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Re heat ing Your HotDocs Skills

Re heat ing Your HotDocs Skills. Capstone Practice Systems Alan Soudakoff Marc Lauritsen May 17, 2006. The session. A review of HotDocs for people who want to develop templates intended for online use by self-helpers, clients, or staff .

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Re heat ing Your HotDocs Skills

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

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

  3. Our agenda today

  4. Our agenda today

  5. Our agenda today

  6. Survey and requests

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

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

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

  10. Template + Answers = Document

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

  12. “National Public ADO”(Automated Documents Online) LSC Lexis Templateproviders Advisory group OSLSA The national ADO service I-CAN! Statewide websites Self-help users Advocate users Clients

  13. Uses • Document focus • Word processable documents • Graphical forms, PDFs • Personalized instructions • Interview focus • Dynamic questionnaires • Intelligent checklists • Analytical advisors • Eligibility assessment • Hotline scripts for call center staff

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

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

  16. Online Example

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

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

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

  20. Show & tell

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

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

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

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

  25. What’s stopping you?

  26. Managing yourself • Don’t put it off • Start small • Keep at it • Schedule time to do this • Arrange for quick feedback

  27. Links & contact info • http://npado.org/faq • http://www.ejustice.org/hotdocs • http://www.lstech.org/workgroups/hotdocs • http://lists.lstech.org/index.html/info/hotdocs • http://www.hotdocs.com • {alan|bart|marc}@capstonepractice.com • For donated copy of HotDocs Pro (2 per state), check with your statewide website committee (and if they don’t know, rstaudt@kentlaw.edu)

  28. Questions?

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