Demonstration environment. Use sample data only. Nothing you enter is stored on a server.

Pathways × OptimaNova AI

SOAR Application Workspace

From the first conversation to a complete, submittable SSI and SSDI application.

Built on the SOAR method, with field guidance from Yvonne M. Perret, MA, MSW, LCSW-C, founder of SSI/SSDI Outreach, Access and Recovery (SOAR).

Working Edition · November 2026

Have a saved case file? Load it

Filed

Guided Steps

From client basics to the packet

Official SSA Forms Filled

SSA-3288, SSA-827, SSA-1696, SSA-8000-BK, SSA-3368-BK

Client Records Stored on a Server

Your case stays with you

Every case stays in the browser tab you are working in, and on your own device when you save it.