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Document assembly tools to automatically create forms

There are many HotDocs and A2J document assembly projects that have been funded by TIG that have replication potential. Listed below is a brief synopsis of a couple of those projects.

From South Central Michigan: automated forms completion.

Legal Services of South Central Michigan developed information and resources for self-represented litigants throughout the state. The project team developed interactive document assembly interviews using technology platforms and applications developed through the TIG program — specifically LawHelp Interactive and A2J Author — and generous software donations from the HotDocs Corporation.

These interactive interviews guide users through otherwise complex legal documents. In total, seven automated interviews were created that help users complete 17 different forms or documents in the areas of housing law, public benefits law,family law, and consumer law. As of June 2014, website users accessed these interviews to compile 2700 sets of organized legal documents that clearly presented their legal arguments and enhanced their likelihood of meeting their legal need.

Here’s the LSC-TIG final report TIG 11017: Michigan Automated Forms

Automated forms from Legal Aid of Nebraska:

Legal Aid of Nebraska partnered with the Nebraska Supreme Court Pro Se Implementation Committee to increase access to justice through the creation of innovative, effective and efficient automated legal pleadings.

The primary goal of this project was to create guided interviews and court form templates to improve low income Nebraskans’ access to the court system. To accomplish this goal, the objective was to take existing “court-authorized” form pleadings and automate them using the HotDocs software.

Then, the project team would apply the Access to Justice Author (A2J Author) interface and guided interviews to ensure that the forms completion process was interactive and easy for the user. Finally, the forms would be stored on the Law Help Interactive (LHI) server and links to the forms would appear on the Virtual Self Help Center section of the Nebraska statewide website.

Leveraging a modest TIG investment ($29,100), the project team produced a very impressive list of forms for low-income Nebraskans.

See the LSC-TIG final report here, TIG 10047: Nebraska Automated Forms

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In Louisville, Kentucky: a way to populate forms for people filing for divorce themselves.

Legal Aid Society Inc. (Louisville, KY) partnered with Jefferson County Family Court to develop a pro se divorce packet for Divorce With Children and for Divorce Without Children and to promote the establishment of statewide uniform forms through the development of document assembly products.

LAS created the Kentucky Online Self‐Help Assistant (KOSHA) to provide low‐income Kentuckians the forms needed to easily, accurately, and effectively produce pro se pleadings and increase the effectiveness and efficiency of the courts. They also translated the Divorce Without Children module into Spanish and added forms for small claims and criminal record expungement.

They began this project in Jefferson County and worked to expand it to 10 additional jurisdictions, since each of Kentucky’s 57 judicial districts had adopted local rules on what needed to be filed to obtain court review. As the forms became accepted by more jurisdictions, the Chief Justice of the Supreme Court of Kentucky made the Jefferson County divorce forms (With‐ and Without‐ Children) the statewide standardized form packet for self‐represented litigants in Kentucky.

See the report from LSC-TIG here: TIG 07357: Kentucky HotDocs

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Advocates Current Projects Triage and Diagnosis

Online Intake systems

Online intake is an always-on service, that lets anyone with an internet connection enter their information and find what services they might qualify for. The advantage of an online intake system is that it prevents the need for a person from having to figure out how to connect to an intake service during business hours, or having to go through costly and confusing voice calls.

One example of an online intake system comes from Western Ohio — with a project funded by LSC-TIG.

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Legal Aid of Western Ohio (LAWO) became the first program in the country to create an A2J online intake application module. The LAWO system enables Ohioans to request legal assistance 24/7, and data integrates directly with the program’s Pika case management system. LAWO determined that online intake applications saved approximately 10 – 15 minutes of staff time per application acceptance. That amounts to a savings of about 1.0 – 1.5 intake staff FTE’s per year, allowing resources to be allocated more effectively in the program.

Additionally, by offering a platform where applicants can utilize a smart system to be guided through the steps of inputting all the necessary issue and eligibility information, increased efficiency is realized through a decrease in the number of times an applicant must be re-contacted to complete the application process.

Single statewide online intake

Even better than a single organization doing intake online, is for a coordinated set of groups to use hte same intake point to route people to the right service-provider and support.

A Statewide centralized intake system, in which users can contact one phone number or site, and after they enter their information there, then the site is smart enough to know whether and how to refer them to the appropriate and local service. The advantage of this centralized intake system is that it is a big wide open door or lay people, giving them a clear path to find help, and relieving them of having to call a wide number of services and go through a very painful scouting process to try to find the right contact point.

An example of this comes from the Northwest Justice Project, again supported by LSC-TIG.

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Northwest Justice Project (NJP) has been operating a toll-free intake and referral hotline (CLEAR – Coordinated Legal Education Advice and Referral) since 1996 and handles more than 20,000 calls per year. CLEAR serves as the statewide, centralized point of access for Washington State’s low-income population seeking free legal help. Due to the high volume of calls on CLEAR, NJP recognized the need for an alternative to telephone applications and developed its online intake system with an A2J interface and triage tool. The system enhances clients’ access to services and improves the assistance NJP provides clients on high priority eviction and benefits cases. An e-transfer module moves data from the online interview into LegalServer, NJP’s case management system, thereby increasing the efficiency of the intake process. The result has been a reduction in the numbers of ineligible applicants calling for assistance, and 86% of the screeners reported faster intake screenings.

 

Online intake integrated with case management

One relatively new access innovation is an online intake system that integrates directly into a case management system for a legal clinic. With this type of software, a user can enter their personal and case information once, and then it populates the organization’s database about the person, relieving the person or the staff from duplicating this entry.

One example of this type of integrated Online Intake – Case Management platform is from Utah, as funded by LSC-TIG.
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Utah designed an A2J online intake application that is directly integrated with its Kemps case management system. The online intake system enables prospective clients to apply for services 24/7 and includes the option of live web chat assistance. The system also allows staff to directly import intake data from the online application into the Kemps database — turning a data entry process into a more efficient data review task.
Staff can conduct multiple online chats simultaneously and give clients immediate responses, many of them based on prepared answers to frequently asked questions. ULS has also customized the online intake system to address the particular needs of hearing impaired individuals. The result has been a far more efficient and higher quality intake procedure that saves staff time and yields enhanced results and services to clients. Of the 78 users surveyed, 96% said they found the system easy to use and 98% said they would recommend it to others.

ULS later expanded its online intake project through TIG 12005 by creating a Spanish version of the A2J online intake system. The new system enables Spanish speaking applicants to apply 24/7, effectively screens out ineligible applicants, and imports data directly into the case management system for increased efficiency.

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Current Projects Work Product Tool

I-CAN! Legal – Get help filling out court forms

I-CAN! Legal is a software tool to help laypeople prepare court forms through a more interactive and user-friendly online questionnaire.

I-CAN! Legal helps people prepare their court forms using an easy online questionnaire. I-CAN! provides step-by-step instructions for how to file the forms and proceed with the court case. In Orange County, California, I-CAN! also provides e-filing of certain forms. This low-cost and easy-to-use software includes online court form preparation in multiple areas of law in many states.

I-CAN!™ (Interactive Community Assistance Network) was created as a public service by the non-profit Legal Aid Society of Orange County in partnership with the Superior Court of California, County of Orange with funding from the federal Legal Services Corporation (LSC). Since its launch in 2001, I-CAN! has been achieving its goal of using technology to assist pro per litigants with certain legal pleadings. It utilizes the combination of 5th grade literacy content, interactive questions and answers and video guide that enable users to answer a multiple choice and fill-in-the-blanks interview. In this capacity, the user is guided through the process of completing court forms. I-CAN! services are available throughout California and selected counties in Georgia, Massachusetts, Minnesota, North Carolina, Oklahoma, and Virginia. Areas of assistance include Protection Orders, Divorce, Child Support and Custody, Small Claims and Eviction Defense. Additional support materials may include: Filing Instructions, Instructional Videos, Forms Packets, Blank Forms and Facts Sheets (information varies by state). Currently, approximately 4,000 pleadings a month are produced in seven (7) states.

access innovation - ican legal

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Current Projects Training and Info

Game-based simulation of court 

Source: A team at Northeastern Law

has been building a simulation game to help self-represented litigants prepare for their court appearance.

The sim­u­la­tion game is par­tic­u­larly tar­geted to the growing number of people who cannot afford legal rep­re­sen­ta­tion and thus rep­re­sent them­selves in legal pro­ceed­ings ranging from evic­tions and mort­gage fore­clo­sures to child cus­tody pro­ceed­ings and debt col­lec­tion cases. Nation­ally, more than 80 per­cent of people with legal prob­lems must resolve them without the assis­tance of a lawyer. When a dis­pute lands in court, people without any legal training find them­selves addressing a judge, ques­tioning wit­nesses, and offering doc­u­ments into evidence.

The sim­u­la­tion game would let indi­vid­uals try out these kinds of expe­ri­ences in a vir­tual world before they appear in an actual court­room. It would ulti­mately be made avail­able online for free.

– See more at: http://www.northeastern.edu/camd/gamedesign/2014/09/25/simulation-game-people-prep-court/#sthash.aliE4ssc.dpuf

Categories
Current Projects Triage and Diagnosis

Triage Diagnostic Tool to Assess Potential for Self-Representation in New Mexico

Source: New Mexico – Diagnostic Tool to Assess Potential for Self-Representation

The New Mexico Access to Justice Commission used an ATJ Innovation Grant to develop a diagnostic tool to assess factors that might help or hinder a particular individual in self-representation, as a first step in developing a comprehensive on-line intake and triage system.

Project Summary & Assessment

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Current Projects Procedural Guide

Rechtwijzer guide through a legal process

Access Innovation inventory - Rechwijzer - Screen Shot 2015-12-07 at 4.01.04 PMRechtwijzer is a Dutch platform to help laypeople through the start of a legal process — from problem to legal process.

Probleem of conflict? Vul stap voor stap Rechtwijzer in. U krijgt advies over wat u in uw situatie kunt doen en wie u daarbij kunnen helpen.

It takes an ‘expert system’ approach to helping a person figure out what legal options they have open to them, by leading them through a series of questions and helping them get started on their legal process.

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Advocates Current Projects

Court Navigator Program to help people through court

NYC Housing Court – Resolution Assistance Program (RAP) offers the Court Navigator Program:

Court Navigator program in NYC

The Court Navigator Program was launched in February 2014 to support and assist unrepresented litigants – people who do not have an attorney – during their court appearances in landlord-tenant and consumer debt cases. Specially trained and supervised non-lawyers, called Court Navigators, provide general information, written materials, and one-on-one assistance to eligible unrepresented litigants. In addition, Court Navigators provide moral support to litigants, help them access and complete court forms, assist them with keeping paperwork in order, in accessing interpreters and other services, explain what to expect and what the roles of each person is in the courtroom. Court Navigators are also permitted to accompany unrepresented litigants into the courtroom in Kings County Housing Court and Bronx Civil Court. While these Court Navigators cannot address the court on their own, they are able to respond to factual questions asked by the judge.

In addition to this court-based program, the courts will also be utilizing non-lawyers to provide legal information and access to homebound individuals.

For information about how to become a Court Navigator.

For information if you are already a Court Navigator.

Administrative Order of the Chief Administrative Judge of the Courts relating to the Court Navigator Program (February 10, 2014)

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Current Projects Work Product Tool

Document Assembly Software for uncontested divorces

Source: Arkansas – Document Assembly Software

Access Inventory - Arkansas pro se doc assembly

The Arkansas Access to Justice Commission used an ATJ Innovation Grant to develop a pro se document assembly form for uncontested divorce with children. The software will be used in a court-house based pilot project in which attorneys assist pro se litigants on a limited scope basis. The pilot is aimed at increasing bench and bar awareness and support for limited scope representation.

Project Summary & Assessment

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Advocates Current Projects

Online user question-and-answers from pro bono attorneys

The Alabama Access to Justice Commission used an ABA Expansion Grant to implement the web-based pro bono program Online Tennessee Justice, which allows pro bono attorneys to answer questions submitted by clients through a website.  In Alabama the website has been launched as Alabama Legal Answers.

Access Inventory - Alabama atj

Project Summary & Assessment

See more: Alabama – Online SRL Pro Bono Support

Final overview/report on creating the Alabama Legal Answers site.

Resources:

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Advocates Current Projects

Referral Program & Lawyer Training to Serve Modest-means Clients

This project received an Innovation Grant through the ABA. Read more: Colorado – Serving Modest-means Clients

The Colorado Access to Justice Commission and Colorado Bar Association used an ATJ Innovation Grant to develop a two-part project aimed at providing legal assistance to moderate-income individuals.  The first is providing assistance to low- and middle-income Coloradans, who do not qualify for legal aid, through a referral program.  The second is empowering lawyers to create financially viable practices that include representing clients of moderate income.