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Report: Building A Litigant Portal: Business and Technical Requirements (NCSC 2015)
With funding from State Justice Institute, Thomas Clarke of the National Center for State Courts assembled two advisory committees – one to develop the business requirements for a litigant portal, and another to examine the technical requirements necessar ...

SRLN Brief: Examples of Legal Aid On-Line Intake and Triage Projects (SRLN 2016)
Over the years, legal aid programs developed complex intake protocols and decision trees to help manage their crushing caseload. Initially, these screening tools were simply paper documents that intake staff could use. Then, as telephone hotlines develope ...

News: LEAN Manufacturing Analysis Helps Senior Legal Hotline Network Serve More Clients in Better Ways (Center for Elder Rights Advocacy 2016)
The Center for Elder Rights Advocacy (CERA), a project of Elder Law of Michigan (ELM) provides technical assistance to state, regional, and local organizations in the design, implementation, administration, and evaluation of low-cost legal assistance de ...

News: VA Legal Aid Society's New Online Triage System Dramatically Realigns Staff Resources to Increase Service to Eligible Clients (VA Legal Aid 2016)
With a new online eligibility tool (neotalogic.com) built in Neota Logic, Virginia Legal Aid Society (VLAS), which typically handles 14,000 calls a year on its hotline, successfully diverted 1,800 ineligible intakes in the first eight months of the tool ...

Weblinks: National Center for State Courts Triage Page (NCSC 2015)
On the page, the NCSC provides resources for court personnel who contemplate triage through the lens of case management, which is a critical step towards simplification, use their search feature for "triage". Many of the resources cited are repe ...

Report: Testing Triage: Navigating FloridaLawHelp.org (Rae 2019)
In 2019, the Florida Justice Technology Center, conducted user tests of the new FloridaLawHelp.org/triage staging website. The user testing participants were provided with a hypothetical legal problem and asked to navigate the site to get the help they wa ...

Report: Reaching Floridians with Legal Information: Feedback from Focus Groups and User Testing (Rae & Quinn 2018)
In May 2018, the Florida Justice Technology Center’s FloridaLawHelp.org gathered feedback and input from community members, social services organizations and legal services providers. Through a series of focus group discussions as well as individual user ...

Report: Comparing Online Legal Content Formats: The Results of User Research (Rae & Quinn 2018)
In May 2018, the Florida Justice Technology Center’s FloridaLawHelp.org website conducted short user tests of the same legal content in four different formats with 26 Floridians, the majority of whom (over 80%) reported earning less than 250% of the feder ...

Article: The Access To Justice “Sorting Hat” Towards A System Of Triage And Intake That Maximizes Access And Outcomes (Zorza 2012)
In this seminal article, Richard Zorza discusses the fact that we know little of the processes by which the millions of people who approach courts, legal aid intake systems, and hotlines are directed into them, or the access services they do or do not rec ...

Article: Triage Protocols for Litigant Portals: A Coordinated Strategy Between Courts and Service Providers (Clarke, Zorza, Alteneder 2013)
A project team that included representatives from the courts, the civil legal aid community and the private bar engaged in a joint process to develop standardized and coordinated triage protocols that link litigant services, courts and legal services. Thi ...