This training will cover the Legal Services Corporation Baselines: Technologies That Should Be in Place in a Legal Aid Office Today (Revised 2015). Topics will include: FTE Technology Staff Budgets Case Management System Security Training Communications Bring Your Own Devices (BYOD) The baseline document can be found here. http://lsntap.org/sites/all/files/LSCTechBaselines-2015.pdf

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A few logistics before we start…

4. LSC Technology Baselines
Introduction
December 14, 2016

5. Presenters
Brian Rowe - Project Coordinator LSNTAP
Jeff Hogue - Community Relations and Operations
LegalServer
Xander Karsten – Project Manager, LegalServer

6. Planning
Technology plan should be
reviewed and updated as
needed every year.

7. Staffing
The organization should have at least
2 full-time technology staff or
consultants per 100 FTE staff
members

8. Budgeting
1. ongoing maintenance and upgrade
of hardware and software;
2. the personnel/consultants
necessary to support and maintain the
system; and
3. training in the use of technology.

9. Case Managment Systems
● Flexible
● Responsive
● Portable

10. Supervision
1. Calendering
2. Document Production
3. Timekeeping
4. Supervision Data
5. Online Research

11. Electronic Records
Confidentiality
Document retention
Policies regarding access

12. Electronic Records

13. Knowledge Management

14. Legal Info: Websites
Statewide collaboration
Services offered

15. Legal Info: Social Media

16. Pro Bono Support

17. Training
Assessment
Standards
Policies
… geared toward “effective use”
Training Should be In The Budget
Training is mentioned in capacities for:
Online Research
Document Production
Pro Bono Support

18. Security
1. Maintain Backups
2. Update Software
3. Educate Staff
4. Limit Permissions

19. Electronic Records
Destruction

20. BYOD
Bring Your Own Device Policies
Image
CC BY AJ LEON
Services
Support
Remote wipe

21. Maintaining Backups
One copy is bad
Two copies is ok
Three copies is good

22. Training
Community legal education presentations are
supported by effective use of technology, such as
online conferencing, videos, and other appropriate
technologies.

23. Training

24. Communications
● Create policy for email
● Use collaborative tools
● Have a tool for testing tech issues

25. Telephone Systems
1. Routing by Language
2. TTY or Relay
3. Reporting on Busy & Dropped
4. After Hours Message
5. Consider Online intake

26. Mobile Devices
Provide information to clients who use mobile
devices, such as through mobile compatible
websites, mobile apps, or SMS text messaging.

27. Administration
CC BY-SA 3.0 NY nyphotographic.com/

28. Development
CC BY SA Maik Meid
CC BY Steven Depolo

29. Selected Resources
● LSC Baselines - lsntap.org/content/lsc-tech-baselines-revised-2015
● CSM Review Pages http://lsntap.org/content/case-management-system-review-
and-rating
● Assessing Security for your Nonprofit
https://www.youtube.com/watch?v=Ki6vEJyE6p0&t=3s
● Triage & Expert Systems by Probono.net https://www.youtube.com/watch?v=mFU-
f4qJ47w

30. THANK YOU FOR ATTENDING
TODAY!
youtube.com/user/NTAPvideos

31. Contact Information
Brian Rowe brianr@nwjustice.org
Google Group groups.google.com/forum/#!forum/lsntap