How to Automate Your Atticus Document Requirements: Chronicle + Atticus in Action
If you take cases through Atticus, you know the list. As each case moves through SSA, Atticus asks your firm for key documents from the file so it can support the client and keep oversight of the case.
Every one of those documents is already in the ERE. Someone on your team still has to notice it posted, download it, and send it over. Chronicle's new Atticus integration does that part for you.
What we'll cover (45 min + 15 min Q&A):
What Atticus asks for, and why: the documents Atticus needs from partner firms over the life of a case
How the integration works: Chronicle checks the ERE daily, and when a document Atticus needs posts, Chronicle sends it to Atticus automatically
Catching up the cases you already have: sending Atticus the documents Chronicle already holds for your current and past clients
Live walkthrough: turning the integration on and what your team sees once it is running
What you'll walk away with:
A clear picture of which Atticus document steps come off your team's plate
How to switch the integration on for your firm
Answers to your setup questions, live
Who should attend:
Attorneys and firm owners who take cases through Atticus
Case managers and paralegals who send documents to Atticus today
Operations leads at Atticus partner firms looking at ERE monitoring
Can't make it live? Register anyway and we'll send you the recording.
Speakers
Nikhil Pai: Co-founder and CEO, Chronicle
Before starting Chronicle in 2023, Nikhil built intake and retainer tools for lawyers at Atticus, which is where he first met the disability attorneys Chronicle now serves.
Will Yang: Co-founder and Head of Growth, Chronicle (host)
Will builds Chronicle's practitioner community by hosting events, conversations, and resources that help SSD attorneys run their firms.