This presentation will take attendees provide tips and tools they can use to manage Social Security Disability cases more efficiently, while increasing client satisfaction, increasing the likelihood of winning at the earlier stages, and lowering their cost per case. This course will examine how the right use of staffing and delegation of duties can aid in overall win rates and enhance cost-effectiveness. Attendees can expect to learn a variety of strategies to effectively staff and manage a Social Security Disability practice area, including how to properly screen prospective clients, when and how attorneys should become involved in the case, what should the practice’s staffing structure look like and job responsibilities for each staff member, how to increase IP return rates, how to strengthen cases at the initial and reconsideration levels, tips on how to improve staff training, and more.
Key topics to be discussed:
Tips for when an attorney should become involved in the case
Tips for what type of staffing and job responsibilities are needed at each stage of the case
Tips for winning more cases at the lower levels
Tips for managing cases through the hearing level
Tips for preparing clients to testify at their hearings
Tips for the post-entitlement stage
Date / Time: September 27, 2023
Lisa Cunningham | Law Offices of Eric A. Shore, P.C.
Lisa Cunningham, Esq. is an experienced client advocate who focuses her practice on Social Security Disability and Veterans Disability Benefits. As a managing attorney at the Law Offices of Eric Shore, Lisa oversees a team with over 40 years of combined Disability practice experience. Lisa helps the Law Offices of Eric Shore to stand apart from other Disability firms by representing her Disability clients at the initial stages of the Disability process through the various appeals stages. Lisa serves her clients both inside and outside the courtroom. Lisa has lectured on various Disability, ethics, and professional development topics before the public and other attorneys.
Lisa earned her law degree from the University of Baltimore, where she served as a Moot Court team member and received the Dean’s Citation Award for Outstanding Achievement. Lisa also received first place in the National Law Review student writing competition. She is licensed to practice law in New York State.
I. Tips for when an attorney should become involved in the case | 10:00am – 10:20am
II. Tips for what type of staffing and job responsibilities are needed at each stage of the case | 10:20am – 10:40am
III. Tips for winning more cases at the lower levels | 10:40am – 11:00am
Break | 11:00am – 11:10am
IV. Tips for managing cases through the hearing level | 11:10am – 11:30am
V. Tips for preparing clients to testify at their hearings | 11:30am – 11:50am
VI. Tips for the post-entitlement stage | 11:50am – 12:10pm