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  • Panelists:
  • Talley Wells, Disability Integration Project Director, Atlanta Legal Aid Society
  • Tony Lu, Citizenship Works Project Coordinator, Pro Bono Net
  • Kim Marshall, Content Developer and Project Manager, Arkansas Legal Services Partnership
  • Jessie Posilkin, Training and Implementation Specialist, Legal Services Corporation
  • Moderator:
  • Xander Karsten, LawHelp Program Coordinator, Pro Bono Net


A perennial favorite, join us as we present 50 new technology tips! From new tools to new hacks, start the school season off right with this fast-paced session.  Pulling from a broad range of presenters -- from technologists, website administrators, attorneys, to tips from the community -- the hour will fly by!
photo by ilovebutter | CC BY 2.0

 LawHelp Interactive, with Funding from an LSC Technology Initiative Grant (TIG), is launching its first online developer training course for the online legal services and court document assembly community. Class begins on Tuesday, September 9th at 12 noon ET (9 am PT).

The class is a five week series from September 9th-October 7th. Each session is two hours long and will teach basic A2J Author and HotDocs skills aimed at teaching legal aid advocates how to create online forms through LawHelp Interactive. The series will be recorded and in November, Pro Bono Net will release the recordings for those who were not able to attend the series


Presenters for the series:

Jessica Bolack Frank from A2J Author
Marc Lauritsen of Capstone Practice
Bart Earle also from Capstone Practice
Mirenda Watkins and Claudia Johnson from Pro Bono Net

The 5-week (optional 7 week) class is at capacity, but auditors and watchers can join for the full set of sessions or individual sessions. Auditors will have access to all of the materials that registered students have and will be able to join the webinars and listen in.  To join the series you must complete a quick sign-up, and you will receive a Go to Meeting link and a calendar reminder! The link will allow you to log into all of the class sessions.

If you are a member of Law Help Interactive you are able to access the course syllabus/lesson plans. I’m currently under review so I cannot elaborate, but if you are curious and you are not a member, you can either sign up or contact Mirenda Watkins,, for more information on participating as an auditor/watcher.

If you audit, LHI recommends that you obtain copies of A2J Author 5.0 and HotDocs Developer 11 so you can follow the trainings. Students and auditors are encouraged to go through HotDocs Developer Tutorial Chapter 1, lessons 1 – 4 in order to maximize experience.

**The A2J Author sessions will be in A2J Author 5.0. Please note you cannot currently upload A2J 5.0 interviews onto the LHI server. The LHI and A2J Author teams are working together and will share a timeline on when A2J 5.0 Author interviews will be available on the LHI server in the coming months. If you want to learn how to create A2J Author 4.0 forms for testing and practice until A2J Author and LHI complete the upload functionality of A2J Author 5.0 content, please feel free to view these tutorials.

Please note that you only need to sign up once for the full series. Please reach out to Mirenda at or Claudia Johnson at  if you have any questions about auditing the course.

More information is available at Pro Bono Net’s training website

photo by Jambi Ekspres |CC BY 2.0


OneNote is Microsoft’s best new organizational and collaborative tool, and it can be used across multiple platforms. If you aren’t using OneNote yet, you should learn how it can be one of the most useful tools Microsoft has to offer. On September, 9th, LSNTAP will be hosting a OneNote Webinar with Sandy Rylander who also led the Outlook Webinar a couple of weeks ago.


I recently started using OneNote, and I absolutely agree that it is one of Microsoft’s most useful tools! I guess Sandy’s 5 minute intro at the end of the Outlook training convinced me. It is awesome! I am so much more organized, and it is so easy! I downloaded an app for my phone, tablet, and a Chrome tool that allows me to “Clip” web pages from Chrome directly to my notebook! The best part is that all the information syncs instantly, so I can find anything in one convenient location across all of my devices. Just in case you didn’t notice my excessive use of exclamation points, I am so excited for the OneNote training!



photo by Carl Lacey / CC BY 2.0


Here is an introduction to the OneNote 101 Course

by Sandy Rylander of Rylander Consulting:

Imagine a central location for all information.  A place where you can easily store data for your next business trip, collaborate with your team on work projects, keep notes about meetings and projects as well as integrate tasks with Outlook.  OneNote is this place.  Microsoft has completely integrated OneNote with the MS Office Suite and Internet Explorer.  If I am doing research for a business trip using Internet Explorer and I want to compare various airline prices and schedules, I simply select the flights I want to compare, right click and send them to OneNote.  Once I book a flight and a car and receive confirmation notices in my Outlook email I send them to OneNote using the OneNote tool in Outlook.  I do the same for any research on restaurants and activities in the area.  I have all my notes in one location and I can access them all on my smart phone using the OneNote app!

This is just one example of how I use OneNote.  I have notebooks professionally for business opportunities, client projects, tasks, technical notes, and receipts.  In addition, I have notebooks personally for vacations, recipes, and investments, etc.  This tool is not only great for keeping all information in one location; it makes all that information easy to search.  Before OneNote it would take me forever to find all the information I needed, now I have one place to search for everything.


The One Place You Will Look

Have you ever put your keys down and had a hard time finding them?  Or taken a note on a sheet of paper and misplaced it?  Or maybe you are extremely organized and the only problem is that you don’t know which of your folders or notebooks you used to take your notes.  If any of these sounds like you, then you will love OneNote.  OneNote is a digital notebook that becomes the one place you will look to find information on anything and can be accessed from any computer with an internet connection, or from your phone, iPad, or Kindle Fire which makes it ideal for accessing notes anywhere and anytime.

Organize Everything

OneNote allows you to keep all notes (whether handwritten on a tablet or typed), pictures, screen clips, video, audio, e-mail attachments and drawings in one easy-to-access place and all are searchable.  It is great for projects, meeting notes, research, receipts, photo logs, personal notes, etc.   OneNote helps you stay organized, share information with others and find information quickly.

Create Notebooks & Share

OneNote allows you to create unlimited private and public notebooks which make it ideal for collaboration.  By sharing notebooks with others, you can take and edit notes simultaneously with people in other locations or just keep everyone across work groups, departments, or among family members informed.


Versatile and Easy to Use

One note is an integral part of the Office 2010 suite, or it can be purchased as a standalone product.  You can link information from Excel, Outlook, Word, etc. to OneNote, send or print information from Office programs to OneNote, or attach files to OneNote.  Internet Explorer also lets you select and right click an item to send it to OneNote.


The Northwest Justice Project has just posted four new videos in American Sign Language on NJP’s YouTube Channel.

The first video presents tips for advocates working with Deaf and Deaf-Blind clients and was written by Kristi Cruz in collaboration with Abused Deaf Women's Advocacy Services and the Deaf-Blind Service Center.

ASL narration provided by: Frannie Biderman, Libby Stanley, Angela Theriault, Patty Liang, Allie M. Joiner, Kellie McComas Shapard, Anna Bracilano, Maru Alltop and Kim Fulwiler.

Production Interpreters: Kaden Mack & Elizabeth Rothman

The other three videos cover legal issues frequently encountered issues in the Deaf and Deaf-Blind community, and offer information and additional resources:

Filing an ADA Complaint: A Video in ASL

SSDI Overpayments: A Video in ASL

Your Rights Under the IDEA: A Video in ASL

These three videos were written by Kristi Cruz. ASL Narration was provided by Shawn Broderick and Rhonda Cochran. 

Videography and English narration and Closed-Captioning for all four videos provided by Daniel Ediger.

Funding for the project was provided by an LSC Technology Initiative Grant (TIG)


The training is helpful for those considering online intake projects, or for groups already doing online intake who are looking for examples/ideas of how other groups are maximizing the potential of online intake and its fruits. Attendees are strongly encouraged to review prior online intake presentations available as background, but not required.


Bob Aubin, Paralegal and Self-Employed Developer
Breckie Hayes-Snow, Deputy Director, Legal Advice & Referral Center
Joan Kleinberg, Director of CLEAR/Private Bar Development, Northwest Justice Project 
Ed Marks, Executive Director, New Mexico Legal Aid


Claudia Johnson, LawHelp Interactive, Program Manager, Pro Bono Net


  • 2 examples in the community
  • Technology (specifics of online intake applications
  • Data sharing/outcomes

Why Intake?

Intake is one of the most time and resource consuming area a legal nonprofit deals with.

  • Often time 10% or more of a budget
  • Look to see if your  intake process can be made more effective
  • Getting intake right is important.
  • It helps define the types of cases that you litigate

Online Intake

  • No ABA standards, but new model rules do have provisions under the competency standard
  • LSC has requirements of human verification of eligibility

Factors for online intake:

  • Are the case acceptance guidelines stable?
  • Is there a solid understanding of which cases get accepted by problem type?
  • Is there a strong IT team?

Northwest Justice Project: Online Intake

Washington State

Presenter: Joan Kleinberg

The process of development

  1. Articulate your goals
    1. At NJP: make sure people with time sensitive issues get through (ie: housing)
    2. Triage: get people not to call and provide resources to those we cannot help
    3. Provide resources
  2. Develop the logic model (branching logic that takes user to questions depending on previous questions and answers)
    1. Chase each question and answer out to a conclusion
    2. You have to be systematic
    3. Excel is your friend
  3. The user interface (user's experience)
    1. Break it down to simple questions (very challenging)
    2. NJP used A2J interface
    3. Use plain language
    4. Anticipate user questions
    5. Test questions for ambiguity

Policy Decisions:

  • What info are you comfortable gathering online?
  • How will you make allowances for incorrect info?
  • How will you handle LSC requirements to notify all applicants of grievance process?

Demographics-online applicants are:

  • 50% whiter
  • much younger
  • significantly more female
  • about the same income distribution


  • define your goals up front
  • be prepared for higher volume of intakes
  • add a user survey.
  • make sure staff understands how it works
  • go through outreach materials
  • branch logic and structuring questions is a long difficult process
Legal Advice and Referral Center- Online Intake
New Hampshire

General Timeline

  • 8 Legal Advice 7 Referral Center 3/96-today
  • September 2009 telephone system crash—total failure
  • Online intake implemented to provide access
  • 2012 intake integration with NHLA
  • Small grant from New Hampshire Charitable Foundation to fund new system
  • Collaboration to create LARCOI- launced in March 2013
  • NHBar Pro Bono Program adopts LegalServer in summer of 2013

Ongoing Projects

  • Integration of intake among all 3 New Hampshire programs
  • Direct transfer of cases from LARCOI to LARC, NHLS, and NHBar
  • Creation of additional application
    • Bankruptcy
    • Criminal annulment
    • Domestic violence


  • Intake program is through LegalServer
  • Low cost/relatively quick (5 months)
  • It is a standalone case management system
  • Allows for intake and referral among 3 NH programs
  • Can do conflict searches before importing file
  • Allows form responses
  • Number of applications they were able to process DOUBLED without increase in staff
A2J Intake: Nuts & Bolts
Presenter: Bob Aubin

Typical A2J Intake Configuration is made up of 3 logical components, each managed/provided by a different vendor or entity

3 Components

Up Front: Web Server

  • In- house or rented/leased from an isp
  • PHP
  • SSL
  • Write permisssions
  • Sendmail

The Middle: A2J

  • A2J interview
  • A2J server Files (flash and PHP)
  • Transformation File (XSLT)

Back End: Case Management System

  • On web server or on a different server
  • If on different server, how to import XML?

Bob Aubin covers:

  • What does XSLT do?
  • What does PHP do?
  • Kemp’s Case Works direct import
  • Intake with no transformation (issues with dates)
  • Things you have to provide to developer
  • Needs and Wants
  • CMS server collocation
New Mexico Data Sharing Project
New Mexico Legal Aid
Presenter: Ed Marks

The data sharing project is a Pika program used by 5 partner agencies. The program takes non-confidential data from agencies participating, and compiles the data by problem type

The program sends trend reports daily, and the organizations can discern trends in the data

  • If there is a spike there is an alert graph
  • If there is a spike in domestic violence or consumer finance the data gives the organizations a chance to figure out if they can respond more effectively
  • Sometimes just ebb and flow, but with more data monitoring the program has a lot of potential to lead to better outcomes  and results for the client
  • Results are reported by organization

Here are the slides from the presentation: