SMS Opt-In Policy

Progress Disability Lawyers SMS Opt-In Policy

1. Purpose

To ensure that all SMS communications related to Social Security Disability claims are sent only to individuals who have given their express, informed consent, and to maintain compliance with applicable laws and carrier guidelines (TCPA, CTIA, A2P 10DLC).

2. Scope

Applies to all SMS programs run by Progress Disability Lawyers—including appointment reminders, case-status updates, document requests, marketing outreach to prospects, and any other automated or manual text messaging.

3. Definitions

  • Subscriber: Any individual who has opted-in to receive SMS messages from PDL.

  • Opt-In: A clear, affirmative action taken by a Subscriber to consent to receive SMS.

  • SMS Program: Any recurring or one-time text messaging campaign.

4. Opt-In Methods

Subscribers may opt in by any of the following means:

  1. Online Intake Form
    • Checking “Receive SMS updates” when they submit their contact details at https://progressdisability.com/intake.

  2. Verbal Consent
    • During their initial intake call with a PDL specialist, the Subscriber explicitly agrees to receive texts.

  3. Keyword Opt-In
    • Texting START (or YES/JOIN) to 1-866-763-4460.

5. Consent Requirements

  • Must be affirmative (no pre-checked boxes).

  • Must include clear disclosure of:
    • Who is sending the messages (Progress Disability Lawyers).

    • Message frequency (varies by case stage; typically 1–4 msgs/month).

    • Msg & data rates may apply.

  • Subscribers must be at least 18 years old.

6. Opt-In Confirmation

Within seconds of opt-in, Subscribers receive an automated confirmation:

“Progress Disability Lawyers: You’re now opted in to receive recurring SMS updates about your Social Security disability case. Msg & data rates may apply. Reply HELP for assistance or STOP to cancel.”

7. Message Content & Frequency

  • Case Updates & Reminders: 1–4 messages per month depending on case activity.

  • Marketing/Prospect Outreach: Up to 2 messages/week (only to prospects who explicitly opted in during intake).

  • All messages will clearly identify “Progress Disability Lawyers” and include at least one callback number.

8. Opt-Out / HELP Instructions

  • Opt-Out: Reply STOP to any message to immediately unsubscribe.

  • Help: Reply HELP for assistance or further info.

  • Opt-outs are processed in real time; no further messages will be sent after a STOP is received.

9. Data Privacy & Record-Keeping

  • All opt-in, opt-out, and message logs are stored securely in PDLhub CRM with timestamps and method of consent.

  • Records are retained for a minimum of 4 years to comply with TCPA and carrier audit requirements.

  • Subscriber phone numbers will not be shared with third parties.

10. Policy Review

This policy is reviewed annually (or as needed for regulatory changes) by PDL’s Compliance Team.