Nlada2010 final

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Transcript of Nlada2010 final

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Ron StaudtProfessor and Vice President of Law, Business & TechnologyChicago-Kent College of Law

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Petition for a Protection Order

Petition for a Protection Order

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What’s the next step?

Where do I go?Who do I need to

contact?

A2J Author®: Website Guide

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8A2J

Customer DataCM/ECF E-Filing

XML

XML

PDFLEXISNEXIS

A2J Author®: E-Filing Public Interface—US Dist. Court

HotDocs OnLine

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A2J Guided Interview™ for Intake (.a2j files)

Interview Answers

(.anxFile)

XSLTransform

Transformed Answer Files

Case Management System

Answer File Data Now Available For Review in the

Case Management System….

….conflicts check….attorney review

….processing

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How does an

A2J Author®

online intake

interview

work?

Legal Aid of Western Ohio Example

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Interview Answers

(.anxFile)

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XSLTransform

A2J Guided Interview® for Intake (.a2j files)

Transformed Answer Files

Case Management System

Answer File Data in holding area Available For Review in the Case Management System….

….conflicts check….attorney review

….processing

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Online Intake is Growing 10 programs with online intake projects

35+ programs researching for future online intake projects using A2J Author®

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Benefits to ApplicantsCan apply from any location with a

computer & internet accessSaves remotely located applicants from

travelingAvailable outside of business hours 24/7Shortens application time (est. 15-20 min)Saves time of applying at the wrong legal

aidGet information and referrals

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Benefits to Organizations Unqualified applicants are redirected

without talking to intake worker Potential qualification issues are

highlighted for intake workers to address first

Reduce errors in data recording

*All of these things save intake workers time*

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Planning & Preparation Inception – meet with project stakeholders, identify roles, review

budget, review other program’s intake interview, determine goals & restrictions

Elaboration – draft online intake script (in word processor), rounds of review with stakeholders

Construction A2J Guided Interview – using script draft questions and logic in A2J

Author Interview Testing & Review – can still easily make changes at this point XSL Transform Development & Testing

Implementation Staff Training – train intake workers to process online applications Go Live – success!

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John MayerExecutive [email protected]

www.cali.org

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850 web-based tutorials FREE to Legal Aid Organizations

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A2J Author

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Typical A2J Interview on LawHelpInteractive.org Setup

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Typical A2J Interview on LawHelpInteractive.org Setup

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Typical A2J Interview on LawHelpInteractive.org Setup

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Typical A2J Interview on LawHelpInteractive.org Setup

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Typical A2J Interview on LawHelpInteractive.org Setup

.html/.asp/.php

Javascript variables

+Link to

A2Jviewer.swf

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Typical A2J Interview on LawHelpInteractive.org Setup

.html/.asp/.php

Javascript variables

+Link to

A2Jviewer.swf

A2J related files

A2JViewer.swf+

Avatar images

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Typical A2J Interview on LawHelpInteractive.org Setup

.html/.asp/.php

Javascript variables

+Link to

A2Jviewer.swf

A2J related files

A2JViewer.swf+

Avatar images

Something to “catch” the data

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Typical A2J Interview on LawHelpInteractive.org Setup

.html/.asp/.php

Javascript variables

+Link to

A2Jviewer.swf

A2J related files

A2JViewer.swf+

Avatar images

Something to “catch” the data

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Typical A2J Interview on LawHelpInteractive.org Setup

Something to “catch” the data

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Typical A2J Interview on LawHelpInteractive.org Setup

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Typical A2J Interview on LawHelpInteractive.org Setup

.html/.asp/.php

Javascript variables

+Link to

A2Jviewer.swf

A2J related files

A2JViewer.swf+

Avatar images

Something to “catch” the data

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A2J Interview on YOUR WEBSITE

.html/.asp/.php

Javascript variables

+Link to

A2Jviewer.swf

A2J related files

A2JViewer.swf+

Avatar images

Something to “catch” the data

Your Website

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Typical A2J Interview on LawHelpInteractive.org Setup

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Your Website

.XSLT

A2J Interview on YOUR WEBSITE

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Your Website

.XSLT

Your CMS

A2J Interview on YOUR WEBSITE

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A2J Guided Interview™ for Intake (.a2j files)

Interview Answers

(.anxFile)

XSLTransform

Transformed Answer Files

Case Management System

Answer File Data Now Available For Review in the Case Management

System….….conflicts check….attorney review

….processing

A2J Author® Online Intake Interface

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A2J Guided Interview™ for Intake (.a2j files)

Interview Answers

(.anxFile)

XSLTransform

Transformed Answer Files

Case Management System

Answer File Data Now Available For Review in the Case Management

System….….conflicts check….attorney review

….processing

A2J Author® Online Intake Interface

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A2J Guided Interview™ for Intake (.a2j files)

Interview Answers

(.anxFile)

XSLTransform

Transformed Answer Files

Case Management System

Answer File Data Now Available For Review in the Case Management

System….….conflicts check….attorney review

….processing

A2J Author® Online Intake Interface

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<ClientIdentification> <ClientIdentifier>1</ClientIdentifier> <PersonInformation PersonID="4" PersonIDRef="Client1"> <PersonName> <NamePrefix></NamePrefix> <FirstName>Harry</FirstName> <MiddleName>Fred</MiddleName> <LastName>Client1</LastName> <NameSuffix>Jr.</NameSuffix> <FullName>Happy Freakn Client1</FullName> </PersonName> <Address> <AddressLine>192 Harrisburg Ln.</AddressLine> <AddressLine>Suite 213</AddressLine> <City>Cleveland</City> <County>Cuyahoga</County> <State>OH</State> <PostalCode>44139</PostalCode> <Country>USA</Country> <FullAddress>192 Harrisburg Ln. Suite 213 Cleveland, OH 44139</FullAddress> </Address> <Telephone> <TelephonePrefix> <AreaCode>216</AreaCode> </TelephonePrefix> <TelephoneNumber>229-9999</TelephoneNumber> <FullTelephone>216-229-9999</FullTelephone> </Telephone>

http://lsntap.org/LSXML

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A2J Guided Interview™ for Intake (.a2j files)

Interview Answers

(.anxFile)

XSLTransform

Transformed Answer Files

Case Management System

Answer File Data Now Available For Review in the Case Management

System….….conflicts check….attorney review

….processing

Does Not Have to be XML!!

-HTML-Comma delimited-CSV-Plain ole’ text-SQL INSERTs-etc, etc.

A2J Author® Online Intake

Interface

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A2J Guided Interview™ for Intake (.a2j files)

Interview Answers

(.anxFile)

XSLTransform

Transformed Answer Files

Case Management System

Answer File Data Now Available For Review in the Case Management

System….….conflicts check….attorney review

….processing

A2J Author® Online Intake Interface

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<xsl:element name="ClientIntake"><xsl:element name="ClientIdentification">

<xsl:element name="ClientIdentifier"><xsl:text></xsl:text>

</xsl:element>

<xsl:element name="PersonInformation"><xsl:variable name="userfirstname"

select="//Answer[@name='User First Name TE']"/><xsl:variable name="usermiddlename"

select="//Answer[@name='User Middle Name TE']"/>

<xsl:variable name="userlastname" select="//Answer[@name='User Last Name TE']"/>

<xsl:element name="PersonName"><xsl:element

name="NamePrefix"></xsl:element><xsl:element name="FirstName">

<xsl:value-of select="$userfirstname"/>

</xsl:element><xsl:element

name="MiddleName"> <xsl:value-of

select="$usermiddlename"/></xsl:element><xsl:element name="LastName">

<xsl:value-of select="$userlastname"/>

</xsl:element>

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A2J Guided Interview™ for Intake (.a2j files)

Interview Answers

(.anxFile)

XSLTransform

Transformed Answer Files

Case Management System

Answer File Data Now Available For Review in the Case Management

System….….conflicts check….attorney review

….processing

Every transform is unique to ...

-The interview-The destination database

A2J Author® Online Intake

Interface

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http://cityroom.blogs.nytimes.com/2009/07/12/the-form-that-lets-you-say-more-forms-please/

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Linking interviews could facilitate customer based coordination across systems of justice Legal Aid Agencies Courts Criminal Defense- public defender Administrative Agencies

▪ The new frontier!

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Legal Assistance Foundation of Chicago: TIG Grantee, currently using Legal Server CMS.

Pro Bono Net: Non-profit administrator of LawHelp Interactive server.

PS Technologies, Inc: Creator and vendor of Legal Server CMS.

Illinois Legal Aid Online: Automated Documents provider for Legal Aid attorneys in Illinois, contracted to manage project.

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Legal Aid attorneys now enter client and case information into Case Management Systems (CMSs) for efficient case management and reporting.

Attorneys can efficiently draft pleadings and forms using automated documents on LawHelp Interactive (LHI), and serve more clients.

For any case, up to 40% of the information that is needed to complete documents on LHI is already contained in the CMS.

Currently, attorney must enter this information twice– once in the CMS, once on LHI—which is inefficient.

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Functional improvements to LHI:• XML output of template information• Ability to accept XML input of HotDocs answer

files, user authentication Functional improvements to Legal Server:

• Ability to read XML input of template information• XML output of HotDocs answer files

Standards and documentation for Document Assembly Nationwide:• Standard Variable list• Documentation of how system was developed,

how other agencies can replicate project and use the system

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1. Fill out case information in Legal Server

2. From within Legal Server, chose an Automated Document on LHI.

3. LHI uses info from Legal Server to “pre-fill” many fields in the automated document, you fill out the rest in HotDocs.

4. Download finished documentsto your machine - where you cansave and print them

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Linking interviews could facilitate efficient data transfer to other service and administrative agencies

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A2J Guided Interviews on the Web

PD’sOffic

e

Legal Aid

StatewideWebsite

Human Service

s

Administrative Tribunal

Courts