3. Ron Staudt
Professor andVice President of Law,
Business &Technology
Chicago-Kent College of Law

4. 4
Petition for a
Protection Order
Petition for a
Protection Order

7. 7
What’s the next step?
Where do I go?
Who do I need to
contact?
A2J Author®
:
Website Guide

8. 8
A2J
Customer Data
CM/ECF
E-Filing
XML
XML
PDFLEXISNEXIS
A2J Author®
:
E-Filing Public Interface—US Dist. Court
HotDocs
OnLine

9. 9
A2J Guided Interview™ for Intake (.a2j files)
Interview
Answers
(.anx
File)
XSL
Transform
Transformed
Answer Files
Case Management System
Answer File Data Now
Available For Review in the
Case Management
System….
….conflicts check
….attorney review
….processing

11. How does an A2J
Author®
online
intake interview
work?
Legal Aid of Western Ohio

12. Interview
Answers
(.anx
File)
12
XSL
Transform
A2J Guided Interview®
for
Intake (.a2j files)
Transformed
Answer Files
Case Management
System
Answer File Data in
holding area Available
For Review in the Case
Management System….
….conflicts check
….attorney review
….processing

13. Online Intake is Growing
 10 programs with online intake projects
 35+ programs researching for future online
intake projects using A2J Author®

14. Benefits to Applicants
 Can apply from any location with a computer
& internet access
 Saves remotely located applicants from
traveling
 Available outside of business hours 24/7
 Shortens application time (est. 15-20 min)
 Saves time of applying at the wrong legal aid
 Get information and referrals

15. Benefits to Organizations
 Unqualified applicants are redirected without
talking to intake worker
 Potential qualification issues are highlighted
for intake workers to address first
 Reduce errors in data recording
*All of these things save intake workers time*

16.  Planning & Preparation
 Inception – meet with project stakeholders, identify roles, review budget,
review other program’s intake interview, determine goals & restrictions
 Elaboration – draft online intake script (in word processor), rounds of review
with stakeholders
 Construction
 A2J Guided Interview – using script draft questions and logic in A2J Author
 Interview Testing & Review – can still easily make changes at this point
 XSL Transform Development & Testing
 Implementation
 Staff Training – train intake workers to process online applications
 Go Live – success!

17. John Mayer
Executive Director
jmayer@cali.org
www.cali.org

18. 87
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Year
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188186185183185
175
0
50
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250

20. 850 web-based tutorials FREE to Legal Aid Organizations

21. A2J Author

22. Typical A2J Interview on LawHelpInteractive.org Setup

23. Typical A2J Interview on LawHelpInteractive.org Setup

24. Typical A2J Interview on LawHelpInteractive.org Setup

25. Typical A2J Interview on LawHelpInteractive.org Setup

26. Typical A2J Interview on LawHelpInteractive.org Setup
.html/.asp/.php
Javascript
variables
+
Link to
A2Jviewer.swf

27. Typical A2J Interview on LawHelpInteractive.org Setup
.html/.asp/.php
Javascript
variables
+
Link to
A2Jviewer.swf
A2J related files
A2JViewer.swf
+
Avatar images

28. Typical A2J Interview on LawHelpInteractive.org Setup
.html/.asp/.php
Javascript
variables
+
Link to
A2Jviewer.swf
A2J related files
A2JViewer.swf
+
Avatar images
Something to
“catch” the
data

29. Typical A2J Interview on LawHelpInteractive.org Setup
.html/.asp/.php
Javascript
variables
+
Link to
A2Jviewer.swf
A2J related files
A2JViewer.swf
+
Avatar images
Something to
“catch” the
data

30. Typical A2J Interview on LawHelpInteractive.org Setup
Something to
“catch” the
data

31. Typical A2J Interview on LawHelpInteractive.org Setup

32. Typical A2J Interview on LawHelpInteractive.org Setup
.html/.asp/.php
Javascript
variables
+
Link to
A2Jviewer.swf
A2J related files
A2JViewer.swf
+
Avatar images
Something to
“catch” the
data

33. A2J Interview on YOUR WEBSITE
.html/.asp/.php
Javascript
variables
+
Link to
A2Jviewer.swf
A2J related files
A2JViewer.swf
+
Avatar images
Something to
“catch” the
data
Your Website

34. Typical A2J Interview on LawHelpInteractive.org Setup

35. Your Website
.XSLT
A2J Interview on YOUR WEBSITE

36. Your Website
.XSLT
Your CMS
A2J Interview on YOUR WEBSITE

37. 37
A2J Guided Interview™
for Intake (.a2j files)
Interview
Answers
(.anx
File)
XSL
Transform
Transformed
Answer Files
Case Management
System
Answer File Data Now
Available For Review in
the Case Management
System….
….conflicts check
….attorney review
….processing
A2J Author®
Online Intake Interface

38. 38
A2J Guided Interview™
for Intake (.a2j files)
Interview
Answers
(.anx
File)
XSL
Transform
Transformed
Answer Files
Case Management
System
Answer File Data Now
Available For Review in
the Case Management
System….
….conflicts check
….attorney review
….processing
A2J Author®
Online Intake Interface

39. 39

40. 40

41. 41

42. 42
A2J Guided Interview™ for Intake (.a2j files)
Interview
Answers
(.anx
File)
XSL
Transform
Transformed
Answer Files
Case Management
System
Answer File Data Now
Available For Review in
the Case Management
System….
….conflicts check
….attorney review
….processing
A2J Author®
Online Intake Interface

43. 43
<ClientIdentification>
<ClientIdentifier>1</ClientIdentifier>
<PersonInformation PersonID="4" PersonIDRef="Client1">
<PersonName>
<NamePrefix></NamePrefix>
<FirstName>Harry</FirstName>
<MiddleName>Fred</MiddleName>
<LastName>Client1</LastName>
<NameSuffix>Jr.</NameSuffix>
<FullName>Happy Freakn Client1</FullName>
</PersonName>
<Address>
<AddressLine>192 Harrisburg Ln.</AddressLine>
<AddressLine>Suite 213</AddressLine>
<City>Cleveland</City>
<County>Cuyahoga</County>
http://lsntap.org/LSXML

44. 44
A2J Guided Interview™ for Intake (.a2j files)
Interview
Answers
(.anx
File)
XSL
Transform
Transformed
Answer Files
Case Management
System
Answer File Data Now
Available For Review in
the Case Management
System….
….conflicts check
….attorney review
….processing
Does Not Have
to be XML!!
-HTML
-Comma delimited
-CSV
-Plain ole’ text
-SQL INSERTs
-etc, etc.
A2J Author®
Online Intake Interface

45. 45
A2J Guided Interview™ for Intake (.a2j files)
Interview
Answers
(.anx
File)
XSL
Transform
Transformed
Answer Files
Case Management
System
Answer File Data Now
Available For Review in
the Case Management
System….
….conflicts check
….attorney review
….processing
A2J Author®
Online Intake Interface

46. 46
<xsl:element name="ClientIntake">
<xsl:element name="ClientIdentification">
<xsl:element name="ClientIdentifier">
<xsl:text></xsl:text>
</xsl:element>
<xsl:element name="PersonInformation">
<xsl:variable name="userfirstname"
select="//Answer[@name='User First Name TE']"/>
<xsl:variable name="usermiddlename"
select="//Answer[@name='User Middle Name

47. 47
A2J Guided Interview™ for Intake (.a2j files)
Interview
Answers
(.anx
File)
XSL
Transform
Transformed
Answer Files
Case Management
System
Answer File Data Now
Available For Review in
the Case Management
System….
….conflicts check
….attorney review
….processing
Every transform is unique
to ...
-The interview
-The destination database
A2J Author®
Online Intake Interface

48. http://cityroom.blogs.nytimes.com/2009/07/12/the-form-that-lets-you-say-more-forms-please/

49.  Linking interviews could facilitate customer
based coordination across systems of justice
 Legal Aid Agencies
 Courts
 Criminal Defense- public defender
 Administrative Agencies
▪ The new frontier!

51.  Legal Assistance Foundation of Chicago:
TIG Grantee, currently using Legal Server
CMS.
 Pro Bono Net: Non-profit administrator of
LawHelp Interactive server.
 PS Technologies, Inc: Creator and vendor of
Legal Server CMS.
 Illinois Legal Aid Online: Automated
Documents provider for Legal Aid attorneys in
Illinois, contracted to manage project.

52.  Legal Aid attorneys now enter client and case
information into Case Management Systems (CMSs)
for efficient case management and reporting.
 Attorneys can efficiently draft pleadings and forms
using automated documents on LawHelp Interactive
(LHI), and serve more clients.
 For any case, up to 40% of the information that is
needed to complete documents on LHI is already
contained in the CMS.
 Currently, attorney must enter this information
twice– once in the CMS, once on LHI—which is
inefficient.

53.  Functional improvements to LHI:
• XML output of template information
• Ability to accept XML input of HotDocs answer files,
user authentication
 Functional improvements to Legal Server:
• Ability to read XML input of template information
• XML output of HotDocs answer files
 Standards and documentation for Document Assembly
Nationwide:
• Standard Variable list
• Documentation of how system was developed, how
other agencies can replicate project and use the system

54. 1. Fill out case information in Legal Server
2. From within Legal Server,
chose an Automated
Document on LHI.
3. LHI 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

55.  Linking interviews could facilitate efficient
data transfer to other service and
administrative agencies

56. A2J Guided
Interviews
on the Web
PD’s
Office
Legal
Aid
Statewide
Website
Human
Services
Administrative
Tribunal
Courts