2008 NLADA Technology Planning For Automated Forms - Glenn Rawdon's Presentation
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Technology Planning 101: Developing Service-Based Plans for Programs and State Networks This session will provide an overview of the technology planning process for legal aid programs and state legal aid networks. It will include information on conducting technology assessments, managing the planning process, and harmonizing programmatic and statewide technology activities. Kate Bladow, Pro Bono Net; Glenn Rawdon, Legal Services Corporation; Kathleen Brockel, Legal Services National Technology Assistance Project (NTAP); James Dill, Pennsylvania Legal Aid Network
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2008 NLADA Technology Planning For Automated Forms - Glenn Rawdon's Presentation
- 2. 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.
- 3. Building a Project - Process Plan Launch Assess Develop
- 5. Best Practices Minimize how many questions users have to answer. Ask And Then Calculate A birthday The person’s age A child’s birthday If the child is a minor When a tenant moved out How long ago that was A person’s gender Personal pronouns (he/she, him/her, & so on)
- 9. Example of Two Interviews ©2008 National Center for State Courts Have different versions available for new and expert users. Expert User New User
- 14. Best Practices ©2008 National Center for State Courts Integrate the instructions with the questions.
- 15. Best Practices ©2008 National Center for State Courts Provide instructions on how to file and serve the forms as well as information on how to resolve the legal issue.
- 16. Best Practices ©2008 National Center for State Courts Direct litigants to additional online information.
- 17. Best Practices ©2008 National Center for State Courts Integrate video or audio help.
- 18. Best Practices ©2008 National Center for State Courts Integrate other support systems, such as phone and “LiveHelp.” Use the content in court and community environments where help is available from supportive and knowledgeable staff.
Editor's Notes
- Document assembly helps both self-represented litigants and advocates with document drafting and form completion. Forms are a key component in opening the court to all; however, drafting forms so that they are easy for everyone to fill out is difficult. Document assembly can help make forms easier to complete because it helps self-represented litigants put their answers in the right blanks, integrates instructions into the content, and produces neat, type-written documents without requiring the self-represented litigant to have any specialized technical knowledge. When there are lawyers or advocates on the case, document assembly can lessen the amount of time spent drafting routine pleadings and paperwork. Additionally, documents drafted using document assembly are easier for supervisors to review and are more consistent and of higher quality. Like most technologies, document assembly works best when integrated with existing service delivery methods. For example, document assembly can be integrated with legal information websites to help self-represented litigants draft documents; self-help center workshops or clinics to lessen the amount of time spent on simple data entry; or legal advice clinics to help advocates draft documents more quickly. (Note: There has been some intimation in unusual cases that private sector document assembly can be unauthorized practice of law, or that when it that holds itself out as lawyering, it is inappropriate. While those situations are sui generis even within the private sector, they have no relevance to the rapidly spreading practice of courts assisting litigants with technology that makes it easier to fill in the court ’ s forms.)