Please ensure Javascript is enabled for purposes of website accessibility Leveraging Document Automation with a Case Management System for SSI/SSDI Legal Templates | On Demand CLE
image

https://www.mnbar.org/

On Demand CLE

Share this program:

On Demand CLE

Leveraging Document Automation with a Case Management System for SSI/SSDI Legal Templates

Share this program:

Register now for immediate access to this program.

Register Now

Already Registered?

Login
Price

$29.95 for Member
$64.95 for Non-Member
$0 for Unlimited On Demand CLE Pass

60 minutes
Date Published

March 24, 2025

Publisher

Minnesota State Bar Association

Subjects

Social Security and Disability

Questions

For immediate assistance please consult our FAQ page. If you're unable to find the answer you need, please call 612-333-1183 (M-F, 8:40 am - 4:30pm CT) or e-mail customer service.

Summary

Come join us to learn about how Southern Minnesota Regional Legal Services is using document automation to improve efficiency and accuracy when drafting SSI and SSDI legal templates. You'll learn about what document automation is and how it can help you in your practice, including using it in tandem with your case management system. Specifically, we will cover how you can leverage Gavel and its ability to pull data from LegalServer (and other case management systems) to generate SSI and SSDI legal templates.  

525495

Expand summary
back to top

Presenters

Lara Otsuka
Director of Business Administration - Southern Minnesota Regional Legal Services


Brittany Hernandez
Attorney and Head of Legal Innovation - Gavel


Laura Steinbach
Developer and Legal Innovator - A2J Tech


back to top

Program Titles and Supporting Materials

This program contains the following components:

Media Files
Leveraging Document Automation - Video
Downloadable Files
Leveraging Document Automation - Slides
back to top

Credit

If applicable, you may obtain credit in multiple jurisdictions simultaneously for this program (see pending/approved list below). If electing credit for this program, registrants in jurisdictions not listed below will receive a Certificate of Completion that may or may not meet credit requirements in other jurisdictions. Where applicable, credit will be only awarded to a paid registrant completing all the requirements of the program as determined by the selected accreditation authority.

back to top

How to Attend

Join the self-paced program from your office, home, or hotel room using a computer and high speed internet connection. You may start and stop the program at your convenience, continue where you left off, and review supporting materials as often as you like. Please note: Internet Explorer is no longer a supported browser. We recommend using Google Chrome, Mozilla Firefox or Safari for best results.

Technical Requirements
You may access this course on a computer or mobile device with high speed internet (iPhones require iOS 10 or higher). Recommended browsers are Google Chrome or Mozilla Firefox.