Slides from my presentation to the ATJ Tech Fellows on 5/23/17 about Doc Assembly with specific mention of A2J Author capabilities and possibilities.

1. John Mayer
Executive Director
CALI
jmayer@cali.org
@johnpmayer
Online Document
Automation and Assembly
Tools in Legal Services

2. 501(c)(3) 200+
US law schools

4. 1000+ Lessons

6. 50,000+ Downloads

8. Since 1999
269,000+ Awards

9. Three Challenges
•Access to Justice Gap
•Experiential Learning
•Practice Ready Graduates

10. Three Challenges TL;DR
•Access to Justice Gap – TOO BIG
•Experiential Learning – NOT ENOUGH
•Practice Ready Graduates – THEY AREN’T

11. Three Challenges
•Access to Justice Gap
•Experiential Learning
•Practice Ready Graduates

12. http://www.americanbar.org/content/dam/aba/migrated/market
research/PublicDocuments/JusticeGaInAmerica2009.authche
ckdam.pdf
https://www.nycourts.gov/reports/AJJI_SelfRep06.pd

13. Legal Services Corporation funded agencies complete
1,000,000 cases each year
Still:
50% of those seeking legal help at these agencies are turned
away
80% of the poor and working poor in the United States face
their legal problems without the help of a lawyer

17. LSC’s TIG (since 2000 $4M/year)
Technology Initiative Program
•Statewide websites / 1 per state
•National Server for…
–Document Assembly using HotDocs
–Better SRL interface using A2J Author

21. ACCEPTANCE CLAUSE
BUSINESS CONTINUITY CLAUSE
CONSIDERATION CLAUSE
INDEMNIFICATION CLAUSE

22. https://www.contractstandards.com

23. http://www.commonaccord.org/

26. Word Processors
Spreadsheets
Email

28. Document Assembly
Case Management
Systems
CRM/SEO

34. www.a2jauthor.org

36. DESIGN
+
LAW
+
TECH

37. A2J Author has “just in time” learning features for the
end-user including: “Learn More” bubbles, definition pop-
ups, audio, graphic and video capabilities.

39. A2J Guided Interviews on LHI: 2005-2016
3,689,711 runs
2,079,410 assemblies

40. A2J Guided Interviews on LHI: 2005-2016
3,689,711 runs
2,079,410 assemblies ?

42. https://www.nycourts.gov/CourtHelp/DIY/index.shtml

43. https://www.nycourts.gov/CourtHelp/DIY/index.shtml

45. 98% POSITIVE

47. Web based authoring

48. Web based authoring

49. Web based authoring

50. Web based authoring

51. DEMO

52. Three Challenges
•Access to Justice Gap
•Experiential Learning ???
•Practice Ready Graduates

53. Law Students -
• Field observation/help desk
• Scope document
• Research memo
• Storyboard
• A2J Guided Interview &
HotDocs template
Justice &
Technology
Practicum
2010-2014

54. Nebraska:
Due Process for Special Education
Answer & Counterclaim for Divorce
(No Children)
The Justice & Technology Practicum
North Carolina:
Health Care Power of Attorney
Simple Uncontested Divorce (No
Children)
Illinois:
Voluntary Acknowledgement of Paternity
Detinue & Replevin
Unpaid Wage Application
Appointment of a Standby Guardian
Pennsylvania:
Petition for Expungement and Order
Minnesota:
Petition for a Name Change

55. A2J Projects Deliver Powerful Education…
Deep dive into law, procedure & heuristics
Exposure to policy/ethical issues raised by legal services
delivery and technology
Key competencies for emerging law practice (elawyering,
software driven law practice, unbundling, web2.0 & “cloud
practice”)
Key competencies for all lawyers (teamwork, project
management and empathy)

56. http://a2jclinic.classcaster.net/

57. http://a2jclinic.classcaster.net/

58. •“Overall, this course exposed me to a unique blend of big ideas and technical
skills.”
•“Before I took this …I did not fully grasp the importance of technology in
shaping the future of the legal profession.”
•“I had never done any sort of programming before and it was fun to learn
some of that stuff.”
•“This class was completely different from any other law school class I have
taken.”
Student Reactions

59. •“I enjoyed learning how to use HotDocs and A2J Author, and was able
to channel my passion for advocacy and public interest into a practical
Guided Interview.”
•“I found the class discussion about ethics interesting because it
challenged us to determine where to draw the line between legal
advice and information.”
•“…challenged my own beliefs about the role of lawyer and the reality
that lawyer are not always necessary for simple processes.”
Student Reactions

60. •Teaching students software requires support – more AND less than
you think.
•Students have Macs (duh)
•Coordinating with busy lawyers is hard.
•Ideal = two projects / two semesters / longer on-ramp
•Training faculty is hard if they aren’t invested
Lessons Learned

61. Simulated A2J Author Projects
•Closed universe, 2-4 hour “drop in” project
•Completed exemplar for comparison (i.e. model answer)
•Multiple legal subject area examples
•All the exposure to the problem/process space
•Faculty can pick areas of emphasis – ethics, law,
unbundling, practice, tech, etc.

62. Three Challenges
•Access to Justice Gap
•Experiential Learning
•Practice Ready Graduates

63. It’s not computers replacing
lawyers …

64. It’s not computers replacing
lawyers …
… It’s computers + lawyers

68. Unbundling Technical
Competency
Incubators

69. Benefits Calculators
Self Help
Online Intake
Eligibility Check
Pre Court Checklists
Compliance
Triage
Legal “Health” Checkups
Court Forms
Document Assembly

70. Benefits Calculators
Contract Constructiomn
Online Intake
Eligibility Check
Pre Court Checklists
Compliance
Triage
Legal “Health” Checkups
Court Forms
Document Assembly

71. Legal
Education Technology
Law
Practice
Access to
Justice

72. Law
Practice
Increasingly Automated, Modular,
Systematized, Mobile, Re-entrant
and Online

73. Legal
Education Technology
Law
Practice
Access to
Justice

74. Legal
Education Technology
Law
Practice
Access to
Justice

75. Three Challenges
•Access to Justice Gap
•Experiential Learning
•Practice Ready Graduates

76. Three Challenges
•Access to Justice Gap
•Experiential Learning
•Practice Ready Graduates

77.  Sign up for an account and look around
 A little “under construction”, so pardon our dust
 Road Map
.orgwww.
 Hosted A2J Guided Interviews for clinics/law schools
 Packaged simulations for variety of courses
 Mobile friendly (built in)
 Document Assembly tool (simple)
 Free training, support for “a2j minded” solos, firms & non-profits
Jessica@cali.org

78. Links to A2J Course Resources
Here is the link to the A2J Author web community: http://www.a2jauthor.org
Here is the link to CALI's A2J Clinic Project: http://a2jclinic.classcaster.net/
Here is the link to the A2J YouTube channel: http://www.youtube.com/a2jauthor
Here is the link to the A2J Clinic Project Library:
http://a2jcliniclibrary.classcaster.net/
Here is the link to the Chicago-Kent symposium on
Justice, Lawyering and Legal Education in the Digital Age:
http://www.kentlaw.iit.edu/institutes-centers/center-for-access-to-justice-and-
technology/2013-law-review-symposium

79. John Mayer
Executive Director
CALI
jmayer@cali.org
@johnpmayer
Online Document
Automation and Assembly
Tools in Legal Services