AI Workflows for SSD (Presented by National Organization of Social Security Claimants’ Representatives)
Nick Coleman is a Social Security Disability attorney and legal tech innovator based in Bentonville, Arkansas. He began his legal career managing a high-volume Social Security Disability practice before transitioning to appellate work with his own firm, Coleman Law Firm.
1 hour CLE
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Program Summary
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
This course is co-sponsored with myLawCLE.
Closed-captioning available
Speakers
Nick Coleman | LexMed
Nick Coleman is a Social Security Disability attorney and legal tech innovator based in Bentonville, Arkansas. He 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. Nick holds an AV-Preeminent rating from Martindale-Hubbell, underscoring his commitment to excellence and integrity in his practice.
As the co-founder of LexMed, Nick is dedicated to creating intuitive, AI-powered tools designed specifically for attorneys, focusing on streamlining workflows and enhancing efficiency. He is passionate about the ethical use of AI in the legal field, ensuring that technological advancements align with the core values of the profession. Recently, Nick was appointed to the Arkansas Bar Association’s AI Task Force, where he contributes to the development of responsible AI practices in law.
In addition to his work with LexMed, Nick remains actively engaged in his legal practice, advocating for clients and exploring innovative ways to integrate technology into everyday legal processes. His dual commitment to both practicing law and advancing legal tech reflects his belief that technology can empower attorneys to deliver better advocacy and improve client outcomes.
Agenda
I. Ethical Adoption of AI in SSD Practice (Rule 1.1, security, validation of outputs) | 12:45pm – 1:05pm
II. Practical AI Workflows for Case Development and Briefing | 1:05pm – 1:25pm
III. Vendor Vetting, Data Protection, and Responsible Use of AI Tools | 1:25pm – 1:45pm
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