Pay-per-client-signing
Start at $0 with three free leads — no credit card, no retainer. You are billed only when a lead signs an engagement.
Case HelixSSDI · SSI · LTD/ERISA · Veterans · Workers’ CompPay-per-client-signing
The lead arrivespre-vetted, scored —ready to sign.
Case Helix delivers evidence-scored disability case leads exclusively to contingency-fee firms. Every lead is screened against the SSA’s own sequential evaluation and arrives with a 0–100 score and a structured case brief. You pay only when a client signs.
- signing rate on delivered leads
- 0%
- to start — no retainer, no card
- $0
- free leads to begin
- 0
Built by disability-firm foundersProceed ↓Exclusive to contingency firms
Why Case Helix
Five reasons the risk sits on our side of the table.
Lead vendors sell contact information and call it a case. We deliver argued, scored, signature-ready claimants — and bill only on the signature.
Evidence scoring
Every lead arrives with a 0–100 score built against ALJ decision criteria — not a form-fill hunch.
Structured case briefs
Each lead includes analysis citing Blue Book listings and RFC positioning, so your intake starts at the merits.
Set it and forget it
Signing detection and billing run automatically inside the CRM you already use. No spreadsheets, no reconciliation.
Insider credibility
Built by founders who built and ran contingency disability firms — we screen the way your best intake director would.
Pre-Vetted, Evidence-ScoredPay-Per-Client-SigningLeads That Sign — Not Just ConvertFive-Layer Screening$0 to Start · 3 Free LeadsMirrors the SSA’s Sequential EvaluationExclusive to Contingency FirmsPre-Vetted, Evidence-ScoredPay-Per-Client-SigningLeads That Sign — Not Just ConvertFive-Layer Screening$0 to Start · 3 Free LeadsMirrors the SSA’s Sequential EvaluationExclusive to Contingency Firms
03 / 10 · The Problem — the lead market, as you know it
Monday, 9:04 AM
Forty leads land from the vendor. Your intake team starts dialing.
Week three
Half never answer. Most who do were denied at step one — work activity, not disability.
End of quarter
Two sign. The invoice billed you for all forty.
Youshouldpayforsignings.Notleads.
Case Helix inverts the model: five-layer screening that mirrors the SSA’s sequential evaluation, an evidence score on every file, and a bill that exists only when a client signs.
04 / 10 · The Founders
Built by people who ran the firms.
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.
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.
The founding thesis
The disability lead market is broken.
Vendors sell contact information and call it a case. Firms carry all of the risk, none of the evidence, and an acquisition cost that climbs every year while signing rates fall.
We built the pipeline we always wanted to buy: screening that mirrors the SSA’s own sequence, a score a lawyer can cross-examine, and a price that is only ever owed on a signature.
M. Kowalski · D. Okafor
05 / 10 · The Method
Four stages. One pipeline.
Five-layer screening · mirrors the SSA’s sequential evaluation
01
Screen02
Qualify03
Vet04
SignMedical 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.
0/100
Evidence score
- RFC positioning23/25
- Functional limitations22/25
- Treatment compliance21/25
- Consistency of record21/25
Listing 1.15 cited · RFC: sedentary, eroded · onset corroborated
06 / 10 · Evidence Scoring
A 0–100 score, argued like a decision.
Subjective intake notes don’t survive a hearing. Every Case Helix lead is scored against the criteria ALJs actually decide on — so the number on the brief predicts the signature, and the award after it.
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.
07 / 10 · Integrations
Set it, and forget it.
Case Helix sits inside the practice-management system you already run. Leads arrive as matters, signings are detected automatically, and invoices raise themselves.
Case Helix
- Clio
- Litify
- MyCase
- PracticePanther
- Filevine
- Smokeball
- CASEpeer
- Salesforce
- HubSpot
- Zapier
Signing detected ⟶ invoice raised · no spreadsheets, no reconciliation
08 / 10 · Results
Judged by signatures, not sessions.
Figures across partner firms, trailing twelve months
0%
of delivered leads sign an engagement.
0×
revenue per lead versus purchased lead lists.
0hrs
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.”
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.
- 09:00
Opening: why the score predicts the signature
Maren KowalskiCase Helix · Co-founder
- 10:30
Reading the medical file before the intake call
David OkaforCase Helix · Co-founder
- 12:15
RFC positioning that survives a hearing
Priya NandakumarFormer ALJ clerk · Nandakumar Advisory
- 14:00
Intake choreography: from delivered lead to signed matter
Theo BramwellIntake Director · Fairbanks Legal Group
- 15:30
Denial to award: triaging appeals worth taking
Rosa DelacroixAppeals Lead · Meridian Disability Law
Reserve your seat
Save a seat at the summit.
09 / 10 · Questions
Asked often. Answered plainly.
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.
10 / 10 · Start with three free leads
Start with three free leads. Judge us by the signatures.
A private conversation about your market, your intake, and whether our pipeline fits it. If your territory is capped, we will say so — and you will leave knowing exactly how the scoring works.