Say It Better: Coaching Claimants Without Putting Words in Their Mouth – Track II (Presented by National Organization of Social Security Claimants’ Representatives)

This session focuses on the often-overlooked work that happens before the hearing—the preparation that can make or break a case. We will walk through practical strategies for gathering complete medical records, identifying and addressing “hot button” issues such as treatment gaps, DAA, and amended onset dates, and ensuring the file reflects accurate and consistent information.

The session also dives into effective claimant preparation: how to discuss sensitive topics, guide clients away from overexaggeration or underselling, and help them present their story with clarity, confidence, and dignity. Attendees will learn how to structure pre-hearing calls, reinforce key themes, and conduct meaningful mock hearings, including the use of recorded questions to simulate real hearing conditions.

Attendees will leave with a repeatable framework to better prepare their clients, reduce surprises at hearing, and improve overall case outcomes.

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 2026 Fall National 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 Tuesday, October 13, 2026.