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Top Ten Technologies Every Executive Director Should Know About March 16, 2007 Presenters: Gabrielle Hammond, NTAP Gwen Daniels, Illinois Legal Aid March 16, 2007 #10: Poverty Law Survey Tool Sign Up: http://survey.lstech.org More info: http://lsntap.org/techlibrary Power of Surveys Tool to return to “Community Lawyering” Instant feedback for management, organizational development, fundraising, technology evaluation, services evaluation, and priority setting More accurate than web tracking forms Power of Online Surveys Cheap, Relatively Easy, Fast Lots of features -- Create surveys where: anyone can respond as many times as they like; only invited persons can respond; a person can only respond only once; in other languages; anonymous surveys are sent in; participants go to a URL or respond to an email; prior surveys can be reused and edited; data is analyzed instantly online or downloaded to a spreadsheet or graph. Examples of Surveys for Poverty Law Technology Evaluation Community Based Priority Setting Outcome Assessment & Satisfaction of Services (Clinics, Hotline, Representation) Fundraising Volunteer Recruitment Staff Input (Retreats, Conferences, Training) Task Force or Committee Planning Rates of Return Depends on WHO you send it to Depends on how long your survey is Depends on how important your survey is to them Depends on incentives for completion Depends on type of survey to complete Name that Rate of Return Assumption 1: To “Strangers” Assumption 2: 10,000 respondents Postcard or Mail Surveys? Telephone Surveys? 2 - 8% 17% Online Surveys? 34% Comparison of Traditional v Online Survey Methods, Web Surveyor Corporation, 2002 Poverty Law Surveys http://survey.lstech.org Poverty Law Surveys Poverty Law Surveys http://survey.lstech.org Poverty Law Surveys http://survey.lstech.org Usable by Non-Techie who is Willing to Learn Sign Up: http://survey.lstech.org More info: http://lsntap.org/techlibrary #9: Wikis Easy-to-use online space for collaboration Perfect for DYNAMIC information Perfect for QUICK information More info: http://lsntap.org/techlibrary What is a wiki? In a single sentence, a wiki is a web site that is created and edited collaboratively. What is a wiki? Users can change, delete, update, and build on the thoughts and ideas of others. Although it is web-based no coding or “technical” knowledge is required. Starting to use a wiki requires a sense of exploration. Analogy: a word-processor used collaboratively, acts as a dynamic repository, retains revisions and allows discussion. Wiki benefits For people new to the idea, the concept of anyone being able to update and change the text of a site seems chaotic. Complex projects (see Wikipedia - an encyclopedia done with a wiki) have proven the value of this tool. Some more wiki facts The way a wiki is set up and the informal rules governing the community of users of that wiki determine its character. In its ideal form, a wiki can be termed as a tool for discourse and self-correction. On one end of the spectrum, you can have totally open, democratic wiki such as Wikipedia and on the other end, you can have a personal, secure notetaking tool accessible only to yourself. However, a big attraction of a wiki is its ability to retain a memory of the changes made to it. Wikis in the Poverty Law Setting Why a wiki? Wikis in action Challenges to getting people to contribute Praise for the wikis Arkansas Legal Services The problem: The pro bono organizations mailed to every pro bono attorney a huge binder of a printed version of the poverty law manual ( a manual w/ 10 sections pretty much following the major categories we deal with nationally such as Landlord/Tenant and Family law....) Cost for mailing and printing was enormous, plus it got out of date pretty quickly since it was focused on the advocate providing a lot of case law. Interim Solution: The manual was then converted to PDF and put on the website. But PDF is bulky and takes a while to load ... Additionally, the website coordinator could not continue to keep it updated – ‘just too much in addition to my other jobs..’ The solution A wiki that will be limited to the pro bono and legal services community with the hopes that the community will edit and update. https://povertylawmanual.wikispaces.com/ Legal Aid of Southeastern Pennsylvania The problem Telephone Intake manual and Staff manual required constant changes to a printed manual. Staff manual---everyone throughout the program had different versions, depending on which updates they had actually kept. Legal Aid of Southeastern Pennsylvania The solution: “I checked out the NTAP info on wikis, and was drawn by the claim that creating a wiki could be as easy as making a peanut butter sandwich. I figured I’d see if that was true, and it was.” Legal Aid of Southeastern Pennsylvania The result: A wiki with: Organizational information Help Line Manual Staff Directory Substantive Law resources Other Resources Michigan Reentry Law Wiki The problem: A printed manual that needed updating and additional information, cost of printing and mailing. Do you see a theme….? Michigan Reentry Law Wiki The solution: An extensive wiki of reentry law resources http://reentry.mplp.org/ree ntry/index.php/Main_Page Michigan Reentry Law Wiki The result: Extensive content, links to other websites, documents uploaded. 20 editors, an editor training…3 contributors. A successful example: FEMA Answers The wiki challenge: Collaboration Biggest barrier is getting multiple people to contribute and edit? Why? Unstructured? Uncomfortable with formatting Fear of “breaking something” Not the “normal” way of doing things The wiki challenge: Collaboration How to overcome that? Plan and startup a basic outline, people often balk at a blank page. Basic formatting training – include hands-on exercises and include a “cheat sheet” Let people know it can’t be broken Ask specific people to contribute specific content – be available to answer questions. Start with something easy Recipe wiki (every adds their favorite recipe) Addressing the challenge Encourage use of the wiki Standard email reply: “That would be a great thing to post to the wiki….” Promote use of the wiki as a resource Acknowledging wiki usage Identify a few key content editors Wait for the paradigm shift Wiki praises The online aspect of manuals in an easily updatable format is worth it (even without multiple contributors). Wiki “admin” praise the fact that it is easy to use without technical know-how. With email volume constantly increasing a wiki provides an alternative to cluttered inboxes. Setting up a wiki: Decisions: Software and Hardware (For more information see: www.lsntap.org/node/1061) Content: Creating a general outline of how you want the navigation to work makes it easier to add information, and to organize it in a user-friendly way. Access – Open, Password protected, Editorial privileges password protected. Editorial Policies Wiki in action…. 1. 2. Open a new browser window on your desktop Go to: http://becky.wiki.lstech.org/index.php/Wiki_Training 3. 4. 5. Click on the edit tab Add content! Remember to “Save Page” #8: RSS Bring News to You The Poverty Law Newspaper -- ONLINE Very easy to use in IE 7 or Mozilla Firefox Available for most news, blogs and info sources Feeds for advocates: http://lsntap.org/node/1758 RSS Terms RSS is a widely used standard for syndicating content across websites Alphabet Soup? Aggregators, Feed Readers, RSS Readers = some application that provides a consolidated view of the content in a single browser display or desktop application. Where are “Feed Aggregators”? GoogleReader, MyYahoo.com, email applications like Outlook 2007 (earlier versions with plugins), Thunderbird, or IE 7 or Firefox RSS in Action RSS in Action RSS for Poverty Law What if we SHARED news sources and could access that easily? … Enter the National RSS Server. You can go to one place to find links and news other advocates think is important. You can add your own. Statewide web sites can use the national RSS server to add feeds to their sites, creating an advocate newspaper and providing free, frequently updated content Any legal aid program with a web site that can produce RSS feeds can use the national RSS server to create javascript code for partner organizations to provide those sites with syndicated information like news, events, and even content links. #7: GIS Mapping Mapping Tells a Story Visually Display Complex Data For Funders For Management For Advocacy LSNC: Mapping for Advocacy GIS Software . ESRI: Supplies ArcIMS software to nonprofits for $100.00 Complicated to learn The GIS National Server Project is ready for Census Data. Support materials completed by May 07. Variables to Map Ethnicity & Race Age Income of Household Urban, Rural, Farming House Ownership or Rent Education Level GIS Mapping National Server Beta Site: http://tnatlas.geog.utk.edu/lasc.htm More Info and Support: http://lsntap.org Next Steps: NTAP develops support materials and posts online. NTAP conducts two trainings for legal aid programs. Work with ESRI to figure out solution to mapping your CMS data concurrently. Receive feedback and make recommendations for adjustments. #6: Document Assembly Sometimes called ... “Document automation” “Computer-aided drafting” Think TurboTax Typically found in ... Word processing applications Case management systems Fillable forms Basic Concepts Templates – model documents Variables – what’s different? Facts, choices Calculations - numbers, dates, texts “Logic” – what goes where? Conditional/optional pieces Repeated sections Interface - questions and guidance “National Public ADO” (Automated Documents Online) LSC Lexis Template providers A2J Pro Bono Net Advisory group The national ADO service Courts Statewide websites Self-help users Clients Advocate users Uses Document focus Word processable documents Graphical forms, PDFs Personalized instructions Interview focus Dynamic questionnaires Intelligent checklists Analytical advisors Eligibility assessment Hotline scripts for call center staff Users Self-helpers (unrepresented) Clients (partially or fully represented) Legal services staff advocates Hotline staff Volunteers, pro bono counsel Law school clinics Other nonprofits HOTDOCS -- How it works .. . An example Can We Make it Prettier or Easier for Someone to Use? alternate front ends Native HotDocs – “out of the box” A2J: Chicago Kent Law School I-CAN!™: Legal Aid Society of Orange County A2J Author: Chicago Kent I-CAN! Legal www.legal-aid.com I-CAN! Legal www.legal-aid.com I-CAN! EIC Speaking of Turbo Tax…. As of March 14, I-CAN! EIC returned: $5.7 million in EITC refunds for low-income $12 million in Federal refunds for low-income Clients complete it on their own Free Web-based I-CAN! EIC Your program promotes and provides support For Program Sign Up: www.icanefile.org/programs For Clients to Use: www.icanefile.org For More Info: www.legal-aid.com I-CAN! EIC How Do You Get Involved? Join NPADO: www.npado.org Contact Legal Aid Society of Orange County for ICAN EIC (www.legal-aid.org) Learn more at www.lsntap.org/techlibrary # 5: Online Intake and Electronic Case Transfer Systems Online intake opens up additional ways to do intake Clients can apply for services via the web site Remote intake workers can use online intake systems to do intake when direct access to the CMS isn't practical Electronic case transfer systems eliminate the need to re-enter information and makes referring cases to partner organizations easier Maine's Online Intake Project The problem: Intake volunteers have a difficult time working with the Volunteer Lawyers Project's case management system. Intake volunteers do intake almost entirely in paper and VLP staff retypes the information into the CMS The solution: Creating Flash-based forms for volunteers to enter information that utilize interview-like screens for both basic intake and also for various substantive topics. These can be imported easily into the Case Mgmt System. Maine VLP Intake Project Volunteers (and clients, through a copy on the VLP website) can fill out the Flash application and submit the data to the VLP web site. When submitted, a file (in XML) is created and VLP staff can import the file directly into their CMS without any re-typing. (XML is programming language that allows easy transferability of documents, regardless of platform.) Links: Basic Intake: http://vlp.org/xforms/flash/primary Divorce: http://www.gwendelyndaniels.com/vlp/divorce.html Web Administration: http://vlp.org/xforms/flash/intakeList Michigan Case Transfer System (CaseQ) The problem: One legal aid organization refers to another partner organization. Both use Pika Case Management System, but the data needs to still be re-entered manually. The solution: Allows different Pika CMS's in the state to transfer cases electronically between themselves. In tech terms: Uses the Legal Services XML Case Management Schema and standard Web services so that it will be able to communicate with other case management systems that also use the schema Michigan CaseQ Transfer Systems Michigan's CaseQ Transfer System Michigan CaseQ Online Intake and CaseQ How Your Program Can Take Advantage of Their Progress: #4: LiveHelp Provides virtual, live assistance for Web site visitors Helps visitors find information Doesn’t provide legal advice Project History Late 2004 – MLSA, ILA and PBN receive TIG January 2005 – Planning begins Summer 2005 – ILA and MLSA soft-launch LiveHelp on Web sites; initial evaluation begins June 2006 – ILA and MLSA fully launch LiveHelp Late 2006 – MLSA, ILA, GSLP, and PBN receive expansion TIG Logistics Use LivePerson – an ASP; have a month to month arrangement Pay per seat - $200 per seat per month Staffed by VISTA volunteers, paralegals, interns, attorneys, and other willing staff members 2006 Usage Montana – 344 “Acts of Help” MontanaLawHelp.org had 38,176 visits and 182,604 page views. Iowa – 247 “Acts of Help” IowaLegalAid.org had 29,450 visits and 111,806 page views. My Impression of LiveHelp Users Most LiveHelp users possess basic computer knowledge (i.e., accessing web pages, instant messaging, etc…) Most LiveHelp users have legal issues that can be addressed using legal services resources: consumer, landlord/tenant, family law, etc… Most LiveHelp users are not already legal services clients. Chat Transcript I INFO: You are now chatting with ‘Navigator' NAVIGATOR: Hello. I can help you find information about the law and legal rights. I can't give you any legal advice or tell you what to do. Do not tell me anything confidential. You and I don't have an attorneyclient relationship. The other side in your case may contact LiveHelp for more information. In that case, we will also give him or her information. Is this okay? VISITOR: yes NAVIGATOR: What can I help you with today? VISITOR: i am looking for the application form on the Web site so I can print it NAVIGATOR: One moment, please. I can get the form for you. You also have the option of applying to Montana Legal Services by telephone. Here's the number: 1-800-666-6124 Application Link The above link will take you to the application. Can I help you with anything else? VISITOR: no thanks Taking Chats – The Down Side Inconsistent: MontanaLawHelp.org averages about 1 LiveHelp chat per hour. Unpredictable: Users ask unpredictable questions and expect immediate answers. Frustrating: There is a temptation to give legal advice or delve deeper into the facts to identify the legal issue. Chat Transcript II INFO: You are now chatting with ‘Navigator‘ VISITOR: Hello NAVIGATOR: Hello. I can help you find information about the law and legal rights. I can't give you any legal advice or tell you what to do. Do not tell me anything confidential. You and I don't have an attorneyclient relationship. The other side in your case may contact LiveHelp for more information. In that case, we will also give him or her information. Is this okay? VISITOR: I guess...I need information though. do you do that? NAVIGATOR: I can certainly try. What can I help you with? VISITOR: on the 6th of Dec of 06 I was given notice to move from a trailer space I am renting. move out date? 1/1/07 water to be turned off 1/5/07...they claimed the County Sanitarian was closing down the trailer park… this is a “lie” according to the Sanitarian VISITOR: I cannot find legal assistance as I am not rich. I need help. where do I go? NAVIGATOR: Are you in Montana? VISITOR: yes NAVIGATOR: First of all, here is a link to some useful information on evictions: evictions link. VISITOR: thanks. how do I file an injunction? what is the form number/name? NAVIGATOR: I am unable to find the kind of form you are looking for. You might want to try contacting Montana Legal Services. If you are eligible for their services, they can give you legal advice and possibly find you a free attorney. Their telephone number is 1-800-666-6124 VISITOR: ok, wrote it down. I am sure I qualify. is there something else? NAVIGATOR: Calling legal services would probably be the most helpful. Be sure to let them know that you are up against a deadline and they will help you address the problem immediately VISITOR: great. Thank you very much. You have a good new year. NAVIGATOR: Can I help you with anything else? VISITOR: No, thank you though Taking Chats – The Up Side Rewarding: The experience of empowering a Web site visitor with legal information is satisfying in itself. Multitasking: With an average of one chat per hour, navigators have spare time to answer emails, make telephone calls, etc… Personal Knowledge: Navigators are required to possess an advanced knowledge of sources of legal information. This is also valuable to my practice of law. Interim Analysis of Potential Broader Usage within Legal Aid Advocate Support for Pro Bono Attorneys Pro Bono Advice or Information to Web site Users Cross State Assistance Multi-Lingual Support Document Assembly Support Low-Literacy User Support Service Finding and Online Application Assistance Diagnostic Software Support As Assistive Technology Considerations Interim Analysis of Potential Broader Access to Justice Usage Court-Based Information Services Self Help Centers Bar Association Attorney Referrals E-filing Support Court-Based Document Assembly Litigant Online Calendar and Docket Checking Hearing Preparation Assistance Public Legal Information Consortium Binding Together the Full Range of Access To Justice Web sites with Single Integrated Support Service Interim Analysis of Potential Usage Going Beyond Access to Justice Benefits Application with Agency Actual Service Delivery Social Service and Community Service Agencies The Georgia Plan for LiveHelp Add to www.GeorgiaAdvocates.org to support lawyers using the site Train 3 Pro Bono Guides (Operators) GLSP Pro Bono Coordinators Guides will Provide messaging Assist site users in finding resources Suggest potential opportunities Direct volunteers to programs/offices Live Help Information Montana Legal Services Association: apaul.mtlsa.org Georgia State Bar: [email protected] # 3: Voice Over IP (VOIP) Telephone over Internet connections = Cheap Long Distance or Free. Depending on need and configuration, may be more cost-effective than traditional telephone systems Many options: PC-based softphones that use headsets and a computer to VOIP phones that plug into internet connections Full PBX capabilities with Asterisk #2: LegalMeetings What is the average distance between your offices? What happens if one person needs to be in both places? LegalMeetings uses web conferencing to allow people to share documents, train, meet, collaborate, and receive support -- remotely. Let’s Learn from Georgia In 2006, the Georgia Legal Services Program conducted 157 online meetings using LegalMeetings, 47 of which were to train their staff on new case management software, Legal Server. NTAP analyzed the cost savings to GLSP for those 47 trainings only and found that GLSP saved an estimated $23,424.00 of staff time alone by using LegalMeetings Web Conferencing. If every one of the 157 meetings conducted by Georgia Legal Services Program assumed the same staff and travel time as the Legal Server trainings, Georgia would have saved $78,186.00! If You Were Like Georgia In 2006, 30 other legal aid programs used LegalMeetings. If each program used it similarly to Georgia Legal Services, the cost benefit to the national legal aid community would have been a savings of $820,704.00. #1: Statewide Website and Case Management System Integration Website/CMS integration allows advocates working in a case management system ready access to advocate and/or client content from the statewide web sites. Useful for referring clients to web-based resources Can be simple web link or integrated directly into the CMS Georgia and Kentucky have 2006 TIG grants to build this functionality The Weblink Model: Illinois Legal Aid and Kemps CaseWorks Simple approach ILAO created a single web page that, when passed a problem code generates and displays client and advocate content. Kemps built in a drop down of national index problem codes and a button that when clicked would open a web page with the problem code appended at the end Sample web page: http://www.illinoislegalaid.org/index.cfm?fuseaction =home.cmsFeedAsHTML&code=1690100 XML Integration: ILAO and LegalServer Bonus: Webcasting Webcasting is a system that allows statewide websites to broadcast trainings and other webinars live across the internet. Interactive chat feature allows web viewers to submit questions. Webcasts may be archived, chaptered, and made available for later viewing Live demo through IlllinoisLegalAdvocate.org Reminder: Statewide Advocate Website We’ve mentioned the statewide websites. Backbone for sharing information, training, resources. Link, contribute, join, build Questions? www.lsntap.org March 16, 2007