1. Copyright Zorza Associates, 2008 (Certain screens may be copyright the author/organization) www.zorza.net Tools for Self-Represented Innovation Advocacy: SRLN Leadership Modules TIG Conference January 2009 Richard Zorza, Esq., richard@zorza.net www.zorza.net

2. Copyright Zorza Associates, 2008 (Certain screens may be copyright the author/organization) www.zorza.net Outline Self-Represented Innovation, Legal Aid, and Technology The Modules: Fifteen Areas of Opportunity Using the Modules for Advocacy Conclusion

3. Copyright Zorza Associates, 2008 (Certain screens may be copyright the author/organization) www.zorza.net Self-Represented Innovation, Legal Aid, and Technology General Trends in the Courts Ability of Legal Aid to Impact the Trends Technology Partnering as a Leveraging Tool Heightened by Economic Crisis

4. Copyright Zorza Associates, 2008 (Certain screens may be copyright the author/organization) www.zorza.net The Leadership Modules Concept Launched at Sept ’08 Baltimore Conference PPT, Faculty Notes, Resources, Activities, Profiles and Video Focus on access, efficiency, effectiveness and staff impact Learning by doing, train the trainer 25 States Network of 40 state contacts Promoted in Judicature, etc.

5. Copyright Zorza Associates, 2008 (Certain screens may be copyright the author/organization) www.zorza.net #1- Strategic Perspective General concept to show options and highlight key lessons Tells stories, describes steps, discusses advocacy approach Includes evaluation and funding approaches Intended to be used to get strategic start

6. Copyright Zorza Associates, 2008 (Certain screens may be copyright the author/organization) www.zorza.net Strategic Perspective: Legal Aid Partnering Perspective Can help start process Can provide perspective on process Must take 100% access perspective, not narrow self-interest Open to broad discussion of roles Perspective and Diagnosis of need

7. Copyright Zorza Associates, 2008 (Certain screens may be copyright the author/organization) www.zorza.net Strategic Perspective: Technology Perspective Measures of need Diagnostic tools Moving to data integration

8. Copyright Zorza Associates, 2008 (Certain screens may be copyright the author/organization) www.zorza.net #2 - Self-Help Services Key component brings courts into delivery system Gateway for public Core of service delivery Focus of diagnosis and triage

9. Copyright Zorza Associates, 2008 (Certain screens may be copyright the author/organization) www.zorza.net Self-Help Services: Legal Aid Partnering Perspective Centers can be run by legal aid under contract Needs to be in courthouse Makes a player in system Issues of eligibility and neutrality Could be key intake component

10. Copyright Zorza Associates, 2008 (Certain screens may be copyright the author/organization) www.zorza.net Self-Help Services: Technology Perspective Relationship to intake and diagnosis and triage Key consumption point of technology Capacity to integrate (forms, e-filing, modification by center and court)

11. Copyright Zorza Associates, 2008 (Certain screens may be copyright the author/organization) www.zorza.net #3 - Self Help Center Design Design, Location are critical for self-help and courtroom Must reflect desired interaction Module shows models and engages participants in design activities Design must support technology and workflow

12. Copyright Zorza Associates, 2008 (Certain screens may be copyright the author/organization) www.zorza.net Self Help Center Design: Legal Aid Partnering Perspective Can put program in the courthouse, subject to neutrality concerns Opens up discussion of legal aid in courthouse Opens up discussion of courthouse flow and courtroom impact on litigants

13. Copyright Zorza Associates, 2008 (Certain screens may be copyright the author/organization) www.zorza.net Self Help Center Design: Technology Perspective Design as opportunity to make sure that technology is actually used Courtroom design as opportunity to collaborate in courtroom technology Courtroom technology can include display of case, issues, etc., and also easy access to order, etc.

14. Copyright Zorza Associates, 2008 (Certain screens may be copyright the author/organization) www.zorza.net #4. Justice Corps AmeriCorps applied to the courts – California model Potential broad application nationally Needs supervision and integration Transformative impact on court

15. Copyright Zorza Associates, 2008 (Certain screens may be copyright the author/organization) www.zorza.net Justice Corps: Legal Aid Partnering Perspective Can provide the support and training when part of the courthouse Could create independent programs using court as partner

16. Copyright Zorza Associates, 2008 (Certain screens may be copyright the author/organization) www.zorza.net Justice Corps: Technology Perspective Could use with court to support hotlines, forms, LiveHelp, etc. Can also be used in clinics to support forms Generally provides a support function for tech systems for low-experience users Young students get it

17. Copyright Zorza Associates, 2008 (Certain screens may be copyright the author/organization) www.zorza.net #5 - Staff Ethics Focuses on court staff but applies to legal aid staffed centers too Core concept of legal information Core issue is how to provide required level of engagement within that paradigm Module goes into specifics and encourages a process

18. Copyright Zorza Associates, 2008 (Certain screens may be copyright the author/organization) www.zorza.net Staff Ethics: Legal Aid Partnering Perspective May need some modification for direct use Makes much easier for courts to refer to legal aid information, resources, tools etc. Since instructions, protocols, etc are “information,” puts premium on development of these materials and therefore on legal aid participation in their development

19. Copyright Zorza Associates, 2008 (Certain screens may be copyright the author/organization) www.zorza.net Staff Ethics: Technology Perspective Software is also “informational” since standard for all, therefore legal aid cooperation in development is way of obtaining access Software can be developed to train staff on the underlying concepts and on the specific information to be communicated Software design should be informed by the potential of use by court and center staff

20. Copyright Zorza Associates, 2008 (Certain screens may be copyright the author/organization) www.zorza.net #6 - Plain Language and Forms Major, perhaps foundational, innovation Lays groundwork for multiple innovations and multiple partner participation Moves into information area Module shows how any form can be improved Need national strategy for statewide forms

21. Copyright Zorza Associates, 2008 (Certain screens may be copyright the author/organization) www.zorza.net Plain Language and Forms: Legal Aid Partnering Perspective Huge opportunity to participate in shaping the courts access system Important to bring end-user perspective, not just substantive advocacy perspective LSC role in training for plain language Can help with bar politics Can help with testing and evaluation

22. Copyright Zorza Associates, 2008 (Certain screens may be copyright the author/organization) www.zorza.net Plain Language and Forms: Technology Perspective Obvious link to Automated Forms (next module) Political process for forms leads into automation Substantive process for forms can also feed into database design, electronic filing, etc.

23. Copyright Zorza Associates, 2008 (Certain screens may be copyright the author/organization) www.zorza.net #7 - Document Assembly Impacts on quality and efficiency of courts Needs significant investments Impacts on all court systems Used in other innovations

24. Copyright Zorza Associates, 2008 (Certain screens may be copyright the author/organization) www.zorza.net Document Assembly: Legal Aid Partnering Perspective Capital needs means that partners needed by courts SJI-LSC partnership provides both resources and legitimacy Variety of models for the partnership

25. Copyright Zorza Associates, 2008 (Certain screens may be copyright the author/organization) www.zorza.net Document Assembly: Technology Perspective Use of legal aid resources and tools can make it easier for court management to move forward Links to legal aid website “spine” helps build overall integrated system

26. Copyright Zorza Associates, 2008 (Certain screens may be copyright the author/organization) www.zorza.net #8 - Case Management Becoming core of courts’ access response Uses existing system to focus on needs of the self-represented and access Can be used to shape multiple aspects of the court Identifying the problems that block movement of cases

27. Copyright Zorza Associates, 2008 (Certain screens may be copyright the author/organization) www.zorza.net Case Management: Legal Aid Partnering Perspective Usually an internal process But partners are needed to help solve the problems that are identified Relates to both legal aid represented and self-represented

28. Copyright Zorza Associates, 2008 (Certain screens may be copyright the author/organization) www.zorza.net Case Management: Technology Perspective Tools can help find the problems Tools can help solve the problems Tools can help evaluate Fertile area for TIG Particularly in diagnosis-triage, monitoring, referral, dynamic intervention

29. Copyright Zorza Associates, 2008 (Certain screens may be copyright the author/organization) www.zorza.net #9 - Working with Judges Module designed to help facilitate communication, ideas, and ongoing cooperation Recognizes difficulties, shows advantages, about culture change for access

30. Copyright Zorza Associates, 2008 (Certain screens may be copyright the author/organization) www.zorza.net Working with Judges: Legal Aid Partnering Perspective Outreach to non-court players is one component of this, but can complicate in the early stages Or, could be triggered by outside approach Focus on problem identification and solution highlights value of outside players

31. Copyright Zorza Associates, 2008 (Certain screens may be copyright the author/organization) www.zorza.net Working with Judges: Technology Perspective Partnering technology can solve identified problems with caseflow, litigant knowledge, courtroom problems, etc. Value of external resources in getting to the table

32. Copyright Zorza Associates, 2008 (Certain screens may be copyright the author/organization) www.zorza.net #10 - Courtroom Services Second generation innovation with major impact Putting staff and tools in the courtroom has very major impact in all areas Still new area

33. Copyright Zorza Associates, 2008 (Certain screens may be copyright the author/organization) www.zorza.net Courtroom Services: Legal Aid Partnering Perspective Some staff can be legal aid – but in a special role Legal aid can help court in focusing what need is Legal aid can help develop the forms, tools, software etc.

34. Copyright Zorza Associates, 2008 (Certain screens may be copyright the author/organization) www.zorza.net Courtroom Services: Technology Perspective Access software could be partner product, provided role is clear and court neutrality is protected Immediate order model Integration with document assembly

35. Copyright Zorza Associates, 2008 (Certain screens may be copyright the author/organization) www.zorza.net #11 - Discrete Services aka “unbundling” Access innovation that can cost the court nothing Can be court or bar led, can be pro bono or fee Depends on different view of atty-client relationship

36. Copyright Zorza Associates, 2008 (Certain screens may be copyright the author/organization) www.zorza.net Discrete Services: Legal Aid Partnering Perspective Can bring in pro bono programs, atty of day, etc. Can advocate for innovation as for fee middle income access tool Can help with bar support Role with marketing and referral systems

37. Copyright Zorza Associates, 2008 (Certain screens may be copyright the author/organization) www.zorza.net Discrete Services: Technology Perspective Potential for online tools to support entry into relationship Value of document assembly and other tools to support Marketing and recuitment

38. Copyright Zorza Associates, 2008 (Certain screens may be copyright the author/organization) www.zorza.net #12 - Law Libraries Low/zero cost partnering opportunity for courts Wide range of services even into the courtroom Issues often political

39. Copyright Zorza Associates, 2008 (Certain screens may be copyright the author/organization) www.zorza.net Law Libraries: Legal Aid Partnering Perspective Legal aid as third partner for content and knowledge Forms, processes, perspectives, etc.

40. Copyright Zorza Associates, 2008 (Certain screens may be copyright the author/organization) www.zorza.net Law Libraries: Technology Perspective Access point for tech tools, with less neutrality issues than court Partners for higher level substantive assistance (research etc.)

41. Copyright Zorza Associates, 2008 (Certain screens may be copyright the author/organization) www.zorza.net #13 - Distance Services Broad message of tech potential Impacts and access Strong advocacy for partnership

42. Copyright Zorza Associates, 2008 (Certain screens may be copyright the author/organization) www.zorza.net Distance Services: Legal Aid Partnering Perspective As funder As content partner With division of labor (neutrality issue) As source of support labor – LiveHelp and other support

43. Copyright Zorza Associates, 2008 (Certain screens may be copyright the author/organization) www.zorza.net Distance Services: Technology Perspective Move to national systems Bring courts in early as innovation partners Remember neutrality needs

44. Copyright Zorza Associates, 2008 (Certain screens may be copyright the author/organization) www.zorza.net #14 - Limited English Proficiency: Solutions Offered A.Language Access in the Courtroom B.Linguistic and culturally competent court services C.Multilingual courthouse signage D.Multi-lingual information for LEP court users E.I-Speak cards F.Websites G.Bilingual/bicultural court staff H.Tools for court staff to assist LEP court users I.Training of court staff and judicial officers on LEP issues J.Court-based self-help centers with special resources K.Tied together by the LEP plan

45. Copyright Zorza Associates, 2008 (Certain screens may be copyright the author/organization) www.zorza.net Limited English Proficiency: Legal Aid Partnering Perspective Source of perspective and insight Source of materials and content Intellectual capacity Links to community

46. Copyright Zorza Associates, 2008 (Certain screens may be copyright the author/organization) www.zorza.net Limited English Proficiency: Technology Perspective Document assembly Translations of orders etc. Training and educational materials LiveHelp as support

47. Copyright Zorza Associates, 2008 (Certain screens may be copyright the author/organization) www.zorza.net #15 - Compliance Overall perspective and impact Court’s responsibility Just starting

48. Copyright Zorza Associates, 2008 (Certain screens may be copyright the author/organization) www.zorza.net Compliance Examples A.Front End Plaintiff Information and Tools – Ventura County CA B.Compliance Assistance – Fresno California ACTION Center C.Tools for Defendants/Respondents – Ventura D.Assistance with Order Drafting and Requirements Explanation – Butte County Family Court Order Clinic E.Linguistic Outreach and Assistance – Imperial, Los Angeles and Minneapolis F.Judge or Staff Explaining Order G.Court Takes Responsibility for Preparing Written Orders – Alameda H.DV Case Unbundled Assistance – Santa Clara I.Other Ideas and Approaches

49. Copyright Zorza Associates, 2008 (Certain screens may be copyright the author/organization) www.zorza.net Compliance: Legal Aid Partnering Perspective Content Litigant perspective and needs

50. Copyright Zorza Associates, 2008 (Certain screens may be copyright the author/organization) www.zorza.net Compliance: Technology Perspective Informational tools Action tools Tracking and statistics Integration with compliance data systems

51. Copyright Zorza Associates, 2008 (Certain screens may be copyright the author/organization) www.zorza.net Using the Modules for Advocacy with the Courts for Innovation Suggesting use by court For joint seminars and meetings Resources and Activities Program Profiles and Video

52. Copyright Zorza Associates, 2008 (Certain screens may be copyright the author/organization) www.zorza.net Conclusion Lots going on Legal aid and technology needs to be, and can be, at that table