The slides from the LSNTAP/PBN Webinar on October 12, 2011: "Online INtan

1. Online Intake—Best Practices Moderator: Claudia Johnson, Pro Bono Net

2. Panelists William Guyton, Legal Services Alabama Jaffe Pickett, Legal Services Alabama Dina Nikitaides CATJ/A2J Author Craige Harrison, Utah Legal Services

3. Some terminology Intake –the process a legal non profit (including a pro bono project) uses to accepting or rejecting clients based on articulated criteria. It includes data collection, review, acceptance or denial, notification to the applicant, and referrals for all. Online intake= online application tool + online intake system Online intake application— an online form that collects information, it can also be an email. It refers to an application that is received using some online tool and travels through the internet. Online intake system —the online application and all the other components/resources that are required to process the application. It could include staff, a data base, a staging area not integrated into regular case management system, a call back queue, web chat to support the application, etc. Triage- once a case is deemed eligible how the case is prioritized for services and legal resources by a program. Depending on the context, sometimes triage comes before intake.

4. Some Assumptions All legal non-profits do intake—because they have limited resources and their funders may require it. Intake is generally perceived by most funders as an Administrative function covered by the overhead of a program. Online intake is another “door” to the program, it can supplement phone intake, in person intake, remote location intake.

6. Best Practices For Illinois Standard 2.2 Centralized telephone intake and the provision of legal advice and limited intervention by phone can increase the provider's capacity to reach otherwise isolated clients. Advances in technology can help overcome some of the limitations of serving clients remotely by telephone, particularly with regard to the transfer of documents important to a case.

14. Household is a term of art

15. Asset Valuation

16. Asset valuation

17. Grievance information

18. Asks all cases about DV

19. Kennedy Ammendment Eligibility--Utah

20. Interview follows through

21. Asks about other criteria

23. DV safety information--Utah

24. Setting expectations about email

25. Check preference language

26. At the end two options are presented

32. Online Intake with A2J Author Petition for Joint Simplified Dissolution of Marriage A2J Author interface collects data from end-user and stores data in an answer file. HotDocs reads the answer file and inserts data in the correct location on the form. The completed document is returned to the end-user for printing or saving. Typical document assembly project with A2J Author Interview Answers (.anx File)

39. Thank you for attending today! Next up: More information at www.lsntap.org

40. Contact Information Allison McDermott ( [email_address] ) Brian Rowe ( [email_address] ) or via chat on www.lsntap.org Don’t forget to take our survey!