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  • HotDocs end-user interface. Plain and form-looking interface is characterized by an index of questions on the left and related questions and text boxes where information can be entered on the right. Perhaps not the most intuitive interface for non-tech savvy members of the public that may be needing the assistance of such forms. But it does the job and is fairly straightforward for advocates to use, who are comfortable with just filling in blanks with little to no additional instruction.
  • A2J Author on the other hand has a very friendly interface which was developed with usability testing for the specific purpose of addressing the needs of self-represented litigants.

Nlada2010 final Nlada2010 final Presentation Transcript

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  • Ron Staudt Professor and Vice President of Law, Business & Technology Chicago-Kent College of Law
  • Petition for a Protection Order
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  • What’s the next step? Where do I go? Who do I need to contact? A2J Author ® : Website Guide
  • A2J Customer Data CM/ECF E-Filing XML XML PDF LEXISNEXIS A2J Author ® : E-Filing Public Interface—US Dist. Court HotDocs OnLine
  • 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
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    • How does an A2J Author ® online intake interview work?
    • Legal Aid of Western Ohio Example
  • Interview Answers (.anx File) 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 ®
    • 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. 15-20 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 [email_address] www.cali.org
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  • 850 web-based tutorials FREE to Legal Aid Organizations
  • A2J Author
  • Typical A2J Interview on LawHelpInteractive.org Setup
  • Typical A2J Interview on LawHelpInteractive.org Setup
  • Typical A2J Interview on LawHelpInteractive.org Setup
  • Typical A2J Interview on LawHelpInteractive.org Setup
  • 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
  • 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
  • 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
  • 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
  • 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
  • <ClientIdentification> <ClientIdentifier>1</ClientIdentifier> <PersonInformation PersonID=&quot;4&quot; PersonIDRef=&quot;Client1&quot;> <PersonName> <NamePrefix></NamePrefix> <FirstName>Harry</FirstName> <MiddleName>Fred</MiddleName> <LastName>Client1</LastName> <NameSuffix>Jr.</NameSuffix> <FullName>Happy Freakn Client1</FullName> </PersonName> <Address> <AddressLine>192 Harrisburg Ln.</AddressLine> <AddressLine>Suite 213</AddressLine> <City>Cleveland</City> <County>Cuyahoga</County> <State>OH</State> <PostalCode>44139</PostalCode> <Country>USA</Country> <FullAddress>192 Harrisburg Ln. Suite 213 Cleveland, OH 44139</FullAddress> </Address> <Telephone> <TelephonePrefix> <AreaCode>216</AreaCode> </TelephonePrefix> <TelephoneNumber>229-9999</TelephoneNumber> <FullTelephone>216-229-9999</FullTelephone> </Telephone> http://lsntap.org/LSXML
  • 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
  • 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
  • <xsl:element name=&quot;ClientIntake&quot;> <xsl:element name=&quot;ClientIdentification&quot;> <xsl:element name=&quot;ClientIdentifier&quot;> <xsl:text></xsl:text> </xsl:element> <xsl:element name=&quot;PersonInformation&quot;> <xsl:variable name=&quot;userfirstname&quot; select=&quot;//Answer[@name='User First Name TE']&quot;/> <xsl:variable name=&quot;usermiddlename&quot; select=&quot;//Answer[@name='User Middle Name TE']&quot;/> <xsl:variable name=&quot;userlastname&quot; select=&quot;//Answer[@name='User Last Name TE']&quot;/> <xsl:element name=&quot;PersonName&quot;> <xsl:element name=&quot;NamePrefix&quot;> </xsl:element> <xsl:element name=&quot;FirstName&quot;> <xsl:value-of select=&quot;$userfirstname&quot;/> </xsl:element> <xsl:element name=&quot;MiddleName&quot;> <xsl:value-of select=&quot;$usermiddlename&quot;/> </xsl:element> <xsl:element name=&quot;LastName&quot;> <xsl:value-of select=&quot;$userlastname&quot;/> </xsl:element>
  • 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
  • http://cityroom.blogs.nytimes.com/2009/07/12/the-form-that-lets-you-say-more-forms-please/
    • Linking interviews could facilitate customer based coordination across systems of justice
      • Legal Aid Agencies
      • Courts
      • Criminal Defense- public defender
      • Administrative Agencies
        • The new frontier!
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    • 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
    • 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