How to set up your Axis Legal Leads account
Setting up your account takes just a few minutes. Watch the walkthrough, then follow the numbered steps to start receiving exclusive SSDI leads that match your criteria.
Prefer YouTube? Watch on YouTube.
Step-by-step: set up your account
Follow these nine steps to set up your account and start receiving exclusive SSDI leads in your CRM.
Create your account
Go to the Axis Legal Leads sign-up page and click the “Create a free account” button. You can sign up with Google or with your email and a password — whichever is easier.
Add your details
Enter your first and last name, your firm name, and the mobile number where you want your new lead alerts sent.
Set your lead-notification emails
Add the main email address for lead notifications. If someone on your team runs intake, add their address in the secondary alerts section too — every new lead hits both inboxes at the same time, so nothing sits waiting on one person.
Enter your business address
Add your business address and hit Continue. Your firm’s website is optional here.
Choose your lead locations
Pick the states you want leads from. If you handle SSDI claims nationwide, select “All.” Click any state to add or remove it, and keep your coverage as open as you’re comfortable with — a wider footprint means more leads.
Set your lead criteria
This is the step that really matters. Choose every answer you’ll accept from a qualified lead: age range, application stage, work history, treatment status, how long they’ve been unable to work, and whether they already have representation. We’ll only send you leads whose intake answers match what you pick — so choose carefully.
Review your summary
Check everything on the summary screen. If it all looks right, you’re ready to activate your plan on the next step.
Activate your volume plan
Your dedicated account manager gets you set up on the volume plan — 100 exclusive SSDI leads a month, delivered to your CRM, at a flat $4,500 ($45 each) with no setup fees, ad spend, or retainer. Prefer to test the water first? Talk to your account manager about starting smaller.
Start receiving leads
From here on, every lead matching your criteria is delivered straight to your CRM and the Live Leads section of your account. Your team reviews, claims, and calls — and returns anything off-criteria within the 7-day window.
A few things worth knowing
Secure payments
All payments are processed through Stripe, so your card details are always protected.
No long-term contract
The plan is month to month. Stay because it works, not because you’re locked in.
7-day returns
Return any lead that doesn’t match the criteria you set, within 7 days, and we’ll review it promptly.
Frequently asked questions
How many leads will I receive?
100 exclusive SSDI leads every month, delivered straight to your CRM. If we ever fall short of 100 in a month, we make it right.
How much does it cost?
A flat $4,500 a month for 100 leads — that works out to $45 per lead. There are no setup fees, no ad spend, and no retainer on top.
Are the leads exclusive to my firm?
Yes. Every lead is exclusive and delivered to your firm only. We never share, resell, or recycle a lead you have received.
What if a lead doesn’t match my criteria?
You have a 7-day return window on any lead that doesn’t match the criteria you set. Return it inside that window and we’ll review it promptly.
Can I choose which states I receive leads from?
Yes. Pick any combination of states, or select “All” for nationwide SSDI leads. A wider footprint means more leads.
Do I have to sign a long-term contract?
No. The plan is month to month, and you keep a dedicated account manager the whole time. Payments are processed securely through Stripe.
Ready to get your pipeline started?
Create your free account to get set up, or book a 15-minute demo and we’ll walk you through it.