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Client Evidence Engine for SSD Firms

The RFC evidence your medical records will never capture.

ALJs decide SSD cases on function, not diagnosis. Affiant documents function — daily, contemporaneously, and in the specific terms that drive Step 5 disability determinations.

Your clients complete brief daily surveys that capture actual rest and reclining time, time off-task, symptom frequency, and activity levels — the objective functional data that MER and OVNs never record. The result is a parallel evidentiary record that strengthens MSS opinions, transforms hearing testimony, and shifts RFC findings in your client's favor.

Person on couch tapping phone, daily data spiraling upward into a formal document
Objective Functional Data

Document the functional limitations MER misses — every day your client lives them.

MER captures clinical snapshots. OVNs capture office-visit narratives. Neither captures what happens in the 29 days between appointments — .

  • Rest, reclining, and other off-task data — documented daily. If your client lies down for an hour most afternoons or loses focus from pain or medication side effects, that’s in the record as months of timestamped entries — not simply as hearing-day testimony an ALJ can discount. Affiant captures unscheduled breaks, inability to sustain activity, and reclined rest periods: producing specific, credible off-task percentages that providers can review and affirm.
  • Symptom frequency that speaks the ALJ's language. "I have migraines a lot" becomes "Client reported migraine-level headaches on 14 of the last 30 days, with time lying down averaging 93 minutes." That's the difference between an RFC that accommodates occasional headaches and one that precludes sustained work activity.
  • Activity and exertion tracking. Household tasks attempted and abandoned, walking distances, lifting limitations — a functional picture no medical record replicates, documented contemporaneously rather than recalled months later.
Split scene contrasting a single doctor visit with a flowing ribbon of 29 daily life moments
Equip Treating Sources

Give providers the data to complete MSS forms with confidence — not clinical guesswork.

When a physician checks that your client would be "off-task more than 20% of the workday" or "would miss more than 4 days per month," the ALJ's first question is: what's the basis for that opinion?

Under current SSA regulations, a treating source's Medical Source Statement is only as persuasive as the evidence supporting it. But physicians completing MSS forms typically estimate from clinical impression — 15-minute appointment snapshots extrapolated to full workday limitations. That's how well-intentioned MSS opinions get dismissed as "not well-supported by the record." Affiant changes the equation. Your client's daily functional data — actual rest/reclining/off-task time, symptom frequency, activity limitations — is compiled into a summary report designed specifically for MSS completion. Affiant provides a standard MSS form compatible with Affiant reports, so treating sources reference months of objective, contemporaneous client data rather than clinical memory. The result: MSS opinions where every checkbox is backed by daily documentation — internally consistent, well-supported, and far harder for ALJs to dismiss.

Physician completing a medical opinion form with months of daily patient data charted behind them
Better Than the SSA-3373

Your clients complete a mini Function Report every day — in minutes, without the recall bias.

The SSA-3373 is a trap for most clients. They rush through it, fill it out on a good day, and underreport limitations. The SSA uses every inconsistency against them.

  • Captures the same ADL and functional data, contemporaneously. Affiant surveys capture daily activities, physical limitations, rest needs, medication effects, and social functioning — the same categories the SSA-3373 asks for — but daily and incrementally, not as one retrospective form asking "describe your typical day."
  • 2-5 minutes per day. Pre-built SSD survey modules are brief and focused. This isn't a burden. It's a brief daily survey that builds a powerful evidentiary record over time.
  • Eliminates recall bias. The fundamental weakness of the SSA-3373 is that it asks clients to generalize about their limitations from memory. Affiant captures specific, timestamped data points — what actually happened, when it happened, and how severe it was.
  • Supplements the official Function Report. When the DDS or ALJ reviews the SSA-3373, you can supplement it with months of daily documentation showing exactly what your client's functional capacity actually is — not what they managed to remember.
Contrast between a stressed person struggling with a paper form and the same person calmly tapping a phone
From Vague to Specific

"I get tired" becomes "I need to lie down for about an hour, 3-4 days a week, usually by early afternoon."

The difference between winning and losing SSD testimony comes down to specificity. An ALJ hears "I can't work because of my back" and finds mild limitation. Specific, documented functional language changes the outcome.

  • Testimony that matches the record. When the ALJ challenges your client's account, you can point to the contemporaneous daily documentation that corroborates every claim. Credibility isn't just asserted — it's demonstrated.
  • Overcomes VE testimony with specificity. Vague complaints don't overcome a VE's opinion that jobs exist in significant numbers. Specific, documented functional limitations — quantified off-task time, documented rest needs, tracked symptom frequency — force the VE to address real data, not hypotheticals.
  • Clients prepare themselves. By the time hearing day arrives, your client has spent months thinking and communicating in the precise functional terms that matter. Daily documentation practice has already done the client preparation.
Person testifying at a hearing with data visualizations flowing between them and the judge
Know Your Case Before the Hearing

Surface treatment gaps, symptom changes, and inconsistencies before the ALJ does.

You walk into hearings with thick files and limited time. Too often, the attorney discovers a three-month treatment gap when the ALJ raises it, or learns about a symptom change from client testimony rather than from preparation.

  • AI case overviews surface what matters. Affiant's AI analyzes the full documentation record and distills it: when symptoms worsened, how functional capacity changed over time, where treatment gaps exist, and what the data supports regarding RFC limitations.
  • Treatment gap detection. A three-month gap in medical treatment is the first thing an ALJ notices. Affiant flags gaps as they develop — not six months later at hearing prep — so your team can intervene and get the client back into treatment.
  • Engagement and documentation alerts. Get notified when a client stops documenting, reports a significant symptom change, or misses appointments. Early intervention keeps the evidentiary record intact.
Attorney reviewing a dashboard with floating insight cards, one highlighting a treatment gap
Step 5 Determination Data

The specific data points that drive disability determinations at Step 5.

Step 5 of the SSA's sequential evaluation is where most SSD cases are decided — and the question is whether your client can sustain competitive employment. The data points that tip this determination are specific: time off-task, need for rest or reclining beyond normal breaks, and absenteeism.

  • Off-task percentages from daily documentation. When your client reports needing unscheduled breaks, losing focus due to pain, or being unable to sustain an activity, Affiant aggregates this into off-task percentages over weeks and months. "Would be off-task more than 15% of the workday" isn't an estimate — it's a finding backed by documented daily data.
  • Symptom-driven absenteeism data. Track the correlation between symptom severity and functional capacity. When your client’s migraines are documented with corresponding reductions in daily activities, the absenteeism finding writes itself.
  • Quantified, not estimated. Every data point comes from the client's own contemporaneous reporting — not from a treating source's extrapolation, not from a consultative examiner's snapshot, and not from fading memory at hearing.
Calendar heat-map showing daily functional vignettes with an aggregated bar chart below
Engagement Across 18-36 Months

75%+ daily engagement — even in cases that take years to reach hearing.

SSD cases test client patience like no other practice area. The average wait for an ALJ hearing is 18-36 months. During that time, clients fall out of treatment and become unreachable. Affiant's engagement system is designed specifically for this timeline problem.

  • Gamification that sustains long-term documentation. Streaks, milestones, and engagement rewards keep clients motivated to document daily across months and years — producing 75%+ daily engagement rates even in cases approaching the three-year mark.
  • Accessible for every SSD client. Your clients include elderly individuals, people with severe cognitive impairments, and those with limited tech experience. Audio and video journal entries let clients who struggle to type record their experience by speaking. Family members and caregivers can assist when needed.
  • Minutes per day, not hours. Daily SSD surveys take 2-5 minutes. The barrier is low enough that even clients with severe fatigue, pain, or cognitive limitations can participate consistently.
  • Multimedia journals add qualitative depth. Beyond surveys, clients capture photos, audio, and video entries that are AI-transcribed, summarized, and tagged. A video of your client struggling to stand from a chair, documented on a random Tuesday, carries evidentiary weight no Function Report can match.
  • Usage-based pricing removes the risk. You only pay for clients who are actively documenting — when engagement drops or a case resolves, the cost stops too.
Timeline ribbon with diverse figures interacting at milestones showing sustained engagement
Hearing Exhibit Packages

Daily data transformed into the exhibits ALJs expect — all PDF-ready.

Affiant transforms months of daily functional documentation into polished, export-ready exhibits designed specifically for SSD hearings. Attorney-client privilege protects the full record — you choose which exhibits to present.

  • Functional limitation charts. Visual representations of documented limitations over time — documented limitations over time that map directly to RFC restrictions.
  • Time-off-task data tables. Structured tables showing off-task episodes by date, duration, and cause — the data VEs need to assess whether competitive employment is possible.
  • Symptom frequency reports. Aggregated data that specifically quantifies symptom frequency in a way no testimony or office visit can.
  • Treatment compliance timelines. Appointment tracking data showing consistent treatment engagement. Compliance itself becomes evidence of severity: your client diligently treats but still reports significant daily limitations.
  • AI case summaries. Narrative summaries generated from the full documentation record, highlighting key functional findings for each case.
Spread of polished exhibit documents with charts and data visualizations
Protect the Underlying Record

Consistent treatment without consistent follow-up from staff.

Treatment gaps weaken SSD cases. A six-month gap lets the ALJ infer improvement. Affiant identifies gaps when they're small, so you can help the client close them while there's still time.

  • Automated appointment reminders. Clients receive reminders for upcoming medical appointments, ensuring the consistent treatment record ALJs expect. For SSD clients dealing with depression, cognitive impairment, or the fatigue of a multi-year case, these reminders are the difference between a clean treatment timeline and one with damaging gaps.
  • Dashboard alerts flag gaps early. Your firm's dashboard surfaces treatment compliance data in real time. When a client misses an appointment, your team sees it immediately — not at hearing prep.
  • Medication side effect tracking. Daily documentation captures not just whether medications are taken, but their functional impact — drowsiness, cognitive fog, nausea, dizziness. Side effects that limit work capacity are often invisible in medical records but documented daily by Affiant users.
Figure walking along a path of appointment dots with a parallel ribbon of daily symptom documentation

Start building the RFC evidence your SSD cases are missing.

Affiant takes minutes to set up. Your clients start documenting the same day. Within weeks, you have contemporaneous functional evidence that closes the RFC gap, strengthens MSS opinions, transforms hearing testimony, and gives your firm pre-hearing intelligence across every active SSD case. Usage-based pricing — no minimums, no lock-in, no annual contracts. 30-day money-back guarantee.