Presentation Information

Thursday Evening Keynote

7:15 PM – Will Hornsby, Thoughts on the Future of Nearly Everything

This program provides a unique perspective on the role of legal services in the foreseeable and not so foreseeable future. Avoiding the roles of technology as much as possible, we look at demographics that should be driving the decision-making of those advancing socially conscious practices; tested, failed and yet-to-be-determined methods of client development based on data instead of assumptions (mostly); aspects of client-centric practices based on assumptions instead of data (mostly); and the impact of future developments on the delivery of legal services.

Friday Morning Concurrent Sessions

10:30 AM

Track 1: Sustainability and Long-term Success
Getting Paid for our Work: Traditional, Alternative, and Inventive Fee Arrangements, Virginia Sudbury 

Presentation Description:  Getting Paid for our Work: Traditional, Alternative, and Inventive Fee Arrangements will detail creative ideas for getting paid and expanding the opportunity to provide legal services to those who might not fit into a traditional retainer fee model.

Track 2: “How To” Practical Learning
Lessons Learned from a Community-Based A2J Collaboration, Leslie Briggs, Kate Forest, Jennifer Thornley Lamkin, Brandi Sebring Thomas, Anna E. Carpenter

Presentation Description:  Access to justice reform, user-centered design, and community collaboration are key features of the Community Advocacy’s Clinic’s Housing Court Project in Tulsa, Oklahoma. The project brings together law students, elementary school students and teachers, and judges in a project aimed at developing access to justice interventions for self-represented defendants in eviction matters. This panel features key players in the project: clinical law students, elementary school teachers, and a clinical law professor. The panelists will discuss planning, implementation, goals, and lessons-learned in this ongoing access to justice adventure.

Track 3: Innovations and Experiments
Chicago Advocate Legal, NFP’s Preventative Law Initiative : Keeping Individuals and Families Out of the Legal System, Chlece Neal 

Presentation Description:  Chicago Advocate Legal, NFP’s Preventative Law Initiative (PLI) is designed to reach individuals, families and communities most effected by the “justice gap” before they get caught up in an intense legal issues. PLI is intended to equip individuals, families and communities with the skills and resources they need to prevent or mitigate legal issues early own. PLI is one of Chicago Advocate Legal, NFP’s response to the access to justice issue.

Track 4: Technology and Tools
Virtual School/Incubator Panel Session.  Leveraging Technology to Achieve Scale and Overcome Access Barriers: lessons learned from the new frontier of virtual teaching and incubating, Anne-Marie Rábago, Cynthia Chandler, Stephanie A. Everett, Martin Pritikin, Joshua Weaver

Presentation Description:  This panel will discuss the experience of emerging virtual incubator offerings and of Concord Law School, the nation’s first fully online law school, in building virtual regional/national programs and collaborations committed to access to justice. The panel will discuss practical tools necessary for moving the classroom and coaching online, collaboration potentials going forward, and how legal academia and the incubator movement can take advantage of lessons learned from virtual teaching and coaching programs.

Friday 1:00 PM

Co-Learning: Real Time Problem Solving in A2J, Shantelle Argyle and Mitch

Presentation Description: Shantelle wanted to allow conference attendees the opportunity to learn from one another, so she and Professor Mitch will be doing a live problem-solving workshop. Each participant should come prepared with a specific issue they are hoping to address. Shantelle and Mitch will then moderate a discussion between participants and facilitate a written aid for participants to take home with them. There may be glitter involved.

Friday 2:15 PM – Concurrent Sessions

Track 1: Sustainability and Long-term Success
Incubator Participation: Tools for Growing and Maintaining Participation, Trevor Clarke

During this session, we’ll go over the basics of the Chicago Bar Foundation Justice Entrepreneurs Project program, touching on the curriculum and shared experiences of all JEPers. We’ll share the JEP Service Standards and JEP Principles that all JEPers agree to upon joining the network and continue to certify compliance with if choosing to remain in the JEP network following graduation from the 18 month program. We check in with all attorneys at least once a year and will share our regular check-in questionnaire. Finally, we’ll talk about some of the ways we try to keep people involved and excited about / supported in the challenging and rewarding work of building a business that targets low and moderate income clients.

Track 2: “How To” Practical Learning
Internet Marketing without Wasting Time and Money, David McNeill

Presentation Description: Learn practical, easy, and cheap ways for your organization to be found online by prospective clients, donors, and supporters. Feel free to bring your laptop and get hands-on help with your web presence (time permitting). A good internet marketing strategy doesn’t have to be scary, complicated, time-consuming, or expensive, and you can and should do it yourself.

Track 3: Innovations and Experiments
Legal Triage that Works, George Simons

Presentation Description: Clients found it difficult to navigate through the BYU Law legal clinics. Clients would often end up at the wrong clinic and then they’d have to wade through a lengthy intake process. BYU Law worked with Lawble to develop an online triage and intake process. Lawble uses NLP AI to route clients to the right clinic and then intake their case to save the clinics valuable time.

Track 4: Technology and Tools
Simplifying your Intake: Reducing Overhead and Headaches, MacKenzie Dunham

Presentation Description:  A fast-paced session covering the creation of an affordable intake system that works for both the client and the organization. The session will cover how to create and maintain a successful client journey through the intake process while using technology to reduce administrative costs. Get an inside look at what data your organization could be collecting through an automated intake process, and how that data can be used create strategic goals and process improvement within your organization.

Friday 3:30 PM – Concurrent Sessions

Track 1: Sustainability and Long-term Success
Roundtable Discussion: The Circle of Sustainability, Chris Gassman, Andrew Evans, Emily Collins, Anne-Marie Rábago, Col.(r.) Edward Gassman

You can get your program started with seed money from the Bar and from Law Schools, then what? While no one will help Attorneys, they will help their own people. Learn lessons from the field in what has (& not) worked in linking your internal marketing message (the experience for your future Net Promoters), your funding, and your external marketing message (addressing needs of the public).

Track 2: “How To” Practical Learning
8 Steps to Elite Client Service, Haley Bohlmann, ARAG and Jeffrey Butler

ARAG® Network Attorneys who receive positive ratings and reviews focus on maintaining high client satisfaction and office efficiency by following these eight habits.

Track 3: Innovations and Experiments
Track 4: Technology and Tools
Process Automation for the Rest of Us, Conor Malloy

Presentation Description: A recent Clio Trends Report estimates attorneys spend nearly 2.9 hours per day on mundane and usually repetitive administrative tasks. The traditional approach was for lawyers to either work longer hours, or hire support staff to handle this workload. However, the merger of technology and the law provided some relief in the form of expensive, bespoke solutions which were inaccessible to many practitioners and organizations. In recent years, the advent of various low-code-no-code platforms has democratized process automation. This presentation is dedicated to not only identifying those platforms, but showcasing their capabilities.

Friday 4:45 PM – Keynote Presentation

Attorney Impact on Public Health

James Teufel, Ph.D., Director and Assistant Professor of Public Health, Moravian College

Saturday 9 AM

Innovation Hackathon

This creativity-boosting exercise will involve participants dividing up into small teams and working on an innovative idea to solve a specific access to justice problem. The sky is the limit, no rules apply! What’s your pie-in-the-sky dream for the future of the movement?

Saturday 10:15 AM – Concurrent Sessions

Track 1: Sustainability and Long-term Success
Making Money Defending Debtors, Len Zandrow

Presentation Description:  Debt collection matters make up approximately half of all cases in the district and municipal courts in many jurisdictions in the country. Studies show that in many states a handful of debt buying entities file a large percentage of these civil cases. Many debt collection cases brought against consumers present an opportunity to raise counterclaims for violations of federal and state fair debt collection law. In this training, we will discuss the Fair Debt Collection Practices Act, potential counterclaims, and fee-shifting recoveries possible in debt collection actions. We will also briefly present a new partnership and discount arrangement available to incubator, non-profit and sliding-scale attorneys in the Consortium from the National Consumer Law Center in Boston.

Track 2: “How To” Practical Learning
Dude, Where’s My Lawyer? Assisting Unwell and Unavailable Attorneys, Courtney Giesinger and Anne-Marie Rábago

Presentation Description:  There is a growing awareness and understanding of the prevalence of substance abuse and mental health crises among lawyers. Accidents or unexpected disability can also strike at any time. These challenges can compromise an attorney’s ability to practice law, leaving clients hanging. How can you help attorneys in these circumstances, or help in advance by addressing succession planning and confidentiality issues? In this interactive workshop, participants will begin the work of formulating action plans to ethically and compassionately respond to attorneys in need. Join us to share and discover resources and ideas.

Track 3: Innovations and Experiments
Practical Partnerships to Tackle the Legal Needs of Your Community, Maggie Humphrey and Rob Salem

Presentation Description:  This Panel will explore how you can utilize the resources available in your community to start or strengthen your incubator. We have developed a partnership between a bar association, a law school, and a public defenders’ office that allowed us to create a program, on a very small budget, that helps recent law school graduates start their solo practice. We believe this model can be replicated, and will discuss the successes we have had by leveraging resources from three organizations.

Track 4: Technology and Tools

Legal Chatbots and Document Automation Apps: How Clinics, Incubators and Nonprofit Law Firms Can Embrace the Technology, Robert Furnier, A. Jason Velez, and John Mayer

Presentation Description:  Chatbots are everywhere now, so why not in law school clinics and incubators? Chatbots simulate conversations with humans, sometimes programmed to respond the same way each time, other times to respond differently to keywords or to use machine learning to adapt their responses for the situation. In the law, chatbots are being used for many purposes, including document creation. This presentation will explore how chatbots and document automation tools, like A2J Author, can be used in law school clinics, incubators, and nonprofit law firms to improve lawyer and law school clinic intern productivity and to close the justice gap.

Saturday 11:30 AM – Concurrent Sessions

Track 1: Sustainability and Long-term Success
Do Well by Doing Good, Ira Rheingold

Presentation Description: The session will explore the opportunities available for new lawyers and recent law graduates in the solo and small firm private practice of consumer law. We will discuss the enormous consumer demand for lawyers and the concurrent lack of supply. We will talk about how consumer laws are designed to encourage private representation of low and moderate income consumers and how a viable and successful practice of law can be built. We’ll explore the best practices of consumer lawyers around the country and discuss the strong and vibrant community of consumer lawyers willing to work with and share their knowledge and mentorship with new lawyers.

Track 2: “How To” Practical Learning
Errors & Omissions: How to Avoid them in a Brief Advice Clinic, Linda F. Smith

Presentation Description:  This presentation relies on Conversation Analysis to study over 40 transcripts of law students interviewing, consulting with supervising attorneys, and counseling clients at a pro bono brief advice clinic. It identifies various problems that can arise in the interview, consultation, and counseling session — from sharing too little information with the supervising attorney, to giving the client erroneous advice or only general information rather than personalized advice. Ultimately the presentation will show how to train and oversee students or other staff to enhance competent representation in a brief advice clinic.

Track 3: Innovations and Experiments
The Value of Data for Rural Access to Justice Solutions, Taier Perlman

Presentation Description:  While the shortage of legal services in rural communities is generally known, there is limited data on the extent and nature of the problem. In an effort to go beyond anecdotal knowledge, the Rural Law Initiative initiated a first-of-its-kind survey of rural practitioners in New York State. The results—both empirical and qualitative—illuminated a number of significant legal trends and realities. This session will review the research process, the obstacles navigated, and the lessons learned to inspire practitioners in other jurisdictions to take on similar studies. The dearth of data is truly astounding, and is a major shortcoming in scheming about sustainable solutions for justice gaps in rural communities across America.

Track 4: Technology and Tools
Let the Machines Labor: Automation and Systemization with Commercial Legal Software Platforms, A. Daniel Spencer

Presentation Description:   Attorneys today have access to computing and data resources that the big firms of yesteryear could only dream of. The advent of cloud computing and powerful software integrations allows savvy firms to multiply their productivity in ways undreamt of just a few years ago. While for-profit firms can use these systems to increase profit margins, access to justice-oriented firms can use these same systems to serve more clients using the same resources, or lower the cost per client. This presentation will address ways in which attorneys can use document automation, practice management software, and client communications systems to increase client access to justice, and relieve the burden on attorneys and support staff in serving this important mission.