Artificial Intelligence Workshop 2.0
Presented by Lee Holder
Artificial intelligence is already influencing how Social Security disability claims are processed. In this session, Lee Holder explains how AI is being used within SSA and how representatives can safely use AI tools to prepare stronger cases while avoiding confidentiality and compliance risks.
Recorded on March 24, 2026 in Plano Texas
Recorded on March 24, 2026 in Plano Texas
Artificial Intelligence and
SSA decisions
AI is already shaping Social Security disability claims through tools like hearing transcription and automated analysis of medical and vocational evidence. Learn what this means for your cases and how outcomes may be influenced.
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What you will learn
";How AI is being used within SSA systems and processes
Why staffing reductions and automation are accelerating AI adoption
How AI summaries and analysis can affect case outcomes
Risks with consumer AI, including HIPAA and confidentiality
Practical workflows to analyze records and prepare materials
Why verification and human oversight still matter
Who this session is for
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Social Security disability representatives, attorneys, and staff who want a clear overview of today’s AI landscape and practical ways to use AI responsibly in case preparation.
In this course, you will learn:
How AI is currently being used within SSA systems and processes
Staffing reductions and automation
Why recent staffing reductions and automation initiatives are accelerating AI adoption
AI-generated summaries and analysis
How AI-generated summaries and analysis can influence case outcomes
HIPAA and confidentiality risks
The risks associated with consumer AI tools, including HIPAA and confidentiality concerns
Practical AI workflows
Practical workflows for using AI to analyze medical records and prepare case materials
Verification and human oversight
The importance of verification and human oversight when incorporating AI into legal work
2026 Conference Workshop