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Title: If you joined the conference via telephone, please enter your audio pin if you haven

  • If you joined the conference via telephone,
    please enter your audio pin if you havent
    already. (The image on the right is an example,
    your audio pin will be different)
  • If you joined with a microphone and headset or
    speakers (VoIP), please be sure your device
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  • If your mic headset is not working, please try
    unplugging and re-plugging in your device.
  • We will begin promptly at the top of the hour.

ED111 Creative Uses of Technology in Poverty
  • October 31st, 2008

Todays Moderator
  • Jeff Narabrook, NTAP Training Coordinator
  • Kathleen Brockel, Executive Director
  • Gene Donney, Project Coordinator

Todays Panelists
  • Carol Garner Law Access New Mexico
  • Ken Penokie Legal Services Northern Michigan
  • Rebecca Miller Georgia Legal Services
  • William Guyton Alabama Legal Aid
  • Mary Neal Illinois Legal Aid Online
  • Matthew Burnett Pro Bono Net Immigration
    Advocates Network

Todays training
  • is being recorded
  • will be archived on our website
  • Registered attendees will receive an email
  • with a link to this information once it has
  • been posted

Please, let us know your questions and comments
during the training
  • Maximize/minimize your screen with the chevron
  • Telephone participants need to enter their audio
  • Raise your hand

Ensuring we can hear you
  • Use Mic Speakers users should make sure the
    microphone volume is turned up.
  • You can always switch to telephone at anytime in
    the training.
  • Ensure that you have not muted yourself

Carol Garner Law Access New Mexico
  • Kinship-Guardianship HotDocs project

Carol Garner
  • Carol Garner lives in Albuquerque works at Law
    Access New Mexico, a stand-alone telephone legal
    helpline. She is a unit supervisor of the
    Domestic Relations/Guardianship, Public Benefits
    Intake Screening units and coordinates program
    technology.  She has provided legal services
    nationally and internationally to low-income
    populations both as a paralegal and an attorney,
    on the Navajo Reservation, in Durban, South
    Africa, and in Houston, TX, Cleveland, OH, and
    Rochester, NY.  Carol received her J.D. from Case
    Western Reserve University School of Law and her
    B.A. from Rice University, Houston, TX. 

Background of Project
  • Law Access New Mexico has been the primary
    HotDocs template developer for legal service
    providers in New Mexico.
  • In 2006, through a sub-contract with Pegasus
    Legal Services for Children, a set of special
    pleadings were developed to aid attorneys (
    self-represented litigants) in filing petitions
    seeking child guardianships.

Background of Project
  • Capstone Practice was contracted to develop the
  • The templates were uploaded to NPADO for use by
    Pegasus attorneys in representation cases and by
    Law Access attorneys for self-represented
    assistance. Law Access attorneys have been
    successfully using the templates Pegasus
    attorneys have not utilized the templates as much
    as was hoped

Carol Garner New Mexico
Carol Garner New Mexico
  • Instructions were provided regarding utilization
    of the templates on the NPADO server
  • Register yourself or your agency for an Advocate
  • The links are not set up for use by public, so
    you must have an account.
  • Go to http//npado.org
  • (you must use Internet Explorer for now the site
    does not work in Firefox unless you have the IE
    Tab plug in)
  • You can "save answers" to come back later.
  • Before beginning, you should create faithfully
    follow a naming protocol for 'saved answers', so
    that you can both (1) retrieve them for further
    work, and (2) share them with other advocates or
    tech support for trouble shooting.
  • Use the following links to access the online
    interviews to create pleadings.
  • (Note most of these are currently set up with
    Law Access letterhead our versions of
    instructions future revisions will provide more
    generic options)
  • The following link allows creation of
    attorney-representation pleadings
  • Kinship-Guardianship Petition for attorneys
  • https//npado.org/login_form?template_idtemplate.

Carol Garner New Mexico
  • But the lack of familiarity by Pegasus staff with
    the HotDocs program and NPADO services has
    delayed the maximum utilization of the templates.
  • Such hesitancy clearly underscores the need to
    allocate time and services for training and
    support and to insist that they use the support

Carol Garner New Mexico
  • To the extent possible, success comes best when
  • (1) "force" use of the technology, but also
  • (2) provide support and patience for as long as
    necessary, and
  • (3) remember that while our staff may be 'forced'
    to use technology, they may not be avid embracers
    and the patience required may never go away,
    staff may always need nurturing hand-holding

Carol Garner New Mexico
  • Attitude should be
  • "Yes of course I can help you, and I don't mind
    how many times I have to show you how to manage
    the system, because I know it can be confusing to
    learn something new .
  • Attitude should not be
  • "OK, I'll show you again, but I've already shown
    you this how many times and I dont understand
    why you can't remember what I've already shown

  • Raise your hand, please!

Ken Penokie Legal Services Northern Michigan
  • Internet Representation Project

Ken Penokie
  • Ken is a lifelong 3rd generation Yooper. He
    started with Legal Services of Northern Michigan
    in 1979 as a staff attorney, becoming Deputy
    Director in 1992 and Director in 2001. Ken
    purchased the 2nd and 3rd computers LSNM ever
    owned (Tandy Model 3 and 4) and is the computer
    responsible person by default because LSNM, in
    Kens words, cannot support a real tech person.

Internet Representation Project
  • Raise your hand, please!

Rebecca Miller Georgia Legal Services
  • Litigation Document Management System

Rebecca Miller
  • Rebecca Miller graduated from NYU law school in
    2003, clerked for Chief Judge Consuelo Marshall
    in the Central District of California, and is now
    a senior staff attorney in the Farmworker
    Division of Georgia Legal Services.  At the
    Farmworker Division, Rebecca primarily litigates
    employment claims in federal court for violations
    of the Fair Labor Standards Act, Agricultural
    Worker Protection Act, and temporary agricultural
    guestworkers employment contracts.  The
    Divisions typical case is a document intensive
    wage and hour suit brought as FLSA collective
    actions on behalf of 20-80 workers.

The problem
  • Document intensive wage and hour litigation on
    behalf of 20-80 plaintiffs
  • No efficient and consistent way to catalog
    documents received in discovery
  • No efficient and consistent way to tag or code
    documents for later use in the case (which caused
    need to re-review documents before motions and

The problem
  • Document review tags and observations not
  • Document organization set up differently
    depending on staff member
  • Loss of institutional memory about what documents
    we have when staff member leaves
  • Excessive staff time spent collecting documents
    from clients after infield intake meetings

Solutions offered by document management system
  • Searchable format
  • Uniform organizational system
  • Code documents according to use in case (by
    issue) for easy use in motions and depositions
  • Allows staff to build off each others

Solutions offered by document management system
  • Searchable, uniform format minimizes loss of
    institutional memory when staff member leaves
  • Paralegals can do more document review
  • Use of scanner in field allows for instant
    capture of client documents into format that can
    be merged with electronic documents back in

  • Raise your hand, please!

William guyton Alabama Legal Aid
  • Increasing Call Center Capacity with Pro Bono

William Gutyon
  • William Guyton Jr. has served as network engineer
    and systems administrator in a variety of
    corporate settings where he was responsible for
    all aspects of company-wide networked systems
    from design and planning to budgeting and
    security as well as managing vendor relationships
    for voice, data, equipment, software and
    services.  Mr. Guyton has been with Legal
    Services Alabama since February 28, 2005, first
    serving as LSAs Technology Planner and then as
    IT Manager.  While at LSA, he has implemented a
    call center that is now entering a new stage of

Call Center
  • Raise your hand, please!

Mary Neal, Illinois Legal Aid Online
  • Integrating CMSs with the NPADO

Mary Neal
  • Mary K. Neal is Automated Documents Manager for
    Illinois Legal Aid Online.  She is a recent
    graduate of Chicago-Kent College of Law, where
    she was Executive Editor of the schools A2J
    Student Editorial Board and President of the
    International Law Moot Court Honor Society.  She
    worked for the Center for Access to Justice and
    Technology and at the Illinois Human Rights
    Commission while in Law School.   Prior to law
    school, Ms. Neal worked at the Institute of
    International Education in Washington, DC.  There
    she planned international exchange programs and
    also coordinated the development of a
    departmental database and document automation

Need for Project
  • Legal Aid Organizations use Case Management
    Systems (CMSs) to better track clients, cases,
    and outcomes.
  • Attorney-oriented automated documents on NPADO
    can save attorneys time and allow them to serve
    more clients.
  • There is up to 40 overlap between information in
    a CMS on a given case, and the information
    required for a related automated document.
  • Currently, despite the overlap, attorney must
    enter all of this information twice once in the
    CMS, once on NPADO.

Project Goals (1 of 2)
  • Create Standard Variables for ease of
    transferring data from a CMS to NPADO.
  • Enhance NPADO so that it can
  • receive input from CMS
  • recognize the problem codes used for web-based
    legal content
  • verify which servers are allowed to send data

Project Goals (2 of 2)
  • Modify Legal Server so that it
  • uses the same standard variables as NPADO
  • can export data to NPADO in a usable format
  • allows users to seamlessly access automated
  • Test and Evaluate the system created
  • by project team
  • by pilot user group in Illinois
  • Create Project Documentation so that other states
    may make use of the infrastructure put in place

Parties Involved
  • Legal Assistance Foundation of Chicago TIG
    Grantee, also currently involved in planning
    version of Legal Server to be used in project.
  • Pro Bono Net Contracted by LAF to make
    necessary enhancements to NPADO, provide user
    support during pilot phase.
  • PS Technologies, Inc Contracted by LAF to add
    necessary enhancements to Legal Server
  • Illinois Legal Aid Online Contracted by LAF to
    manage the project, develop standard variables,
    test and implement.


Legal Server Screen shot case details
Example Screenshot
How Does It Work?
2. From within Legal Server, chose an Automated
Document on NPADO.
  1. Fill out case information in Legal Server

3. NPADO uses info from Legal Server to
pre-fill many fields in the automated document,
you fill out the rest in HotDocs.
4. Download finished documents to your machine -
where you can save and print them
More About the Server
  • Formally named National Public Automated
    Documents Online Server, or NPADO
  • Legal Services Corporation-funded resource
  • Used by legal aid organizations across the
  • Contains all of the back end document assembly

  • Raise your hand, please!

Matthew Burnett, Pro Bono Net and Immigration
Advocates Network
  • Online Multimedia and Social Networking

Matthew Burnett
  • Matthew joined Pro Bono Net in August 2005,
    originally as a Law Help Circuit Rider and now as
    the Coordinator of the national Immigration
    Advocates Network. Matthew earned his B.A. cum
    laude from the University of Washington and his
    J.D. cum laude from Seattle University School of
    Law. He has worked representing asylum seekers at
    the East Bay Sanctuary in Berkeley, California
    and the Northwest Immigrant Rights Project in
    Seattle, Washington. He has also worked with the
    Gender Research and Advocacy Project at the Legal
    Assistance Centre in Windhoek, Namibia, and
    served as law clerk to Justice Z.M. Yacoob of the
    Constitutional Court of South Africa.

Online Multimedia Immigration Advocates Network
  • Objectives
  • Create content thats informative and engaging
  • Expose members to the experts/leaders in the
  • Quickly address emerging issues/changes in the
  • Simplify complex legal issues in a clear,
    accessible format
  • Build a resource that delivers all of the above
    to advocates regardless of their programs size,
    location, or resources
  • Benefits
  • Low cost, high impact
  • Web-based, accessible 24/7
  • Minimal time investment
  • Publish instantly
  • Tools
  • Podcasting
  • Video/Webcasting
  • Webinars (live and recorded)
  • Screencasting

Social Networking Immigration Advocates Network
  • Objectives
  • Enhance communications and coordination among IAN
    members and within the immigrants rights
  • Increase access to information and improve
    information sharing on immigration law and policy
  • Facilitate increased collaboration among
    immigrants rights organizations
  • Build broader support for the work that the
    Immigration Advocates Network, its partners and
    members are engaged in
  • Benefits
  • Facilitates more meaningful social interaction
    among members
  • Creates robust communications channels between
    IAN, our partners and our members
  • Gets information out quickly, to a lot of people
  • Low-cost, high impact
  • Increase traffic, rankings, etc.
  • Tools
  • LinkedIn (members only)
  • Facebook
  • Twitter

Tools and Resources
  • Software/Tools
  • Audacity (podcast recording)
  • Dynametric Telephone Transmit Patch (phone
    recording for podcasts and webinars)
  • Microphone (podcasting/video)
  • Video Camera (video/webcasts)
  • GotoWebinar (webinar hosting)
  • Camtasia Studio (webinars, podcasts and
  • Accounts on Facebook, LinkedIn and Twitter (plus
  • Resources
  • Beths Blog http//beth.typepad.com/
  • Chris Brogan http//www.chrisbrogan.com/
  • We Are Media http//www.wearemedia.org/
  • Techno.la
  • http//techno.la
  • http//www.lsntap.org/
  • SWEB
  • http//www.probono.net/statewebsites/
  • Email mburnett_at_probono.net
  • Twitter mjburnett, technola, immadvocates

  • Raise your hand, please!

Thanks for joining us!
  • A special thank-you to all our panelists for
    sharing their work!
  • NTAP sends post-training surveys to all
    participants please let us know how were doing.
  • For more information about NTAP, visit
  • Questions? jeff_at_lsntap.org
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