1. Reheating Your HotDocs Skills Capstone Practice Systems Alan Soudakoff Marc Lauritsen May 17, 2006

2. The session A review of HotDocs for people who want to develop templates intended for online use by self-helpers, clients, or staff. Our emphasis today will be on basic concepts and procedures.

3. Our agenda today 1st half hour Introduction – history, concepts Example of template on the national server More review of fundamentals

4. Our agenda today Next 40 minutes Show & tell: creating and testing a template that will run on the national server Mechanics of loading and linking to such a template

5. Our agenda today Last 20 minutes Suggestions and resources for effective template developers Questions and comments

6. Survey and requests

7. Introduction Basic concepts The national server Applications (users/uses) Example

8. Quick review: Document Assembly Sometimes called... Document automation Computer-aided drafting Think TurboTax Typically found in... Word processing applications Case management systems Fillable forms

9. Basic Concepts Templates – model documents Variables – whats different? Facts, choices Calculations - numbers, dates, texts Logic – what goes where? Conditional/optional pieces Repeated sections Interface - questions and guidance

10. Template + Answers = Document

11. Important differences Templates | Answers | Documents Interview | Assembly RTF templates | PDF templates Desktop HotDocs | Online HotDocs

12. National Public ADO (Automated Documents Online) The national ADO service Template providers Advisory group OSLSA LSCLexis Self-help users Advocate users Statewide websites I-CAN! Clients

13. 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

14. Users Self-helpers (unrepresented) Clients (partially or fully represented) Legal services staff advocates Hotline staff Volunteers, pro bono counsel Law school clinics Other nonprofits

15. Alternate front ends Native HotDocs – out of the box I-CAN! A2J

20. Online Example

21. HotDocs versions Standard vs. Pro Player PDF Advantage option HotDocs 2005 Three service packs HotDocs 2006

22. Key concepts Template Variable Component Expression Instruction Library Variation Computation Conditionality Repetition Prompts Validation Additional Text Resources

23. Kinds of variables Text Date Number True False Multiple Choice Computation

24. Show & tell

25. Browser Browser HotDocs Pro [Statewide Web Sites] Middleware Web Services HotDocs Web Services HotDocs Online Database Operating System Uploading a Template Template Author Authoring Environment Production Server HotDocs Pro HotDocs Online

26. Browser Browser HotDocs Pro [Statewide Web Sites] Middleware Web Services HotDocs Web Services HotDocs Online Database Operating Systemhttps://digitalid.verisign.com/client/help/id_intro.htm#what_is_id Activating and Linking Authoring Environment User and Management Environment Template Author Production Server Statewide Web Server Probono.net, Kaivo OST

27. Browser Browser HotDocs Pro [Statewide Web Sites] Middleware Web Services HotDocs Web Services HotDocs Online Database Operating System Using a Template Registered User Anonymous User User and Management Environment Production Server Statewide Web Server Probono.net, Kaivo OST Middleware Services, HD Web Services, HD Online

28. Continuing Your Education HotDocs general Evaluation Guide and Tutorials Program Help in PDF format Technotes HotDocs listserv User groups Legal Services LStech workgroup Who's Who and What's What Standards and Practices LS HDO listserv Multistate developers WebEx sessions Details in HotDocs Developer Resources

29. Whats stopping you?

30. Managing yourself Dont put it off Start small Keep at it Schedule time to do this Arrange for quick feedback

31. Links & contact info http://npado.org/faq http://www.ejustice.org/hotdocs http://www.lstech.org/workgroups/hotdocs http://lists.lstech.org/index.html/info/hotdocs http://www.hotdocs.com {alan|bart|marc}@capstonepractice.com For donated copy of HotDocs Pro (2 per state), check with your statewide website committee (and if they dont know, rstaudt@kentlaw.edu)

32. Questions?