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AI Workflows for SSD (Presented by National Organization of Social Security Claimants’ Representatives)

This CLE webinar covers ethical AI adoption in Social Security disability practice, including prompt engineering, data security, and practical workflows for medical record analysis, brief writing, ALJ decision auditing, and fee petitions to improve efficiency while maintaining professional obligations.
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2025-11-06 12:45:00

1 hours

Nick Coleman

LexMed

View speakers

Program Details

2025-11-06 12:45:00

2025-11-06 12:45:00

1h CLE Credits

2025-11-06 12:45:00

1 hours

See credits by state

Nick Coleman

LexMed

View speakers

Program Details

2025-11-06 12:45:00

Program Details

2025-11-06 12:45:00

Over 1,000+ webinars

2025-11-06 12:45:00

1 hours

Course Overview

Leveraging AI Tools in SSD Practice

2025-11-06 12:45:00

Participants will learn to ethically implement AI workflows for Social Security disability case development, medical record analysis, and brief writing. These skills enable faster, more effective client representation while maintaining professional obligations.

Format

CLE Credit

1h CLE Credits

Level

Intermediate

Length

1

Key topics that will be covered

01
Ethical Adoption
Understanding Rule 1.1 obligations for technology use and AI model selection.
02
Prompt Engineering
Framework for structuring AI questions using role, context, tasks, format, and guardrails.
03
Data Security
Protecting client PII through redaction, screenshots, and organizational AI plans.
04
Medical Analysis
Using AI to review chronologies, identify listings, and understand diagnostic impressions.
05
Brief Writing
AI assistance for reply briefs, identifying post hoc justifications, and addressing arguments.
06
Decision Auditing
AI tools applying rules to identify errors and draft Appeals Council briefs.

Program schedule

clock 12:45 pm - 1:05 pm EST

Ethical AI Adoption and Rule 1.1 Compliance

This session explores attorneys’ obligations under Rule 1.1 to understand and leverage AI technology in Social Security disability practice. Topics include understanding available AI models, prompt engineering fundamentals, the critical importance of validating AI outputs to prevent hallucinations, and implementing data security safeguards to protect client information.

Nick ColemanNick Coleman
clock 1:05 pm - 1:25 pm EST

Practical AI Workflows for Case Development

Attendees will learn hands-on AI applications for Social Security communications, medical record analysis, and brief writing assistance. The session covers using AI to interpret complex diagnostic impressions, analyze ALJ decisions for citation accuracy, and streamline fee petition preparation while maintaining attorney oversight.

Nick ColemanNick Coleman
clock 1:25 pm - 1:45 pm EST

Vendor Vetting and Responsible AI Tool Use

This session addresses evaluating specialized AI tools for hearing transcription, vocational expert testimony analysis, and ALJ decision auditing. Participants will learn strategies for protecting client data when using third-party AI vendors and discover emerging developments in pre-hearing brief generation and enhanced chronology tools.

Nick ColemanNick Coleman
Nick Coleman

Nick Coleman

LexMed

Nick Coleman

Nick Coleman

LexMed

Nick Coleman is a Social Security Disability attorney and legal tech innovator based in Bentonville, Arkansas. He is the co-founder of LexMed, dedicated to creating intuitive, AI-powered tools designed specifically for attorneys, focusing on streamlining workflows and enhancing efficiency.

Recognition & Leadership

AV-Preeminent rating from Martindale-Hubbell

Professional Involvement

Appointed to the Arkansas Bar Association's AI Task Force, where he contributes to the development of responsible AI practices in law. Passionate about the ethical use of AI in the legal field, ensuring that technological advancements align with the core values of the profession.

Experience

Began his legal career managing a high-volume Social Security Disability practice before transitioning to appellate work with his own firm, Coleman Law Firm. His extensive experience in both high-volume and appellate settings informs his approach to developing legal technology solutions. Remains actively engaged in his legal practice, advocating for clients and exploring innovative ways to integrate technology into everyday legal processes.
Nick Coleman

Nick Coleman

LexMed

Nick Coleman is a Social Security Disability attorney and legal tech innovator based in Bentonville, Arkansas. He is the co-founder of LexMed, dedicated to creating intuitive, AI-powered tools designed specifically for attorneys, focusing on streamlining workflows and enhancing efficiency.

Recognition & Leadership

AV-Preeminent rating from Martindale-Hubbell

Professional Involvement

Appointed to the Arkansas Bar Association's AI Task Force, where he contributes to the development of responsible AI practices in law. Passionate about the ethical use of AI in the legal field, ensuring that technological advancements align with the core values of the profession.

Experience

Began his legal career managing a high-volume Social Security Disability practice before transitioning to appellate work with his own firm, Coleman Law Firm. His extensive experience in both high-volume and appellate settings informs his approach to developing legal technology solutions. Remains actively engaged in his legal practice, advocating for clients and exploring innovative ways to integrate technology into everyday legal processes.

Credits by state

AK1.0
AL1.0
AR1.0
AZ1.0
CA1.0
CO1.0
CT1.0
DC
DE1.0
FL1.0
GA1.0
HI1.0
IA1.0
ID1.0
IN1.0
KS1.0
KY1.0
LA1.0
MA1.0
MD1.0
ME1.0
MI1.0
MN1.0
MO1.2
MS1.0
MT1.0
NC1.0
ND1.0
NE1.0
NH60.0
NJ1.0
NM1.0
NV1.0
NY1.0
OH1.0
OK1.0
OR1.0
PA1.0
RI1.0
SC1.0
SD1.0
TN1.0
TX1.0
UT1.0
VA1.0
VT1.0
WA1.0
WI1.0
WV1.2
WY1.0

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Trusted by Legal Professionals

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Trusted by Legal Professionals

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MCLE Credits

Alabama
Pending
1 General
Alaska
Approved
1 General
iOur programs are CLE-eligible through Alaska’s recognition of multi-jurisdictional reciprocity.
Arizona
Approved
1 General
Arkansas
Approved
1 General
California
Approved
1 General
Colorado
Pending
1 General
Connecticut
Approved
1 General
Delaware
Pending
1 General
District of Columbia
No Required
No MCLE Required
Florida
Approved
1 General Hour
iReceive CLE credit in Florida via Attorney Submission.
Georgia
Approved
1 General
Hawaii
Approved
1 General
Idaho
Pending
1 General
Indiana
Pending
1 General
Iowa
Pending
1 General
Kansas
Pending
1 Substantive
Kentucky
Pending
1 General
Louisiana
Approved
1 General
Maine
Pending
1 General
Maryland
No Required
1 CLE Hour(s)
Massachusetts
No Required
1 CLE Hour(s)
Michigan
No Required
1 CLE Hour(s)
Minnesota
Approved
1 General
Mississippi
Pending
1 General
Missouri
Approved
1.2 General
Montana
Pending
1 General
Nebraska
Pending
1 General
imyLawCLE reports attendance to Nebraska on each attorney’s behalf for all programs. Please do not self-report.
Nevada
Pending
1 General
New Hampshire
Approved
60 General minutes
iAs of July 1, 2014, the NHMCLE Board no longer provides pre- or post-approval of courses. Attendees must self-determine whether a program is eligible for credit, and self-report their attendance online at www.nhbar.org, based on qualification provisions of Rule 53.
New Jersey
Approved
1 General
iOur programs are CLE-eligible through New Jersey’s recognition of multi-jurisdictional reciprocity, except for the courses required under BCLE Reg. 201:2
New Mexico
Approved
1 General
New York
Approved
1 General
iOur programs are CLE-eligible through New York’s Approved Jurisdiction Group “B”.
North Carolina
Pending
1 General
North Dakota
Approved
1 General
iOur programs are CLE-eligible through North Dakota’s recognition of multi-jurisdictional reciprocity. Section 1, Policy 1.14
Ohio
Approved
1 General
Oklahoma
Pending
1 General
Oregon
Pending
1 General
Pennsylvania
Approved
1 General
Rhode Island
Pending
1 General
South Carolina
Pending
1 General
South Dakota
No Required
1 CLE Hour(s)
Tennessee
Approved
1 General
Texas
Pending
1 General
Utah
Pending
1 General
Vermont
Approved
1 General
Virginia
Not Eligible
1 General Hours
Washington
Approved
1 Law & Legal Hours
iReceive CLE credit in Washington via Attorney Submission. myLawCLE will supply Washington state attorneys with instructions on how to gain credit.
West Virginia
Pending
1.2 General
Wisconsin
Approved
1 Law Practice Management
Wyoming
Pending
1 General

Alabama

Requirements

The Alabama State Bar MCLE Commission requires attorneys to complete 12 credits, including 1 ethics, by December 31 of each year. All credits must be reported by February 15 of the following year. A maximum of 12 credits, including 1 ethics credit, may be carried over for 1 year only.  

Formats

  • Attorneys can earn unlimited “live” credit through live seminars, live webcasts, and co-sponsored locations with MyLAWCLE-Alabama approved programs
  • Attorneys are limited to 6 credits per compliance period of “online” programs through MyLAwCLE On-Demand programs