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![Page 1: Utilizing Document Automation Software on a Legal Hotline Lizzie L. Johnson, Esquire Community Legal Services of Mid-Florida, Inc. 315 Magnolia Avenue.](https://reader035.fdocuments.us/reader035/viewer/2022080917/56649efb5503460f94c0e053/html5/thumbnails/1.jpg)
Utilizing Document Automation Software on a Legal Hotline
Lizzie L. Johnson, EsquireCommunity Legal Services of Mid-Florida, Inc.
315 Magnolia AvenueSanford, Florida 32771
[email protected](407) 322-8983
![Page 2: Utilizing Document Automation Software on a Legal Hotline Lizzie L. Johnson, Esquire Community Legal Services of Mid-Florida, Inc. 315 Magnolia Avenue.](https://reader035.fdocuments.us/reader035/viewer/2022080917/56649efb5503460f94c0e053/html5/thumbnails/2.jpg)
An Overview of Community Legal Services of Mid-Florida Legal Advice Helpline:
Covers 11 counties
Serves a diverse population
Provides centralized intake as well as Legal Advice.
Multiple portals for clients to submit an application: At any local office By telephone Online (we have an online intake system)
![Page 3: Utilizing Document Automation Software on a Legal Hotline Lizzie L. Johnson, Esquire Community Legal Services of Mid-Florida, Inc. 315 Magnolia Avenue.](https://reader035.fdocuments.us/reader035/viewer/2022080917/56649efb5503460f94c0e053/html5/thumbnails/3.jpg)
Before producing Pro Se Documents via Document Automation Software
The attorney should Speak to the client Assess the merit of the client’s claims and
defenses Provide legal advice Consider the pro se client’s ability to draft the pro
se pleadings (or complete a pro se form) Use document automation technology to draft
pro se forms
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What is HotDocs?
Document assembly program such as ProDocs or TurboTax
Client interview questions
Produces the necessary forms and related forms
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An overview of our HotDocs
Simple Demo
Using Document Automation
to Develop A Client Letter
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![Page 7: Utilizing Document Automation Software on a Legal Hotline Lizzie L. Johnson, Esquire Community Legal Services of Mid-Florida, Inc. 315 Magnolia Avenue.](https://reader035.fdocuments.us/reader035/viewer/2022080917/56649efb5503460f94c0e053/html5/thumbnails/7.jpg)
![Page 8: Utilizing Document Automation Software on a Legal Hotline Lizzie L. Johnson, Esquire Community Legal Services of Mid-Florida, Inc. 315 Magnolia Avenue.](https://reader035.fdocuments.us/reader035/viewer/2022080917/56649efb5503460f94c0e053/html5/thumbnails/8.jpg)
![Page 9: Utilizing Document Automation Software on a Legal Hotline Lizzie L. Johnson, Esquire Community Legal Services of Mid-Florida, Inc. 315 Magnolia Avenue.](https://reader035.fdocuments.us/reader035/viewer/2022080917/56649efb5503460f94c0e053/html5/thumbnails/9.jpg)
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The Benefits of Using Document Automation to Assist Pro Se Clients
1. Saves time
2. Consistency
3. All blanks are filled in
4. No privacy breach
5. Related forms can be produced quickly based on the original client interview answers
6. Templates can be updated for all users in several minutes.
![Page 11: Utilizing Document Automation Software on a Legal Hotline Lizzie L. Johnson, Esquire Community Legal Services of Mid-Florida, Inc. 315 Magnolia Avenue.](https://reader035.fdocuments.us/reader035/viewer/2022080917/56649efb5503460f94c0e053/html5/thumbnails/11.jpg)
The Challenges of Using Document Automation to Assist Pro Se Clients
Fear of attorneys using something new or unfamiliar. You must maintain and update forms as the laws
change. Some attorneys prefer to use their own forms.
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Practice Tips . . .
If possible, have the client pick up the completed pro se forms in a local office
Have access to HotDocs to revise the documents during the client call
Suggest that the client write the information down on a piece of paper.