19
July

Strings in E-Lawyering Applications

by Matthew Pitts

I'm not talking about the kind that you lace up! In the technical world strings represent characters of text. In the legal world, we manipulate strings extensively. When we write motions, client letters, notices, etc. we are basically manipulating strings. It is for this reason that string manipulation is essential to a real elawyering application.

Personalization

When it comes to personalization in elawyering applications I am an extremist. In order to implement extreme personalization, you have to know how to manipulate strings in a way that delivers a dynamic and personal experience. For example, if you were sitting there and reading questions to your clients from a standard intake form, you would try to personalize the experience. Instead of asking "How long has the child lived in the State of Washington?", you would ask "How long has Adam lived in the State of Washington. See how easily manipulating strings can make a service more personal?

Dynamic Presentation

Dynamic presentation is tightly coupled with extreme personalization. if we manipulate strings in the proper way we can account for differences in presentation based on the facts of a particular client's situation. For instance, if we asked the question above for more than one child, how would we account for the extra punctuation and length of the string? This is where dynamic presentation comes in. In an elawyering application, I might determine the number of children and modify the string accordingly.

Beautiful Integration

When done correctly, proper string manipulation in elawyering applications can make a world of difference. As a legal professional and a programmer, I see the powerful possibilities of dynamic string manipulation. Of course we programmers must unleash our full arsenal in order to make a full-fledged elawyering application work. This requires artful integration with strong attention to intelligent personalization and tight user interface design.

 

12
March

Building ABIEE™ - ELawyering Application - Entry 1

by Matthew Pitts

In my previous post, I mentioned the new direction in which I would be taking this blog. Instead of going on about the individual components of modern elawyering applications, I have decided to embark upon a major project in which I will build an elawyering application from scratch. I'll be documenting this from start to finish, all the way through to deployment on the web. Hopefully, you will stick around and provide input and ask questions along the way. If you have not done so already, please subscribe to my rss feeds so that you know when a new entry is posted.

What is ABIEE™?

ABIEE™ is an acronym for "Alliance of Bankruptcy Information and Expert Exchange". As you can see, ABIEE™ will be an elawyering application focused on bankruptcy practice. In this first entry, I will discuss what my vision for ABIEE™ is and what ABIEE™ will be able to do. 

The Intended Audience

The intended audience for this series of entries can be made up of four distinct disciplines. It may be that you act as two or more of these disciplines. Specifically, I will focus on lawyers/bankruptcy petition preparers; application/web designers; application/web developers; and SEO technicians/web marketers. These ent ries are meant to be a reference for lawyers to use when discussing their own elawyering application with these additional parties.

My Vision for ABIEE™

When I thought of the idea for ABIEE™, I wanted a place for consumers and bankruptcy professionals to meet and connect. The "A" in the name ABIEE™ stands for "Alliance". Additionally, the "E' at the end stands for "Exchange". Both of these terms symbolize connecting at a central location. The "I" stands for "Information". It is my goal that participating bankruptcy professionals will contribute in some way to the building and maintenance of a robust bankruptcy information repository. All these elements combine to make a central location for consumers to connect with and facilitate the exchange of information with bankruptcy experts who can ultimately help them with their cases.

From the bankruptcy professionals standpoint, ABIEE™ will be a place to acquire new clients as well as manage just about every aspect of the bankruptcy case for that client. In a way, ABIEE™ will have a built in case management system which will intelligently integrate with each acquired client. I know this is a lot for one application to achieve, which is why I will break the portions down into manageable chunks. 

Next, let's take a look at a preliminary list of what ABIEE™ will do for each type of user (the bankruptcy professional and the consumer/client).

What will ABIEE™ do for the client/consumer?

The following is a preliminary list of features that will be available for clients/consumers. This list is subject to change over the course of development.

  1. Obtain relevant bankruptcy information from a vast repository of experts
  2. Organize all documents related to bankruptcy in an organizational system that allows the client to maintain everything in one place before they actually file (This will be the focus of the service from the client side).
  3. Maintain a checklist
  4. Create a library of resources
  5. Ability to search and view information, bio, etc of bankruptcy professional publicly listed in the ABIEE™ directory. 
  6. Ability to message prospective bankruptcy professionals through ABIEE's™ messaging system.
  7. Ability to select a bankruptcy professional to complete their documents.
  8. Ability to submit a case review/means test to selected bankruptcy professional
  9. Ability to receive analysis and results of means test from bankruptcy professional
  10. Ability to convert from chapter 7 to 13 on bankruptcy professional's prompting.
  11. Ability to submit payment to bankruptcy professional.
  12. Ability to retrieve completed documents from selected bankruptcy professional.
  13. Ability to maintain a calendar of important case events.
The following is a preliminary list of features that will be available for lawyers/bankruptcy professionals. This list is subject to change over the course of development.

Pre-filing:

  1. Automated means testing result notification and retrieval
  2. Option to start case at chapter 7 or 13
  3. Method to identify red-flags
  4. Method to communicate case review to clients
  5. Method to request more information from client
  6. Method to decline a case
  7. Method tr secure retainer/service/fee agreement/disclosures
  8. Method to set custom amount of payment and ability to collect either on or offline.
  9. Method to retrieve client's core information
  10. Method to automatically generate documents for filing.
  11. Method to retrieve uploaded documents
  12. Method to be notified when a client selects them for service
Post-filing:

  1. Method to export information for back-end use
  2. Method to list all clients
  3. Method to close/inactivate matters
  4. Method to convert matters to chapter 13 and notify client
  5. Method to receive additional chapter 13 information from client
  6. Method to track deadlines
  7. Method to receive reminders for a particular case
  8. Method to message clients
  9. Method to automatically generate more specialized documents, such as motions for a particular client
  10. Method to calendar arbitrary events for a particular client
  11. Method to calendar critical events
  12. Method to tickle events
  13. Secure transactions
  14. Method to request additional information from client when necessary
  15. Activity log generation and exporting (searchable by date)
  16. Built in timer
  17. Memo/note creation and association methods directly appendable to activity log

10
January

ELawyering: Using Embedded Media in Apps

by Matthew Pitts

There is a growing trend among many applications in many different genres to utilize the power of embedded media. Embedded media can be either sound or video that is integrated into the html of your web application. There is a significant difference between embedded media and external media. For instance, a Youtube video can be embedded in a web page using Flash. Flash uses a type of progressive download or streaming technology to instantly playback the video file. The streaming/progressive download technology can also be applied to sound files.

Embedded Media v. External Media

You can easily contrast the difference in the user experience between an embedded media file and one that requires a separate application to playback. While it is easy to link to a rich media file via a standard hyperlink in html as follows: <a href="http://somesite/somevideofile.wmv" target="blank">Click here to watch a video</a>, the result will not be to your liking. The problem is that this file will take a significant amount of time to download and playback.

The Beauty of Embedded Media

Embedded media is the answer to slow loading rich video files. A great way to get started with embedded media is to create a Youtube account and upload a high definition video. Youtube supports HD video so you can deliver a rich and stunning video experience to your clients without the problems of increased bandwith usage or storage issues. Consider a video below that I currently have embedded on my freelance page at www.mattpitts.lendahandlegal.com .

This video was recorded with an HD digital video camera. Some quality was lost when Youtube compressed the video, but it looks good for the most part. Hopefully this will encourage you to start to use embedded media in your site today.

4
January

Personalization Points in ELawyering Apps

by Matthew Pitts

For the last couple of days I've been thinking about ways to implement an effective personalization schema for an e-lawyering application. I do believe that personalization and customization are two of the most important ingredients to any e-lawyering application mix. During my brainstorming sessions, I concluded that it would be necessary to include these personalization points strategically throughout the e-lawyering application.

What is a personalization point?

A personalization point is a strategically placed action to ensure the client/potential client that they are in fact dealing with a living and breathing professional at the other end of the application. For example, a personalization point might be placed at the end of an automated case review process.

Personalization point basics 

At a minimum, the personalization point should include a message from the individual performing the bulk of the legal work for the client. The best way to think about a personalization point is to think about face to face encounters. When you conduct a face to face case review, you'll usually end with a message of assurance, strategy, additional information, etc. Your goal in an e-lawyering application is to artfully integrate this behavior into the overall process.

How many personalization points?

My approach to personalization points in e-lawyering applications is to include them directly before or after major required actions. The example I discussed earlier involved a personalization point after the case review process. Personalization points can also be intertwined with customization points. An example of a customization/personalization hybrid could be based on return visits to the application. For example, you could use some means to record the visitors actions on the first trip to your application. When that visitor returns, you could detect whether they had been to the application previously and subsequently display a custom personalized message. 


Published in De Novo

Be sure to read my article in the December 2009 edition of the Washington Young Lawyer's Division publication De Novo. You can read it here.

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Matthew A.Pitts

About Matthew A. Pitts

 I am a freelance paralegal in Washington State. I have experience in multiple areas of law in both the private and the public sector. Legal Web Development and Marketing

For the past 7 years I have focused on legal marketing and legal web design and development. I have professional level web programming and design skills.

About this Blog

 The legal service delivery landscape is changing rapidly. Despite the number of options available for legal professionals to establish a web presence and begin to engage in some type of "e-lawyering", there are core fundamentals required for success. In this blog I intend to thoroughly cover these fundamentals. Please subscribe today.

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