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Prepared Docs for government benefits

The application is not the hard part. Proving it is

The form takes an afternoon. Assembling the medical records, the work history, the proof of residence and the income evidence takes months, and an application that is short one document is an application that gets denied and appealed.

Built for benefits advocates, caseworkers and nonprofits.

Disability application

Case PD-1071

In progress

Submission readiness

29%

2 of 7 required items confirmed by a person

  • Photo ID
  • Proof of residence
  • Work history, fifteen yearsOutstanding
  • Medical records, primary careOutstanding
  • Treating source statementOutstanding
  • Income evidenceOutstanding
  • Prior decision noticeOutstanding

Illustration of the case view. Every checklist is one your firm configures.

  • A checklist per submission

    Built around what that submission asks for

  • One readiness number

    Counts what a person confirmed, not what uploaded

  • An official form library

    Blank forms, at the edition currently in use

  • Your documents stay yours

    Delete a case and its files go with it

The reality

What actually arrives

Not the version in the process document. The version that turns up.

01

The applicant does not know what to send

A list written for an administrator is not a list a person can act on, so what arrives is half of what was meant and twice as much of the wrong thing.

02

Records arrive from many places

Several providers, several employers, several agencies, over months, each in its own format and none of them in order.

03

An appeal starts from the same pile

When a decision has to be appealed, the evidence has to be reassembled and shown to have been submitted in the first place.

What is asked for

What tends to be asked for

Your firm sets its own checklist. This is the shape most of them take.

  • Identity and proof of residence
  • Income evidence and work history
  • Medical records and treating source statements
  • Household and dependant documentation
  • Prior decisions, notices and correspondence

What Prepared Docs does with it

  1. 1

    Ask for documents in language somebody without a caseworker can act on

  2. 2

    Everything that arrives is identified and filed against what was requested

  3. 3

    The outstanding list stays accurate without anybody maintaining it

  4. 4

    What was submitted, and when, is recorded and cannot be edited afterwards

  5. 5

    The package is built once and rebuilt for an appeal without starting over

One engine

The same work, under a different name

Collect the documents, work out what they are, say what is missing, organise what arrived, build the package somebody has to submit. That sequence does not change between a petition, a claim and a loan file. Only the vocabulary and the checklist do, which is why a firm that works across two of these does not need two products.

Your files stay yours

Every file is stored exactly as it arrived and is never rewritten. Anything the product produces is a new document beside the original, and you can take the whole file out whenever you want, as an archive with an index.

Prepared Docs helps you organize and check documents. It does not provide legal advice, and it is not a substitute for a licensed professional. Always confirm requirements against the receiving organization’s current instructions for your submission.

Prepared Docs for government benefits