The Challenge

J. didn’t take a traditional route into Social Security Disability work. After nearly 20 years in a Mississippi public service role, a leadership shakeup left him unexpectedly unemployed. Without a roadmap, he taught himself how to represent SSD clients on his own terms.

“I had no real understanding of how to represent someone. So I got online and started researching and found the National Association of Disability Reps and began the process of becoming a member.”

The learning curve was steep, but J. and his wife were able to build SAM G Enterprises from the ground up. As they took on more clients, their homegrown systems couldn’t keep up. Manual ERE monitoring and chasing updates became their norm.

“Before Chronicle, we were constantly passing two-factor codes back and forth, getting kicked out of ERE, and struggling to keep track of updates.”

His wife handled most of the uploads and checks. Meanwhile, J. juggled hearings and Disability Determination Services outreach, often without knowing whether a critical form had dropped or an appointment had changed.

They experimented with other platforms and tools, but none of them solved the full workflow pain.

The Tipping Point

At the NADR conference in Atlanta, J. came across Chronicle. It wasn’t just another tool. It felt purpose-built.

“I told my wife: this is something I think is going to be easier for you to learn, because she would have a hard time navigating the ERE herself and knowing where to go.”

What really stood out was Chronicle’s design: clear, intuitive, and focused on what advocates actually need. Unlike the other platforms they’d tried, Chronicle didn’t feel bloated or corporate. It felt advocate-first.

Why Chronicle: From Pain to Progress

Chronicle gave them a single place to work, without toggling between logins or missing ERE updates.

“If I’m looking at all of my clients in one place and I click to that client, that client comes up. I go back to the dashboard. I can instantly go to another client. I don’t have to keep implementing or inputting information that’s already there.”

The platform streamlined key processes:

• Real-time updates without manual refreshes

• Automatic visibility into CE notices, denials, and hearing changes

• Pre-built hearing prep packets and medical chronologies

Hearing prep became one of Chronicle’s biggest value points for J.

“Before a hearing, I check the medical chronology, download a searchable PDF, and review it all right there. It saves so much time.”

At one point, J. and his wife were using two different platforms simultaneously to manage their workflow. But the redundancy became unsustainable and they had to decide which to keep.

“We had both systems up at the same time. And it came to a certain point where we had to cut one, and we weren’t cutting Chronicle. There were too many positives.”

That choice marked a turning point. Chronicle became more than a vendor. It became the backbone of their operation.

Transformation & Results

Chronicle gave J. and his wife more than organization; it gave them time.

“If we’re putting in a 40-hour week, Chronicle frees up 40% of that. That allows us to spend more time researching and preparing our clients.”

Instead of spending hours checking ERE for status changes, they now glance at their 55-inch monitor and see exactly what’s changed.

The AI-generated medical chronologies also cut hearing prep time dramatically. Initially, their brief writer didn’t trust the automated summary.

“They didn’t even open the file at first; they wanted to do it the manual way. But after reviewing everything, they told me it was already there. That built a lot of trust in Chronicle’s summaries.”

With fewer platforms and more clarity, J.’s team moves faster and with more confidence.

“The biggest improvement has been being able to see everything on the dashboard in one place. I don’t have to click through  five or six different windows; it’s all on the dashboard.”

The Takeaway

Chronicle didn’t just simplify SSD work, it changed how J. and his wife run their entire firm.

To advocates still relying on outdated systems?

“You can kill your own food and grow your own vegetables, or go to a nice restaurant and have someone bring it to you. That’s Chronicle. It took all the manual labor and automated it.”