkpoint closes each section. Her daughter is on the line, and the voice handles that.

How it moves your win rate

The cooking contradiction that a judge catches fourteen months later usually starts here, in an intake that recorded "cannot cook" without asking since when. This call captures the onset story once, with dates anchored to events the caller remembers, and marks every uncertain answer as uncertain. That is a file that develops cleanly.

Walk-through in 60 seconds

"Listen to the first ninety seconds. Disclosure, consent, and she repeats back what will happen."
"Minute twelve: she asks if she has a good case. Read the right-hand column. The guard blocked it."
"Minute twenty-six: the monitor sees her tiring and the voice offers to stop. Everything is saved either way."
"The close. She is told what happens next and that she never has to fill out a form alone."

Synthetic caller. Maria Elena Reyes is fictional. Names, dates and statements are invented for demonstration. Dialogue is illustrative of the scripted behaviors; a real call varies line by line.

Call transcript · Reyes, Maria Elena

April 28, 2026 · 2:14 pm · 38 min 10 s
Firm: Stafford & Associates (fictional) · Language: English
Excerpt · 11 of 214 turns

00:00 · Opening

Intake

"Hi, thanks for calling. I'm Dana, an AI intake specialist with Stafford & Associates, and this call may be recorded for quality and legal purposes. Is that alright with you?"

Disclosure AI identity stated before any substantive content. Recording consent captured to the consent ledger at 00:00:11.

Caller

"Yes, that's fine."

Psychosocial Baseline read: calm, clear speech, no distress markers.

Intake

"In a few minutes I'll be asking about your health conditions, so the firm can look at your request. Is that okay? … Before we go on, just so I know I explained that clearly, can you tell me in your own words what happens next?"

Consent + teach-back Health opt-in logged. Teach-back passed on first attempt.

Caller

"You're going to ask me about my health and my jobs, and then somebody at the office looks at it."

Readiness Orientation confirmed. Section 1 opened.

04:30 · Conditions, in her words

Intake

"If you don't know or can't remember something, it's fine to say 'I don't know.' That's better than guessing. What health problems keep you from working?"

Cognitive "I don't know" normalized before the first factual question.

Caller

"My back, mostly. Two discs. My right knee, I had the scope on it. Sugar diabetes, and my feet go numb. And the depression got bad after I stopped working."

Medical Captured claimant words: "two discs" → degenerative disc disease, lumbar (standard term noted silently). "Scope" → arthroscopy, right knee, 2023. "Sugar diabetes" → type 2 diabetes; "feet go numb" → peripheral neuropathy. Depression → follow-up section queued.

Intake

"Thank you. When did the back pain first make you miss work? If a date is hard, was it before or after the knee surgery?"

Date anchor Event-anchored prompt instead of a bare date request.

Caller

"After. The knee was 2023. I stopped for good in June of 2024, the twelfth, because that was my last shift."

Medical Last day worked 06/12/2024 captured as claimant-stated, confidence high. Feeds alleged onset field for representative review; DIET does not set onset.

12:05 · The question that gets blocked

Caller

"Can I ask you something? With all that, do I have a good case? Like, will they approve me?"

Safety guard · Tier 1 flag Outcome question. Draft response held.

Intake

"I'm not able to predict outcomes. What I can do is make sure nothing important gets missed. Let's keep going so the firm has everything."

Safety guard · block applied Approved boundary line substituted. Event logged with turn number. No opinion on the case was spoken.

19:40 · Work history

Intake

"Let's go through the jobs you've had in the last fifteen years, one at a time. Start with the most recent. What was the job, and what did you do most of the day?"

Vocational Work-history cue; one job per turn.

Caller

"CNA at a nursing home, Riverbend, from 2009 until last year. Lifting people, turning them, showers, charting, on my feet the whole shift."

Vocational Certified nursing assistant, 2009–2024, employer captured; duties: patient transfer, bathing, charting; standing/walking all shift; lifting patients. Exertion noted for the representative, not classified on the call.

26:10 · Fatigue check

Intake

"I want to check in. This is a lot to go through. Would you like to take a break? We can pause for a few minutes, or I can call you back later. Either way, everything you've shared is saved."

Psychosocial Longer pauses, shorter answers, two sighs in 90 seconds. Break offered. Caller declines; pace slowed, next section shortened.

31:20 · A helper on the line

Caller

"My daughter's here, she can tell you about the house stuff, she does most of it now."

Helper detected Third party present. Private-check script queued for the personal-care questions; daughter's statements tagged as helper-reported, not claimant-reported.

Intake

"That's helpful, thank you. Some of these next questions work best one-on-one. Would it be possible to speak privately for a few minutes?"

Dignity Personal-care questions asked privately; helper invited back for household questions.

36:40 · Read-back and close

Intake

"Let me make sure I have this right. Back pain from two discs, worse since June 2024; right knee surgery in 2023; diabetes with numbness in both feet; depression treated by Dr. Williams since early 2024; last worked June 12, 2024 as a CNA. Does that sound correct? Anything you'd like to change?"

Recap checkpoint Caller confirms; adds insomnia. Added as a condition, claimant words "can't sleep more than three or four hours."

Intake

"That's everything. Someone at Stafford & Associates will go through everything we covered and will be in touch. I collect the information, and the firm prepares the paperwork with you. You never have to fill out forms alone."

Close No commitments made about outcome, timing or representation. Call ended by the caller.

Spanish was offered automatically if detected in the first thirty seconds; not triggered on this call. Crisis protocol was armed throughout and never triggered. Maximum call length is ninety minutes; this call used thirty-eight.

Precision Case Lens

Sample Output · Synthetic Caller

The intake packet

What lands on the representative's desk after the call ends.

What DIET isoverview

A sample calltranscript

The intake packetwhat it hands you

Trust & safetythe rails

Position: post-call. The packet has three parts: a readiness read, drafted forms with every field traced to its source, and the review gate your representative clears before anything is filled.

What the packet does for your practice

A readiness score, not a prediction

How complete the intake is for hand-off, on a 0–100 scale with a band. It measures presence of the fields the forms need. It says nothing about whether the claim will succeed, and it says so on its face.

Forms drafted from the conversation

Five SSA forms for this caller, each field carrying where it came from: which turn of the call, claimant-stated or helper-stated, and a confidence flag. Unknowns stay blank and are listed, never guessed.

A gate a human must clear

No form is filled until an attorney or accredited representative signs off, and the sign-off is a signed token that expires after thirty days. Signature fields on every form are left blank by design.

How it moves your win rate

The hours a paralegal spends re-keying a phone intake into the disability report and the work-history report are hours not spent developing the case. The packet arrives typed, sourced and consistent across all five forms, with the same onset date and the same provider list in each. The representative's time goes to judgment: what to verify, what to ask, what to request.

Walk-through in 60 seconds

"Readiness 82, band 'strong'. Four critical items still missing, listed by name."
"Five forms drafted. Look at the provenance column: every entry says which minute of the call it came from."
"Look at what was left blank. Those are the questions for your staff, not guesses by a machine."
"The review gate. Nothing fills until your representative signs. Then it flows into PCL's QuickScan."

Synthetic caller. Maria Elena Reyes is fictional. Every value shown is invented for demonstration.

Intake packet · Reyes, Maria Elena

Generated April 28, 2026 · 2:53 pm (post-call)
Practice area: SSA · Title II
Draft · Awaiting representative sign-off

1.Readiness read

Readiness score (0–100)

Strong

Band

Key elements present

Critical elements missing

Present

Identity, DOB, address, two phone numbers, email
Knowledgeable contact (daughter), with phone
Seven conditions, claimant words and standard terms
Last day worked, reason work stopped
Six treating sources with approximate date ranges
Seven medications with prescriber
Two imaging studies, one surgery
Two jobs in the five-year relevant period with duties
Daily-function answers across nine areas
Education: high school; reads and writes English

Missing, critical

Social Security number, last four only was offered; full number deferred to staff by design
Exact dates for the ER visits (caller gave "a few times")
Employer address and pay rate for the earlier cashier job
Whether any prior disability application was filed

Readiness reflects intake completeness for hand-off only. It is not an assessment of the claim.

2.Forms drafted

Form	Title	Fields drafted	Left blank	Notes for review
SSA-3368	Adult Disability Report	64 / 71	7	ER visit dates; prior-application question. Conditions listed in claimant's words with standard term beside each.
SSA-3369	Work History Report	38 / 44	6	Cashier job 2004–2009: employer address, pay. CNA duties fully captured; exertion left for the representative.
SSA-3373	Function Report — Adult	52 / 58	6	Household items answered by daughter marked helper-reported; representative decides whether to keep them as third-party statements.
SSA-827	Authorization to Disclose Information	11 / 12	1	Signature. Never drafted.
SSA-1696	Claimant's Appointment of a Representative	9 / 14	5	Representative's own fields and both signatures.

SSA-8000 (SSI application) not drafted: Title II claim only. VA callers get the same treatment across the fifteen VA forms DIET maps, including 21-526EZ, 21-4142, 21-0781, 21-8940, 20-0995, 20-0996 and 10182; a VA sample is available on request.

3.Provenance, field by field (SSA-3368 excerpt)

Field	Drafted value	Source	Confidence
Conditions (1)	"Two discs" in lower back · degenerative disc disease, lumbar	Call turn 41, claimant	High
Conditions (5)	"Can't sleep more than three or four hours" · insomnia	Call turn 203, claimant (added at read-back)	High
Date stopped working	06/12/2024	Call turn 47, claimant, event-anchored	High
Why stopped working	"Couldn't lift the patients anymore and the pain was every day"	Call turn 48, claimant	High
Treating source — psychiatry	Dr. Patricia Williams, 2024 to present	Call turn 72, claimant	Medium: "early 2024," month not given
Emergency room visits	St. Mary's, "a few times, once for a fall"	Call turn 79, claimant	Low: dates unknown, left blank
Household chores	"She can't do laundry or floors; I do them"	Call turn 171, helper (daughter)	Helper-reported

4.The review gate

Status: awaiting sign-off. The drafts above are data only. Filling the actual PDF forms requires a signed approval from an attorney or accredited representative for this case. The approval is a signed token tied to this case, cannot be reused on another, and expires after thirty days. Signature fields on every form are excluded from filling regardless of approval. What the representative does next: verify the four missing items with the caller or staff, decide how to treat helper-reported answers, then approve.

5.Where it goes next

On approval, the packet is handed to PCL. QuickScan runs on the uploaded records two days later and the Intake Read follows. The PCL sample-report set picks up this same caller from that point.

Vocational analysis — case preparation only. Grid rules, transferable-skills questions, occupational-base erosion and cross-examination material are prepared from the written record. Vocational-expert testimony at hearing turns on the hypothetical as actually posed, the expert's own sources and methodology, and context the file does not carry. Nothing here predicts what a vocational expert will say or how an adjudicator will rule. All vocational conclusions require evaluation by a vocational expert and the representative of record. · PCL output for attorney review. Not legal advice. All conclusions require evaluation by a licensed attorney or accredited representative. · Readiness reflects intake completeness for hand-off only; it is not an assessment of the claim. · Sample on a synthetic caller; no real claimant data. · Precision Case Lens · Beta Build — Pre-Production v0.5

Precision Case Lens

Prospect Guide · Add-On Module

Trust and safety

The rules a voice system needs before it can be trusted with a vulnerable caller, and how DIET enforces each one in code.

What DIET isoverview

A sample calltranscript

The intake packetwhat it hands you

Trust & safetythe rails

Position: the questions a careful firm asks before saying yes. Each rail below is enforced by the software, not by a prompt that asks the model to behave.

What this page does for your practice

Answers the malpractice question

Six hard lines the system will not cross on any call, and the mechanism that stops it: a guard that reads every sentence before it is spoken and substitutes an approved line when it has to.

Answers the privacy question

One private cloud stack, health information stripped from every log before it is written, an audit trail on every event, and a six-year retention design built for a covered-entity audit. What is not yet signed is listed too.

Answers the "what if" question

What happens when a caller is in crisis, when a call drops, when a helper answers for the claimant, when the caller cannot follow, when the call runs long. Each has a scripted, tested response.

How it moves your win rate

A firm that cannot answer these questions does not deploy voice intake, and keeps losing the first call to voicemail. A firm that can deploy it answers every call the same careful way, at two in the morning and on the Friday before a hearing. Consistency at intake is consistency in the file.

Walk-through in 60 seconds

"Six things it will never say. Not because we asked it nicely. A second agent checks every sentence."
"If a caller mentions harming themselves, the script is fixed, 988 is offered, and the system never hangs up first."
"Health information never reaches a log. Every consent has a timestamp. Every approval is a signed token."
"And the honest column: three vendor agreements are still unsigned, so no real caller has been on the line yet."

Synthetic caller. Examples reference the fictional Reyes call. No real claimant data appears in this set.

The rails

Enforced in code · Tested in the suite
Status as of September 2026
Prospect guide

1.Six lines DIET never crosses on a call

Never	What the caller hears instead
Express an opinion on whether the claimant has a strong case	"I'm not able to predict outcomes. What I can do is make sure nothing important gets missed."
Predict approval odds	Same boundary line; the question is logged for the representative to answer.
Recommend a doctor, diagnosis or treatment	"I can't recommend treatment. I'll note that you're looking for care; the firm may have resources."
Interpret or explain Social Security regulations	"That's a question for the firm. I'll make sure it's in my notes."
Advise on vocational categories or capacity ratings	Duties and exertion are captured in the caller's words; classification is left to the representative.
Complete or interpret forms on the claimant's behalf	"I collect the information, and the firm prepares the paperwork with you. You never have to fill out forms alone."

How it is enforced. One agent speaks. A separate safety guard reads every sentence the voice is about to say. A fast first tier screens every line without exception; when it flags one, a deeper second tier reviews before anything is spoken. The block and the substituted line are logged with the turn number. The two-tier design was a formal decision, ratified and locked, with the escalation rate measured after launch.

2.Crisis protocol

A deterministic tripwire on crisis language runs independently of the language model. It cannot be reasoned around.
Fixed scripts, English and Spanish: 988 for emotional crisis, 911 for medical emergency, with a warm hand-off where the firm has configured one.
The system never ends the call first during a crisis, and the ninety-minute call limit does not apply while a safety emergency is active.
A human at the firm is alerted immediately, whatever the hour.

3.Built for the caller

Situation	What DIET does
Caller tires or hurts	Psychosocial monitor watches pauses, answer length, sighs. A break, a call-back in an hour, or another day is offered; everything is saved.
Caller cannot remember	"I don't know" is normalized up front. Dates are anchored to events. Uncertain answers are accepted and marked, never pushed.
Caller struggles to follow	Cognitive-load mode: shorter sentences, recap checkpoints after each section, a teach-back before moving on.
Someone else is on the line	Helper detected and tagged. Personal questions asked privately. Guardian check when a caller may lack capacity.
Caller speaks Spanish	Detected in the first thirty seconds; "¿Prefiere que continuemos en español?" Full Spanish script set, including crisis lines. English and Mexican Spanish at launch; other languages later.
Call drops or goes silent	Voice-continuity monitor drives call-back and resume from the last checkpoint. Nothing is asked twice.
Call runs long	Recap at 75 minutes, wrap at 85, hard stop at 90. Firms may set a shorter limit, never a longer one.

4.Privacy and records

One private cloud stack. Audio, transcripts and state live in the firm's tenant on a single provider; nothing routes through a general-purpose chatbot service.
Health information never reaches a log. Protected fields are redacted before any event is written, and the redaction is tested against thousands of fuzzed inputs every build.
Every consent is an event with a timestamp, in a ledger that is appended to and never edited.
Every approval is a signed token tied to one case, expiring after thirty days; it cannot be replayed on another case.
Every inbound telephony connection is authenticated; unsigned connections are refused, and the firm's identity comes from a registry, never from the caller.
Prompt injection from callers is treated as data, not instructions. Nothing a caller says changes how the system behaves.

5.The honest column: status today

Item	Status	Note
Runtime, agent roster, safety guard, scripts	Built	Several hundred automated tests, including a 100-scenario stress harness.
SSA form drafting (6 forms) · VA form drafting (15 forms)	Built	Grounded to the real PDF templates; signature fields guarded.
Spanish scripts, crisis protocol	Built	English and Spanish parity.
Live voice, telephony and fax vendors	Agreements pending	Business-associate agreements not yet signed. No real caller has been on the line.
Production infrastructure	Pending	Specified; deploys once the agreements and credentials are in place.
Third-party security certification	Not claimed	Ask, and you will get a straight answer on what exists and what does not.