Fictional sample for demonstration | Names, facts, values, sources, and work product are illustrative and contain no real client data
Social Security disability sample report

The ERE becomes a cited evidence plan organized around the five-step review and the hearing theory

The matter brief keeps stage, appeal timing, onset and DLI posture, RFC support, contradictory evidence, and missing medical development on the same file

Renee JacksonALJ hearing preparation

1,842

ERE pages

96

Exhibits indexed

74

Cited encounters

3

Proof gaps

Attorney first read

Why now

The hearing is approaching and the treating-source record does not yet explain sitting tolerance or unscheduled absences

What proof

A, E, and F section exhibits, work history, denial rationale, imaging, treatment notes, and RFC evidence

What do I do next

Open the cited records, send the medical-source request, and approve the five-step hearing outline

Matter evidence

Lumbar MRI findings

Exhibit 12F, page 4

Document-backed

Need to alternate positions

Claimant function report

Client-reported

Sitting tolerance

No treating-source opinion in the file

Missing

Open proof gaps

Treating-source statement on sitting and position changes
Updated medication side-effect evidence
Attorney resolution of inconsistent daily-activity reports

Attorney-reviewable work product

Cited medical chronology
Listing and RFC evidence matrix
Editable hearing brief outline

Primary authority posture

SSA sequential evaluation process

20 C.F.R. § 404.1520

Official SSA source for the five-step evaluation process

Open official source

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BankruptcyPrefiling and Chapter 7 reviewImmigrationFiling evidence matrixFamily lawFinancial disclosure controlSocial Security disabilityERE evidence planProbateAdministration and accountingEstate planningPlan implementation and fundingWorkers' compClaim and wage-rate controlPersonal injuryDemand and closing posture

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The trial opens in the selected practice workspace

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