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Who’s Doing the Work? The Ethical Supervision of Staff, Contractors, and Robots – 2026 Spring National Conference – Track II (Presented by National Organization of Social Security Claimants’ Representatives)

Master ethical delegation and supervision — of staff, vendors, and AI — to protect your practice, reduce liability, and stay compliant in today’s modern legal workflows.
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2026-04-23 16:00:00

1 hours

Kevin S. Kerr

Kerr Robichaux & Carroll

Sara Rose Carroll

Kerr Robichaux & Carroll

View speakers

Program Details

2026-04-23 16:00:00

2026-04-23 16:00:00

1h CLE Credits

2026-04-23 16:00:00

1 hours

See credits by state

Kevin S. Kerr

Kerr Robichaux & Carroll

Sara Rose Carroll

Kerr Robichaux & Carroll

View speakers

Program Details

2026-04-23 16:00:00

Program Details

2026-04-23 16:00:00

Over 1,000+ webinars

2026-04-23 16:00:00

1 hours

Course Overview

Ethical Delegation and Supervision in Modern Legal Practice

2026-04-23 16:00:00

Attorneys will learn to ethically delegate and supervise work performed by staff, vendors, and AI tools. Apply practical strategies to reduce liability and maintain full professional compliance.

Format

CLE Credit

1h CLE Credits

Level

Intermediate

Length

1

Key topics that will be covered

01
Staff Delegation
Ethical rules for delegating work to associate attorneys and legal assistants.
02
Contractor Oversight
Supervisory considerations when assigning work to outside third-party contractors.
03
AI Supervision
Ethical rules and obligations governing the delegation of work to robots and AI.
04
Ethical Rules
Core professional responsibility rules applicable to all forms of work delegation.
05
Supervisory Obligations
Identifying where an attorney’s supervisory duties begin across all working relationships.
06
Compliance Maintenance
Staying compliant with ethical considerations when delegating substantive legal work.

Program schedule

clock 4:00 pm - 5:00 pm EST

Who’s Doing the Work? The Ethical Supervision of Staff, Contractors, and Robots

Attorneys increasingly delegate substantive legal work to associates, paralegals, outside contractors, and AI tools. This session examines the ethical rules governing each relationship, helping practitioners identify where supervisory obligations begin, and how to stay compliant.

Eligible for up to 1.25 CLE Credit Hour

This session was originally submitted for CLE as a live, in-person presentation and a live webcast for the 2026 Spring 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 Thursday, April 23, 2026.

Kevin S. KerrKevin S. Kerr
Sara Rose CarrollSara Rose Carroll
Kevin S. Kerr

Kevin S. Kerr

Kerr Robichaux & Carroll

Sara Rose Carroll

Sara Rose Carroll

Kerr Robichaux & Carroll

Kevin S. Kerr

Kevin S. Kerr

Kerr Robichaux & Carroll

Kevin S. Kerr has practiced Social Security Disability law since 2009.

Education & Credentials

He earned his law degree from Lewis & Clark Law School and is a member of the Oregon State Bar.

Recognition & Leadership

He is accredited by the Department of Veterans Affairs to represent veterans on claims for compensation and pension benefits and is a member of the National Organization of Veterans’ Advocates.

Professional Involvement

He has presented at NOSSCR national conferences, including sessions on overcoming res judicata, Step Four practice, and Appeals Council strategy.

Experience

He is a circuit representative for NOSSCR and has appeared in over 3,000 Social Security Administrative Law Judge hearings and has handled hundreds of Federal Court appeals in Oregon, Washington, and Ninth Circuit Court of Appeals.
Sara Rose Carroll

Sara Rose Carroll

Kerr Robichaux & Carroll

Sara has been a managing partner at Kerr Robichaux & Carroll since 2018.

Education & Credentials

She earned her B.A. in English and Professional Writing from Appalachian State University in 2006 and her Juris Doctor from the Charleston School of Law in 2011 and was admitted to the Oregon State Bar in 2014. She is a member of the Multnomah County Bar Association and Oregon Women Lawyers.

Recognition & Leadership

She holds accreditation from the Department of Veterans Affairs to represent veterans on claims for compensation and pension benefits.

Professional Involvement

She's enjoyed presenting at many NOSSCR presentations over the last several years. She hopes you will gather a lot of practical information from this session that you can incorporate into your everyday practice.

Experience

She represents disability claimants at Social Security hearings, where she questions the agency’s vocational and medical experts and holds their testimony to her clients’ documented medical histories.
Kevin S. Kerr

Kevin S. Kerr

Kerr Robichaux & Carroll

Kevin S. Kerr has practiced Social Security Disability law since 2009.

Education & Credentials

He earned his law degree from Lewis & Clark Law School and is a member of the Oregon State Bar.

Recognition & Leadership

He is accredited by the Department of Veterans Affairs to represent veterans on claims for compensation and pension benefits and is a member of the National Organization of Veterans’ Advocates.

Professional Involvement

He has presented at NOSSCR national conferences, including sessions on overcoming res judicata, Step Four practice, and Appeals Council strategy.

Experience

He is a circuit representative for NOSSCR and has appeared in over 3,000 Social Security Administrative Law Judge hearings and has handled hundreds of Federal Court appeals in Oregon, Washington, and Ninth Circuit Court of Appeals.
Sara Rose Carroll

Sara Rose Carroll

Kerr Robichaux & Carroll

Sara has been a managing partner at Kerr Robichaux & Carroll since 2018.

Education & Credentials

She earned her B.A. in English and Professional Writing from Appalachian State University in 2006 and her Juris Doctor from the Charleston School of Law in 2011 and was admitted to the Oregon State Bar in 2014. She is a member of the Multnomah County Bar Association and Oregon Women Lawyers.

Recognition & Leadership

She holds accreditation from the Department of Veterans Affairs to represent veterans on claims for compensation and pension benefits.

Professional Involvement

She's enjoyed presenting at many NOSSCR presentations over the last several years. She hopes you will gather a lot of practical information from this session that you can incorporate into your everyday practice.

Experience

She represents disability claimants at Social Security hearings, where she questions the agency’s vocational and medical experts and holds their testimony to her clients’ documented medical histories.

Credits by state

AK1.0
AL1.0
AR1.0
AZ1.0
CA1.0
CO1.0
CT1.0
DC
DE1.0
FL1.5
GA1.0
HI1.0
IA1.0
ID1.0
IL1.0
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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1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

10,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

MCLE Credits

Alabama
Approved
1 Ethics
Alaska
Approved
1 Ethics
iOur programs are CLE-eligible through Alaska’s recognition of multi-jurisdictional reciprocity.
Arizona
Approved
1 Professional Responsibility/Ethics
Arkansas
Approved
1 Ethics
California
Approved
1 Ethics
Colorado
Pending
1 Ethics / Professionalism
Connecticut
Approved
1 Ethics / Professionalism
Delaware
Pending
1 Enhanced Ethics
District of Columbia
No Required
No MCLE Required
Florida
Approved
1.5 Ethics
Georgia
Approved
1 Ethics
Hawaii
Approved
1 Ethics or Professional Responsibility Education
Idaho
Pending
1 Ethics / Professionalism
Illinois
Not Eligible
1 Ethics
Indiana
Approved
1 Ethics
Iowa
Approved
1 Ethics
Kansas
Pending
1 Ethics / Professionalism
Kentucky
Pending
1 Ethics
Louisiana
Pending
1 Ethics
Maine
Pending
1 Ethics / Professionalism
Maryland
No Required
1 CLE Hour(s)
Massachusetts
No Required
1 CLE Hour(s)
Michigan
No Required
1 CLE Hour(s)
Minnesota
Pending
1 Ethics
Mississippi
Pending
1 Ethics
Missouri
Approved
1.2 Ethics
Montana
Pending
1 Professional Fitness and Integrity
Nebraska
Pending
1 Professional Responsibility
imyLawCLE reports attendance to Nebraska on each attorney’s behalf for all programs. Please do not self-report.
Nevada
Approved
1 Ethics
New Hampshire
Approved
60 Ethics / Professionalism 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 Ethics / Professionalism
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 Ethics / Professionalism
New York
Approved
1 Ethics / Professionalism
iOur programs are CLE-eligible through New York’s Approved Jurisdiction Group “B”.
North Carolina
Pending
1 Ethics
North Dakota
Approved
1 Ethics
iOur programs are CLE-eligible through North Dakota’s recognition of multi-jurisdictional reciprocity. Section 1, Policy 1.14
Ohio
Approved
1 Professional Conduct
Oklahoma
Pending
1 Ethics / Professionalism
Oregon
Approved
1 Ethics
Pennsylvania
Approved
1 Ethics / Professionalism
Rhode Island
Pending
1 Ethics / Professionalism
South Carolina
Pending
1 Ethics / Professionalism
South Dakota
No Required
1 CLE Hour(s)
Tennessee
Approved
1 Dual
Texas
Approved
1 Ethics / Professionalism
Utah
Approved
1 Ethics / Professionalism
Vermont
Approved
1 Ethics
Virginia
Not Eligible
1 Ethics / Professionalism Hours
Washington
Approved
1 Ethics Hours
iReceive CLE credit in Washington via attorney submission.
West Virginia
Pending
1.2 Ethics / Professionalism
Wisconsin
Approved
1 General
iEthics credits can ONLY be earned through Live-Webcast programs, the Wisconsin Board of Bar Examiners does not approve Ethics through On-Demand sessions.
Wyoming
Pending
1 Ethics / Professionalism

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