Your Firm’s Direction
Choose technology around the work you need to do—not a generic checklist.
Own Your Future.
Should You Lease Your Firm’s Infrastructure—Or Own It?Technology moves fast. Before choosing a platform, ask who controls your data, how you can move it, and what rights you have as your firm grows. We believe those answers belong at the start of the conversation.
Your Data Decisions
Discuss access, available exports, retention, and transition needs before committing.
A Voice In What’s Next
Bring your workflow priorities into development discussions. New work is evaluated and agreed in scope.
Choose The Scope That Fits.
Three starting points. Clear inclusions. Optional services quoted separately.
Connect
For practices focused on fewer status calls and clearer client communication.
Pricing By RequestBased On Your Team & Scope
Best Fit
Practices prioritizing client updates and a simpler way to stay in touch.
- Client Portal & Case Updates
- Two-Way Portal Messages
- Shared Documents & Client Intake
- Client Tasks & Upcoming Dates
- Mobile-Friendly Client Access
- Firm-Reviewed Client Updates
Coordinate
For teams that need shared ownership of casework, evidence, and follow-ups.
Pricing By RequestBased On Your Team & Scope
Best Fit
Teams coordinating casework across multiple staff members.
- Everything In Connect
- Firm Work Desk & Assignments
- Case & Evidence Organization
- Team Roles & Access Controls
- Follow-Up Tasks & Ownership
- Case-Linked Communication History
Complete
For firms planning an expanded rollout with assisted workflows and implementation support.
Pricing By RequestBased On Your Team & Scope
Best Fit
Firms planning a broader implementation with assisted workflows.
- Everything In Coordinate
- Sounding Workflow Configuration
- Reporting & Workflow Planning
- Migration & Integration Scoping
- Assisted Drafting Workflow Scoping
- Phased Team Rollout Planning
Compare Every Plan’s Scope
What’s In Each Plan?
Compare the proposed scope before requesting pricing. These are package options; your final proposal defines entitlements and availability.
| Workflow / Service | Connect | Coordinate | Complete |
|---|---|---|---|
| Client portal, updates & two-way messages | ✓ In Scope | ✓ In Scope | ✓ In Scope |
| Shared documents, intake & client requests | ✓ In Scope | ✓ In Scope | ✓ In Scope |
| Firm work desk & task assignments | — | ✓ In Scope | ✓ In Scope |
| Case organization & team access controls | — | ✓ In Scope | ✓ In Scope |
| Sounding workflow configuration | Optional / Quoted | Optional / Quoted | ✓ In Scope |
| Expanded workflow & rollout planning | Optional / Quoted | Optional / Quoted | ✓ In Scope |
| AI, messaging & provider usage | Optional / Quoted | Optional / Quoted | Optional / Quoted |
| Migration, integrations & additional capacity | Optional / Quoted | Optional / Quoted | Optional / Quoted |
Package options are for scoping your quote. Final features, user and client allowances, billing terms, and service availability are confirmed in your proposal before activation.
Know What You’re Building On.
Owning your data, licensing software, and owning or hosting infrastructure are different things. Ask us about available deployment options, export capabilities, ongoing costs, and development scope. Any ownership or licensing rights must be specified in your agreement.
COMPARE THE FIT
Our Platform. Your Alternatives.
Compare the capabilities alongside your plan. Our focus is connected disability casework, client communication, and reviewed follow-through.
| Capability | My Disability StatusDisability Casework | Platform AGeneral Legal Practice | Platform BClient Engagement | Platform CCase Operations |
|---|---|---|---|---|
| Client portal & messaging | Available | Available | Available | Available |
| Client document sharing | Available | Available | Available | Available |
| Case tasks & assignments | Available | Available | Verify Fit | Available |
| AI-assisted workflows | Scoped Setup | Product / Plan | Product / Plan | Product / Plan |
| SSDI / SSI case-stage focus | Purpose-Built | Verify Fit | Verify Fit | Verify Fit |
| Four-stage SSDI sample lab | Try It Live | Verify Fit | Verify Fit | Verify Fit |
✓ Available or publicly described; plan, configuration, and scope can apply. Verify Fit means not confirmed in this review—not that the capability is absent. The public sample lab uses fictional data and scripted AI.
Comparison Scope & Sources
Reviewed September 28, 2026. This is a limited capability comparison, not a full product audit. Vendor documentation describes availability; it does not establish equivalent workflows, pricing, or implementation. Confirm current terms and capabilities directly.
My Disability Status: portal messaging, shared documents, work desk, roles, and Contact Center are implemented. Sounding and assisted workflows depend on configuration. External email/SMS delivery requires provider setup and is not represented as active here.
BUILD AROUND YOUR WORKFLOW
Optional Add-Ons
Separately scoped. Clearly itemized in your quote.
Sounding & AI Usage
Communication summaries, proposed updates, and assisted casework. Usage and provider costs confirmed in your quote.
Connected Communications
Phone, SMS, email, and transcription setup where supported. Provider accounts and usage fees may be separate.
Migration & Onboarding
Data mapping, import review, team training, and rollout support scoped to your existing system.
Integrations & Extra Capacity
Provider connections, signing workflows, additional users, or storage—subject to availability and separate setup.
STRAIGHT TO A USEFUL CONVERSATION
Your Time Matters. So Does Ours.
Tell us who you are, how your firm works, and the plan you’re considering. We’ll use those details to discuss relevant pricing, setup, and scope—without making you sit through a generic pitch.
For disability firms, advocates, and representative organizations exploring the platform.