Session: Managing a Large Document Assembly Catalog: Case Studies
Session description: "Automated document assembly projects are a tried and true tool for bridging the access to justice gap. However, they can be cumbersome to manage and keep up to date. Managing and growing these large catalogs takes a coordinated mix of staff and contractor time. In this session, representatives from Michigan, Kansas, and Illinois will talk about how they decide which document assembly software to use based on the projected end-user and the form that’s being automated. They’ll talk about how they review and prioritize interviews for upkeep and maintenance. Finally, they will share the tools (a combination of shared spreadsheets, calendars, Google docs, training materials, and video chats) and tricks that they use to increase their organization’s impact on their state’s access to justice gap."
Presenters: Marilyn Harp (Kansas Legal Services), Matthew Newstead (Illinois Legal Aid Online), LaDierdre McKinney (Michigan Legal Help), and Jessica Frank (A2J Author)