The “AI Workflows for SSD” CLE presentation offers Social Security Disability attorneys a practical and engaging guide to ethically and effectively integrating Artificial Intelligence into their practice to manage challenges like massive evidence files, complex rules, and tech-savvy opposition. It argues that since the Social Security Administration already uses AI to analyze claims, attorneys have an ethical duty under Rule 1.1 to adopt comparable tools—summed up by the theme, “Don’t Bring a Typewriter to an AI Fight.” The program outlines a framework for responsible AI use, emphasizing that AI should augment—not replace—human judgment; that data security and redaction are critical; and that attorneys must fact-check outputs to avoid errors or ethical breaches. It also stresses vetting vendors and considering secure, local models for sensitive data. Demonstrated workflows include automating SSA correspondence, analyzing medical records against Listings, organizing citations from ALJ decisions, and using AI to brainstorm or draft briefs. The presentation concludes that while AI can streamline and strengthen legal work, the lawyer’s wisdom, judgment, and human connection remain irreplaceable.

Key topics to be discussed:

• Ethical Adoption of AI in SSD Practice (Rule 1.1, security, validation of outputs)
• Practical AI Workflows for Case Development and Briefing
• Vendor Vetting, Data Protection, and Responsible Use of AI Tools

Eligible for up to 1 CLE Credit Hour

This session was originally submitted for CLE as a live, in-person presentation and a live webcast for the 8th Circuit Conference 2025 Conference and may be eligible for self-study credit.

Each state handles self-study credit differently; for questions, please consult your State Bar Association.

Recorded on November 6, 2025

Closed-captioning available