Medical records, five-step evaluation, RFC theory, appeal deadlines, source requests, fee status, and hearing work stay connected, with the controlling authority and matter evidence visible for review
From uploaded records to proof gaps, medical-source requests, and an attorney-ready hearing brief
No sales call · Unlimited matters · No credit card to start
Try a sample matter →View sample attorney brief →Practice $99/mo · 14 days free · Unlimited matters Pricing →
Social Security disability practice
For SSDI practices that need the five-step analysis, RFC support, proof gaps, appeal deadlines, and hearing preparation to stay tied to the underlying record
Open the sample SSDI brief →Cite the record
Medical findings, work history, and functional limits remain traceable during review
Expose the gap
The matter shows what is documented, what is thin, and what development comes next
Control the appeal
Appeal windows, client follow-up, and brief preparation run from the same case record
See it in action
SSA pipeline tracked stage by stage. Appeal-window context opens from the denial date, with reminders surfaced before the deadline becomes the emergency.
Physical and mental RFC documented in one place. B-criteria tracked, exertional limits organized, source conflicts surfaced before the ALJ does.
Pre-hearing checklist organized from case data. Hearing-brief prep starts from the same medical evidence, RFC, and sequential-evaluation record.
What it does
SSA CASE PIPELINE
Track every client from initial application through reconsideration, ALJ hearing, Appeals Council, and federal court, with denial dates driving the appeal-window view for attorney verification before deadlines pass.
65-DAY DEADLINE TRACKING
Appeal deadline context is tracked from the denial date. Reminder workflows can be configured for appeal windows and ALJ hearings, with deadlines surfaced for attorney review.
SEQUENTIAL EVALUATION TRACKER
All five steps of SSA's sequential evaluation (SGA test, severity, listing analysis, past work, and other work), documented and organized by step. Step 5 VE/grids analysis tracked separately.
RFC DOCUMENTATION
Document physical exertional levels, sit/stand/walk limits, and additional limitations, and track the four B-criteria for mental RFC. Treating source RFC vs. SSA RFC conflicts are surfaced before the hearing, not after.
ALJ HEARING PREP
Pre-hearing checklist organized from case data. Brief-prep surfaces pull together medical records, RFC documentation, and sequential evaluation findings for attorney review before anything is submitted.
VE HYPOTHETICAL BUILDER
Construct residual functional capacity hypotheticals for vocational expert testimony. Track VE responses and keep cross-examination prep tied to the hypothetical limitations, not pulled from memory under pressure.
SSA PIPELINE
Every client tracked from initial application through reconsideration, ALJ, Appeals Council, and federal court, with appeal windows derived from each stage's own deadline rules
RFC DOCUMENTATION
Physical and mental RFC organized by criterion, with the analysis written for your review and a plain-language version for the client conversation
HEARING BRIEF
Medical evidence, RFC findings, and sequential evaluation results assemble into a full pre-hearing brief for your review before it goes anywhere
NEWEST CAPABILITY
Generate an ALJ pre-hearing brief or Appeals Council brief straight from the case record, versioned so every draft stays available as the hearing date gets closer.
Scope and limits
DocketBuddy is case-management and documentation software, not a substitute for legal judgment. Every AI output (evidence-readiness check, hearing brief, RFC flag, VE questions) is labeled Attorney Work Product and requires your review before use; readiness measures file completeness and does not predict the SSA outcome.
Reminder workflows help, but you remain responsible for every filing deadline, and Step 3 listing determinations require attorney and medical judgment. Technology failure does not extend an appeal window.
Proof under the workflow
DocketBuddy separates governing authority from matter evidence, shows where each important fact came from, and keeps attorney review between the analysis and anything sent or filed
Authority posture in view
When a workflow applies a legal rule, its citation, source status, and jurisdiction stay close enough to verify before relying
Matter evidence stays separate
Uploaded documents, client answers, and attorney-entered facts keep distinct labels so the file never invents a single source of truth
Uncertainty stays visible
Missing, stale, or conflicting proof remains a review gate instead of disappearing inside generated work product
Trust layer
Questions? hello@docketbuddy.org
Full security details →No sales call · Unlimited matters · No credit card to start