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Docassemble is a free, open-source expert system for guided interviews and document assembly. It provides a web site that conducts interviews with users. Based on the information gathered, the interviews can present users with documents in PDF, RTF, or DOCX format, which users can download or e-mail. Docassemble was created by a lawyer/computer programmer for purposes of automating the practice of law, but it is a general-purpose platform that can find applications in a variety of fields.
Speakers:
• Jonathan Pyle, Philadelphia Legal Assistance
What are data sharing platforms?
Data sharing platforms allow programs to securely share information, as well as store data in the cloud and across devices. These platforms are often easy to use and customizable, creating centralized locations for documents and efficiency when sending files.
Why are data sharing platforms important for legal services?
In 2019, the Michigan Advocacy Program (MAP) received a Technology Initiative Grant (TIG) from the Legal Services Corporation (LSC) to bring UX design and usability testing training to the justice community. After having struggled with these topics in the early days of Michigan Legal Help, and then learning how important they are, MAP wanted to help others in the community understand the basics of UX design and learn how easy usability testing can be.
What are case management systems (CMS)?
Case management systems allow legal aid programs to consolidate case and client information in a central and secure location. These types of software also manage client communication, accounting and billing, document assembly, compliance, etc., fostering more successful results and streamline workflow. CMS also provides added layers of up-to-date, compliant security for sensitive information.
Why are case management systems important for legal aid?
Resources Appendix
Accessibility resources
Accessibility should not be an afterthought, but something that you take into account as you do research, create designs, and implement your solutions. Depending on the tools you use, there may be accessibility guidelines built in. Below are additional resources to review!
Accessibility resources for research
Remember that how you set up your research and prototypes has an effect on who is able to participate.
What are Voice Over Internet Protocols (VoIP)?
VoIPs use an internet connection to make calls instead of typical phone lines. Calls are forwarded to a centralized number through a process called Private Branch Exchange (PBX), hosted in the Cloud or on-premises servers. There are numerous benefits of VoIP phones, such as the ability to add multiple phones and additional features that build off of typical systems. Such features include conference calling, voicemail transcribing, and voice insights for quality monitoring.
What are texting (SMS and MMS) platforms?
Document assembly and automation platform are key tools for legal services and nonprofits. The following is a comprehensive review of legal service-focused document assembly platforms with information included that is most improtant to an organization.
This includes a review of pricing, integrations, skills required to run these programs, etc. to create comphrensive forms. It also gives more in-depth information about what document assembly and automation is and its current place in legal services.
Description
AutoMon offers a legal case management solutions for Civil matter management that manages matter, cases, parties, and the associated information. It is an organization-wide environment that supports users, and management features including knowledge management, Intake, and document assembly. AutoMon is built on Microsoft technology and is built to integrates with Office, Outlook and Exchange.
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