1. Welcome! If you joined the conference via telephone, please enter your audio pin if you havent already. (The image on the right is an example - your audio pin will be different.) If you joined with a microphone and headset or speakers (VoIP), please be sure your device volume settings are properly adjusted. If your mic & headset is not working, please try unplugging and re-plugging in your device. We will begin promptly at the top of the hour.

2. DOC130: Innovative Uses of A2J Author ® April 8, 2009

3. Please, let us know your questions and comments during the training Maximize/minimize your screen with the chevron symbol Telephone participants need to enter their audio pin Ask a question in the questions log Raise your hand

4. Ensuring we can hear you Mic & Speakers users should make sure the microphone volume is turned up. You can always switch to telephone at anytime in the training. Ensure that you have not muted yourself Un-mutedMuted

5. Questions? Raise your hand, please!

6. Todays training… …is being recorded …will be archived on our website Registered attendees will receive an email with a link to this information once it has been posted

7. DOC130: Innovative Uses of A2J Author ® April 8, 2009 Rachel R. Medina, LSNTAP Cynthia Vaughn, Ohio Legal Assistance Foundation Avi Sickel, D.C. Superior Court Jim Boyington, Vista Solutions Group

8. Presenters Rachel R. Medina Training Project Coordinator LSNTAP Cynthia Vaughn Statewide Technology Project Manager Ohio Legal Assistance Foundation Avrom Avi Sickel Branch Chief, Family Court Self-Help Center D.C. Superior Court Jim Boyington President Vista Solutions Group

9. Overview Use A2J Author ® …. As a front-end for Pro Se Document Assembly For Legal Aid Online Intake In Courts & Legal Aid As a Webguide or Triage Tool Decision Tool For E-Filing

10. Overview Use A2J Author®…. As a front-end for Pro Se Document Assembly For Legal Aid Online Intake In Courts & Legal Aid As a Webguide or Triage Tool Decision Tool For E-Filing

11. 11 Meeting the Needs of Self Represented Litigants: A Consumer Based Approach Identify the major barriers to access to justice by litigants without lawyers Ethnographic research in 5 courts, California, Delaware, Colorado & Illinois Employ the latest in system design methodology to redesign the process Design Factors, Function Structure, Information Structure, Solution Elements, System Structure

12. (2004…present) (2004…present) A2J Author ® - a factory or a software machine to make hundreds of these front-ends for court forms, at a very low cost. A2J Author ® capitalizes on the front-end interface developed in the JSDM Prototype, while providing tools for authors to create guided interviews on their own.

13. A2J Author ® : Document assembly front-end Petition for a Protection Order

14. Contributors

15. Create, Store & Serve A2J Guided Interviews ® for Document Assembly A2J Guided Interviews on a variety of topics by the legal aid community National Public Automated Documents Online (NPADO) National Server CREATESTORESERVE A2J Guided Interviews for Civil Complaint, etc. -U.S. District Court-E.Missouri Your Own Local Server OR

16. Activity Nationwide Partners & Statistics States with A2J Guided Interviews ® (according to NPADO server statistics thru 7/1/08) 21 States, U.S. Virgin Islands & Ontario (Canada) Alabama, Arizona, Arkansas, California, Idaho, Illinois, Kentucky, Louisiana, Maryland, Massachusetts, Minnesota, Mississippi, Montana, Nebraska, New York, Ohio, Oklahoma, Pennsylvania, Texas, U.S. Virgin Islands, Vermont, Washington, Ontario (Canada) Registered Users of A2J Author ® 2.0 (per registration statistics thru 10/1/08) 33 States, D.C., Guam, Ontario (Canada), N.S.W. (Australia) Alabama, Arizona, Arkansas, California, Connecticut, Washington, D.C., Florida, Georgia, Guam, Iowa, Idaho, Illinois, Kansas, Kentucky, Louisiana, Maryland, Maine, Michigan, Minnesota, Missouri, Montana, Nebraska, New York, North Carolina, New Hampshire, New Mexico, N.S.W. (Australia), Ohio, Oklahoma, Ontario (Canada), Oregon, Pennsylvania, Rhode Island, South Carolina, Virginia, Vermont, Washington Chicago-Kent College of Law / Student Editorial Board Projects Ventura County, California (various interviews in process) Illinois Legal Aid Online (multiple interviews, either live or in development) E-Filing System Projects Manatee County Clerk of the Circuit Court, Florida (pilot project for the state of Florida) Clerk of Kane County, Illinois Case Management System Integration Projects Iowa Legal Aid Legal Aid of Western Ohio As of July 1: 1201 active A2J Guided Interviews ® 75,906 A2J Guided Interviews ® completed in 2008

17. Overview Use A2J Author ® …. As a front-end for Pro Se Document Assembly For Legal Aid Online Intake In Courts & Legal Aid As a Webguide or Triage Tool Decision Tool For E-Filing

18. An Ohio Example What is Ohio currently using for online intake New development using the A2J Author ® Tool Integration with Pika Case Management

19. Legal Aid of Western Ohio (LAWO) Current Intake System Walk-in Hotline Web-based

20. 20 Nearly 11,000 online applications in 2008 Web makes up approximately 33% of all intake traffic Legal Aid of Western Ohio (LAWO) Current Intake System (continued…)

21. LAWOs A2J Author ® Intake TIG Legal Aid of Western Ohio (LAWO) submitted a $30,000 TIG application in 2007 in order to: Provide the opportunity for all providers to share in the intellectual capital and investment made by Iowa and LSC; Provide Ohios legal services providers with 24/7 online intake capabilities via a link through the LAWO website, as well as the Ohio Legal Services statewide website; Provide people in need with the ability to contact legal aid at all hours of the day and night.

22. Ohios Replication of Iowas A2J Author ® Intake Template

23. The Script… The script from Iowas initiative was used as the starting point for the Ohio intake initiative. Modified as needed, with input from Legal Aid Line intake staff and LAWO attorneys. The script will be reviewed by all participating Ohio programs and will be edited based on the individual intake process for each program.

24. LAWOs A2J Author ® Intake TIG User will complete the interview. The information gathered from the interview will be passed to Legal Aid Lines Pika case management system by utilizing a custom-written piece of code called a transform that converts the.anx file to a.php file.* The generated data file is then held in a Pika staging table for review by intake staff, then it is transferred to the appropriate office. Transforms are, and should be, customizable by program based on elements (variables) in Pika, and are based on LSXML principles. *Transform written by John Mayer, Center for Computer-Assisted Legal Instruction (CALI)

25. LAWOs A2J Author ® Intake TIG (continued…) Intake staff can then review the case before it is accepted into the programs Pika case management system by utilizing a piece of code developed by the Ohio Legal Assistance Foundation (Ty Acker). Checks for conflicts and confidentiality issues. Follows the same intake process as the Hotline.

26. Case Management System Data Collection: Send, Translate, and Import XSL Transform Transformed Answer Files National Server (NPADO) OR Local Server A2J Author Answer File (.anx) Answer file now ready for -Conflict Check -Atty Review -Processing Local Server SEND TRANSLATEIMPORT

27. Ohio Web Intake

28. Advantage of A2J Author ® Intake Time Savings It is estimated that once fully implemented, the A2J Intake tool will save the client information gathering step; thus, shortening the intake process by 10-15 minutes, per client. A2J Intake will be available 24/7, which provides potential clients with a way to contact legal services outside of regular business hours; thus, potentially reducing the amount of call traffic (and waits on hold).

29. 29 Access through Ohio Legal Services Statewide Website Link for LAWO (and other participating providers) will be available under the Find Ohio Legal Help directory section of the Ohio Legal Services website. Click here to complete the online intake application

30. Project Management Best practices in project management will be applied to all stages and phases of the Ohio A2J Author ® Intake project. Actively using: Microsoft Project Issue Tracker (Kaivo tool) GoToMeeting / GoToWebinar Other: Poverty Law Survey Tool Using Basecamp for new development for revisions, and also other programs coming onboard (Columbus, Cleveland, Southeastern Ohio and CLAS Akron).

31. LAWO A2J Author ® Intake Project Plan

32. LAWO A2J Author ® Intake Project Plan (continued…)

33. Resources Involved in the Ohio LAWO A2J Author ® Intake Project Ed Marks, Litigation Director, Legal Aid of Western Ohio Debra Jennings, Managing Attorney, Legal Aid Line of Western Ohio LAWO staff and Statewide Intake Staff Cynthia Vaughn, Ty Acker, Jeffrey Fortkamp, Ohio Legal Assistance Foundation Rachel Medina, Chicago-Kent College of Law John Mayer, Center for Computer-Assisted Legal Instruction Will Shryock, Network Administrator, Advocates for Basic Legal Equality (ABLE) Teresa Green, Technology Support, Advocates for Basic Legal Equality (ABLE) Eve Ricaurte, Iowa Legal Services Steve Gray, Michigan Legal Services

34. Questions? Contact Information: Cynthia Vaughn Ohio Legal Assistance Foundation Phone: (614) 728-6930 Email: cvaughn@olaf.org

35. Overview Use A2J Author®…. As a front-end for Pro Se Document Assembly For Legal Aid Online Intake In Courts & Legal Aid As a Webguide or Triage Tool Decision Tool For E-Filing

36. Whats Involved in Triage Gather Information and Provide Referral to Appropriate System, Desk, Form, etc. Depending on how complex the Triage systems may have to talk to one another What are the implications? While it is easy enough to create and host triage-type A2J Guided Interviews ® on a local or national system, there may be intervening pieces of code required to make it work.

37. A2J Author: A Web Portal for Justice A2J Guided Interviews on the Web PDs Office Legal Aid Statewide Website Human Services Administrative Tribunal Courts

38. Recent Brainstorming Around Court & Legal Aid Triage Examples provided by: Eve Ricaurte Managing Attorney East Iowa Intake and Pro Se Projects Iowa Legal Aid

39. Court Triage

45. Legal Aid Triage

53. Overview Use A2J Author ® …. As a front-end for Pro Se Document Assembly For Legal Aid Online Intake In Courts & Legal Aid As a Webguide or Triage Tool Decision Tool For E-Filing

54. Pro Se Project/Family Law Self Help Who we are and what we do D.C. Superior Court – Family Court Self-Help Center Overall goal: Make complicated stuff simple for folks who are not attorneys

55. Problem Statute: UCCJEA Hard to read Hard to understand (for attorneys and non-attorneys) Lots of folks do not apply it correctly (including attorneys and judges) GOAL: Make the UCCJEA easier to understand and apply

56. First Attempt…. Read and re-read the statute and created a rough flow chart Sent it around to friends and some Family law masters/chancellors (and a member or two of the UCCJEA commission) Incorporated feedback, cleaned it up, and sent it to my staff and judicial law clerks

57. UCCJEA Flow Charts

58. There must be an easier way… On several occasions asked IT people if they could make me a simple program out of my flowchart… …no bites.

59. Life with A2J Author ® Saw a demo of A2J Author ® and thought of UCCJEA Played around with the logic, sentence structure, ease of use, etc. Havent gone public with it yet. Currently with a few trusted UCCJEA types who are slowly giving me feedback. When its done done done, I want it to be on the courts website for use by all.

60. Deconstructing the UCCJEA using A2J Author® DEMO….

61. Whats next? UIFSA?...

62. Questions? Contact Information: Avi Sickel Family Court Self Help Center Phone: (202) 879-1480 Email: avrom.sickel@dcsc.gov

63. Overview Use A2J Author ® …. As a front-end for Pro Se Document Assembly For Legal Aid Online Intake In Courts & Legal Aid As a Webguide or Triage Tool Decision Tool For E-Filing

64. Vista Solutions Group Vista is an electronic document systems vendor to state agencies and has recently helped a number of courts develop solutions for pro se e-filing using A2J Guided Interviews ® as the front-end interface.

65. Recent Projects Florida Others

66. Examples… Demonstrations Available at: http://www.vistasg.com/euniversa_index/porta l_demo/prosedemo1.html http://www.vistasg.com/euniversa_index/porta l_demo/prosedemo1.html

67. Questions? Contact Information: Stacey Andrews Vista Solutions Group Phone: (512) 686-1364 (sales) Email: sandrews@vistasg.com

68. Training & Support Quarterly Trainings (announced on A2J Author Blog and docassembly listserv) New User Advanced Developer Calls Updates to the software Opportunity for input on software development Telephone Support (Center for Access to Justice & Technology, Chicago-Kent College of Law: 312-906-5331) Guidance on use of web materials General questions on use and implementation of interviews Assistance with troubleshooting as time permits Community Support Website: www.a2jauthor.orgwww.a2jauthor.org A2J Author blog: http://a2j_author_blog.classcaster.org/blog/http://a2j_author_blog.classcaster.org/blog/ Listserv: Hotdocs listserv managed by ProBono.Net and LSNTAP recently changed its name to the docassembly listserv to incorporate A2J Author community

69. THANK YOU Dont forget to complete our survey Rachel R. Medinarachel@lstnap.orgrachel@lstnap.org Training Project Coordinator LSNTAP