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A few logistics before we start…

LSC Technology Baselines

IntroductionApril 5, 2017

PresentersBrian Rowe - Project Coordinator LSNTAP

Jeff Hogue - Community Relations and Operations LegalServer

Jane RibadeneyraProgram Analyst for Technology, Legal Services Corporation

William Guyton Director of Information & Technology, Legal Aid Services of Oklahoma

Planning

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

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

Staffing

The organization should have at least 2 full-time technology staff orconsultants per 100 FTE staff members

Budgeting1. ongoing maintenance and upgrade of hardware and software;

2. the personnel/consultants necessary to support and maintain thesystem; and

3. training in the use of technology.

Case Managment Systems● Flexible

● Responsive

● Portable

Supervision

1. Calendering2. Document Production3. Timekeeping4. Supervision Data5. Online Research

Electronic RecordsConfidentiality

Document retention

Policies regarding access

Electronic Records

Knowledge Management

Legal Info: Websites Statewide collaboration

Services offered

Legal Info: Social Media

Pro Bono Support

TrainingAssessment

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

Security1. Maintain Backups

2. Update Software

3. Educate Staff

4. Limit Permissions

Electronic RecordsDestruction

BYOD Bring Your Own Device Policies

ImageCC BY AJ LEON

Services

Support

Remote wipe

Maintaining BackupsOne copy is badTwo copies is okThree copies is good

Training

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

Training

Communications

● Create policy for email

● Use collaborative tools

● Have a tool for testing tech issues

Telephone Systems

1. Routing by Language2. TTY or Relay3. Reporting on Busy & Dropped4. After Hours Message5. Consider Online intake

Mobile Devices

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

Administration

CC BY-SA 3.0 NY nyphotographic.com/

Development

CC BY SA Maik Meid

CC BY Steven Depolo

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 Competencehttp://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

● Idealware’s On Demand Tactical Technology Planning Tool http://tacticaltech.idealware.org

THANK YOU FOR ATTENDING TODAY!

youtube.com/user/NTAPvideos

Contact Information

Brian Rowe brianr@nwjustice.org

Google Group groups.google.com/forum/#!forum/lsntap