The document outlines a training session on technology planning for legal service organizations, emphasizing the need for budget allocation, staffing, and ongoing maintenance. It provides guidance on case management systems, security, and using technology for effective client communication and education. The session includes various resources and contact information for further assistance.

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A few logistics before we start…

4. LSC Technology Baselines
Introduction
April 5, 2017

5. Presenters
Brian Rowe - Project
Coordinator LSNTAP
Jeff Hogue - Community
Relations and
Operations LegalServer
Jane Ribadeneyra
Program Analyst
for Technology,
Legal Services
Corporation
William Guyton
Director of
Information &
Technology, Legal Aid
Services of Oklahoma

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

7. Technology Planning Is About More than
Hardware and Software
● Management of Client and
Case Data
● Production and Supervision
of Legal Work
● Records Management &
Knowledge Management
● Intake and Telephonic
Advice

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

9. 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.

10. Case Managment Systems
● Flexible
● Responsive
● Portable

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

12. Electronic Records
Confidentiality
Document retention
Policies regarding access

13. Electronic Records

14. Knowledge Management

15. Legal Info: Websites
Statewide collaboration
Services offered

16. Legal Info: Social Media

17. Pro Bono Support

18. 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
CC By User:Leighblackall

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

20. Electronic Records
Destruction

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

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

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

24. Training

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

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

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

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

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

30. Selected Resources
● LSC Baselines - lsntap.org/content/lsc-tech-baselines-revised-2015
● LSC Grantee Technology Systems Overview http://www.lsc.gov/grants-grantee-
resources/grantee-data/grantee-technology
● 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
● The Twenty-First Century Lawyer’s Evolving Ethical Duty of Competence
http://papers.ssrn.com/sol3/papers.cfm?abstract_id=2532995
● Technology Planning Smackdown! Tactical vs. Strategic vs. Missional
http://bit.ly/TIG2015TechPlanningVideo
● Nonprofit Technology Network (NTEN) Staffing & Investment Report
http://bit.ly/NTENStaffingReport

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

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