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A few logistics before we start…
LSC Technology Baselines
IntroductionApril 5, 2017
PresentersBrian Rowe - Project Coordinator LSNTAP
Jeff Hogue - Community Relations and Operations LegalServer
Jane RibadeneyraProgram Analyst for Technology, Legal Services Corporation
William Guyton Director of Information & Technology, Legal Aid Services of Oklahoma
Planning
Technology plan should be reviewed and updated as needed every year.
Technology Planning Is About More than Hardware and Software ● Management of Client and
Case Data● Production and Supervision
of Legal Work● Records Management &
Knowledge Management● Intake and Telephonic
Advice
Staffing
The organization should have at least 2 full-time technology staff orconsultants per 100 FTE staff members
Budgeting1. ongoing maintenance and upgrade of hardware and software;
2. the personnel/consultants necessary to support and maintain thesystem; and
3. training in the use of technology.
Case Managment Systems● Flexible
● Responsive
● Portable
Supervision
1. Calendering2. Document Production3. Timekeeping4. Supervision Data5. Online Research
Electronic RecordsConfidentiality
Document retention
Policies regarding access
Electronic Records
Knowledge Management
Legal Info: Websites Statewide collaboration
Services offered
Legal Info: Social Media
Pro Bono Support
TrainingAssessment
Standards
Policies
… geared toward “effective use”
Training Should be In The Budget
Training is mentioned in capacities for:
Online Research
Document Production
Pro Bono Support
CC By User:Leighblackall
Security1. Maintain Backups
2. Update Software
3. Educate Staff
4. Limit Permissions
Electronic RecordsDestruction
BYOD Bring Your Own Device Policies
ImageCC BY AJ LEON
Services
Support
Remote wipe
Maintaining BackupsOne copy is badTwo copies is okThree copies is good
Training
Community legal education presentations are supported by effective use of technology, such as online conferencing, videos, and other appropriatetechnologies.
Training
Communications
● Create policy for email
● Use collaborative tools
● Have a tool for testing tech issues
Telephone Systems
1. Routing by Language2. TTY or Relay3. Reporting on Busy & Dropped4. After Hours Message5. Consider Online intake
Mobile Devices
Provide information to clients who use mobile devices, such as through mobile compatible websites, mobile apps, or SMS text messaging.
Administration
CC BY-SA 3.0 NY nyphotographic.com/
Selected Resources● LSC Baselines - lsntap.org/content/lsc-tech-baselines-revised-2015
● LSC Grantee Technology Systems Overview http://www.lsc.gov/grants-grantee-resources/grantee-data/grantee-technology
● CSM Review Pages http://lsntap.org/content/case-management-system-review-and-rating
● Assessing Security for your Nonprofit https://www.youtube.com/watch?v=Ki6vEJyE6p0&t=3s
● Triage & Expert Systems by Probono.net https://www.youtube.com/watch?v=mFU-f4qJ47w
● The Twenty-First Century Lawyer’s Evolving Ethical Duty of Competencehttp://papers.ssrn.com/sol3/papers.cfm?abstract_id=2532995
● Technology Planning Smackdown! Tactical vs. Strategic vs. Missional http://bit.ly/TIG2015TechPlanningVideo
● Nonprofit Technology Network (NTEN) Staffing & Investment Report http://bit.ly/NTENStaffingReport
● Idealware’s On Demand Tactical Technology Planning Tool http://tacticaltech.idealware.org
THANK YOU FOR ATTENDING TODAY!
youtube.com/user/NTAPvideos
Contact Information
Brian Rowe [email protected]
Google Group groups.google.com/forum/#!forum/lsntap