Counter

Import from document

Counter Pro — Advocate — documentation preview.

Introduction

Import from document (Smart Import) extracts structured claim data from a PDF or image and lets you review, resolve conflicts, and apply fields into a new or existing claim. Files are used for extraction only — they are not stored as part of the import.

When to use it

  • Starting a claim from an existing SSA form, medical intake, or similar packet.
  • Filling gaps on an open claim from a scanned or exported document.
  • After a firm custom form is fully signed, use Review & sync in the documents drawer to run the same review flow on that signed PDF.

How to open it

Common entry points:

  1. New claim — Choose Import from document when starting a claim (Quick Action / start-claim flow).
  2. Existing claim — Open the intake workspace and use the import path your firm uses for that claim (same Import from document dialog).
  3. Review & sync — On a completed firm custom form in Documents, choose Review & sync to seed the signed PDF into this dialog automatically.

Upload and extract

  1. Upload a PDF, JPG, or PNG (size limit is shown in the dialog — typically up to 20 MB per file).
  2. Wait while the document is analyzed.
  3. Review extracted fields grouped by SSA-style form (for example SSA-16, SSA-3368, work history).
  4. For larger packets, split pages and use Add another after the first import if needed.

Review conflicts and apply

  • Include or exclude individual fields before applying.
  • On an existing claim, the dialog highlights conflicts where imported values differ from what is already on file. Choose whether to keep the existing value or take the imported one.
  • Apply to create a claim or merge into the open workspace.
  • Extra values that do not map cleanly may be saved as a claim note for follow-up.

Always verify sensitive fields (SSN, dates, contact) against the source document before filing.

Custom form Review and sync

For firm custom letters (fee agreements and similar), Review & sync uses an extraction path tuned for identity and contact fields on those PDFs. Normal Import from document uploads keep the standard SSA-oriented extract. In both cases you still review before merge.