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If you joined the training via telephone, please click on
the telephone symbol and select “Call by phone” and
follow the instructions.
If you joined with a microphone and headset or
speakers (VoIP), please click on the telephone symbol
and select “Call via the internet”
We will start promptly at the hour.
Welcome to the Virtual and Remote Pro Bono
Legal Services Models webinar!
A few logistics before we start…
LSNTAP is recording this training and will post it to their
SlideShare account for the LSNTAP.org
Virtual and Remote Pro Bono
Legal Services Models:
A Special National Pro Bono Celebration Webinar
October 14, 2015
Presenters
Debra Jennings
Managing Attorney, Legal Aid of Western Ohio, Inc.
Claudia Johnson
LawHelp Interactive Program Manager
Pro Bono Net
Phong Wong
Pro Bono Director, Legal Aid Foundation of Los Angeles
Liz Keith (moderator)
Program Director, Pro Bono Net
100% Access Vision
LSC Tech Summit Report
“Technology can and must play a vital role in transforming
service delivery so that all poor people in the United States with
an essential civil legal need obtain some form of effective
assistance.”
Implicit Assumptions
• Continuum of services
• Integrated delivery model, cutting across traditional legal aid
and court roles
• Anticipates the needs of income-eligible and non-income
eligible individuals
Technology benefits
Legal aid programs
•New ways for volunteers to participate, regardless of
location
Pro bono lawyers
•Enhanced access to training and support, and new
forms of volunteering
Clients
•Expand access for
underserved clients
and communities
LEGAL AID OF WESTERN OHIO
LIVE CHAT PROJECT
Debra Jennings
Legal Aid of Western Ohio, Inc.
October 14, 2015
LAWO is funded in part by the
Legal Services Corporation (LSC).
The Challenge
 7 offices serving
32 counties
in northwest and
west central Ohio
The Challenge (continued)
 30 Rural Counties
 315,000 persons living
at, or below, the
Federal Poverty Level
in rural counties
 How to connect those
persons with legal
assistance to address
their legal needs?
Project Origins
 On-site corporate attorney and attorney affinity group
pro bono telephone brief advice clinic model
 Positive feedback & lessons learned
 Predictability of contact
 Personal satisfaction with direct service delivery
 Interest in exploring like a service from a remote location
 Untapped potential to establish and formalize on-going
relationships with private bar interested in convenient,
predictable volunteer opportunity
Project Goals
 Design a legal services delivery system to encourage
Ohio’s rural attorneys – particularly those in the
transactional bar – to provide pro bono assistance to
eligible low-income individuals
 Make brief advice and limited legal assistance
services accessible to any eligible low-income person
with access to an internet connection
 Help bridge the justice gap so fewer legal needs go
unmet
Project Goals (continued)
 Increase & improve legal services to eligible low
income persons by:
 Expanding access to attorney resources to address legal
questions or issues;
 Providing easy access to direct service legal assistance;
 Increasing the number of eligible individuals served;
 Increasing the resources available to pro se litigants.
Project Goals (continued)
 Increase efficiency & effectiveness by offering Ohio
attorneys located in rural counties:
 The opportunity to provide pro bono assistance in a scheduled,
predictable, time limited manner;
 The opportunity to provide pro bono assistance without the need
to travel and its associated time commitment and expense;
 The opportunity to be exposed to, and learn, an area of the law
which they might otherwise be unfamiliar with;
 The possibility of expanding substantive areas of practice
through exposure and training.
Project Nuts & Bolts
 Volunteer attorneys participate in poverty law
substantive law training(s)
 Volunteer attorneys participate in an interactive
process training:
 LAWO Case Management System
 LivePerson Software
 Volunteer attorneys communicate availability by
opening LiveChat appointments
Project Nuts & Bolts
 Legal Aid Line prescreens applicants for issue
eligibility, financial eligibility, computer and internet
access and comfort level using technology
 Legal Aid Line schedules prescreened clients with
volunteer attorneys in appointments they have set
Project Nuts & Bolts
 Client accesses Live Chat
from the Legal Aid Line
website on the date and at
the time of the client’s
scheduled appointment.
 After entering information
to help the Volunteer
Attorney identify the client,
the session begins.
Project Nuts & Bolts
 The Volunteer Attorney
begins the chat from the
LivePerson console.
 After selecting the client,
the session begins.
 The session is supported
by customizable “canned
content” available from
the console.
 Volunteers are supported
by LAWO staff throughout
the process.
Project Outcomes
 Soft launch phase
 6 topics
 11 volunteers trained with 6 consistent volunteers
 Over 80 chats scheduled with 55 persons helped since inception
 Project expansion goals
 Add 2 topics
 Recruit 6 additional volunteers
 8-10 appointments/week
QUESTIONS?
THANK YOU!
Debra Jennings
Legal Aid of Western Ohio, Inc.
October 14, 2015
LAWO is funded in part by the
Legal Services Corporation (LSC).
Legal Aid LiveHelp / LiveChat initiatives
Yellow = Projects with law student and/or pro bono
attorney staffing models
Many other states use AmeriCorps*VISTA volunteers at
least part-time
Updates or corrections? Email lkeith@probono.net
TIG-funded Iowa Legal Aid
LiveHelp initiative
Project Goal
ILA & PBN will assess and pilot a new live chat platform
for LiveHelp initiatives using the LivePerson Pro software
2015 Activities
• Conduct community and product research
• Pilot test the new solution on IowaLegalAid
• Develop a plan to educate, train and migrate interested
states to the new solution
FMI: Eve Ricaurte – ericaurte@iowalaw.org
LHI-Connect
A new way to share and create documents between lawyers
and clients remotely and asynchronously
Claudia Johnson
Program Coordinator
LawHelp Help Interactive
509 396 7372
The Problem
The Solution
LHI
Connect
Step 1.
• End user finds an interview and answers it.
• Agrees to share answers with legal aid group staff for placement with pro
bono lawyer
Step 2. Pro Bono Coordinator
• Assigns the answer to a specific lawyer (from assigned lawyers to the
clinic/pro bono drive)
3. Advocate is assigned a case
• Notification lets the advocate know they have a shared document in LHI
• Advocate can open with SRL interview or Advocate interview
Can be assigned to advocates working in that clinic, drive or project
Advocate can open with either interview(s) used for this Connect/clinic or pro
bono drive
Connect Coordinator
• Can create events, assign interviews, assign advocates to work as part of
the team staffing the clinic or pro bono drive
LHI Connect access point
• All accounts working on a Connect point will have access to it after log in
Additional information
• Being piloted in Oklahoma (LASO) for expungement pro bono project
(statewide)
• Evaluation will start in December
• Contra Costa County will use for pre-efiling project (clerks and self help
staff personas)
• Open to LHI community tentatively Q2 2016
• Requires well tested interviews
For more information
For more information on LHI Connect please contact:
Claudia Johnson, LawHelp Interactive
Additional information on the Oklahoma project:
http://www.probono.net/link.cfm?24839
LAFLA/Library
Videoconferencing
Project
Expanding Services through Library Partnerships
and Videoconferencing
35
Project Goal
Enhance Client accessibility and
work productivity by bridging
geographic barriers between
LAFLA’s offices, community libraries
and other partners
Componentsof LAFLA’s
VideoconferencingProgram
•Partners and Volunteers
•Technology
•Outreach
•Funding
•Others
38
LAFLA/Library
VideoconferencingProgram
LAFLA/PB
LAFLA/PB
PB at office/home
PB at Clinic/LAFLA
Library/LAFLA/Orgs
Client at library
Client at SH Center
Client at Clinic/LAFLA
Client at home or
Community Org
Library/LAFLA/Orgs
Documents 39
GoTo Meeting
LibraryAppointmentCoordination
41
Levering Technology to Connect Pro Bono
Attorneys to Pro Bono Opportunities
Through Interactive Trainings
probonotraining.org
Goals of the Institute
1. Create a centralized and more efficient
statewide pro bono training system.
2. Expand pro bono in the state by
• increasing access to trainings and
• reducing duplicative trainings.
3. Facilitate easier recruitment and support of
private sector attorneys by providing an online
portal to connect private attorneys and
volunteer opportunities.
Legal Services Organizations
(LSO)
Pro Bono
Attorney
Collaborate to create uniform
pro bono trainings.
Pro Bono Attorneys watch
trainings and receive a certificate
allowing them to volunteer at a
local legal clinic.
Pro Bono Attorneys attend
legal clinics and are
immediately able to start
volunteering.
LSO
Pro Bono
Attorney
LSO
LSO
Pro Bono
Training
Institute
How It Works
How We Can Help You
• Incorporate interactive training methods
• Incorporate E-learning best practices
• Draft agendas and learning Objectives
• Develop training resource materials
• Export your training module to
www.probonotraining.org
Training Timeline
LEGALAID FOUNDATION
OF LOS ANGELES
Phong Wong
Pro Bono Director
(213) 640-3859
pwong@lafla.org
Resources
• LSC Tech Summit Report
http://www.lsc.gov/sites/lsc.gov/files/LSC_Tech%20Summit%20
Report_2013.pdf
•Colorado Lawyer article – the Virtual Pro Se Clinic Concept
http://www.cobar.org/tcl/tcl_articles.cfm?articleid=8527
• LiveHelp replication resources available in
http://www.probono.net/statewebsites
• 2014 and 2015 Pro Bono Innovation Fund grant awards
 http://www.lsc.gov/media-center/press-releases/2014/11-lsc-
grantees-awarded-pro-bono-innovation-fund-grant
 http://www.lsc.gov/media-center/press-releases/2015/2015-
pro-bono-innovation-grant-recipients
Contact Information
• Debra Jennings, djennings@lawolaw.org
• Claudia Johnson, cjohnson@probono.net
• Phong Wong, pwong@lafla.org
• Eve Ricaurte, ericaurte@iowalaw.org
• Liz Keith, lkeith@probono.net
THANK YOU FOR ATTENDING
TODAY!
More information on additional trainings at
www.lsntap.org
Contact Information
Brian Rowe (brianr@nwjustice.org) or via chat on www.lsntap.org
Don’t forget to take our feedback survey!

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Virtual and Remote Legal Aid Services

  • 1. If you joined the training via telephone, please click on the telephone symbol and select “Call by phone” and follow the instructions. If you joined with a microphone and headset or speakers (VoIP), please click on the telephone symbol and select “Call via the internet” We will start promptly at the hour. Welcome to the Virtual and Remote Pro Bono Legal Services Models webinar!
  • 2. A few logistics before we start…
  • 3. LSNTAP is recording this training and will post it to their SlideShare account for the LSNTAP.org
  • 4. Virtual and Remote Pro Bono Legal Services Models: A Special National Pro Bono Celebration Webinar October 14, 2015
  • 5. Presenters Debra Jennings Managing Attorney, Legal Aid of Western Ohio, Inc. Claudia Johnson LawHelp Interactive Program Manager Pro Bono Net Phong Wong Pro Bono Director, Legal Aid Foundation of Los Angeles Liz Keith (moderator) Program Director, Pro Bono Net
  • 6. 100% Access Vision LSC Tech Summit Report “Technology can and must play a vital role in transforming service delivery so that all poor people in the United States with an essential civil legal need obtain some form of effective assistance.” Implicit Assumptions • Continuum of services • Integrated delivery model, cutting across traditional legal aid and court roles • Anticipates the needs of income-eligible and non-income eligible individuals
  • 7. Technology benefits Legal aid programs •New ways for volunteers to participate, regardless of location Pro bono lawyers •Enhanced access to training and support, and new forms of volunteering Clients •Expand access for underserved clients and communities
  • 8. LEGAL AID OF WESTERN OHIO LIVE CHAT PROJECT Debra Jennings Legal Aid of Western Ohio, Inc. October 14, 2015 LAWO is funded in part by the Legal Services Corporation (LSC).
  • 9. The Challenge  7 offices serving 32 counties in northwest and west central Ohio
  • 10. The Challenge (continued)  30 Rural Counties  315,000 persons living at, or below, the Federal Poverty Level in rural counties  How to connect those persons with legal assistance to address their legal needs?
  • 11. Project Origins  On-site corporate attorney and attorney affinity group pro bono telephone brief advice clinic model  Positive feedback & lessons learned  Predictability of contact  Personal satisfaction with direct service delivery  Interest in exploring like a service from a remote location  Untapped potential to establish and formalize on-going relationships with private bar interested in convenient, predictable volunteer opportunity
  • 12. Project Goals  Design a legal services delivery system to encourage Ohio’s rural attorneys – particularly those in the transactional bar – to provide pro bono assistance to eligible low-income individuals  Make brief advice and limited legal assistance services accessible to any eligible low-income person with access to an internet connection  Help bridge the justice gap so fewer legal needs go unmet
  • 13. Project Goals (continued)  Increase & improve legal services to eligible low income persons by:  Expanding access to attorney resources to address legal questions or issues;  Providing easy access to direct service legal assistance;  Increasing the number of eligible individuals served;  Increasing the resources available to pro se litigants.
  • 14. Project Goals (continued)  Increase efficiency & effectiveness by offering Ohio attorneys located in rural counties:  The opportunity to provide pro bono assistance in a scheduled, predictable, time limited manner;  The opportunity to provide pro bono assistance without the need to travel and its associated time commitment and expense;  The opportunity to be exposed to, and learn, an area of the law which they might otherwise be unfamiliar with;  The possibility of expanding substantive areas of practice through exposure and training.
  • 15. Project Nuts & Bolts  Volunteer attorneys participate in poverty law substantive law training(s)  Volunteer attorneys participate in an interactive process training:  LAWO Case Management System  LivePerson Software  Volunteer attorneys communicate availability by opening LiveChat appointments
  • 16. Project Nuts & Bolts  Legal Aid Line prescreens applicants for issue eligibility, financial eligibility, computer and internet access and comfort level using technology  Legal Aid Line schedules prescreened clients with volunteer attorneys in appointments they have set
  • 17. Project Nuts & Bolts  Client accesses Live Chat from the Legal Aid Line website on the date and at the time of the client’s scheduled appointment.  After entering information to help the Volunteer Attorney identify the client, the session begins.
  • 18. Project Nuts & Bolts  The Volunteer Attorney begins the chat from the LivePerson console.  After selecting the client, the session begins.  The session is supported by customizable “canned content” available from the console.  Volunteers are supported by LAWO staff throughout the process.
  • 19. Project Outcomes  Soft launch phase  6 topics  11 volunteers trained with 6 consistent volunteers  Over 80 chats scheduled with 55 persons helped since inception  Project expansion goals  Add 2 topics  Recruit 6 additional volunteers  8-10 appointments/week
  • 20. QUESTIONS? THANK YOU! Debra Jennings Legal Aid of Western Ohio, Inc. October 14, 2015 LAWO is funded in part by the Legal Services Corporation (LSC).
  • 21. Legal Aid LiveHelp / LiveChat initiatives Yellow = Projects with law student and/or pro bono attorney staffing models Many other states use AmeriCorps*VISTA volunteers at least part-time Updates or corrections? Email lkeith@probono.net
  • 22. TIG-funded Iowa Legal Aid LiveHelp initiative Project Goal ILA & PBN will assess and pilot a new live chat platform for LiveHelp initiatives using the LivePerson Pro software 2015 Activities • Conduct community and product research • Pilot test the new solution on IowaLegalAid • Develop a plan to educate, train and migrate interested states to the new solution FMI: Eve Ricaurte – ericaurte@iowalaw.org
  • 23. LHI-Connect A new way to share and create documents between lawyers and clients remotely and asynchronously Claudia Johnson Program Coordinator LawHelp Help Interactive 509 396 7372
  • 26. Step 1. • End user finds an interview and answers it. • Agrees to share answers with legal aid group staff for placement with pro bono lawyer
  • 27. Step 2. Pro Bono Coordinator • Assigns the answer to a specific lawyer (from assigned lawyers to the clinic/pro bono drive)
  • 28. 3. Advocate is assigned a case • Notification lets the advocate know they have a shared document in LHI • Advocate can open with SRL interview or Advocate interview
  • 29. Can be assigned to advocates working in that clinic, drive or project
  • 30. Advocate can open with either interview(s) used for this Connect/clinic or pro bono drive
  • 31. Connect Coordinator • Can create events, assign interviews, assign advocates to work as part of the team staffing the clinic or pro bono drive
  • 32. LHI Connect access point • All accounts working on a Connect point will have access to it after log in
  • 33. Additional information • Being piloted in Oklahoma (LASO) for expungement pro bono project (statewide) • Evaluation will start in December • Contra Costa County will use for pre-efiling project (clerks and self help staff personas) • Open to LHI community tentatively Q2 2016 • Requires well tested interviews
  • 34. For more information For more information on LHI Connect please contact: Claudia Johnson, LawHelp Interactive Additional information on the Oklahoma project: http://www.probono.net/link.cfm?24839
  • 35. LAFLA/Library Videoconferencing Project Expanding Services through Library Partnerships and Videoconferencing 35
  • 36. Project Goal Enhance Client accessibility and work productivity by bridging geographic barriers between LAFLA’s offices, community libraries and other partners
  • 37.
  • 38. Componentsof LAFLA’s VideoconferencingProgram •Partners and Volunteers •Technology •Outreach •Funding •Others 38
  • 39. LAFLA/Library VideoconferencingProgram LAFLA/PB LAFLA/PB PB at office/home PB at Clinic/LAFLA Library/LAFLA/Orgs Client at library Client at SH Center Client at Clinic/LAFLA Client at home or Community Org Library/LAFLA/Orgs Documents 39 GoTo Meeting
  • 41. 41
  • 42. Levering Technology to Connect Pro Bono Attorneys to Pro Bono Opportunities Through Interactive Trainings probonotraining.org
  • 43. Goals of the Institute 1. Create a centralized and more efficient statewide pro bono training system. 2. Expand pro bono in the state by • increasing access to trainings and • reducing duplicative trainings. 3. Facilitate easier recruitment and support of private sector attorneys by providing an online portal to connect private attorneys and volunteer opportunities.
  • 44. Legal Services Organizations (LSO) Pro Bono Attorney Collaborate to create uniform pro bono trainings. Pro Bono Attorneys watch trainings and receive a certificate allowing them to volunteer at a local legal clinic. Pro Bono Attorneys attend legal clinics and are immediately able to start volunteering. LSO Pro Bono Attorney LSO LSO Pro Bono Training Institute How It Works
  • 45.
  • 46. How We Can Help You • Incorporate interactive training methods • Incorporate E-learning best practices • Draft agendas and learning Objectives • Develop training resource materials • Export your training module to www.probonotraining.org
  • 48. LEGALAID FOUNDATION OF LOS ANGELES Phong Wong Pro Bono Director (213) 640-3859 pwong@lafla.org
  • 49. Resources • LSC Tech Summit Report http://www.lsc.gov/sites/lsc.gov/files/LSC_Tech%20Summit%20 Report_2013.pdf •Colorado Lawyer article – the Virtual Pro Se Clinic Concept http://www.cobar.org/tcl/tcl_articles.cfm?articleid=8527 • LiveHelp replication resources available in http://www.probono.net/statewebsites • 2014 and 2015 Pro Bono Innovation Fund grant awards  http://www.lsc.gov/media-center/press-releases/2014/11-lsc- grantees-awarded-pro-bono-innovation-fund-grant  http://www.lsc.gov/media-center/press-releases/2015/2015- pro-bono-innovation-grant-recipients
  • 50. Contact Information • Debra Jennings, djennings@lawolaw.org • Claudia Johnson, cjohnson@probono.net • Phong Wong, pwong@lafla.org • Eve Ricaurte, ericaurte@iowalaw.org • Liz Keith, lkeith@probono.net
  • 51. THANK YOU FOR ATTENDING TODAY! More information on additional trainings at www.lsntap.org
  • 52. Contact Information Brian Rowe (brianr@nwjustice.org) or via chat on www.lsntap.org Don’t forget to take our feedback survey!