Lsc 2015 tig conf prgrm web final

Legal Services Corporation America’s Partner For Equal Justice

Technology Initiative Grants

ANNIVERSARY

Conference SAN ANTONIO, TX

We would like to thank the following sponsors for supporting the 2015 TIG conference and civil legal aid.

Legal Files Software, Inc.

Microsoft

DirectLaw

Tyler Tech

LegalServer

LSC TIG CONFERENCE 2015

Legal Services Corporation

Greetings from the TIG Staff at LSC ANNIVERSARY

CONFERENCE elcome to San Antonio, TX and the 15th Anniversary of LSC’s TIG Conference! They say everything is bigger in Texas and this is the biggest TIG Conference yet, with more sessions, presenters, and attendees than ever before. We look forward to welcoming new faces as well as getting reacquainted with colleagues from across the country and around the globe.

The opening plenary session will feature an international panel of experts discussing how other countries are using technology to improve access to justice and how those solutions can be shared and integrated into our own justice system. We will hear from ABA President William Hubbard on how technology and innovation can help expand access to justice.

And Thursday’s lunch will feature remarks from LSC’s President Jim Sandman.

San Antonio’s downtown evening skyline.

As outlined in this program book, the TIG Conference covers a broad range of topics relevant to the legal aid community, including data analysis, innovations in legal services delivery, document assembly, and best practices for IT responsible staff.

Additionally, you can expect opportunities to network in more informal ‘Affinity Group’ sessions and dinners. The topics for the Affinity Groups were selected based on your feedback during the online registration process. Another networking opportunity is the TIG Conference reception, being held Wednesday evening beginning at 7:00 p.m.

We look forward to spending the next few days sharing information, exchanging ideas, and exploring innovative ways of using technology to promote full access and high-quality legal representation for lowincome people.

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LSC TIG CONFERENCE 2015 Opening Session Improving Access to Justice through Technology - A Global Perspective Access to Justice is a local issue on a global scale. The challenges low-income people in the US face in finding help for their legal problems are faced by people around the world. This panel will look at how other countries are using technology to improve access and at how those solutions and ours can be shared to the benefit of all. It will explore efforts underway to provide coordination and cooperation. Also, it will look at how understanding legal procedures from other countries can be helpful in understanding the mindsets of those from other cultures seeking our help.

Speakers Glenn Rawdon (Moderator), Program Counsel for Technology, Legal Services Corporation, Washington, DC; Bonnie Hough, Managing Attorney for the California Judicial Council’s Center for Families, Children & the Courts, San Francisco, CA; John Simpson, Manager, Community and Publishing Services, Legal Aid BC, British Columbia, Canada; Roger Smith, Research, London, United Kingdom; Dr. Jin Ho Verdonschot, Justice Technology Architect, HiiL Innovating Justice, The Hague Holland, Netherlands (See presenter bios for more information about each panelist).

Glenn Rawdon

John Simpson

Bonnie Hough

Jin Ho Verdonschot

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Roger Smith

LSC TIG CONFERENCE 2015 Keynote Luncheon Speakers William C. Hubbard William C. Hubbard is President of the American Bar Association. He previously served a two-year term as Chair of the ABA's House of Delegates. Mr. Hubbard is a past president of the American Bar Foundation and the American Bar Endowment. He is a member of the council of the American Law Institute.

Mr. Hubbard is Chairman of the Board of the World Justice Project. He is a Fellow of the American College of Trial Lawyers and the American Board of Trial Advocates. William C. Hubbard He is a permanent member of the United States Fourth Circuit Judicial Conference. Mr. Hubbard has served on the Board of Trustees of the University of South Carolina since 1986 and served as Chairman of the Board from 1996-2000. In 2010, he received the university's highest recognition, the Honorary Doctor of Laws.

In 2002, Mr. Hubbard was presented the Order of the Palmetto, South Carolina’s highest civilian award. In 2007, Mr. Hubbard received the American Inns of Court Professionalism Award for the United States Court of Appeals, Fourth Circuit.

Mr. Hubbard earned his BA and JD from the University of South Carolina. He is a partner in the Columbia, South Carolina office of Nelson Mullins Riley & Scarborough LLP.

John G. Levi John G. Levi was nominated to serve on the LSC Board of Directors by President Obama August 6, 2009, and confirmed by the U.S. Senate March 19, 2010. He was elected Chairman of the LSC Board April 7, 2010. Levi is a partner in the Chicago office of Sidley Austin, LLP, where his practice focuses on employment law.

In 2011 Levi received the inaugural Mikva Challenge Corporate Citizenship Award for civic leadership and was elected in 2013 as a member of the American Academy of Arts & Sciences. He is recognized in the 2014 and 2015 editions of The Best Lawyers in America in Labor Law Management and the Legal 500 U.S. 2013 and 2014 for Labor and Employment. Levi received his B.A. from the University of Rochester and earned his J.D. and LL.M. from Harvard Law School.

James J. Sandman James J. Sandman has been president of the Legal Services Corporation since 2011. He practiced law with Arnold & Porter LLP from 1977 to 2007 and served as the firm’s managing partner from 1995 to 2005. From 2007 to 2011, he was general counsel for the District of Columbia Public Schools. Sandman graduated from Boston College, and received his J.D. from the University of Pennsylvania, where he served as executive editor of the law review. He began his legal career as a law clerk to Judge Max Rosenn of the U.S. Court of Appeals for the Third Circuit.

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LSC TIG CONFERENCE 2015 Sessions

View detailed session and schedule information online through your mobile phone or desktop at 2015TIG.sched.org

TUESDAY, 1/13 Registration 4:00 - 6:00 pm • (La Villita Foyer) Welcome Gathering / Dinner on Your Own 5:30 - 7:00 pm WEDNESDAY, 1/14 Breakfast and Registration 7:30 - 8:30 am • (La Villita Foyer) Welcome and Opening Plenary Wednesday • 8:30 - 10:00 am • (La Villita B&C) ‘Improving Access to Justice through Technology - A Global Perspective’ moderated by Glenn Rawdon, with speakers: John Hunter Simpson, Bonnie Rose Hough, Roger Smith, and Dr. Jin Ho Verdonschot (See page 2 for description) Are You Agile?

Wednesday • 10:30 - 11:45 am • (Conference Center: Salon E) Agile can make projects more visible, more focused on delivering value, and more responsive to ever-changing needs. Learn what Agile is and how Illinois Legal Aid Online and Legal Services Corporation are using two of the most popular Agile frameworks to better manage teams and projects, improve quality, and deliver solutions that meet user needs. We’ll also demo free and low-cost Agile tools for managing Agile projects.

Speakers: Gwendelyn Daniels, Peter Campbell Author in the Cloud: The A2J Author® 5.0 Rollout and Round 2 of the A2J Clinical Project Wednesday • 10:30 - 11:45 am • (Conference Center: Cavalier) This session will discuss our work on TIGs to develop a new platform for A2J Author in the cloud, a mobile viewer and document assembly

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LSC TIG CONFERENCE 2015

Legal Services Corporation

Sessions (Wednesday) ANNIVERSARY

CONFERENCE subsystem, as well as a TIG to establish cyber clinics that teach students how to create document assembly projects for self-represented litigants.

John Mayer, the Executive Director of the Center for ComputerAssisted Legal Instruction (“CALI”) will present the roll out of A2J Author 5.0 and discuss where we are in the design process for the mobile viewer and document assembly subsystem. IIT Chicago-Kent College of Law Professor Ronald Staudt and Alexander Rabanal, Access to Justice Fellow at the Center for Access to Justice & Technology, will recap the results of the first round of A2J Author Course Project, an initiative to support the teaching of A2J Author in law schools nationwide, as well as discuss the exciting developments of the second round.

Speakers: John Mayer, Ron Staudt, Alexander Rabanal Data Analytics: Using Data You Have (and maybe others!) to Analyze Service Delivery Wednesday • 10:30 - 11:45 am • (La Villita A) The purpose of the session is to present current data analysis projects around the country and provide insight into what data is used, how it is analyzed, and what it tells us. The session will present three projects and then a short presentation of general data concepts and current practice.

Speakers: Ed Marks, Joyce Raby, Chuck Hays, Jonathan Pyle Mobile Innovations for Clients Wednesday • 10:30 - 11:45 am • (Pavo Real) This session will focus on a few of the latest innovations utilizing mobile devices in service delivery. Presenters will cover optimizing content for mobile websites, mobile apps and discuss how programs have used SMS text campaigns for delivery of client resources and referral information.

Speakers: Teri Ross, Danielle Rebar, Matthew Burnett

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LSC TIG CONFERENCE 2015 Sessions (Wednesday) Tools of Choice Wednesday • 10:30 - 11:45 am • (Conference Center: Salon D) A lot of law-related choices - by clients, self-helpers, and legal professionals - don’t lend themselves to support by technologies like document assembly and expert systems, which rely upon coded rules and procedures. Choices typically require individualized balancing of considerations, tradeoffs, and reconciliation of competing evaluative perspectives. This session will review existing and forthcoming technologies that help in these aspects of decision making. We’ll talk about both the choice of technology and the technology of choice.

Speaker: Marc Lauritsen Lunch with ABA President William C. Hubbard Wednesday • Noon - 1:30 pm • (La Villita B&C) (Introduction by John G. Levi, LSC Board Chairman.)

Try the Tech: Demo Sessions with Tyler Technologies Wednesday • 1:45 - 6:00 pm • (Conference Center: Salon C) (See handout for more information.)

Before You Install: Selecting Software that Suits Your Needs Wednesday • 1:45 - 3:00 pm • (Conference Center: Salon D) When it comes to the software that keeps your organization running, deciding on a solution is a process that shouldn’t be taken lightly. You need to spend time organizing your priorities, weighing the actual cost of software solutions, and considering the needs of all the staff members who will use your purchase. We’ll look at several methods to define software requirements, how to get the most out of demos, and think through how to right-size your own process.

Speaker: Laura Quinn Data Analysis Strategies to Maximize Impact Wednesday • 1:45 - 3:00 pm • (Pavo Real) In order to understand clients’ needs and to maximize the impact of work on their behalf, legal aid organizations can employ various types

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LSC TIG CONFERENCE 2015 Sessions (Wednesday) of analyses using a combination of internal and external data. Two legal aid organizations (The Legal Aid Society of Cleveland and Montana Legal Services Association) will share research and analysis methods they developed in partnership with a local academic institution (the Levin College of Urban Affairs at Cleveland State University) to identify and better meet the needs of their clients. This session will include (1) a research framework that can be used to design a data analysis process, (2) examples of spatial and trend analyses, including a list of maps that every legal aid organization should have, (3) a data dashboard tool that can be used for real-time snap shots of client and case data, and (4) ideas about partnering with research institutions.

Speakers: Rachel J. Perry, Colleen M. Cotter, Brian A. Mikelbank, Alison L. Paul

How Automated Forms Can Improve Lawyer Effectiveness Wednesday • 1:45 - 3:00 pm • (Conference Center: Cavalier) This presentation will focus on automated forms for legal aid staff use.

The presenters will introduce online forms and how they are changing the private sector and discuss what online forms have reached high acceptance and use by legal aid staff, the reasons why those forms are highly used by lawyers, and discuss tips, ideas on how to overcome lawyer resistance to using automated forms. Desktop uses of automated form will also be covered. In addition, other innovations will also be shared.

Moderator: Claudia Colindres Johnson; Speakers: Marc Lauritsen, Joshua Goodwin, Sheila Fisher Office 365 Wednesday • 1:45 - 3:00 pm • (Conference Center: Salon E) Microsoft Cloud Solutions including Office 365 with SharePoint Online and Dynamics CRM Online are revolutionizing the delivery of legal services. From client intake to internal collaboration and donor management, Microsoft Cloud Solutions could make your organization more productive. Can you really eliminate your on-premise infrastructure today? In this session, Steve Mordue, CEO of Forceworks a 2014 Microsoft Partner of the Year, will explain the available services and

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LSC TIG CONFERENCE 2015 Sessions (Wednesday) how they are applied to a Legal Aid Organization, followed by an opportunity to get your specific questions answered.

Speaker: Steve Mordue

The Next Generation of Online Triage: A Breath of Fresh AIR (Advice, Information and Referral) Wednesday • 1:45 - 3:00 pm • (La Villita A) Are you overwhelmed with telephone traffic? Are you seeking ways to better serve your most remote rural areas - far from neighborhood offices? Do you want to be available to potential clients 24/7? Or maybe you’re looking for new ways to make your intake systems work more efficiently? This session will look at four new online “triage” systems developed by three New England programs and by South Carolina Legal Services. The South Carolina model utilizes Neota Logic software, which interfaces with their SWWS based on ProBonoNet. The New England model is based on Drupal, built as an add-on feature to their existing statewide Drupal websites. Both systems were built with replicability in mind. The work has been challenging but exciting and we welcome this opportunity to bring you the next generation of online triage.

Speakers: Brian Dyer Stewart, Thomas Garrett, Pat Muller, Thomas A. Trent Exploring Technology Options to Better Service SelfRepresented Litigants Wednesday • 3:30 - 4:45 pm • (La Villita A) This workshop will highlight several technology initiatives designed to improve the Self-Represented Litigant experience. Attendees will hear about ways California courts are implementing a Customer Relations Management (CRM) solution to improve remote and in-person services for Self-Represented Litigants. The panel will also share how the CRM integration is being used to improve remote services for traffic court. Attendees will also be challenged to consider collaborative technology programs through the example of a collaboration among California courts in 7 counties which resulted in the development of

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LSC TIG CONFERENCE 2015 Sessions (Wednesday) the Small Claims On-line Triage tool, allowing users to evaluate options and receive a customized printout based upon the answers provided. Lastly, we will share the outcomes of a project that created online forms to create Plain Language Bilingual Orders for sexual assault, DV, and stalking victims resulting in positive outcomes and reduced contempt proceedings.

Speakers: Maria Livingston, Salvador Reynoso, Claudia Colindres Johnson, Snorri Ogata

Innovative Pathways to Pro Bono: Using Technology to Expand the Role and Impact of Volunteers Wednesday • 3:30 - 4:45 pm • (Pavo Real) This workshop will highlight novel uses of technology to support volunteer engagement, including models for virtual services provided by pro bono attorneys and law students, and tools that expand participation by trained lay advocates and non-traditional justice partners in information, screening and triage activities. Examples will include new remote assistance projects, the “Events” suite in LawHelp Interactive that facilitates document review, and groundbreaking projects that use technology to expand services provided by non-attorneys. We will also explore how programs can tap into a growing community of volunteer technologists, designers and others in the private sector with an interest in access to justice.

Speakers: Liz Keith, Margaret Shinn, Brian R. Houghton, Mark O’Brien The Power of VMware Horizons and Workspace Wednesday • 3:30 - 4:45 pm • (Conference Center: Salon E) This presentation will enlighten and improve production in any company. Legal Aid of Northwest Texas is using VMware in a way that can show other IT professionals how to utilize and expand on their platform.

VMware has the power to handle communications, Human Resources, Accounting and Systems.

Speakers: Michael Prince, Vuong Dao

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LSC TIG CONFERENCE 2015 Sessions (Wednesday - Thursday) Fusion Tables Mapping Workshop Wednesday • 3:30 - 4:45 pm • (Conference Center: Cavalier) Participants in this one-hour workshop will learn how to use Google Fusion Tables, a free web-based application. The session will show you how to: • Set up Google Fusion Tables • Create point maps of specific addresses, and maps of geographic areas (such as counties).

• Combine data from different sources.

• Create maps with multiple layers.

• Customize your map with colors and filters.

• Share and publish your finished maps.

Please bring your own laptop for hands-on learning. We’ll provide data and walk you through the project step-by-step, and you’ll leave with an interactive map that you created.

Speakers: Jessie Posilkin, Christina Sanabria Networking and Affinity Groups Wednesday • 5:00 - 6:00 pm • (Conference Center) An opportunity for informal networking and affinity group sessions based on the selections of participants at registration.

TIG Conference Reception & Talent Show Wednesday • 7:00 - 9:30 pm • (Briscoe Western Art Museum, Jack Guenther Pavilion)

Thursday, 1/15 Breakfast and Registration 7:30 - 8:30 am • (La Villita Foyer) Self-Represented Litigation Network (SRLN) Meeting Thursday • 7:30 - 8:15 am • (Pavo Real) Open to anyone who would like to learn about developments and new

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LSC TIG CONFERENCE 2015 Sessions (Thursday) initiatives of the SRLN, this session will facilitate connections between participants and the SRLN with a focus on how to meet the pro se challenge through technology and collaboration. The SRLN conducts projects across a wide area of interest that impact self-represented litigants, such as judicial education, court services and system design, technology, and unbundled services delivery. Please join us for inspiring conversation!

Speaker: Katherine Alteneder

Trust the Process and Oh The Places You’ll Go! Thursday • 8:30 - 9:45 am • (Conference Center: Salon E) The road map for making a video is basically the same. You’ll travel a slightly different road depending on the style you choose and your budget. This session will start with the basic road map for making a video and explore the side-roads of each style of video: actors, animation, foto novella and more. We will share video scripts and tips on how to make this fun and helpful.

Speakers: Joshua Gunn, Kenneth Elliott, Kate Geruntho Frank, Margaret Shinn, Claudia Colindres Johnson Business Process Analysis —Why Can’t I Just Do What You Did? Thursday • 8:30 - 9:45 am • (La Villita A) People are abuzz about business process analysis - is it worthy of the hype? Learn how three Illinois programs have used BPA to improve their services and products, each in different ways. LAF (formerly the Legal Assistance Foundation of Metropolitan Chicago) is streamlining the case management processes of their practice groups. Land of Lincoln Legal Assistance Foundation is identifying services delivery gaps and potential solutions. Illinois Legal Aid Online is improving the way website content is managed. Speakers will discuss the epiphanies, challenges and successes experienced at their organizations in using BPA. Speakers: Teri Ross, Vivian R. Hessel, Linda Zazove

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LSC TIG CONFERENCE 2015 Sessions (Thursday) Gender and Cultural Competency with Legal Technology: Considerations and Best Practices Thursday • 8:30 - 9:45 am • (Pavo Real) As legal services technology tools evolve, it’s important to take a step back to think about how they reflect the diverse populations they are meant to serve. This workshop will explore considerations and best practices in designing and upgrading legal technology with sensitivity to issues like gender identity and expression, racial and ethnic diversity, disability and 508 compliance and more.

Speakers: Charles Wells, Xander Karsten, Mirenda Meghelli, Sheila Fisher How Native Mobile Applications Can Reach Broader Audiences Thursday • 8:30 - 9:45 am • (Conference Center: Salon D) The web and mobile optimized websites have tremendous power to reach those without the ability to pay for legal services. Unfortunately there is a larger population that is being missed by a strategy that does not include native mobile applications on the iPhone and Android devices. Since February of 2014, native mobile applications have surpassed desktop internet usage. This presentation will explain both code and trends in technology usage in the United States that are being missed by the legal services community. It will include code snippets, and more broadly an explanation on how to implement accessibility features of the Android and iOS ecosystems. It will also detail the ups and downs of a mobile first strategy for a small New England state.

Speaker: William E. Palin Phone Systems 2015: A Look at Innovations and Best Practices Thursday • 8:30 - 9:45 am • (Conference Center: Cavalier) Even as new technologies continually emerge, phone systems still play a critical role in almost every legal services organization across the country.

This session will look at recent trends in call center and VoIP technology and discuss best practices for upgrading your legacy phone system.

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LSC TIG CONFERENCE 2015 Sessions (Thursday) It will demonstrate a new project in Virginia to conduct triage through a phone system and Eric Jones from LSC’s Office of Information Technology will highlight LSC’s recent transition to Avaya VoIP. Speakers: David Neumeyer, Eric Jones, Zahid Masood

Engaging Pro Bono Attorneys in Virtual Law Practice Thursday • 10:00 - 11:15 am • (La Villita A) Report on the results of the New Mexico Legal Aid Project to engage pro bono lawyers in virtual law practice through a virtual law firm platform. Presentation of how a virtual law firm platform can increase efficiency and productivity in a pro bono program by enabling 24x7 communications, reducing the friction between lawyer and client, and creating a framework for collaboration between Legal Aid Manager, Pro Bono Attorney, Law Students, and Clients. Use of embedded document automation solutions and how a virtual platform can support the delivery of “unbundled” legal services, off-line and on-line, will also be discussed.

Speakers: Richard S. Granat, Ed Marks Serious Gaming as a Learning Tool for Self-Represented Parties Thursday • 10:00 - 11:15 am • (Pavo Real) This session will examine the evolution and application of game design for serious purposes. It will focus on using games as a learning tool for self-represented parties. There is a lot of evidence that games are engaging and effective teaching tools, but in legal services we are just beginning to explore this area. The presentation will include visual examples of successful efforts using games to teach real-life skills, both in and out of legal services. We will also talk about work being done to identify the needs of SRP’s and how serious games are effecting change in the broader community. There will be a related hands-on workshop in the afternoon covering collaborative design.

Speakers: Casper Harteveld, Dan Jackson, Susan Garcia Nofi

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LSC TIG CONFERENCE 2015 Sessions (Thursday) SharePoint for Legal Aid Thursday • 10:00 - 11:15 am • (Conference Center: Cavalier) One of the most powerful technologies available for Legal Aid Organizations today is SharePoint Online. But where do you start? A lot of time and money have been invested by Legal Aid Organizations resulting in deployments that have not lived up to expectations. In this session, Steve Mordue, CEO of Forceworks, a 2014 Microsoft Partner of the Year, will demonstrate Forceworks’ RapidStart for Legal Aid Organizations and explain the challenges overcome during the development of the model. Current Legal Aid Organization users will also be available to describe their experiences and answer your questions regarding this deployment model.

Speaker: Steve Mordue TIG Final Reports: Demonstrating Accomplishments, Improving Services and Fostering Replication Thursday • 10:00 - 11:15 am • (Conference Center: Salon E) Grantees must submit final evaluation reports to receive grant payments. The reports are designed to help grantees better assess and demonstrate their projects’ achievements, improve program operations, and foster appropriate replication. But to what extent are TIG final reports actually useful to grantees? In this session, panelists will discuss their experiences developing and using final reports and engage the audience in a discussion about how these reports can be most useful.

Moderator: Bristow Hardin; Speakers: Kristin Verrill, Jonathan Pyle Lunch with LSC President James J. Sandman Thursday • 11:30 am - 1:00 pm • (La Villita B&C) Try the Tech: Microsoft Lab Thursday • 1:15 - 2:30 pm • (Conference Center: Salon C) Note: limited to 10 people - see registration for sign-up information.

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LSC TIG CONFERENCE 2015 Sessions (Thursday) Community and Client Outreach for Technology Tools to Promote Legal Access: Videos, Text Campaigns, Social Media and More Thursday • 1:15 - 2:30 pm • (La Villita A) This workshop will explore successful and innovative approaches to marketing and conducting outreach about legal technology tools available to serve low-income communities. Panelists will discuss the use of video and mobile technologies (such as SMS texting and social media) to get the word out about available legal services and lessons learned on creating and maintaining these types of marketing materials and strategies.

Speakers: Kate Geruntho Frank, Leah Margulies, Teri Ross Expert Systems: Leverage Your Lawyers to Serve Your Clients Thursday • 1:15 - 2:30 pm • (Pavo Real) This session will explore the use of expert systems as force multipliers for legal services in areas such as intake, navigation and triage, immigration, Medicaid appeals, consumer debt and landlord-tenant, veterans’ medical care, and unemployment benefits. It will include an explanation and demonstration of the software principles of expert systems and their relationship to tools for document automation, surveys, interviews, and forms.

Speakers: Matthew Burnett, David Neumeyer, Michael Mills, Tanina Rostain Shop Smart: How a Formal Procurement Process can Safeguard Your Investment Thursday • 1:15 - 2:30 pm • (Conference Center: Salon E) Buying a major system, such as phones or CMS, or hiring a consultant to help deploy technology can be a hit or miss experience. We all want to avoid the fiascos. In this session, we’ll discuss the best ways to identify and evaluate vendors and discuss some key strategies for ensuring that major system implementations return the results that you’re looking for. Topics will include Requests for Information and Proposals, what to look for in a demo or interview, negotiating contracts and engaging your co-workers in the project.

Speaker: Peter Campbell 15

LSC TIG CONFERENCE 2015 Sessions (Thursday) Views You Can Use - Making Data Visualization Accessible With Tools Available Now Thursday • 1:15 - 2:30 pm • (Conference Center: Cavalier) See easy ways to understand and utilize your organization’s data and discover free, existing visualizations that describe your client population. This session is the tale of three data visualization projects.

Presenters will share the trials, tribulations and triumphs of using maps, graphs and charts to make data both useful and accessible.

Presenters will also discuss the use of free and low cost data visualization tools to promote legal aid’s mission in the community, the use of data visualization as a management tool, and data visualization to promote legal advocacy.

Speakers: Kristin Verrill, Jeff Hogue, Christina Sanabria, Joan Kleinberg Try the Tech: Microsoft Lab Thursday • 2:45 - 4:00 pm • (Conference Center: Salon C) Note: limited to 10 people - see registration for sign-up information.

Pro Bono in a Box: Easy-Tech for Success in Improving Pro Bono Commitment Thursday • 2:45 - 4:00 pm • (Pavo Real) This session will provide an overview of the successful “turnkey” project “Pro Bono in a Box – Learn & Do” including: a walkthrough of all stages of an event; what tech to use when; real world event results; and access to the entire Pro Bono in a Box toolkit. These resources include everything you need for these types of events, like pre-event marketing content, script questionnaires for pro bono attorneys, automated documents, CLE outlines, and much more. These events have been fully embraced by the private bar, law schools, and community organizations. It has sparked new enthusiasm for volunteerism, but most importantly, these events have provided limited scope services to high volumes of people within just a few hours of time. The pro bono clients are happy, the attorneys enjoy the opportunity to give back to

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LSC TIG CONFERENCE 2015 Sessions (Thursday) their communities, and there are no case files that linger on.

Speaker: Kim Marshall, Vince Morris, Amy Dunn Johnson

Tech Planning Smack Down! Tactical vs. Strategic vs.

Missional Thursday • 2:45 - 4:00 pm • (La Villita A) Forget everything you know about Strategic Technology Planning.

This session will open your eyes and mind to a new way of thinking about your technology planning. We will use real examples to walk you through the steps of creating the right technology plan for your organization. We will explore three different flavors of technology plans, Tactical, Strategic and Missional. Attendees will walk away with: 1) Understanding the flavors of technology plans: Tactical, Strategic, Missional; 2) Clear and achievable steps to implement with available resources; 3) Creative ways to involve your full organization and build innovation into your technology plans; 4) Methods to redirect the focus of your technology plans where it is needed most.

Speaker: Steve Heye WriteClearly & ReadClearly: Plain Language Tools for Legal Services Websites Thursday • 2:45 - 4:00 pm • (Conference Center: Salon E) Over the past decade, members of the legal services community have become more aware of the importance of using plain language in client correspondence and self help materials. Innovation in technology has allowed for the development of a variety of resources to assist advocates in ensuring the materials that are created are easy to read.

The panel will unveil the new and improved ReadClearly and WriteClearly tools that have been enhanced to provide easy access to free plain language tools. In addition to demonstrating the tools, panelists will discuss the development process, the integration of the tools into websites, and the future of plain language tools.

Speakers: Abhijeet Chavan, Mary Zimmerman, Maria Mindlin, Anna Hineline

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LSC TIG CONFERENCE 2015 Sessions (Thursday) Collaborative Game Design Workshop Thursday • 2:45 - 4:00 pm • (Conference Center: Cavalier) This interactive workshop will provide teams of participants with the opportunity to collaboratively develop the “paper prototype” for a serious game. Teams will be led through multiple structured design phases. Participants will emerge with a better understanding of the potential offered by serious games, as well as an understanding of the value of a collaborative design process. This type of exercise applies to more than just game design – participants will take away some understanding of how to approach a social or other need, how to work with others to identify and define parameters, and how to hypothesize solutions.

Speakers: Casper Harteveld, Dan Jackson, Susan Garcia Nofi RAPID FIRE TECH: Show and Tell of Technology Projects and Ideas Thursday • 4:30 - 5:30 pm • (La Villita B&C) If you had six minutes to share an idea, best practice or show off a TIG project, what would you talk about? What if you only got 20 slides and they rotated automatically after 20 seconds? Around the world geeks have been putting together events like this to share their ideas. This plenary will feature a series of short presentations highlighting innovative technology projects and ideas. It will be fast paced and informative!

Speakers: Kathleen Caldwell, Sue Encherman, Joshua Goodwin, Dan Jackson, Wilhelmina Randtke, Brian Rowe, Matthew Stubenberg, Angela Tripp NLADA Technology Section Meeting Thursday • 5:30 - 6:30 pm • (Pavo Real) Affinity Group Dinners / Dinner on Your Own Thursday • 7:00 - 9:00 Meet by the conference registration desk. (See the Affinity Group handout provided with your onsite registration materials.)

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LSC TIG CONFERENCE 2015 Sessions (Friday) Friday, 1/16 Breakfast 7:30 - 8:00 am • (La Villita Foyer) Case Management Systems User Groups Friday • 8:00 - 9:15 am • (See posted room assignments) These user group sessions will allow programs with the same case management systems (CMS) to informally meet and discuss CMS features, future plans, challenges and best practices.

App Ready Idea in Search of Developers Friday • 8:30 - 9:30 am • (Conference Center: Salon D) This is an interactive session with an app ready idea in search of some developers. Courtroom based “lawyer for the day” projects require volunteer lawyers to engage in compressed client interviews that must be both efficient and effective, but also result in ethical decisions regarding limited scope representation for simultaneous settlement negotiations or brief court appearances. Drawing on hundreds of hours of experience training private attorneys to operate in this “speed dating” environment, we developed interview checklists as a guide and safety check. Volunteers who received training perhaps weeks before the actual day in court, often forgot the checklist or simply misplaced it in the flurry of paperwork. These checklists lend themselves well to being deployed as an app that volunteers could review at their convenience in advance and review during their interview with the client. Let’s get some creative minds together and create an app!

Speaker: Katherine Alteneder Drupal/DLAW: Where Are We Now Friday • 8:00 - 9:15 am • (Pavo Real) About 20% of legal services websites use the open source Drupal website content management system. This session’s panelists will provide updates on several Drupal projects. Mary, Steve, and Abhijeet will present the latest version of DLAW, the open source template based

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LSC TIG CONFERENCE 2015 Sessions (Friday) on Drupal. DLAW provides a recommended statewide website configuration, National Subject Matter Index integration, pre-built themes, and many other useful features. Gwen will talk about Illinois Legal Aid Online’s work to convert its four websites to a single Drupal 7 instance. She will share the lessons learned and how other states can take advantage of their work in the coming months. Brian will discuss new features developed for Stateside Legal and other LSC Drupal sites as well as a look at a survey project in Drupal.

Speakers: Brian Dyer Stewart, Gwendelyn Daniels, Abhijeet Chavan, Mary Zimmerman, Steven Rapp

LawHelp Network Session: What’s New and What’s Next for 2015 Friday • 8:00 - 9:15 am • (La Villita A) This session will highlight LawHelp / probono.net / LiveHelp network activities and developments. PBN staff will discuss new and upcoming developments for the LawHelp.org and probono.net platforms, including mobile initiatives, new approaches to delivering content and online forms, and how statewide websites are advancing other innovations in the field. In addition, project coordinators from two states will discuss content and outreach initiatives, and how they can be replicated. While aspects of this session will be platform-specific, all are welcome, and the concepts and examples will be relevant to anyone interested in using online tools to increase client services and boost pro bono.

Speakers: Xander Karsten, Liz Keith, Elliott Fontenette, Jenny Singleton Bringing More to Legal Aid Than Just More People – WHY Online Intake Friday • 9:30 - 10:45 am • (La Villita A) A presentation on two very different online intake projects: NH and WA, with particular focus on why the programs chose to implement online intake, what their goals were for the projects, and what each program has learned. Each program integrated online intake into an existing legal services delivery model and will discuss the impact online had on their

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LSC TIG CONFERENCE 2015 Sessions (Friday) model, and any changes which resulted. Among other topics, the presenters will explain how their systems have improved efficiency, enhanced coordination with other legal assistance providers, and expanded access. Common concerns of programs which have not adopted online intake will be addressed in terms of each programs’ approach and outcomes.

Speakers: Cheryl Nolan, Breckie Hayes-Snow, Claudia Colindres Johnson, Joan Kleinberg

Fast and Forward- Looking at Project Management Friday • 9:30 - 10:45 am • (Pavo Real) There are as many project management schools of thought as there are project managers, and each person has their own approach to moving a project from start to finish. Join us as we take a thoughtful look at what tasks we perform, and how we perform them in this session exploring “project management”. From running short and effective meetings, to juggling multiple deliverables and outcomes, to reporting back to funders, this session takes a step back to examine what we do, and the mechanics of how we do it. Regardless of the platform, tool, approach or project you’re engaged with, this session will focus on the theoretical and practical underpinnings of managing a project, whether you’re working on the same project from start to finish or stepping into a new project midstream.

Speakers: Xander Karsten, Jessie Posilkin, Anna Hineline Security Basics Friday • 9:30 - 10:45 am • (Conference Center: Salon E) Traditional approaches to computer security are getting archaic pretty quickly. How important are firewalls if half your staff are carrying your sensitive data on their smartphones? What does cloud storage mean for attorney/client privilege? What is a safe password in a world where software can guess every possible combo of words and letters? We’ll discuss a lot of the current trends in mobile, web and company technology security.

Speakers: Steve Heye, Peter Campbell

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LSC TIG CONFERENCE 2015 Sessions (Friday) Top Ten Pro Tips For Building Effective Websites Friday • 9:30 - 10:45 am • (Conference Center: Cavalier) In an ever-changing technology landscape it is more important than ever to stay current with latest techniques to ensure that your website is performing at its highest potential. This session will present practical tips on improving your website’s effectiveness. It will cover latest techniques, tools, and trends in visual design, web typography, information architecture, search engine optimization, social media integration, web traffic analytics, and more, along with real-world examples and case studies. The material presented can be applied to a website running on any content management platform.

Speaker: Abhijeet Chavan Affinity Groups Friday • 11:00 am - 12:15 pm • (Conference Center) An opportunity for informal networking and affinity group sessions based on the selections of participants at registration.

Managing Your TIG Effectively and the 2015 TIG Cycle Friday • 11:00 am - 12:15 pm • (La Villita A) (Required attendance for all 2014 TIG award recipients) The TIG staff will review reporting requirements, grant assurances and discuss best practices for managing technology grants. There will also be a preview of the upcoming 2015 TIG Cycle.

Speakers: Glenn Rawdon, Jane Ribadeneyra, David Bonebrake Florida Technology Discussion Friday • 11:00 am - 2:00 pm • (Pavo Real) Organizers of the Florida Technology Discussion have reached out to relevant stakeholders about their participation in this session.

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LSC TIG CONFERENCE 2015

Legal Services Corporation

Presenters ANNIVERSARY

CONFERENCE Katherine Alteneder Katherine Alteneder, Coordinator of the SelfRepresented Litigation Network (SRLN), has a background in legal services, the courts and private practice. After clerking for a trial court judge, Katherine worked at Alaska Legal Services Corporation, initially handling DV matters and later as the Aging Grant Coordinator. In 2001, Katherine joined the Alaska Court System to develop the statewide Family Law SelfHelp Center, which resulted in the nation’s first virtual self-help center.

Operating solely through telephone and Internet capabilities, the Center was also one of the early TIG grantees. In 2008, Katherine moved to private practice, establishing a successful unbundled practice supporting self-represented litigants in Alaska. Katherine has been an active member of the SRLN since 2002, participating in Working Groups, writing and presenting at conferences. Katherine now resides in Arlington, VA. David Bonebrake David Bonebrake is a Program Counsel at Legal Services Corporation and is responsible for helping manage LSC’s Technology Initiative Grants (TIG) Program. TIG funds innovative technology projects that improve quality and access to legal services across the country. Prior to LSC, David provided technology support and assistance to the poverty law community at the Legal Services National Technology Assistance Project.

David has worked extensively with the legal aid community on several technology projects, including the migration of over a dozen legal aid websites to Drupal. In law school, David served as the supervisor of the Self-Help Web Center, a legal help desk located in downtown Chicago.

David holds a J.D. from Chicago-Kent College of Law. Matthew Burnett Matthew has served as director of the Immigration Advocates Network (IAN) since 2011, and previously served as IAN’s associate director.

Before joining IAN Matthew worked representing low-income immigrants at East Bay Sanctuary Covenant and Northwest Immigrant Rights Project,

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LSC TIG CONFERENCE 2015 Presenters and served as a law clerk to Justice Z.M. Yacoob of the Constitutional Court of South Africa. He received his B.A. cum laude from the University of Washington, where he was a Mary Gates Scholar and elected to Phi Beta Kappa, and his J.D. cum laude from Seattle University School of Law, where he was a Public Interest Law Foundation grant recipient and on the editorial board of the Journal for Social Justice. In 2013 Matthew was named to the Fastcase 50, which honors the law’s “most courageous innovators, techies, visionaries, & leaders.”

Kathleen Caldwell Kathleen has been a staffer at legal aid since almost the beginning of time—in one capacity or another. She helps lead Maine's technology initiatives, including its extensive network of legal information websites.

Peter Campbell Peter Campbell is the Chief Information Officer at Legal Services Corporation. Prior to joining LSC, Peter spent five years managing technology at Earthjustice, the nation’s leading environmental law firm, and seven years serving as IT Director at Goodwill Industries of San Francisco, San Mateo and Marin Counties, Inc. Peter has a broad knowledge of networks, databases, email and the web. In 2003, he won a “Top Technology Innovator” award from InfoWorld for developing a retail reporting system for Goodwill thrift. Peter’s focus is on advancing communicaiton, collaboration and efficiency through creative use of the web and other technology platforms. In addition to his work at LSC, Peter blogs on NPTech tools and strategies at http://techcafeteria.com; is active in the non-profit community as a member of NTEN; and spends as much quality time as possible with his wife, Linda, and son, Ethan.

Abhijeet Chavan Abhijeet Chavan is the chief technology officer of Urban Insight. He has 20 years of technology consulting experience working with government, higher education, and non-profit clients. His areas of interest include open

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LSC TIG CONFERENCE 2015 Presenters source software, content management systems, and user experience.

Abhijeet is the creator of OpenAdvocate which provides web solutions for legal services. He is also the co-founder of Planetizen, the leading urban planning news website. He previously coordinated data visualization and mapping projects at the University of Illinois at Urbana-Champaign (UIUC).

Abhijeet holds Master of Architecture and Master of Landscape Architecture degrees from UIUC. Colleen M. Cotter Colleen Cotter is the Executive Director of The Legal Aid Society of Cleveland, where she has served in that position since 2005. Previously Colleen worked as a consultant to legal aid organizations and their funders across the country. She has also worked for Indiana Legal Services and started her legal aid career at Pine Tree Legal Assistance in Maine, where she was a Skadden Fellow. Colleen serves on the board of the Saint Luke’s Foundation in Cleveland and on the Cleveland Marshall College of Law Visiting Committee. She is a member of LSC’s Data Project Advisory Committee and served on the LSC Pro Bono Task Force. Colleen previously served on the NLADA Board, and the NLADA Civil Policy Group. Her 2007 speech entitled “Justice and Healthy Communities” was published in Vital Speeches of the Day. Gwendelyn Daniels Gwen Daniels has been the Director of Technology Development at Illinois Legal Aid Online for over ten years. Gwen is responsible for the overall architecture and development for ILAO’s web platform and related services. She is an experienced developer in HTML, CSS, JavaScript, ColdFusion, Drupal, and PHP. Prior to working at ILAO, Gwen spent eight years working at the Shriver Center.

Vuong Dao Vuong Dao is the Network Coordinator for Legal Aid of NorthWest Texas (LANWT). He has been in the Information Technology industry for over

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LSC TIG CONFERENCE 2015 Presenters nine years, and with LANWT for the last four years. Vuong is a hardware specialist who manages servers and provides desktop support to over 225 users spanning fifteen branch offices throughout Northwest Texas. In his spare time, he enjoys photography, reading up and learning new technology, and helping people with their personal computers.

Kenneth Elliott Kenneth Elliott is the Webmaster/IT Support Specialist and Template Developer at South Carolina Legal Services. Receiving his undergraduate degree in Technology Support and Training Management at the University of South Carolina, Kenneth lends his knowledge in exploring new trends within marketing technology based on his web development and webmaster experience. He is also an experienced HotDocs and A2J template developer constructing South Carolina’s official online divorce and child support modification automated forms. Kenneth spends his quality time with his family and is a fitness enthusiast.

Sue Encherman Susan Encherman began her career in civil legal services in January 1980 when she was hired as the first Administrator of Evergreen Legal Services.

She held this position until October of 1995 when as a result of a statewide restructuring plan, she left and began building the Northwest Justice Project (NJP) where she has been the Director of Administration for the past 19 years. NJP is a statewide program with 17 offices and over 200 staff. When not administrating, she travels to foreign lands and buys for Art Gecko, her small import business.

Sheila Fisher Sheila Fisher has been an attorney at North Penn Legal Services for 30 years, the last ten working as a full-time template developer. She has created templates for both staff and pro se litigants, for both online and desktop environments, not only for North Penn but also legal services programs elsewhere in PA and across the country. She is experienced

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LSC TIG CONFERENCE 2015 Presenters with HotDocs and A2J Author, and this year is incorporating Neota Logic, A2J Author and Prime into a streamlined intake tool. She is also developing a “Divorce Tracker” or expert tool to guide pro se litigants through the divorce process in PA. Both projects are funded by TIG. Elliott Fontenette Elliott Fontenette is the Managing Attorney for the Texas Legal Services Center’s Self Represented Litigants Project. He earned a BS in Finance from LSU, and a JD from the University of Texas School of Law. He was licensed to practice law in 2009, and has been with the Texas Legal Services Center since January of 2010. He supervises the Live Chat service on www.texaslawhelp.org to provide legal advice, legal information, and/or other legal resources to help clients. He administers Texaslawhelp.org, including development of self-help legal publications, forms, reviewing legal publications, coordinating marketing, implementing new features, reviewing website metrics, and supervising law school and college interns. Additionally, he supervises the production of self–help legal videos and the design and implementation of A2J legal forms. In summation, he is well versed in the issues facing self-represented litigants, works towards addressing these issues, and looks forward to continuing to serve the people of Texas.

Kate Geruntho Frank Kate manages Connecticut’s statewide website, CTLawHelp.org. She has a bachelor’s degree in journalism and has been developing, managing, and creating content for high-traffic websites since the mid-1990s. While working as a web editor for The Taunton Press, a national magazine publisher and media company, Kate received on-the-job training from her employer’s professional videography department. Kate’s articles, photos, and videos have been published in local and national magazines, newspapers, and websites, including Connecticut Magazine, Fine Gardening Magazine, FineCooking.com, the New Haven Register, and the State of Connecticut Judicial Branch website. Kate is proficient at video editing, building Drupal websites, and in a handful of web markup and scripting languages.

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LSC TIG CONFERENCE 2015 Presenters Thomas Garrett Tom Garrett has been executive director of Legal Services Law Line of Vermont, a nonprofit law firm that provides community education, pro se assistance, brief service, and focused systemic advocacy on behalf of low income people in Vermont, since 1996. He has successfully managed several TIG grants, working with Vermont courts as well as other legal services programs in Vermont. Law Line’s current TIG project will create a web-based inquiry to seamlessly guide users to information, referrals, court forms, and/or intake to legal services as well as the Vermont Bar Association’s modest means panel.

Joshua Goodwin Joshua Goodwin is a senior staff attorney with Southeastern Ohio Legal Services where he has been a generalist legal services attorney since 2008. In addition to carrying a regular caseload and assisting with various legal clinics in southern Ohio, he has used HotDocs to create templates to assist attorneys in completing various forms. He received his J.D. from Vanderbilt University Law School in 2006 and a B.A. in Music from The Ohio State University in 2003. Outside of the office, he enjoys spending time with his wife and two young children, writing technology related articles for his blog, and developing applications for Android powered devices.

Richard S. Granat Richard S. Granat is Co-Chair of the eLawyering Task Force, Founder and CEO of DirectLaw and Co-Director, Center for Law Practice Technology, Florida Coastal School of Law. He was also named one of 50 Legal Rebels by the American Bar Association Journal in 2009; awarded the ABA Louis M Brown Lifetime Achievement Award for Legal Access in 2010, the ABA Keane Award for Excellence in eLawyering in 2013, and also named a FastCase50 Winner in 2013.

Joshua Gunn Josh started Planet Nutshell in 2007, with a desire to help people

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LSC TIG CONFERENCE 2015 Presenters “funderstand” a complicated world via animation and storytelling. Since then, Planet Nutshell has gone on to create visual experiences for some of the biggest companies, non-profits, and educational institutions on Planet Earth. Josh holds a Master of Fine Arts in Creative Writing from The University of Washington and he received his BA in English from Colorado College.

Bristow Hardin Bristow Hardin has been a LSC program analyst since 2003 and was previously a LSC program analyst from 1995 to 1998. He oversees the evaluations of TIG projects, analyzes economic and demographic trends affecting the allocation of LSC funding and the demands on LSC grantees’ services, administers the Veterans Pro Bono Program grant, and helps coordinate and/or evaluate special LSC initiatives (such as collaborations with Veterans Readjustment Centers and the LSC Loan Repayment Assistance Program). He has worked with legal services programs or other advocacy groups for over 25 years. He has a M.A. and Ph.D. in sociology from the University of California, Santa Cruz.

Casper Harteveld Dr. Casper Harteveld is an Assistant Professor in the Game Design Program at Northeastern University. His research focuses on (i) the use of games to learn about decision-making and (ii) educating people in making better decisions through games. He applies gaming in particular in the context of resilience and sustainability, and pays thereby special attention to the role of collaboration. He is the author of the books Triadic Game Design (published by Springer in 2011) and Making Sense of Virtual Risks (published by IOS Press in 2012). For his work he received the Young Talent Prize of Information Systems, the Special Prize for Best Dissertation in Simulation & Gaming, and two National Science Foundation awards.

Breckie Hayes-Snow Breckie has been at LARC for 18 years and worn many hats in the

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LSC TIG CONFERENCE 2015 Presenters process. She is primarily responsible for the legal assistance provided on the Statewide hot-line, the case management system and statistical reporting, and the LegalServer based online intake system. LARC works towards a seamless legal services delivery system in New Hampshire and has used Online Intake to advance that objective.

Chuck Hays A recent addition to the Florida Bar Foundation, Chuck has an extensive and varied career within technology and data management and analysis.

He as been the Vice President for Business Development, a Vice President of Retail Systems, as well as a software consultant working for such clients as Blackbaud, Merrill Lynch and Wachovia. Chuck has worked with nonprofits using the full complement of Edge Software Suite; Raiser’s Edge, Financial Edge, Education Edge, eTapestry, and FundWare.

Vivian R. Hessel Vivian R. Hessel has been the Director of Technology for Advocates at LAF since 2010. Vivian is responsible for cultivating the use of technology in LAF’s work, managing agency-wide technology projects, training staff how to use new technology, and interfacing between IT and other LAF staff. Prior to assuming this position, Vivian worked as a supervisory attorney at LAF for sixteen years, supervising staff attorneys and paralegals, and litigating complex cases involving consumer, family, housing and employment issues. She has a Bachelor of Arts in psychology and mathematics from Northwestern University and a Juris Doctor from Loyola University Chicago School of Law. Steve Heye Steve Heye is the Manager of Technology at The Cara Program in Chicago. He is responsible for managing the strategy and ongoing operations related to technology for The Cara Program. Steve has presented at numerous conferences on nonprofit technology. His previous role was at the YMCA of Metropolitan Chicago where he was responsible for

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LSC TIG CONFERENCE 2015 Presenters managing all aspects of the YMCA’s online presence including the web sites, intranet, and social networking. Before that he was with the Technology Resource Group at YMCA of the USA for about ten years where he provided resources, conferences, and training that allows YMCAs nationwide to better leverage business systems and technology.

He has a Bachelors degree in Finance from North Central College.

Anna Hineline Anna Hineline is the Technology Coordinator at Legal Assistance of Western New York, Inc. She works with the LawNY staff to ensure that they have access to and understand the technology that is available to better serve clients and effectively collaborate across the organization.

This is her fourth year with LawNY. Anna has served as the Upstate Organizational Listing Coordinator for LawHelpNY and coordinator of the Geneva office’s pro-se divorce clinic. She started at LawNY as an AmeriCorps VISTA, establishing the Veteran Outreach Project.

Jeff Hogue Jeff Hogue served as a legal aid attorney for 14 years and has spearheaded a number of innovative technology and legal aid projects to expand access to justice. He serves on the NYSBA Committee on Legal Aid, is the national co-chair of the National Legal Aid and Defenders Association tech section, and has worked with a number of organizations that provide civil and international human rights advocacy. Jeff is currently Community Relations and Operations Coordinator for LegalServer. He is a graduate of Cornell Law School and the Fulbright College Honors Program at the University of Arkansas. Jeff was honored in 2010 with the New York State Bar Association’s 2010 Denison Ray Civil Legal Services Award.

Bonnie Rose Hough Bonnie Rose Hough is the Managing Attorney for the California Judicial Council’s Center for Families, Children & the Courts and oversees the Access to Justice and Self Help, Family Law and Domestic Violence, and

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LSC TIG CONFERENCE 2015 Presenters Tribal/State Unit within CFCC. The focus of her work is helping courts meet the needs of litigants who cannot afford counsel in civil cases. Her group manages the California Courts On-Line Self-Help Center with 4,000 pages of information, they also develop a variety of document assembly programs for legal aid, self help centers and the public. She coordinates over 100 court-based attorney-supervised self-help centers throughout the state. Her group also develops statewide forms for family, domestic violence, child support, juvenile and tribal issues. Bonnie was a legal services attorney running a family law agency prior to working for the courts.

She is active with California’s Commission on Access to Justice and the National Self-Represented Litigation Network.

Brian R. Houghton Brian Houghton is the Litigation Projects Manager for Pro Bono Law Ontario. He manages the operations of PBLO’s self-help legal centers, located in Toronto and Ottawa. Coming from a business background, Mr. Houghton is a certified adult educator, licensed paralegal, and a member of the Law Society of Upper Canada. One of his roles at PBLO is to develop innovative technology solutions in order to maximize the number of clients PBLO is able to serve. Recently, he managed the launch of PBLO’s case management system, ticket system, volunteer management and scheduling software, and new B2B and B2C websites.

Dan Jackson Dan Jackson is the Executive Director of the NuLawLab, the innovation laboratory at his alma mater, Northeastern University School of Law (NUSL). Following law school, Dan served as a law clerk for The Honorable Hugh H. Bownes at the U.S. Court of Appeals for the First Circuit, before practicing employment law at Bingham McCutchen, where he went on to launch and lead the firm's attorney professional development functions until 2011. Prior to law school, Dan was a set designer for theater and film, and continues to work in that space.

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LSC TIG CONFERENCE 2015 Presenters Claudia Colindres Johnson Claudia works on improving how legal and court services are provided to vulnerable and low income communities and how those without lawyers obtain the remedies they need from judicial/administrative forums. She joined Pro Bono Net in 2008 to make online forms a cornerstone piece in improving access to justice and providing legal services. She was a member of the management team at Bay Area Legal Aid in Oakland. She created the Legal Advice Line, a team of cross trained attorneys providing counsel and advice in four areas of law in five languages. Claudia’s track record in creating innovative models and programs include creating the lawyer of the day project in eviction court in San Francisco. She started the Language Access Project at CLS, Philadelphia, and is a founding member of the National Language Access Advocacy Network (NLAAN) a group that includes hundreds of advocates works to eliminate discrimination on the basis of national origin. In 2011/12 Claudia worked with SCLAID in drafting the LEP Court Standards approved by the ABA in 2010. Claudia was part of the working group drafting Best Practices on E-filing for SRLs. Claudia reviews articles for the NCSC Future Trends in State Courts Journal, and guest blogs with Richard Zorza on http://www.accesstojustice.net and Pro Bono Net’s Connecting Justice Communities blog, http://www.connectingjusticecommunities.com.

Claudia started her legal career as a Skadden Fellow in Philadelphia. She is holds two graduate degrees from UC Berkeley and her law degree is from University of Pennsylvania Law School.

Amy Dunn Johnson Amy is the Executive Director of Arkansas Access to Justice Commission and Foundation. In these roles, she coordinates efforts to ensure that all Arkansans have access to the civil court system. She also directs statewide resource development initiatives to increase financial support for legal aid. As Executive Director, Amy has overseen such initiatives as the development of a strategy for delivering services to self-represented litigants, a study of the economic impact of civil legal aid, and adoption of a

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LSC TIG CONFERENCE 2015 Presenters court order authorizing out-of-state attorneys to perform pro bono services. Amy earned her undergraduate degree from Hendrix College and her J.D. from the University of Arkansas at Little Rock William H. Bowen School of Law. She has received numerous awards for her advocacy, including recognition as one of ten national recipients of the 2012 Robert Wood Johnson Foundation Community Health Leaders award.

Eric Jones Eric Jones graduated from Salisbury State University with a BS in Marketing. After college he did inside sales for a small 8(a) certified computer company. Due to the size of the company he began assisting network engineers with jobs by setting up computers, cabling installs, and installing computer racks for various government agencies. After a year he left that company and started working at the Legal Services Corporation as a Hardware/Software Technician. Now with over 15 years of IT experience, he serves as a Network Engineer at LSC. His duties range from setting up workstations and servers to running firewalls and installing phone systems.

Xander Karsten Xander joined Pro Bono Net in 2012. Previously, he worked for two years as an Equal Justice AmeriCorps Legal Fellow at Legal Assistance of Western New York in Geneva, New York, where he focused on providing holistic legal representation to those impacted by a criminal record. From 2008 to 2010 he worked as an Institute for Foreclosure Legal Assistance grantee at the Empire Justice Center in Rochester New York. Xander received his JD from SUNY Buffalo, and his BA in Philosophy from SUNY Binghamton.

He lives in San Francisco where he enjoys stand up paddle boarding.

Liz Keith Liz is Program Director at Pro Bono Net, a national nonprofit dedicated to increasing access to justice through legal empowerment, volunteer mobilization and transformative collaborations. Liz has worked at Pro Bono Net

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LSC TIG CONFERENCE 2015 Presenters since 2004, first as a Circuit Rider and later as LawHelp Program Manager, coordinating LawHelp.org and probono.net website partnerships in 25 states. Liz began her career developing community outreach programs at the Maine Women’s Policy Center focused on women’s health, economic security and freedom from violence. She received a selftailored master’s degree in community informatics from the University of Michigan, and served as consultant on projects with the Digital Partners Social Enterprise Laboratory and the Alliance for Community Technology in Haiti and Chile. She lives in the San Francisco Bay Area.

Joan Kleinberg Joan Kleinberg is a member of the management team of the Northwest Justice Project where she works on projects that support the strategic objectives of the organization including outcomes measurement, use of data, intake system flow, case management system development and private attorney involvement. She worked at Evergreen Legal Services as a staff attorney in Yakima and Seattle from 1977 to 1981 and as a private attorney involvement specialist from 1982 to 1995. In 1995, she became one of three founders of the Northwest Justice Project, where she developed and managed the CLEAR hotline before moving to her current position.

Marc Lauritsen Marc Lauritsen, president of Capstone Practice Systems, practiced and supervised in legal aid offices for seven years, then served as an instructor, director of clinical programs, and a senior research associate at Harvard Law School. Marc directed Project PERICLES there, which focused on computer applications in legal services. He was “chief e-legal officer” at AmeriCounsel.com, which developed an online environment for low-cost, high-quality legal service delivery through a nationwide network of lawyers. Capstone supplies custom software and training for a wide variety of private and non-profit law offices, and, together with Kaivo Software, developed the national online document assembly service that

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LSC TIG CONFERENCE 2015 Presenters became LawHelp Interactive. Marc is a fellow of the College of Law Practice Management and co-chairs the American Bar Association’s eLawyering Task Force. He teaches a couple courses at Suffolk Law School as part of the Apps 4 Justice initiative.

Maria Livingston Maria Livingston is the Self-Help Services manager for the Superior Court of California, County of Orange. Since joining the Court in 2008, she and her staff have opened 6 Self-Help Centers in Orange County courthouses and implemented several remote assistance projects. Prior to joining the Superior Court in Orange County, Maria worked for the Los Angeles Superior Court for 10 years, serving as the Family Law Facilitator and co-managing the Los Angeles Superior Court’s first SelfHelp program. Maria has served on statewide committees and workgroups which have focused on serving the under-represented. She currently serves as the Chair of the California State Bar Standing Committee on the Delivery of Legal Services and is part of a national team which will be evaluating Self-Help remote and virtual procedural assistance by studying the models in seven states. Maria Livingston received her J.D. from Loyola Law School. She received her B.A. degree in Comparative Cultures Cum Laude from U.C. Irvine.

Leah Margulies Leah Margulies returned to legal services in 2006 to lead LawHelpNY. She was a legal services staff attorney in NYC in the ‘80’s focusing on housing and public benefits. She left to help develop public policies at the UN and UNICEF to control unethical corporate practices. She is the founder and current Board Member of Corporate Accountability International (formerly Infact). For fun she is learning jazz flute and sings with the Brooklyn Women’s Chorus.

Ed Marks Ed Marks is Executive Director for New Mexico Legal Aid, a statewide

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LSC TIG CONFERENCE 2015 Presenters LSC-funded program. Ed is also a member of the New Mexico Commission on Access to Justice. Ed previously was Litigation Director and Deputy Director for Legal Aid of Western Ohio. Ed also has been a national trainer and consultant for legal aid technology, and participated in LSC’s recent Summit on the Use of Technology to Enhance Access to Justice. Ed began his legal services career in 1988 as a staff attorney with DNA Legal Services on the Navajo and Hopi Nations in Arizona.

Kim Marshall Kim Marshall is the Content Developer and Project Manager at Arkansas Legal Services Partnership. She works in the Little Rock office of the Center for Arkansas Legal Services, where she coordinates statewide pro bono, outreach, and training efforts between the two legal aid programs.

She also provides technology support and content development for www.arlegalservices.org, which helps thousands of low-income Arkansans understand Arkansas civil legal issues and the Arkansas court system. Marshall manages and assists in multiple innovative justice technology projects, e-newsletters, and other publications and has extensive experience in plain language, editing, writing, and maintaining content for print, web, and multimedia projects.

Zahid Masood Zahid Masood has more than 25 years of experience in assisting LSC and public sector clients with complex strategic technology decisions. His background includes strategic planning with innovative solutions optimized with state-of-the-art communication technologies, acquisition, and project management/implementation oversight. Zahid advises clients on cloud/on-premise telephone systems, intake call centers, voice and data circuit analysis, wide area networks, video networks, data center consolidation, and cost analysis of rates and chargeback models.

John Mayer John Mayer has been Executive Director of CALI since 1994. CALI is a

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LSC TIG CONFERENCE 2015 Presenters 501(c)(3) consortium of US law schools that works at the intersection of legal education, technology, access to justice and law practice. John has a BS in Computer Science from Northwestern and an MS in Computer Science from Illinois Institute of Technology. CALI is the author of the A2JAuthor program used by many legal aid organiztions, courts, non-profits and law schools for legal form/process automation and online intake.

Mirenda Meghelli Mirenda serves as the LawHelp Interactive Program Coordinator at Pro Bono Net. She previously worked as the Hotline Program Coordinator for Legal Information for Families Today (LIFT), where she managed the organization’s telephone and email family law information hotlines. Before LIFT, Mirenda worked as a staff attorney at the Bronx Defenders within the organization’s Family Defense Practice. She received her B.A. in History from University of Pennsylvania and earned her J.D. from Georgetown Law. Mirenda lives in Champaign, Illinois.

Brian A. Mikelbank Brian A. Mikelbank is an associate professor of Urban Studies in the Maxine Goodman Levin College of Urban Affairs at Cleveland State University. He is an urban geographer with varied interests in quantitative spatial analysis. His recent research focuses on the spatial analysis of metropolitan housing markets and dynamics of urban-suburban change.

Brian teaches classes in housing analysis, quantitative and spatial data analysis, urban geography, urban development and urban geographic information systems.

Michael Mills Michael Mills is the co-founder, president & chief strategy officer of Neota Logic Inc., creators of the Neota Logic Server expert systems software for legal process improvement. He attended the University of Chicago Law School, then served as law clerk to a United States District Judge.

Mr. Mills was a partner in the law firm Mayer Brown. At Davis Polk &

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LSC TIG CONFERENCE 2015 Presenters Wardwell, he lead technology strategy, business development, knowledge management, lawyer training, and e-discovery. At Kraft & Kennedy, he served as a technology consultant to law firms and law departments.

He is a director of Pro Bono Net, which provides innovative technology for the nonprofit legal sector.

Maria Mindlin Maria Mindlin is a Readability and Plain Language expert at Transcend, a small company providing various language services, including certified translations to courts and legal service agencies. Her proudest accomplishments include: Drafted 1st plain language court forms in the U.S. for the California Courts in 2001. 1st Comparative Readability Study of Plain Language Court Forms, published in Scribes Journal of Legal Writing, 2005. Readability instructor, UC Davis Law School, under R. Wydick (author of Plain English for Lawyers). Edited Bryan Garner’s Redbook text on visual accessibility. Drafted over 1,000 plain language legal documents for state courts and LSAs, including: WA, CA, NV, UT, TX, AL, ID, TN, KY, OH Steve Mordue Steve Mordue is the CEO of Forceworks, a Microsoft Certified Cloud Deployment partner and 2014 Microsoft Partner of the Year. Steve guided Forceworks’ transition from a Salesforce.com Consulting Partner to Microsoft over 3 years ago. In that time Forceworks has become a leading Microsoft Cloud Solutions Partner achieving competencies in Office 365, SharePoint Online and Dynamics CRM Online. Forceworks is a Tier 1 Microsoft Partner and member of the Microsoft Champions Club. Steve is a member of the Microsoft Partner Advisory Council.

Vince Morris Vincent Morris, through his work with legal aid, has combined law and technology in creative ways in order to extend access to justice to all Arkansans. His work includes developing innovative methods of distributing

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LSC TIG CONFERENCE 2015 Presenters legal resources and legal advice via multimedia technologies. Mr. Morris is the director of the Arkansas Legal Services Partnership and the Arkansas Pro Bono Partnership. He also staffs the Arkansas Access to Justice Commission and provides national consulting services. His pre-law career emphasized Internet technologies as well as nonprofit/policy-based consulting work, which resulted in more than 12 years of experience in web development, project management, and grant writing. Mr. Morris received a Bachelor of Arts in Philosophy at the University of Central Arkansas and then earned his Juris Doctorate from the University of Arkansas at Little Rock. He also participated in post-graduate studies in Internet Technologies at George Washington University in Washington, D.C. Pat Muller Pat Muller, AS/Computer Technology, BSB/IS and Masters in Information Systems (M.I.S)—is the Information Technology Manager at South Carolina Legal Services (SCLS). SCLS is a statewide law firm consisting of 9 offices and a statewide intake office. Pat has over 15 years of professional experience in the technology field and project management. Pat currently serves on an Advisory Panel for Tech Soup®. The advisory panel is tasked with helping TechSoup® develop new products and services to meet the needs of nonprofits and libraries. Ms. Muller manages 2 IT staff; she also manages, directs, coordinates and monitors SCLS’ telecommunications, wide area network (WAN) and desktop support for over 125 users. In her spare time, Pat enjoys all sports, reading and spending time with family.

David Neumeyer David Neumeyer is an attorney and executive director of Virginia Legal Aid Society, which uses legal skills to solve problems in housing, access to health care, income and public benefits, family issues, consumer lending, and education in Central, Southside, and Western Tidewater Virginia through a network of four offices, 45 staff members, and 150 volunteer attorneys He is also a member of the Virginia State Bar Council, the governing body of the Virginia State Bar, and president of the boards of

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LSC TIG CONFERENCE 2015 Presenters directors of the Central Virginia Academy for Nonprofit Excellence and the James River Council for the Arts and Humanities. He is a graduate of Brown University and the University of Maine School of Law, and a former Reginald Heber Smith Fellow.

Susan Garcia Nofi Susan Garcia Nofi, Executive Director, New Haven Legal Assistance.

Susan oversees the day-to-day activities of CTLawHelp.org, which operates out of NHLAA’s offices. Previously, she was Deputy Director and a staff attorney at NHLAA. From 2002-2009, Susan worked for the Connecticut Department of Labor’s Employment Security Appeals Division, first as an Unemployment Appeals Referee and later as Principal Attorney to the Board of Review. Susan is President of the Board of Directors of the Lower Naugatuck Valley Parent-Child Resource Center, President of the Board of Directors of the Legal Assistance Resource Center of Connecticut, and Acting Co-Chair of The Community Fund for Women & Girls Advisory Board. Susan is a member of the New Haven County Bar Association Executive Committee, the Connecticut Judicial Branch Access to Justice Commission, the Connecticut Hispanic Bar Association and the Pro Bono Committees of the Connecticut Judicial Branch, the Connecticut Bar Association and the New Haven County Bar Association.

Cheryl Nolan Cheryl Nolan has over 20 years of experience in legal services. She worked with the Legal Aid Society of Hawai’i and the Legal Aid Society of San Diego focusing on establishing centralized intake, telephone advice and referral systems. While at the Legal Aid Society of Hawai’i, she also established a pro bono project in collaboration with the Life Foundation, the statewide non-profit AIDS services organization in Hawai’i providing legal services to its clients and families. At the Legal Aid Society of San Diego, she represented clients in public benefits matters and created the Community Response Team, the program’s coordinated, programwide intake, advice, brief service and referral hotline. Currently employed with the

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LSC TIG CONFERENCE 2015 Presenters Legal Services Corporation in the Office of Program Performance, much of her work focuses on technical assistance to grantees with staff management, change of delivery systems, and telephone and Internet technologies.

She provides technical assistance to field programs nationwide in implementing and managing coordinated intake, advice and brief services units.

She has chaired the LSC Intake Focus Group and the Program Metrics Subcommittee, and served on the LSC Grantee Data Committee, the LSC Native American Focus Group and the LSC Board Governance Work Group. She is currently pursuing a professional certification in Data Mining, which is designed to provide the business and scientific communities with the skills necessary to design, build, verify and test predictive data models.

Ms. Nolan is admitted to practice law in California and Hawai’i.

Mark O’Brien Mark O’Brien is the co-founder and Executive Director of Pro Bono Net. Founded in 1998, Pro Bono Net has built web platforms to support public interest lawyers, build broad based justice partnerships, and empower people in need to solve their own legal problems. Prior to starting Pro Bono Net, Mark built a nationally recognized pro bono program at Davis Polk and Wardwell. He has served on the advisory boards of the University of Pennsylvania Law School Public Service Program and the Public Interest Law Alliance (Ireland), and is a member of the Pro Bono and Legal Services Committee of the New York City Bar, and of Chief Judge Jonathan Lippman’s Committee on Non-Lawyers and the Justice Gap. He is currently an Adjunct Professor of Law at Georgetown University Law Center, where he co-teaches the Technology, Innovation, and Law Practice Practicum. Mark was named a 2012 “FastCase 50” honoree for his contributions to the legal technology field.

Snorri Ogata Snorri Ogata is the Chief Information Officer for the Los Angeles County Superior Court where he is responsible for the Court’s overall information technology efforts in support of 530 judicial officers, 4,500 employees and

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LSC TIG CONFERENCE 2015 Presenters 40 locations. He joined the Court as the CIO in January 2014. Most recently Snorri was the CIO for the Orange County (CA) Superior Court and has over 30 years of IT experience in a variety of industries. Snorri is also on the Board of Directors for the Court Information Technology Officer Consortium and chairs the CITOC Education Sub-committee.

William E. Palin William Palin is an attorney and software developer based in Cambridge Massachusetts. He began creating software when as a solo practitioner he could not find software to help his small litigation practice. William was the winner of the ABA Journal and LSC’s first Access to Justice competition in August of 2014. His software PaperHealth allows resident of Massachusetts to quickly create and sign legally binding Advanced Directives from their phones. William has also guest lectured at MIT teaching iOS development in the Principles and Practices of Assistive Technology computer science course. Prior to entering his law career, William was a genetic researcher at Harvard Medical School. He has a degree in Brain and Cognitive Sciences from the University of Rochester, and received his J.D. from Suffolk University Law School.

Alison L. Paul Alison Paul is the Executive Director of the Montana Legal Services Association in Helena, Montana. Under Alison’s leadership, MLSA has become well known for its innovative use of technology to provide services to clients, including chat supported self help law centers in rural communities. Alison serves on the Board of Directors of Idealware, and is the co-chair of the NLADA Technology Section. Before moving to Montana, Alison attended law school at the University of Kansas, and was in private practice in Chicago, Illinois.

Rachel J. Perry Rachel J. Perry is Principal at Strategic Data Analytics, LLC. SDA is a data analysis consulting firm which helps organizations use data to celebrate

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LSC TIG CONFERENCE 2015 Presenters successes, analyze client service effectiveness, increase organizational efficiency, impress funders and increase revenue, and to grow internal capacity to use data in support of organizational goals. She was formerly Research & Data Analyst at The Legal Aid Society of Cleveland where she conducted data analyses for management and funder reports using client and case data and external demographic data. Ms. Perry has a Masters of Public Administration in Public Finance and Policy Analysis from the School of Public & Environmental Affairs at Indiana University where she was a Lilly Fellow. Her previous work experience includes serving as an operations and finance director for a non-profit organization, overseeing economic development efforts for a municipality, conducting poverty analysis at a university research center, management consulting, and investment banking.

Jessie Posilkin Jessie Posilkin is the Training & Implementation Specialist at LSC, where she is training staff on everything from data visualization to password managers. In addition, she is supporting the transition to a new document management system and data portal. In her away from LSC life, she is a supporter of the Open Referral Project, building an open data standard for human services data, and she is a volunteer with Code for America on an affordable housing project.

Michael Prince Michael Prince is the IT Manager for Legal Aid of NorthWest Texas. He has been in the IT industry for 18 years. Michael is well versed with Window 2003/2008 and 2012 Server. He also manages and administers Citrix, Exchange and Active Directly, VMware and Citrix Virtualization and has worked extensively with all. Michael is a graduate of the University of North Texas and enjoys all sports and playing golf.

Jonathan Pyle Jonathan Pyle is the Contract Performance Officer at Philadelphia Legal Assistance (PLA), where he is responsible for compliance, reporting, and

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LSC TIG CONFERENCE 2015 Presenters implementing new uses of technology to analyze, streamline, and expand service delivery. Before joining PLA in 2008, he practiced law in the areas of class action defense and government investigations, and served as vice-president of a management consulting company.

Laura Quinn Laura has been working in the software sector for more than 15 years. As Idealware’s Executive Director, she directs Idealware’s research, writing, and training to provide candid reports and articles about nonprofit software. Prior to Idealware, Laura founded Alder Consulting, where she helped nonprofits create internet strategies, select appropriate software, and then build sophisticated websites on limited budgets. She has also selected software, designed interfaces, and conducted user research for multimillion dollar software and website implementations with such companies as Accenture and iXL. Laura is a frequent speaker and writer on nonprofit technology topics.

Alexander Rabanal Alexander Rabanal is the Access to Justice Fellow at the Center for Access to Justice & Technology (CAJT) at IIT Chicago-Kent College of Law. In that role, he promotes the A2J Clinical Project, an initiative that provides support for courses that teach A2J Author in law schools across the country. He also coordinates student involvement with CAJT and assists in two courses at IIT Chicago-Kent, including the Justice & Technology Practicum. Alexander is a graduate of the University of Illinois at Urbana-Champaign and IIT Chicago-Kent College of Law, where he served as a published member of the Chicago-Kent Law Review.

Joyce Raby Joyce runs a technology consulting practice helping and nonprofits use all kinds of technology to effectively further their missions. Joyce has over 20 years experience in the industry and has worked with organizations across the country assisting with the visioning, planning, and implementation of

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LSC TIG CONFERENCE 2015 Presenters various projects ranging from basic day-to-day infrastructure to broad innovative service delivery systems. Joyce is uniquely positioned to assist organizations creating effective administrative and operational systems as coupled with her extensive experience; she has a Masters degree in Public Administration from American University. Joyce is also a 2009 recipient of the Innovations in Equal Justice Award presented jointly by the ABA and NLADA for her work at the Legal Service Corporation’s Technology Initiative Grant program.

Wilhelmina Randtke Wilhelmina Randtke is a reference librarian at an academic law library.

She provides legal research assistance to students, faculty, and the public. Previously, she worked as a lawyer for state government where she provided research to senior attorneys regarding federal audits and a variety of background tasks related to running a state agency—human resources issues, public records requests, management of records systems, audits on grants, and procurement issues.

Steven Rapp Steven Rapp has been with Idaho Legal Aid Services since 2007 and serves as the Website Administrator and Technology Projects Developer.

Prior to work in the Legal Aid technology area, Steven was an Executive producer and Content Developer for the National Science Teachers Association, Arlington, VA., developing online learning modules for educators. Before moving into the technology field, Steven was a High School science teacher in Boise, ID. Glenn Rawdon Glenn Rawdon is Program Counsel for Technology with the Legal Services Corporation. He is responsible for helping legal services programs with their technology efforts and with the administration of the Technology Initiative Grants (TIG) program. Since the program started in 2000, TIG has made over 550 grants totaling nearly $45 million. He serves as an LSC

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LSC TIG CONFERENCE 2015 Presenters representative to the Self-Represented Litigants Network and is deeply involved in self-help initiatives nationwide. Before coming to LSC in 1999, he was a managing attorney at Legal Services of Eastern Oklahoma for five years and before that, he was in private practice.

Danielle Rebar Danielle Rebar began her career with the Northwest Justice Project in April 1997 when she was hired as a part-time legal assistant while attending the University of Washington. She held this position until the following year when NJP launched its first website, and then transitioned into a fulltime position managing the program’s websites and legal education content. Over the past 17 years she has become proficient in website usability and accessibility, Drupal CMS and html. Currently Ms. Rebar spends the majority of her time optimizing and updating Northwest Justice Projects various websites, including Washington LawHelp and NWJustice.org, participating in TIG grants and furthering her knowledge of how best to serve clients using technology.

Salvador Reynoso Salvador Reynoso is a Lead Attorney with the Orange County Superior Court, Self-Help Services Unit He has been with the Orange County Superior Court since 2007 providing procedural assistance to the self-represented focusing on the delivery of services through the use of technology. He currently serves as a settlement officer on the Self-Represented Party Calendar and is a member of the Southern California Self-Help Technology Group Prior to joining the court he practiced family law in Los Angeles and Riverside He received his J.D. from Loyola Law School, and his B.A. from the University of California, Riverside.

Jane Ribadeneyra Jane Ribadeneyra is a Program Analyst for Technology at the Legal Services Corporation in Washington, DC. She is responsible for helping legal aid programs implement innovative technology projects that improve

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LSC TIG CONFERENCE 2015 Presenters access to high quality legal assistance for poor people across the country.

She helps manage LSC’s Technology Initiative Grant program, which has made over 500 grants totaling over $40 million since its inception in 2000.

Jane has over 20 years of experience in nonprofit management, and her areas of expertise include membership marketing, information technology, online community development, communications and project management. She received a B.A. in public policy from Duke University.

Teri Ross Teri Ross is the Program Director at Illinois Legal Aid Online, where she has worked since 2008. Her duties include strategic oversight of the content, technology and outreach programs, fostering new and existing partnerships with community organizations, and developing new products and services. Under her leadership, the program team at Illinois Legal Aid Online has developed: a Spanish-language, legal-information website, AyudaLegalIL.org; two free mobile apps for iOS and Android devices, Illinois Legal Aid and Illinois Pro Bono; an “online access system” that enables website users to apply online to Illinois’ 3 LSC-funded organizations; and interactive, learning-based modules for the lower-income public and the advocates who serve them. She is the 2009 recipient of The Chicago Bar Foundation Anderson Fellowship. Prior to her ILAO work, Teri was a staff attorney at Prairie State Legal Services where she worked with the homeless population in northern Illinois.

Tanina Rostain Tanina Rostain is a Professor of Law and Co-Director of the Center for the Study of the Legal Profession at Georgetown Law Center. Professor Rostain’s scholarship focuses on legal ethics in corporate practice. In 2014, Professor Rostain published “Confidence Games: Lawyers, Accountants and the Tax Shelter Industry” (2014; MIT Press) (with Milton C. Regan Jr.). In recent years, Professor Rostain has focused on the transformative potential of internet-based technologies in the open government and a2j movements and the private market for legal services. At

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LSC TIG CONFERENCE 2015 Presenters Georgetown, she has pioneered a class, “Technology, Innovation and Legal Practice,” in which student teams, collaborating with legal service providers, build apps that expand access to the legal system. The class culminates in the Iron Tech Lawyer competition. @GtwnLawIronTech.

Brian Rowe Brian Rowe is a law professor and techie working at Northwest Justice Project, managing the National Technology Assistance Project and teaching at the University of Washington and Seattle University . He is also the President of the Board for Washington Lawyers for the Arts.

Brian teaches as an adjunct in the areas of Privacy law, Ethics, Copyright and Information Policy.

Christina Sanabria Christina Sanabria joined the Legal Services Corporation in 2010 as grants coordinator and analyst. She coordinates the grants competition process in the Office of Program Performance, and enjoys improving processes and workflows. She also leads LSC staff in gathering, displaying and mapping data. This year she is looking forward to learning to use Salesforce, the platform for LSC’s new Data Portal.

James J. Sandman James J. Sandman has been president of the Legal Services Corporation since 2011. He practiced law with Arnold & Porter LLP from 1977 to 2007 and served as the firm’s managing partner from 1995 to 2005.

From 2007 to 2011, he was general counsel for the District of Columbia Public Schools. Sandman is a summa cum laude graduate of Boston College, where he was elected to Phi Beta Kappa, and received his law degree cum laude from the University of Pennsylvania, where he served as executive editor of the law review and was elected to the Order of the Coif. He began his legal career as a law clerk to Judge Max Rosenn of the U.S. Court of Appeals for the Third Circuit.—See more at: http://www.lsc.gov/about/management/president#sthash.c2jc0MEl.dpuf

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LSC TIG CONFERENCE 2015 Presenters Margaret Shinn Margaret has been the Community Education & Pro Se Coordinator for Legal Aid Services of Oklahoma since 2004. She develops, writes, and curates content for Legal Aid and the statewide web sites for clients (OKLaw.org) and advocates (ProBono.Net/OK); manages two current TIG Projects and various special technology projects. A member of the Oklahoma Bar since 1987, Margaret began private practice in a tax and corporate transaction firm handling tax, business mergers/acquisitions and estate planning matters. Her first pro bono case with Legal Aid in the first year of practice introduced her to Legal Aid’s good works. In 2000, Margaret took the opportunity to experience community lawyering working with the homeless, people with serious mental illnesses and their families and women reintegrating from prison. Margaret has been an active participant in the Oklahoma and county bar activities. She lives with her husband and youngest daughter in rural Oklahoma with an assortment of pets, livestock and wild animals.

John Hunter Simpson John Simpson manages community outreach and publishing services at Legal Aid BC and is a lawyer. He is passionate about making public legal information more accessible and useable through online resources, social media, print publications, community outreach and training, partnerships and innovation.

Jenny Singleton Jenny Singleton is the Legal Technology Project Manager at Minnesota Legal Services State Support, which enhances cooperation and coordination among the regional legal services programs in Minnesota. She administers the ProJusticeMN.org site and is working on a variety of technology initiatives involving document assembly and mobile readiness.

Prior to joining State Support, she worked in private practice as a real estate litigation attorney. She is a 2012 graduate of the University of Minnesota Law School where she was the Executive Editor of the Journal

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LSC TIG CONFERENCE 2015 Presenters of Law & Inequality and a Student Director of the Immigration & Human Rights Clinic. She also serves on the Minneapolis Police Conduct Oversight Commission.

Roger Smith Roger is a researcher, consultant and activist on legal aid. He is about to publish a study of developments in the digital delivery of legal services to those on low incomes (to be available on http://www.thelegaleducationfoundation.org). He co-authored Face to Face Legal Services and their Alternatives: global lessons from the digital revolution published in January 2014 (http://www.strath.ac.uk/media/faculties/hass/law/cpls/ Face-toFace.pdf). Roger has been director of various UK NGOs; writes regularly on matters relating to legal services in the UK specialist legal press and is a visiting professor at London South Bank University. He edits a quarterly newsletter for the International Legal Aid Group.

Ron Staudt Ronald W. Staudt is Professor of Law and Director of the Center for Access to Justice & Technology at Chicago-Kent College of Law. Professor Staudt teaches Justice and Technology Practicum and Practice & Professionalism.

The Center for Access to Justice & Technology (CAJT) uses Internet resources to improve access to justice with special emphasis on building Web tools to support legal services advocates, pro bono volunteers and pro se litigants. Current CAJT projects include A2J Author, a collaboration with the Center for Computer-Assisted Legal Instruction to build new computer interfaces for self-represented litigants; and the Self-Help Web Center at the Cook County Courthouse in the Daley Center, where law student volunteers help self-represented litigants to use technology tools developed at CAJT. Brian Dyer Stewart Brian began database programming and analysis in the 80s, creating custom software for non-profits - case-management for job training and Head Start providers, billing, contact and donations tracking, B&B reservations

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LSC TIG CONFERENCE 2015 Presenters programs. His work evolved into programming for clients’ online needs.

Recent Legal Services work includes StatesideLegal.org, a resource for service members and their families, sites for Maine, Vermont, Kentucky and an online foreclosure database for the National Association of Consumer Advocates. He is currently working on a Drupal-based triage and intake system for a collaboration with Vermont, Connecticut and Maine Legal Services. He is also a musician and lives in rural Downeast Maine, where he raised four children with his wife, Pam, a homebirth midwife.

Matthew Stubenberg Matthew Stubenberg graduated from Maryland Law School in 2013. He has since combined his legal knowledge with his programming ability to make legal based applications from mobile apps to web based applications.

Thomas A. Trent Thomas A. Trent graduated from the University of South Carolina Law School in 1984 and began working for South Carolina Legal Services (SCLS) in 1986. He has been involved in management since 1992. He has been the managing attorney of SCLS’ intake office since 2002. He has supervised staff in local offices as well as conducting intake staff training throughout the state. With the assistance of Cheryl Nolan, LSC, and SCLS staff, he authored the SCLS intake “playbook” that has been used by other LSC programs in developing their intake policies, procedures, and intake script questions. In addition, he helps prepare reports on services provided to clients for grant applications and reports. He is a member of the online intake project team and SCLS’ Technology Committee.

Angela Tripp Angela Tripp has been Project Manager of the Michigan Legal Help Program since 2011, and Co-Managing Attorney of the Michigan Poverty Law Program since 2010. She transitioned into these roles after working with Legal Services of South Central Michigan since 2005, first as a staff attorney and then as a managing attorney. The Michigan Legal Help Program is

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LSC TIG CONFERENCE 2015 Presenters responsible for MichiganLegalHelp.org, the statewide website for self-represented litigants, and numerous affiliated Self-Help Centers around the state.

Ms. Tripp holds a JD from Northeastern University School of Law in Boston.

Jin Ho Verdonschot Dr. Jin Ho Verdonschot is a senior expert in designing and creating userfriendly platforms for the justice system and received a PhD in law at Tilburg Law School with a study on how to innovate the rule-making process so it better meets the needs of its users. Jin Ho increasingly got fascinated by how technologies offer opportunities to not just replicate existing justice processes online, but to fundamentally improve them. Currently, he works a justice technology architect at HiiL Innovating Justice. He supports courts and other justice sector organisations to innovate their procedures and was the initiator of several IT justice innovations, including M-Sheria (a sms-based legal aid IT platform in Kenya) and Rechtwijzer 2.0, an online platform that supports people throughout their dispute resolution process. During the past decade, he had leading roles in access to justice projects and innovations in The Netherlands, Azerbaijan, India, Bangladesh, Philippines, Indonesia, Kenya, Uganda, Egypt, Mali, and Canada. @JinHoV jinhov.wordpress.com Kristin Verrill Kristin Nelson Verrill is the Practice Innovation Manager at Atlanta Legal Aid Society. As Practice Innovation Manager, she develops and implements technology tools to increase and improve legal advocacy for low income clients. She is Atlanta Legal Aid’s Hot Docs and A2J developer, video producer, statewide website content manager and Legal Server administrator. She received her J.D. from Golden Gate University School of Law and her B.A. from Miami University. She has worked with Atlanta Legal Aid since 1999.

Charles Wells Talley Wells is the Director of the Disability Integration Project at the Atlanta Legal Aid Society, Inc. He advocates for individuals with disabilities who are

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LSC TIG CONFERENCE 2015 Presenters confined in Georgia institutions and nursing homes and individuals at risk of institutionalization. His focus is on implementation of the United States Supreme Court decision in Olmstead v. L.C., which was litigated by Atlanta Legal Aid. The Olmstead decision gives individuals with disabilities the right to live and receive supports in the community rather than in institutions under the Americans with Disabilities Act. He has been involved in the implementation of a five-year 2010 U.S. Justice Department settlement with Georgia that is enabling most people with intellectual disabilities and mental illness to leave state institutions and return to the community. He attended Duke University and Duke School of Law. Talley is a former skipper on the world famous Jungle Cruise at Walt Disney World.

Linda Zazove Linda Zazove is the Deputy Director for Program Operations at Land of Lincoln Legal Assistance Foundation, Inc. (LOLLAF), a 65-county program in central and southern Illinois. Her current responsibilities include program planning, evaluation, and effective use of technology in service delivery.

She is currently overseeing LOLLAF’s business process analysis project with SeyfarthLean Consulting, will be managing LOLLAF’s move to SharePoint Online, and was the Project Manager for the Illinois TIG Online Access Project. She served on the ABA Task Force to Revise the ABA Standards for the Provision of Civil Legal Aid. Mary Zimmerman Mary Zimmerman has been with Idaho Legal Aid Services for the past 24 years. ILAS is a statewide organization and has been the only poverty law agency in Idaho for over forty years. As the Director of Finance and Administration she is responsible for all accounting, budgeting and financial reporting and processes. She also handles most of the human resources responsibilities and is currently the Project Manager for six TIG grants. She has over thirty years experience in accounting and management. Mary holds a BS in Business and a Masters of Business Administration from Boise State University.

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LSC TIG CONFERENCE 2015

Legal Services Corporation

Hotel – Property Map ANNIVERSARY CONFERENCE

(Please see pertinent floor plans on the following 2 pages.

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LSC TIG CONFERENCE 2015 Hotel – Floor Plans

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LSC TIG CONFERENCE 2015 Hotel – Floor Plans

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Wednesday, 14 January 2015

Day 1

Lunch with ABA President William C. Hubbard (La Villita B&C)

Noon - 1:30 pm

Networking and Affinity Groups (Conference Center)

TIG Conference Reception & Talent Show (Briscoe Western Art Museum, Jack Guenther Pavilion)

7:00 - 9:30 pm

Innovative Pathways to Pro Bono: Using Technology to Expand the Role and Impact of Volunteers (Pavo Real)

5:00 - 6:00 pm

The Power of VMware Horizon and Workspace (Conf Center: E)

Exploring Technology Options to Better Service SelfRepresented Litigants (La Villita A)

3:30 - 4:45 pm

Fusion Tables Mapping Workshop (Conf Center: Cavalier)

Networking Break

3:00 - 3:30 pm

Legal Services Corporation

Try the Tech Demo: Tyler Technologies (Stop By Between 1:45-6:00 pm) (Conf Center: C)

Before You Install: Selecting Software that Suits Your Needs (Conf Center: D)

Tools of Choice (Conf Center: D)

ANNIVERSARY CONFERENCE

The Next Generation of Online Triage: A Breath of Fresh AIR (Advice, Information and Referral) (La Villita A)

Mobile Innovations for Clients (Pavo Real)

How Automated Forms Can Improve Lawyer Effectiveness (Conf Center: Cavalier)

Office 365 (Conf Center: E)

Are You Agile?

(Conf Center: E)

1:45 - 3:00 pm

Data Analysis Strategies to Maximize Impact (Pavo Real)

Author in the Cloud: The A2J Author ® 5.0 Rollout and Round 2 of the A2J Clinical Project (Conference Center: Cavalier)

10:30 - 11:45 am

Data Analytics: Using Data You Have to Analyze Service Delivery (La Villita A)

Networking Break

‘Improving Access to Justice through Technology - A Global Perspective’

Welcome and Opening Plenary (La Villita B&C)

10:00 - 10:30 am

8:30 - 10:00 am

Breakfast and Registration (La Villita Foyer)

Welcome Gathering and Dinner on Your Own

5:30 - 7:00 pm

7:30 - 8:30 am

Registration (La Villita Foyer)

4:00 - 6:00 pm

Tuesday, 13 January 2015

Lunch with LSC President James J. Sandman (La Villita B&C)

Community and Client Outreach for Technology Tools to Promote Legal Access: Videos, Text Campaigns, Social Media and More (La Villita A)

Break

Gaming Design Interactive Session (Conf Center: Cavalier)

Networking Break

RAPID FIRE TECH: Show and Tell of Technology Projects and Ideas (La Villita B&C)

NLADA Technology Section Meeting (Pavo Real)

Dinner on Your Own / Affinity Group Dinners

11:30 am - 1:00 pm

1:15 - 2:30 pm

2:30 - 2:45 pm

2:45 - 4:00 pm

4:00 - 4:30 pm

4:30 - 5:30 pm

5:30 - 6:30 pm

7:00 - 9:00 pm

Pro Bono in a Box: EasyTech for Success in Improving Pro Bono Commitment (Pavo Real)

Expert Systems: Leverage Your Lawyers to Serve Your Clients (Pavo Real)

Tech Planning Smack Down!

Tactical vs.

Strategic vs.

Missional (La Villita A)

Shop Smart: How a Formal Procurement Process can Safeguard Your Investment (Conf Center: E)

SharePoint for Legal Aid Offices (Cavalier)

Serious Gaming as a Learning Tool (Pavo Real)

Engaging Pro Bono Attorneys in Virtual Law Practice (La Villita A)

Break

10:00 - 11:15 am

Phone Systems 2015: A Look at Innovations and Best Practices (Cavalier)

9:45 - 10:00 am

Business Process Analysis: Why Can't I Just Do What You Did? (La Villita A)

Self-Represented Litigation Network Meeting (all are welcome) (Pavo Real)

7:30 - 8:15 am

Gender and Cultural Competency with Legal Technology: Considerations and Best Practices (Pavo Real)

Breakfast (La Villita Foyer)

8:30 - 9:45 am

Thursday, 15 January 2015

Day 2

7:30 - 8:30 am

Trust the Process and Oh The Places You’ll Go! The Road to Making Videos (Conf Center: E)

WriteClearly & ReadClearly: Plain Language Tools for Legal Services Websites (Conf Center: E)

Views You Can Use Making Data Visualization Accessible With Tools Available Now (Conf Center: Cavalier)

Try the Tech Demo: Microsoft Lab (Limited to 10) (Conf Center: C)

Try the Tech Demo: Microsoft Lab (Limited to 10) (Conf Center: C)

TIG Final Reports: Demonstrating Accomplishments, Improving Services and Fostering Replication (Conf Center: E)

How Native Mobile Applications Can Reach Broader Audiences (Conf Center: D)

Breakfast (La Villita Foyer)

Drupal/DLAW Where are We Now (Pavo Real)

Break

Fast and Forward – Looking at Project Management (Pavo Real)

Break

8:00 - 9:15 am

9:15 - 9:30 am

9:30 - 10:45 am

10:45 - 11:00 am

Bringing More to Legal Aid Than Just More People – WHY Online Intake (La Villita A)

LawHelp Network Session: What's New and What's Next for 2015 (La Villita A)

Box Lunch (La Villita Foyer)

TIG Conference Ends!

12:15 - 1:00 pm

1:00 pm

NOTES:

Florida Technology Discussion (Pavo Real)

11:00 am - 2:00 pm

(La Villita A)

11:00 am -12:15 pm Managing Your TIG Effectively and the 2015 TIG Cycle

Friday, 16 January 2015

Day 3

7:30 - 8:30 am

Affinity Groups (Conference Center)

Security Basics (Conf Center: E)

Case Management Systems User Groups (Conference Center)

Top Ten Pro Tips For Building Effective Websites (Conf Center: Cavalier)

App Ready Idea in Search of Developers (Conf Center: D)

LSC TIG CONFERENCE 2015 Legal Services Corporation – TIG Staff Janet LaBella Director, Office of Program Performance (OPP) labellaj@lsc.gov 202-295-1566

David Bonebrake Program Counsel, OPP dbonebrake@lsc.gov 202-295-1547

Alaa Chaker TIG Intern chakera@lsc.gov 202-295-1612

Bristow Hardin Program Analyst, OPP hardinb@lsc.gov 202-295-1553

Eric Mathison Grants Coordinator, OPP mathisone@lsc.gov 202-295-1535

Glenn Rawdon Program Counsel, OPP grawdon@lsc.gov 202-295-1552

Jane Ribadeneyra Program Analyst, OPP ribadeneyraj@lsc.gov 202-295-1554

Design: Marcos A. Navarro LSC Print Shop: Moe Wilson, Bobby Harris, and Sharon Parks

LSC

America’s Partner For Equal Justice

2015 TIG Schedule March:

Letters of Intent Due

April:

LSC Invites Full Applications

June:

Full TIG Applications Due

September: LSC Notifies Successful TIG Applicants

For more information, go to http://tig.lsc.gov