01
Case processing workflow
The following pipeline describes how a case moves from document receipt to Full Case Summary delivery. All processing occurs within Green Light's HIPAA-compliant infrastructure. The representative retains sole authority over all legal strategy, filings, and client communication.
Green Light SSA · Case Processing Pipeline
Active
STAGE 01
Secure intake
Client documents received via encrypted upload link. TLS 1.2+ in transit. Stored in AWS S3 with AES-256 SSE.
HIPAA
STAGE 02
Document parsing
Medical records, denial letters, RFC assessments, and physician notes parsed and indexed by document type.
AI
STAGE 03
RFC & evidence analysis
RFC language assessed for specificity. Medical evidence gap identification. Sequential evaluation mapping across all five steps.
AI
STAGE 04
Fact extraction & Case Strength
Documentation facts extracted and dated — treatment history length, onset date relative to SSA's back-pay window, form sections complete or missing. Case Strength rated Weak, Good, or Strong based on completeness only.
FACTS
STAGE 05
Form generation
SSA-3368 Adult Disability Report, SSA-3369 Work History Report, and SSA-827 Authorization pre-filled and delivered in Full Case Summary.
OUTPUT
Full Case Summary is included on every case across all plans. It contains the complete AI review report, error and omission log, dated fact extraction with no legal conclusions attached, a Case Strength rating (Weak/Good/Strong) based on documentation completeness only, fix recommendations for each identified issue, and all three pre-generated SSA forms. The representative reviews the facts, draws their own legal and strategic conclusions, and proceeds with filing.
02
Full Case Summary — contents
Every case processed through Green Light produces a Full Case Summary. The following table describes each component delivered to the representative upon processing completion.
| Component | Description | Format |
|---|---|---|
| Documentation Analysis | ||
| RFC language assessmentResidual Functional Capacity | Evaluation of treating physician RFC specificity. Flags vague language, missing functional limitations, and absent onset date documentation. | Annotated report |
| Medical evidence gap report | Identifies missing treatment records, documentation gaps exceeding 90 days, absent specialist reports, and uncorroborated conditions. | Gap log |
| Five-step sequential evaluation map | Maps available evidence against each of SSA's five-step evaluation criteria. Highlights weaknesses at each step. | Evaluation matrix |
| Consistency analysis | Cross-references claimant statements, work history, medical records, and condition descriptions for internal consistency. | Consistency log |
| Fact Extraction & Case Strength | ||
| Dated fact extraction | Documentation facts pulled and dated directly from the file — treatment history duration, alleged onset date, form completion status. No legal or outcome conclusions attached. Example: "24 months of consistent treating history for [condition] on file. Alleged onset date [date] precedes application by [X] months — within SSA's 12-month maximum retroactive back-pay window." | Fact log |
| Case Strength ratingWeak / Good / Strong | A three-tier rating of documentation completeness only — not a prediction of SSA outcome. Reflects how complete and well-supported the paperwork is, nothing more. | Rating + summary |
| Factor breakdown | Underlying completeness factors: medical evidence strength, documentation completeness, physician support quality, case stage, and record consistency. | Five-factor report |
| Pre-Generated SSA Forms | ||
| SSA-3368Adult Disability Report | Pre-filled from intake data. Representative reviews for accuracy before submission. Claimant or representative submits on ssa.gov. | PDF — editable |
| SSA-3369Work History Report | Pre-filled from work history intake. Documents all relevant employment within the look-back period. | PDF — editable |
| SSA-827Authorization to Disclose | Pre-filled authorization for SSA to obtain medical records directly from providers. Ready for claimant signature. | PDF — editable |
03
Subscription plans
Plans for private practice paralegals and attorneys. All plans include a Full Case Summary on every case, HIPAA-compliant storage, signed BAA, and lead marketplace access. The Nonprofit plan is a separate structure — see Section 07.
Private practice
Starter
For solo practitioners with a consistent monthly caseload
$99
/month
10 cases included · $19.99/case overage
✓Full Case Summary — every case
✓10 cases per month included
✓RFC analysis + medical evidence gap report
✓Case Strength rating — Weak, Good, or Strong
✓SSA-3368, SSA-3369, SSA-827 pre-generated
✓Client intake links — single use, reusable, QR
✓HIPAA-compliant AWS S3 storage
✓Signed BAA included
✓Lead marketplace access
—Batch upload
—Priority support
Apply — Starter
Private practice · Most selected
Professional
For growing practices that need volume capacity and batch processing
$199
/month
25 cases included · $19.99/case overage
✓Full Case Summary — every case
✓25 cases per month included
✓RFC analysis + medical evidence gap report
✓Case Strength rating — Weak, Good, or Strong
✓SSA-3368, SSA-3369, SSA-827 pre-generated
✓Client intake links — single use, reusable, QR
✓HIPAA-compliant AWS S3 storage
✓Signed BAA included
✓Lead marketplace access
✓Batch upload — up to 25 cases per submission
—Priority support
Apply — Professional
High-volume practice
Firm
For disability law firms and high-volume practitioners — unlimited cases, no overages
$399
/month
Unlimited cases · No overage fees
✓Full Case Summary — every case
✓Unlimited cases — no monthly cap
✓RFC analysis + medical evidence gap report
✓Case Strength rating — Weak, Good, or Strong
✓SSA-3368, SSA-3369, SSA-827 pre-generated
✓Client intake links — single use, reusable, QR
✓HIPAA-compliant AWS S3 storage
✓Signed BAA included
✓Lead marketplace access
✓Batch upload — up to 50 cases per submission
✓Priority support — 4-hour response SLA
Apply — Firm
No commitment
Per Case
Evaluate the platform on live cases before committing to a subscription. All Full Case Summary features included.
$19.99
/case
No monthly minimum · BAA included
✓Full Case Summary — every case
✓RFC analysis + Case Strength rating
✓SSA-3368, SSA-3369, SSA-827 pre-generated
✓HIPAA-compliant storage + signed BAA
✓Lead marketplace access
—Batch upload
Apply — Per Case
04
Lead marketplace
Consumer clients who purchase Full Service through greenlightssa.com have their cases processed and scored by Green Light before being listed in the professional portal. Representatives browse anonymized case summaries and purchase leads. Upon purchase the complete Full Case Summary is delivered immediately.
What you see before purchase: Condition category — case stage (initial, reconsideration, ALJ) — claimant state — Case Strength rating (Weak/Good/Strong) — brief documentation strength summary. Client name, contact information, and full medical records are released only upon lead purchase. Note: Green Light never collects the claimant's Social Security Number — it is entered directly by the claimant or representative with SSA at filing.
Paralegal leads
Initial application & reconsideration
$300–$350
per case lead · exact fee shown before purchase
✓Full Case Summary on delivery
✓RFC assessment + medical gap report
✓Dated fact extraction + Case Strength rating
✓SSA-3368, SSA-3369, SSA-827 pre-generated
✓All uploaded documents included
✓Client contact information on purchase
Attorney leads
All stages including ALJ hearing preparation
$500–$800
per case lead · exact fee shown before purchase
✓Full Case Summary on delivery
✓RFC assessment + medical gap report
✓Dated fact extraction + Case Strength rating
✓SSA-3368, SSA-3369, SSA-827 pre-generated
✓All uploaded documents included
✓Client contact information on purchase
Lead fee structure: Lead fees are payments for pre-prepared case documentation — not referral fees as defined under applicable bar rules. Green Light receives no portion of the representative's contingency fee or SSA award. Lead fees are non-refundable after client contact information is delivered except in verified cases of unreachable clients or material case discrepancy. See the Partner Agreement for complete terms.
05
Client intake links
Representatives generate secure intake links from their dashboard and distribute them to clients through any channel. When the client completes the intake form and uploads documents the case routes automatically to the representative's account and processing begins immediately. Cases processed through intake links are billed against the representative's monthly subscription — not as lead purchases.
Single use
Client-specific link
Generated for one client. Expires in 14 days. Cannot be reused after submission. Maximum security for individual client intake.
All plans
Reusable
Permanent intake URL
Never expires. Use in email signatures, websites, or printed materials. All submissions route to the representative's account.
All plans
QR code
Scannable intake
Same as reusable — formatted as QR code for print distribution. Waiting room signage, business cards, brochures.
All plans
Batch upload
CSV + document ZIP
Upload client information via CSV and documents via ZIP folder. Processes multiple cases simultaneously. Up to 25 cases per batch on Professional, 50 on Firm.
Professional · Firm only
Processing time
Under 5 minutes
From document upload to Full Case Summary delivery. Representative receives email notification on completion. Documents accessible immediately in case dashboard.
All plans
Storage
90-day retention
All client documents and case data retained for 90 days post-completion then automatically deleted. Early deletion available on request. All storage HIPAA-compliant.
All plans
06
HIPAA compliance infrastructure
Green Light operates a full HIPAA compliance program. The following table describes the technical, administrative, and contractual safeguards in place. A signed Business Associate Agreement is provided to every professional account before any PHI is transmitted.
Encryption in transit
TLS 1.2 or higher
All data transmitted between client devices, representative accounts, and Green Light infrastructure uses TLS 1.2 minimum. No unencrypted PHI transmission.
Encryption at rest
AES-256 SSE — AWS S3
All documents and PHI stored in AWS S3 with server-side AES-256 encryption. AWS maintains a signed BAA with Green Light covering all S3 operations.
Compliance program
Medcurity
Internal HIPAA compliance program administered through Medcurity. Covers policies, training, risk assessment, and breach response procedures.
AI processing
Anthropic Claude API
Document analysis performed via Anthropic Claude API under BAA. PHI processed only for the specific case review. No PHI used for model training.
Data retention
90 days post-completion
Case documents and PHI automatically deleted 90 days after case completion. Early deletion available on request. Payment records retained per applicable tax law.
Business Associate Agreements
All PHI vendors covered
Signed BAAs in place with AWS, Anthropic, Medcurity, Resend, and all vendors with PHI access. Representative BAA provided before account activation.
BAA execution: Your signed Business Associate Agreement is provided as part of account onboarding — before any PHI is transmitted. If your organization requires specific BAA terms review contact support@greenlightssa.com before account creation.
06b
Professional independence & liability
This section addresses the questions attorneys and credentialed representatives typically raise about the relationship between Green Light's AI output and their professional obligations.
Green Light is not a law firm and does not practice law. All AI output — RFC analysis, dated fact extraction, Case Strength ratings, evidence gap reports, and pre-generated forms — are document preparation tools supporting the representative's independent professional judgment. Green Light's system reports facts found in the file; it does not draw legal conclusions, predict outcomes, or calculate legal or financial consequences such as back-pay probability. The representative is the one who applies legal knowledge to the extracted facts. Green Light has no authority over and does not supervise, direct, or control any legal strategy, filing decision, client communication, or hearing representation. The appointed representative retains sole professional responsibility for all case decisions.
| Question | Answer |
|---|---|
| Is Green Light's output legal advice? | No. AI output is document analysis and form preparation. It does not constitute a legal opinion on case merits. The representative evaluates all output and exercises independent professional judgment before any filing. |
| How are subscription and lead fees structured relative to bar rules on fee splitting? | Subscription fees are payments for technology platform access. Lead purchase fees are payments for pre-prepared case documentation. Green Light receives no portion of contingency fees, back pay awards, or SSA fee payments. Representatives should independently evaluate compliance with their applicable Rules of Professional Conduct. See Attorney Partner Agreement Section 3.4. |
| Does Green Light's Case Strength rating or fact extraction replace case evaluation? | No. The Case Strength rating assesses documentation completeness only — not SSA outcome probability. Cases rated Strong are denied. Cases rated Weak win. Extracted facts are reported without legal conclusions attached — for example, Green Light reports an onset date and the relevant SSA back-pay window as dated facts, but does not calculate or state a probability of back-pay outcome. The representative applies legal judgment to the facts and determines strategy. |
| What is the representative's liability exposure for Green Light's AI output? | The representative is solely responsible for reviewing all AI output and independently verifying accuracy before filing. Green Light's liability is limited to fees paid in the prior three months. See Partner Agreement Section 9 for complete limitation of liability terms. |
| Can Green Light's output be disclosed to SSA or courts? | Green Light's output is a preparation tool for the representative's use. Pre-generated forms, once reviewed and filed by the representative, are the representative's submitted documents. The underlying AI analysis is a work product tool — not a disclosure-required automated decision system in the SSA submission context. |
07
Nonprofit 501(c)(3) program
A separate plan structure for 501(c)(3) organizations that help disability claimants file for SSDI and SSI at no cost. Centers for Independent Living, legal aid societies, disability advocacy organizations, and similar nonprofits qualify. 501(c)(3) status is verified via IRS EIN database before account activation.
501(c)(3) verified accounts only
Nonprofit Plan
For organizations that process disability cases on behalf of claimants and file on ssa.gov using their own staff. When a case reaches the ALJ hearing stage, one button routes it to a licensed attorney in our network — and your case folder updates automatically with the attorney's name and direct phone number so you always know who is handling your client.
$49
/month
5 cases included · $14.99/case overage
✓Full Case Summary on every case
✓5 cases per month included
✓RFC analysis + evidence gap report
✓Case Strength rating — Weak, Good, or Strong
✓SSA-3368, SSA-3369, SSA-827 pre-generated
✓Client intake links — all types
✓HIPAA-compliant storage + signed BAA
✓ALJ escalation — one-button attorney routing
✓Attorney name and direct phone number posted to your case folder on match — you call them directly for updates
—Lead marketplace access
🔒 Verification required. EIN submitted at signup is verified against the IRS Tax Exempt Organization database. Accounts activated within one business day of verification. Nonprofit pricing is not available to private practice accounts.
Apply — Nonprofit plan
08
ALJ escalation — nonprofit accounts only
When a nonprofit client's case reaches the ALJ hearing stage — requiring licensed attorney or accredited representative appearance — the nonprofit case manager routes the case to Green Light's attorney network with one button click. The attorney receives the complete Full Case Summary immediately. The nonprofit's case folder updates automatically with the attorney's name and direct phone number. Green Light's role ends there. The nonprofit calls the attorney directly for any case updates. This feature is exclusive to nonprofit accounts.
Why this feature does not exist for private practice accounts: Private paralegals and attorneys earn income by representing cases through completion and collecting the 25% SSA contingency fee. Routing a case to another representative ends their income on that case. Nonprofit organizations serve claimants at no charge and have no contingency interest — making attorney referral a natural and mission-consistent step when ALJ representation is needed.
STEP 01
Case processed
Nonprofit staff processes client through Green Light. Full Case Summary delivered. Initial application or reconsideration filed on ssa.gov.
STEP 02
ALJ hearing required
Client denied at reconsideration. ALJ hearing requested. Licensed representation required. Nonprofit case manager identifies need for attorney escalation.
STEP 03
Escalation triggered
Case manager clicks escalation button in nonprofit dashboard. Complete Full Case Summary — all documents, analysis, score, and forms — routes to attorney matching system.
Escalate to attorney →
STEP 04
Attorney matched — contact delivered
Attorney receives the Full Case Summary and contacts the client directly. Your case folder updates automatically — attorney name, firm, and direct phone number posted next to the claimant's name. Status changes to Case passed to attorney. Green Light's role is complete. You call the attorney directly for any updates your client needs.
Case passed to attorney
09
Plan comparison
| Feature | Nonprofit | Per Case | Starter | Professional | Firm |
|---|---|---|---|---|---|
| Pricing | |||||
| Monthly fee | $49 | — | $99 | $199 | $399 |
| Cases included | 5/mo | Pay per case | 10/mo | 25/mo | Unlimited |
| Per-case cost | $9.80 avg | $19.99 | $9.90 avg | $7.96 avg | — |
| Overage rate | $14.99 | — | $19.99 | $19.99 | None |
| Full Case Summary — all plans | |||||
| RFC language analysis | ✓ | ✓ | ✓ | ✓ | ✓ |
| Medical evidence gap report | ✓ | ✓ | ✓ | ✓ | ✓ |
| Case Strength rating — Weak, Good, or Strong | ✓ | ✓ | ✓ | ✓ | ✓ |
| Five-factor score breakdown | ✓ | ✓ | ✓ | ✓ | ✓ |
| SSA-3368 pre-generated | ✓ | ✓ | ✓ | ✓ | ✓ |
| SSA-3369 pre-generated | ✓ | ✓ | ✓ | ✓ | ✓ |
| SSA-827 pre-generated | ✓ | ✓ | ✓ | ✓ | ✓ |
| Intake & Processing | |||||
| Single-use intake links | ✓ | ✓ | ✓ | ✓ | ✓ |
| Reusable intake links | ✓ | ✓ | ✓ | ✓ | ✓ |
| QR code intake links | ✓ | ✓ | ✓ | ✓ | ✓ |
| Batch upload | — | — | — | Up to 25 | Up to 50 |
| Compliance & Support | |||||
| HIPAA-compliant AWS S3 storage | ✓ | ✓ | ✓ | ✓ | ✓ |
| Signed BAA | ✓ | ✓ | ✓ | ✓ | ✓ |
| Lead marketplace | — | ✓ | ✓ | ✓ | ✓ |
| ALJ escalation to attorney network | ✓ | — | — | — | — |
| Attorney name + direct phone posted to case folderStatus updates to "Case passed to attorney" | ✓ | — | — | — | — |
| 501(c)(3) verification required | ✓ | — | — | — | — |
| Support response SLA | 2 business days | 2 business days | 2 business days | 2 business days | 4 hours |
10
Frequently asked questions
Does Green Light's AI output constitute legal advice or a legal opinion?
No. All AI output is document preparation and analysis — not legal advice and not a legal opinion on case merits. The representative is solely responsible for evaluating all output, exercising independent professional judgment, and making all legal decisions. Green Light's role ends at delivering the Full Case Summary.
How are lead fees and subscription fees structured relative to bar rules on fee splitting with non-lawyers?
Green Light's fees are payments for document preparation services and technology platform access — not referral fees or fee-splitting arrangements as defined under applicable bar rules. Green Light receives no portion of any contingency fee, SSA back pay award, or representative fee payment. Attorneys should independently review compliance with their state bar's Rules of Professional Conduct, including Texas Rule 5.04 and equivalent rules in other jurisdictions. The Attorney Partner Agreement Section 3.4 addresses this in detail. Representatives uncertain about compliance are encouraged to seek a state bar ethics opinion before signing.
What is the Case Strength rating and what are its limitations?
Case Strength is a Weak, Good, or Strong rating of documentation completeness — not a prediction of SSA outcome or legal merits. It reflects five underlying factors: medical evidence strength, documentation completeness, physician support specificity, case stage, and record consistency. Cases rated Strong are denied. Cases rated Weak are approved. The rating identifies documentation weaknesses for the representative to address. Alongside the rating, the Full Case Summary includes dated facts extracted directly from the file — treatment history length, alleged onset date relative to SSA's back-pay window, missing form sections — with no legal conclusions attached. The representative applies their own legal judgment to those facts. Case Strength and fact extraction do not replace the representative's evaluation of legal merit, SSA listing criteria, or hearing strategy.
What geographic scope can I cover as a subscriber?
SSA hearings are federal administrative proceedings. An attorney licensed in any U.S. state can represent a claimant before an ALJ regardless of the claimant's state of residence — no pro hac vice admission required. With video hearings now the standard format, geographic limitations are minimal. An EDPNA-credentialed accredited representative is similarly authorized to represent claimants nationwide before SSA. Lead purchases are not restricted by geography.
How do I get started and how quickly is my account activated?
Apply through the account creation form. For paralegal and attorney accounts — activation within one business day, BAA sent for signature on account creation. For nonprofit accounts — EIN verification against IRS Tax Exempt Organization database required before activation, typically one business day. All accounts receive a BAA before any PHI is transmitted. Contact support@greenlightssa.com for enterprise onboarding or questions before applying.
Can I review a sample Full Case Summary before applying?
Contact support@greenlightssa.com and request a sample Full Case Summary. We will provide a de-identified example showing all components — RFC analysis output, evidence gap report, dated fact extraction, Case Strength rating with factor breakdown, and sample pre-generated SSA forms — so you can evaluate the output format before committing to a plan.
Apply for a Pro account
Paralegal, attorney, or nonprofit — account setup within one business day. BAA included. Cancel any time. Request a sample Full Case Summary before applying if you need to evaluate output format.