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. DOC113: Self-Help Centers & Document Assembly March 11, 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. DOC113: Self-Help Centers & Document Assembly Moderator – Claudia Johnson Court Collaboration Circuit Rider Pro Bono Net

8. Panelists Ernesto Belzaguy First Deputy Chief Clerk, Civil Court of the City of New York Judge Michael Dennard Director, Court Assistance Services, Idaho Supreme Court Michelle Hopkins Self-Help Supervising Attorney, Los Angeles Superior Court Rochelle Klempner Court Attorney, Civil Court of the City of New York

9. Agenda Define document assembly. Introduce the self-help center continuum. Look at how document assembly can be used at points along the continuum. Discuss how several courts planned for and implemented document assembly projects. Learn how document assembly impacts courts. Examine what resources several courts have invested in document assembly projects. Hear lessons learned from several court experts.

10. What Is Document Assembly? Advocates or self-represented litigants answer questions during an interview. A personalized document is created from the answers. The answers can be saved and reused. ©2008 National Center for State Courts

11. Self-Help Center Continuum Available Online & In Self-Help Centers Available Online & At Court Kiosks Less Staff Support More Staff Support Used in Self-Help Workshops and Clinics Available Online Only

12. Examples of Court Use Where does your court fall along the continuum? How is document assembly used in your self-help center? What led you to this approach? New York City Civil Court customer filling out A2J Author interview.

13. Planning and Implementation Why did your court opt to automate their forms? Did your court automate uniform forms? Who are your partners? Did you develop new partners as the project grew? How long did the development of the first interview take? Question from the Idaho Supreme Court Name Change interview.

14. Impact on Courts How has document assembly affected your court? How have clerks, judges, and other staff been affected by document assembly? How has your court evaluated the project? What data has been collected? Comment from a NYC Civil Court survey.

15. Funding and Other Resources What is your projects budget? How has your project been funded? Grants? Legislative allocations? Have agencies outside of your court dedicated in-kind or other resources to the project? Page from Los Angeles Superior Court Dissolution Workshop 1 interview.

16. Recommendations What would you do differently if you had the chance? What were you glad that you did do and would do again? Do you have specific advice for self-help center staff? Clerks? Judges? !

17. Resources Future Trends in State Courts: Online Document Assembly. (http://www.probono.net/link.cfm?11846) This article, published by the National Center for State Courts in 2008, outlines what document assembly is, why courts benefit from it, and highlights court projects.http://www.probono.net/link.cfm?11846 Court Leadership Package Materials: Deploying Automated Forms for Access. (http://www.probono.net/link.cfm?11848) This set of slides describes what document assembly is, how courts are using document assembly, and how to plan and implement a project.http://www.probono.net/link.cfm?11848 Courts' Use of Self-Help Tools Is On the Rise. (http://www.probono.net/link.cfm?12039) This article from the Pro Bono Net newsletter describes how the Los Angeles Superior Court Self-Help Center has integrated document assembly into its service delivery.http://www.probono.net/link.cfm?12039 Automating Forms Folder at SelfHelpSupport.org (http://www.probono.net/link.cfm?10383) This folder contains a wide variety of materials about document assembly, including the evaluation report on the Idaho document assembly project (http://www.probono.net/link.cfm?11847). You must be a member of SelfHelpSupport.org to access the materials, but membership is free.http://www.probono.net/link.cfm?10383http://www.probono.net/link.cfm?11847

18. Resources Interviews You can access the NYC Civil Court interviews online at http://www.nycourts.gov/courts/nyc/housing/interactive.shtml and http://www.nycourts.gov/courts/nyc/civil/interactive.shtml. http://www.nycourts.gov/courts/nyc/housing/interactive.shtml http://www.nycourts.gov/courts/nyc/civil/interactive.shtml The California Superior Court interviews are available at http://www.lasuperiorcourt.org/selfhelp/index.aspx?loc=la (LA); http://www.lasuperiorcourt.org/selfhelp/index.aspx?loc=la http://www.courtinfo.ca.gov/programs/equalaccess/ocdissoworkshop.htm (Orange); http://www.courtinfo.ca.gov/programs/equalaccess/ocdissoworkshop.htm http://www.courtinfo.ca.gov/programs/equalaccess/sdguardworkprog.htm (San Diego); http://www.courtinfo.ca.gov/programs/equalaccess/sdguardworkprog.htm http://www.courtinfo.ca.gov/programs/equalaccess/sbdissoworkshop.htm (San Bernardino); and http://www.courtinfo.ca.gov/programs/equalaccess/sbdissoworkshop.htm http://www.courtinfo.ca.gov/programs/equalaccess/placerdissoworkshop.htm (Placer). http://www.courtinfo.ca.gov/programs/equalaccess/placerdissoworkshop.htm The Idaho Supreme Court interviews are available at http://www.courtselfhelp.idaho.gov/. http://www.courtselfhelp.idaho.gov/ Automated Legal Documents Assist People Without Lawyers. (http://philanthropy.com/free/articles/v21/i09/09003601.htm) Published in The Chronicle of Philanthropy, this article looks at how organizations in Illinois are using document assembly to assist self-represented litigants.http://philanthropy.com/free/articles/v21/i09/09003601.htm

19. NYC Civil Court Statistics - 2008 TOTAL NUMBER FOR ALL TEMPLATES TemplateNumber of assemblies Tenant Affidavit to Vacate256 Tenant Answer759 Consumer Debt Affidavit to Vacate238 Minor Name Change1,225 Adult Name Change4,436 Landlord Nonpayment Petition1,097 Spanish Tenant Answer24 Total number of assemblies8,035

20. NYC Civil Court Poster

21. NYC Civil Court Survey

22. THANK YOU Dont forget to complete our survey Claudia Johnson Court Collaboration Circuit Rider Pro Bono Net cjohnson@probono.net