Maximzing Program
Impact Through the
Use of Technology
12NTCmax

Liz Keith
Matthew Burnett
Claudia Johnson
Jessica Stuart
Jillian Theil
Who we are
 Matthew Burnett
    Immigration Advocates Network Director
 Claudia Johnson
    LawHelp Interactive Program Manager, Pro Bono Net
 Jessica Stuart
    Associate Product Manager, Pro Bono Net
 Jillian Theil
   Program Associate, Pro Bono Net
 Liz Keith
   LawHelp Program Manager, Pro Bono Net




                            #NTC12max
Tell us about you




          Photo by James Cridland on Flickr




                       #NTC12max
Connecting needs with technology to:
 Serve more clients
 Service we wouldn’t otherwise reach
 Improve the quality of services
 Better inform and communicate with
 clients
 Engage new partners and volunteer
 resources
 You tell us!
                 #NTC12max
Service delivery tools we’ll explore
 Online chat           SMS
 E-learning tools      Interactive forms
 Mobile apps           Multimedia




                #NTC12max
#NTC12max
Case study:
Montana Legal Services Association
 75,000 people
 living in poverty
 11 legal aid
 attorneys
 4 offices
 Huge, rural
 service area


                     #NTC12max
Case study:
New York LawHelp Consortium
 300+ legal
 assistance programs
 Diverse language
 communities
 Complex referral
 landscape
 Many individuals
 facing legal
 problems on their
 own


                       #NTC12max
LiveHelp online chat




             #NTC12max
Why online chat?
 Complements websites
 and existing services
 (phone, walk-in, etc.)
 Familiar
 Low tech, high touch
 Anonymous
 Distributed – can be used,
 or staffed, from anywhere
                  #NTC12max
How LiveHelp works
MontanaLawHelp.org            LawHelp.org/NY
 Staffing: internal staff &     Staffing: 30+ law
 AmeriCorps*VISTAs              student volunteers
 Cross-referrals to phone       Students commit to
 hotline                        minimum number of
                                hours each semester
                                Chats routed by
                                language (English and
                                Spanish)


                         #NTC12max
How LiveHelp works
• Leverages existing
  online content and
  resources
• Policy and content
  training provided to
  navigators
• Real-time support &
  supervision for
  navigators via IM




                         #NTC12max
Outcomes for clients
 Increased understanding of
 their issue and what needs
 to be done to solve it        2011 LiveHelp usage
 Greater awareness of self-     4,000+ people
 help resources available       served in NY
                                400+ served in MT
 Time-savings in accessing
 resources
 More accurate referrals
 Attitudinal outcomes
                   #NTC12max
Outcomes for programs
 Ability to reach more – and new – clients
 Better informed clients
 More accurate referrals
 All staff trained and involved in client services
 (MT)
 Volunteers engaged in service delivery (NY)
 Access to language or substantive expertise
 regardless of location
 Rich evaluation data
                     #NTC12max
Other applications of online chat
 Collaborative assistance models
 Specialized language assistance
 Assistance applying for services
 Document-sharing and review
 Focused consulting
 Engaging volunteer resources
 Other ideas?

                    #NTC12max
Resources
Live chat tools
  LivePerson.com, Meebo.me,
Sample training materials and policies
  LawHelp/NY Navigator Manual
  MontanaLawHelp Navigator Manual
Volunteer Recruitment and Supervision
  LawHelp/NY recruitment tips
For more information:
  Liz Keith at lkeith@probono.net or @elizk

                       #NTC12max
Director, Immigration Advocates Network




         #NTC12max
Barriers to Citizenship
Economic
      Cost of filing application ($680)
      Cost of legal services
Linguistic
      Understanding the process and completing the
      application
      English test
Geographic
      Access to information and services


                      #NTC12max
CitizenshipWorks




                   #NTC12max
eLearning Modules




  Overview of the Naturalization Process




                                                       Overview of the Naturalization Tests



                                           #NTC12max
Find Legal Help




                  #NTC12max
SMS/Text Messaging




                     #NTC12max
Public Eligibility Screening Tool




                      #NTC12max
Advocate Screening Tool




                   #NTC12max
N-400




        #NTC12max
Fee Waiver




             #NTC12max
Multilingual




               #NTC12max
Workshops




            #NTC12max
Pilot Evaluation Data: Client Profile
Age
        Under 40 (39%)
        40 to 60 (48%)
        Over 60 (13%)

Education
        None (3%)
        Primary school (28%)
        High school (38%)
        Some college or higher (30%)

Monthly Income
        > $1,000 (22%)
        $1,001 – $2,000 (42%)
        $2,001 - $3,000 (19%)
        Over $3,000 (12%)

                                #NTC12max
Pilot Evaluation Data: Computer Usage
Computer usage:
    Have never used a computer (27%)
    Use a computer once a week or less (29%)
    Use a computer once a day (43%)

Comfort using computers:
     I usually need a lot of help (26%)
     I usually need some help (29%)
     I can usually use computers without help (44%)

                      #NTC12max
Pilot Evaluation Data: CitizenshipWorks
Did someone help you?
       Yes (72%)
       No (26%)

How easy was CitizenshipWorks to use:
      Very easy (36%)
      Easy (53%)
      Hard (4%)
      Very hard (4%)



                          #NTC12max
What’s Next?

  Expanding CitizenshipWorks to new organizations and sites
  Integrating CitizenshipWorks into various service delivery
  models (group processing, individual appointments, etc.)
  Exploring the use of CitizenshipWorks in rural contexts (UFW
  pilot in the Central Valley)
  Piloting remote consultation/review using video conferencing
  Developing a mobile app
  Exploring the potential to pull anonymous user data from the
  screening and N-400 tools in order to better understand
  barriers
  Evaluating the of impact of CitizenshipWorks on immigrants,
  service providers, and communities


                           #NTC12max
Contact


              Visit CitizenshipWorks at
              www.citizenshipworks.org




 Matthew Burnett, Director
 Immigration Advocates Network
 mburnett@immigrationadvocates.org


                      #NTC12max
LawHelp Interactive Program Manager
                        Pro Bono Net




   #NTC12max
What is LawHelp Interactive?
For the court and legal aid community
  A training center—we teach people how to
  create these interviews

  A tech support center—we provide technical
  support

  A replication/best practices engine-we share
  best practices, a community of sharing


                       #NTC12max
Public-Private Partnership is behind this National Initiative
  • HotDocs Software was donated to be the document assembly
      engine by the prior owner
  •   Initially donation was restricted to only LSC groups and was
      limited
  •   In 2009-2010 the donation was expanded to include all IOLTA-
      funded legal non-profits by HotDocs Corp.
  •   In 2010, HotDocs Corp donated free licenses to over 159 non
      profits—a donation worth over $2 Million Dollars, the licenses
      allow for free updates
  •   After 2010 licenses are now available at a discounted rate of
      70% for legal non profit groups
  •   In addition HotDocs Server was donated to support the online
      creation of forms
                               #NTC12max
#NTC12max
What is LawHelp Interactive? For the end user:




Advocates or
self-                                              A personalized
represented                                        document is created
litigants                                          from the answers.
answer
questions                                                      The
during an                                                      answers
interview.                                                     can be
                   Supports use of HotDocs™
                   and/or A2J Author™ interviews               saved and
                                                               reused.
                                      #NTC12max
Access to Justice Communities using LawHelp
Interactive as of February 2012




                    #NTC12max
Use of online forms in 2011
                                               % Change
 LHI Transaction                      Total    From 2010

 Interviews                          591,783     +44%

 Assemblies                          318,846     +47%

 Emails of Assembled Docs            16,692      N/A

                                  Since 2005
              1,708,578Interviews served

              942,266 documents assembled


                                  #NTC12max
Top forms in use for top 5 states
    CA - divorce packet, DV petition, default
    judgment/petitioners
    NY - child support modification, paternity, small
    debt collection vacate default
    Idaho - small claims, divorce no kids
    Illinois - uncontested divorce, OP
    Maine - child support and FS calculators


As of 6/30/2011 Source Pro Bono Net, LHI Quarterly Statistics




                                                      #NTC12max
Top 5 States in 2011
               Assemblies   % Change
  State         thru Q4     From 2010
  New York       84,183       58%


  California     45,369       28%


  Illinois       39,239       20%


  Texas          31,182       735%


  Idaho          21,771        4%




                #NTC12max
What other uses for
online interviews on LHI?

  Integrate answers and forms (rtf or pdf) with a CMS
  Print multilingual documents
      Pleadings
      Orders by court clerks
  Enable remote review with pro bono lawyer
  Provide multilingual interviews/court orders
  Provide instructions in other languages
  Allow the person to self screen before using the form
  Provide contextual help as the interview unfolds




                         #NTC12max
Online Forms in Spanish




Launched in 12/2010, there are now 15 active Spanish interviews. Vietnamese
and Mandarin will be launched in 2012 .

                                   #NTC12max
Online Forms in Spanish
Assembly in English and/or Spanish on
request




                 #NTC12max
Why Online Forms Add Value
• Standardized content
• Electronic (remote sharing)
• Information Reusable
• Less training required
 • Self navigation or less skilled worker
• Basic computer needs

                #NTC12max
Online form use improved:
 Length of Time of Workshop
 Litigant Fatigue
 Quality of Education
 Legibility & Accuracy of Handwritten
 Forms
 Clerical Errors Causing Rejections


                 #NTC12max
Workshop Model, Los Angeles




           #NTC12max
LA Superior Court




            #NTC12max
San Bernardino Self Help




            #NTC12max
Court Partnerships: Law Library




              #NTC12max
For Additional Information
 Domestic Violence Petition Clinic, NLS and Orange County Superior
 Court
   www.courtinfo.ca.gov/programs/equalaccess/dash.htm
 Lawhelp Interactive
     http://www.probono.net/dasupport
     Or contact Claudia Johnson cjohnson@probono.net
 DIY New York Courts:
     www.nycourthelp.gov
 Self Help Centers and Document Assembly (2009)
     http://lsntap.org/DOC113
 Self Represented Immigrant Network:
     http://www.selfhelpsupport.org
 Citizenship Works:
     http://www.citizenshipworks.org
                            #NTC12max

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Maximizing program impact with tech (part I) - Keith

  • 1. Maximzing Program Impact Through the Use of Technology 12NTCmax Liz Keith Matthew Burnett Claudia Johnson Jessica Stuart Jillian Theil
  • 2. Who we are Matthew Burnett Immigration Advocates Network Director Claudia Johnson LawHelp Interactive Program Manager, Pro Bono Net Jessica Stuart Associate Product Manager, Pro Bono Net Jillian Theil Program Associate, Pro Bono Net Liz Keith LawHelp Program Manager, Pro Bono Net #NTC12max
  • 3. Tell us about you Photo by James Cridland on Flickr #NTC12max
  • 4. Connecting needs with technology to: Serve more clients Service we wouldn’t otherwise reach Improve the quality of services Better inform and communicate with clients Engage new partners and volunteer resources You tell us! #NTC12max
  • 5. Service delivery tools we’ll explore Online chat SMS E-learning tools Interactive forms Mobile apps Multimedia #NTC12max
  • 7. Case study: Montana Legal Services Association 75,000 people living in poverty 11 legal aid attorneys 4 offices Huge, rural service area #NTC12max
  • 8. Case study: New York LawHelp Consortium 300+ legal assistance programs Diverse language communities Complex referral landscape Many individuals facing legal problems on their own #NTC12max
  • 10. Why online chat? Complements websites and existing services (phone, walk-in, etc.) Familiar Low tech, high touch Anonymous Distributed – can be used, or staffed, from anywhere #NTC12max
  • 11. How LiveHelp works MontanaLawHelp.org LawHelp.org/NY Staffing: internal staff & Staffing: 30+ law AmeriCorps*VISTAs student volunteers Cross-referrals to phone Students commit to hotline minimum number of hours each semester Chats routed by language (English and Spanish) #NTC12max
  • 12. How LiveHelp works • Leverages existing online content and resources • Policy and content training provided to navigators • Real-time support & supervision for navigators via IM #NTC12max
  • 13. Outcomes for clients Increased understanding of their issue and what needs to be done to solve it 2011 LiveHelp usage Greater awareness of self- 4,000+ people help resources available served in NY 400+ served in MT Time-savings in accessing resources More accurate referrals Attitudinal outcomes #NTC12max
  • 14. Outcomes for programs Ability to reach more – and new – clients Better informed clients More accurate referrals All staff trained and involved in client services (MT) Volunteers engaged in service delivery (NY) Access to language or substantive expertise regardless of location Rich evaluation data #NTC12max
  • 15. Other applications of online chat Collaborative assistance models Specialized language assistance Assistance applying for services Document-sharing and review Focused consulting Engaging volunteer resources Other ideas? #NTC12max
  • 16. Resources Live chat tools LivePerson.com, Meebo.me, Sample training materials and policies LawHelp/NY Navigator Manual MontanaLawHelp Navigator Manual Volunteer Recruitment and Supervision LawHelp/NY recruitment tips For more information: Liz Keith at lkeith@probono.net or @elizk #NTC12max
  • 17. Director, Immigration Advocates Network #NTC12max
  • 18. Barriers to Citizenship Economic Cost of filing application ($680) Cost of legal services Linguistic Understanding the process and completing the application English test Geographic Access to information and services #NTC12max
  • 19. CitizenshipWorks #NTC12max
  • 20. eLearning Modules Overview of the Naturalization Process Overview of the Naturalization Tests #NTC12max
  • 21. Find Legal Help #NTC12max
  • 22. SMS/Text Messaging #NTC12max
  • 25. N-400 #NTC12max
  • 26. Fee Waiver #NTC12max
  • 27. Multilingual #NTC12max
  • 28. Workshops #NTC12max
  • 29. Pilot Evaluation Data: Client Profile Age Under 40 (39%) 40 to 60 (48%) Over 60 (13%) Education None (3%) Primary school (28%) High school (38%) Some college or higher (30%) Monthly Income > $1,000 (22%) $1,001 – $2,000 (42%) $2,001 - $3,000 (19%) Over $3,000 (12%) #NTC12max
  • 30. Pilot Evaluation Data: Computer Usage Computer usage: Have never used a computer (27%) Use a computer once a week or less (29%) Use a computer once a day (43%) Comfort using computers: I usually need a lot of help (26%) I usually need some help (29%) I can usually use computers without help (44%) #NTC12max
  • 31. Pilot Evaluation Data: CitizenshipWorks Did someone help you? Yes (72%) No (26%) How easy was CitizenshipWorks to use: Very easy (36%) Easy (53%) Hard (4%) Very hard (4%) #NTC12max
  • 32. What’s Next? Expanding CitizenshipWorks to new organizations and sites Integrating CitizenshipWorks into various service delivery models (group processing, individual appointments, etc.) Exploring the use of CitizenshipWorks in rural contexts (UFW pilot in the Central Valley) Piloting remote consultation/review using video conferencing Developing a mobile app Exploring the potential to pull anonymous user data from the screening and N-400 tools in order to better understand barriers Evaluating the of impact of CitizenshipWorks on immigrants, service providers, and communities #NTC12max
  • 33. Contact Visit CitizenshipWorks at www.citizenshipworks.org Matthew Burnett, Director Immigration Advocates Network mburnett@immigrationadvocates.org #NTC12max
  • 34. LawHelp Interactive Program Manager Pro Bono Net #NTC12max
  • 35. What is LawHelp Interactive? For the court and legal aid community A training center—we teach people how to create these interviews A tech support center—we provide technical support A replication/best practices engine-we share best practices, a community of sharing #NTC12max
  • 36. Public-Private Partnership is behind this National Initiative • HotDocs Software was donated to be the document assembly engine by the prior owner • Initially donation was restricted to only LSC groups and was limited • In 2009-2010 the donation was expanded to include all IOLTA- funded legal non-profits by HotDocs Corp. • In 2010, HotDocs Corp donated free licenses to over 159 non profits—a donation worth over $2 Million Dollars, the licenses allow for free updates • After 2010 licenses are now available at a discounted rate of 70% for legal non profit groups • In addition HotDocs Server was donated to support the online creation of forms #NTC12max
  • 38. What is LawHelp Interactive? For the end user: Advocates or self- A personalized represented document is created litigants from the answers. answer questions The during an answers interview. can be Supports use of HotDocs™ and/or A2J Author™ interviews saved and reused. #NTC12max
  • 39. Access to Justice Communities using LawHelp Interactive as of February 2012 #NTC12max
  • 40. Use of online forms in 2011 % Change LHI Transaction Total From 2010 Interviews 591,783 +44% Assemblies 318,846 +47% Emails of Assembled Docs 16,692 N/A Since 2005 1,708,578Interviews served 942,266 documents assembled #NTC12max
  • 41. Top forms in use for top 5 states CA - divorce packet, DV petition, default judgment/petitioners NY - child support modification, paternity, small debt collection vacate default Idaho - small claims, divorce no kids Illinois - uncontested divorce, OP Maine - child support and FS calculators As of 6/30/2011 Source Pro Bono Net, LHI Quarterly Statistics #NTC12max
  • 42. Top 5 States in 2011 Assemblies % Change State thru Q4 From 2010 New York 84,183 58% California 45,369 28% Illinois 39,239 20% Texas 31,182 735% Idaho 21,771 4% #NTC12max
  • 43. What other uses for online interviews on LHI? Integrate answers and forms (rtf or pdf) with a CMS Print multilingual documents Pleadings Orders by court clerks Enable remote review with pro bono lawyer Provide multilingual interviews/court orders Provide instructions in other languages Allow the person to self screen before using the form Provide contextual help as the interview unfolds #NTC12max
  • 44. Online Forms in Spanish Launched in 12/2010, there are now 15 active Spanish interviews. Vietnamese and Mandarin will be launched in 2012 . #NTC12max
  • 45. Online Forms in Spanish Assembly in English and/or Spanish on request #NTC12max
  • 46. Why Online Forms Add Value • Standardized content • Electronic (remote sharing) • Information Reusable • Less training required • Self navigation or less skilled worker • Basic computer needs #NTC12max
  • 47. Online form use improved: Length of Time of Workshop Litigant Fatigue Quality of Education Legibility & Accuracy of Handwritten Forms Clerical Errors Causing Rejections #NTC12max
  • 48. Workshop Model, Los Angeles #NTC12max
  • 49. LA Superior Court #NTC12max
  • 50. San Bernardino Self Help #NTC12max
  • 51. Court Partnerships: Law Library #NTC12max
  • 52. For Additional Information Domestic Violence Petition Clinic, NLS and Orange County Superior Court www.courtinfo.ca.gov/programs/equalaccess/dash.htm Lawhelp Interactive http://www.probono.net/dasupport Or contact Claudia Johnson cjohnson@probono.net DIY New York Courts: www.nycourthelp.gov Self Help Centers and Document Assembly (2009) http://lsntap.org/DOC113 Self Represented Immigrant Network: http://www.selfhelpsupport.org Citizenship Works: http://www.citizenshipworks.org #NTC12max