Ron Staudt Professor and Vice President of Law, Business & Technology Chicago-Kent College of Law

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

7 What’s the next step? Where do I go? Who do I need to contact? A2J Author ® : Website Guide

8 A2J Customer Data CM/ECF E-Filing XML PDF LEXISNEXIS A2J Author ® : E-Filing Public Interface—US Dist. Court HotDocs OnLine

9 A2J Guided Interview ™ for Intake (.a2j files) A2J Author ® : Online statewide intake prototype for Iowa Legal Aid Interview Answers (.anx File) XSL Transform Transformed Answer Files Case Management System Answer File Data Now Available For Review in the Case Management System…. ….conflicts check ….attorney review ….processing

How does an A2J Author ® online intake interview work? Legal Aid of Western Ohio Example

Interview Answers (.anx File) 12 XSL Transform A2J Guided Interview ® for Intake (.a2j files) Transformed Answer Files Case Management System Answer File Data in holding area Available For Review in the Case Management System…. ….conflicts check ….attorney review ….processing

Online Intake is Growing  10 programs with online intake projects  35+ programs researching for future online intake projects using A2J Author ®  Indiana Legal Services  Iowa Legal Aid  Legal Aid of North Carolina  Legal Aid of Western Ohio  Minnesota Legal Services Coalition  Pine Tree Legal Assistance (Maine)  South Carolina Legal Services  Southwest Virginia Legal Aid Society  Statewide Legal Services of Connecticut  Utah Legal Services

Benefits to Applicants  Can apply from any location with a computer & internet access  Saves remotely located applicants from traveling  Available outside of business hours 24/7  Shortens application time (est min)  Saves time of applying at the wrong legal aid  Get information and referrals

Benefits to Organizations  Unqualified applicants are redirected without talking to intake worker  Potential qualification issues are highlighted for intake workers to address first  Reduce errors in data recording *All of these things save intake workers time*

 Planning & Preparation  Inception – meet with project stakeholders, identify roles, review budget, review other program’s intake interview, determine goals & restrictions  Elaboration – draft online intake script (in word processor), rounds of review with stakeholders  Construction  A2J Guided Interview – using script draft questions and logic in A2J Author  Interview Testing & Review – can still easily make changes at this point  XSL Transform Development & Testing  Implementation  Staff Training – train intake workers to process online applications  Go Live – success!

John Mayer Executive Director

U.S. Law School Membership

850 web-based tutorials FREE to Legal Aid Organizations

A2J Author

Typical A2J Interview on LawHelpInteractive.org Setup

.html/.asp/.php Javascript variables + Link to A2Jviewer.swf

Typical A2J Interview on LawHelpInteractive.org Setup.html/.asp/.php Javascript variables + Link to A2Jviewer.swf A2J related files A2JViewer.swf + Avatar images

Typical A2J Interview on LawHelpInteractive.org Setup.html/.asp/.php Javascript variables + Link to A2Jviewer.swf A2J related files A2JViewer.swf + Avatar images Something to “catch” the data

Typical A2J Interview on LawHelpInteractive.org Setup.html/.asp/.php Javascript variables + Link to A2Jviewer.swf A2J related files A2JViewer.swf + Avatar images Something to “catch” the data

Typical A2J Interview on LawHelpInteractive.org Setup Something to “catch” the data

Typical A2J Interview on LawHelpInteractive.org Setup

.html/.asp/.php Javascript variables + Link to A2Jviewer.swf A2J related files A2JViewer.swf + Avatar images Something to “catch” the data

A2J Interview on YOUR WEBSITE.html/.asp/.php Javascript variables + Link to A2Jviewer.swf A2J related files A2JViewer.swf + Avatar images Something to “catch” the data Your Website

Typical A2J Interview on LawHelpInteractive.org Setup

Your Website.XSLT A2J Interview on YOUR WEBSITE

Your Website.XSLT Your CMS A2J Interview on YOUR WEBSITE

37 A2J Guided Interview ™ for Intake (.a2j files) Interview Answers (.anx File) XSL Transform Transformed Answer Files Case Management System Answer File Data Now Available For Review in the Case Management System…. ….conflicts check ….attorney review ….processing A2J Author ® Online Intake Interface

38 A2J Guided Interview ™ for Intake (.a2j files) Interview Answers (.anx File) XSL Transform Transformed Answer Files Case Management System Answer File Data Now Available For Review in the Case Management System…. ….conflicts check ….attorney review ….processing A2J Author ® Online Intake Interface

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42 A2J Guided Interview ™ for Intake (.a2j files) Interview Answers (.anx File) XSL Transform Transformed Answer Files Case Management System Answer File Data Now Available For Review in the Case Management System…. ….conflicts check ….attorney review ….processing A2J Author ® Online Intake Interface

43 LS-XML 1 Harry Fred Client1 Jr. Happy Freakn Client1 192 Harrisburg Ln. Suite 213 Cleveland Cuyahoga OH USA 192 Harrisburg Ln. Suite 213 Cleveland, OH

44 A2J Guided Interview ™ for Intake (.a2j files) Interview Answers (.anx File) XSL Transform Transformed Answer Files Case Management System Answer File Data Now Available For Review in the Case Management System…. ….conflicts check ….attorney review ….processing Does Not Have to be XML!! -HTML -Comma delimited -CSV -Plain ole’ text -SQL INSERTs -etc, etc. A2J Author ® Online Intake Interface

45 A2J Guided Interview ™ for Intake (.a2j files) Interview Answers (.anx File) XSL Transform Transformed Answer Files Case Management System Answer File Data Now Available For Review in the Case Management System…. ….conflicts check ….attorney review ….processing A2J Author ® Online Intake Interface

46 XSLT

47 A2J Guided Interview ™ for Intake (.a2j files) Interview Answers (.anx File) XSL Transform Transformed Answer Files Case Management System Answer File Data Now Available For Review in the Case Management System…. ….conflicts check ….attorney review ….processing Every transform is unique to... -The interview -The destination database A2J Author ® Online Intake Interface

 Linking interviews could facilitate customer based coordination across systems of justice  Legal Aid Agencies  Courts  Criminal Defense- public defender  Administrative Agencies ▪ The new frontier!

 Legal Assistance Foundation of Chicago: TIG Grantee, currently using Legal Server CMS.  Pro Bono Net: Non-profit administrator of LawHelp Interactive server.  PS Technologies, Inc: Creator and vendor of Legal Server CMS.  Illinois Legal Aid Online: Automated Documents provider for Legal Aid attorneys in Illinois, contracted to manage project.

 Legal Aid attorneys now enter client and case information into Case Management Systems (CMSs) for efficient case management and reporting.  Attorneys can efficiently draft pleadings and forms using automated documents on LawHelp Interactive (LHI), and serve more clients.  For any case, up to 40% of the information that is needed to complete documents on LHI is already contained in the CMS.  Currently, attorney must enter this information twice– once in the CMS, once on LHI—which is inefficient.

 Functional improvements to LHI: XML output of template information Ability to accept XML input of HotDocs answer files, user authentication  Functional improvements to Legal Server: Ability to read XML input of template information XML output of HotDocs answer files  Standards and documentation for Document Assembly Nationwide: Standard Variable list Documentation of how system was developed, how other agencies can replicate project and use the system

1.Fill out case information in Legal Server 2. From within Legal Server, chose an Automated Document on LHI. 3. LHI uses info from Legal Server to “pre-fill” many fields in the automated document, you fill out the rest in HotDocs. 4. Download finished documents to your machine - where you can save and print them

 Linking interviews could facilitate efficient data transfer to other service and administrative agencies

A2J Guided Interviews on the Web PD’s Office Legal Aid Statewide Website Human Services Administrative Tribunal Courts