Nuts and Bolts of Managing a Social Security Disability Practice (On-Demand)

Course Description

This course is designed to teach participants how to effectively structure, staff, and manage their Social Security Disability Practice. The course will cover all aspects of Social Security Disability practice management, including how to properly screen prospective clients, when and how attorneys should be involved in the case, what should the practice’s staffing structure look like and job responsibilities for each staff member, how to increase IP return rates, how to strengthen cases at the initial and reconsideration levels, topics on how to improve staff training, and more. This course is appropriate for attorneys looking to start a Social Security Disability practice as well as experienced Social Security Disability attorneys looking to enhance their existing practice.

Syllabus

1. Strategic Attorney Involvement in Case Progression
   • Identifying critical junctures for attorney involvement
   • Balancing attorney intervention with delegation to optimize efficiency and outcomes
2. Building and Structuring Your Team
   • Optimal staffing structures for Social Security Disability cases
   • Defining job roles and responsibilities at various stages
   • Delegating case tasks effectively while maintaining quality control
3. Maximizing Success in Initial and Reconsideration Levels
   • Techniques to strengthen cases early on to increase favorable determinations
   • Screening tips to select winnable cases and how to prepare initial filings
   • Strategies for engaging staff in case preparation to boost initial approval rates