SimpleJustice Pro Bono Opportunities - Training Administration

Administrators - Trainings 

In LegalServer, administrators can create an outreach record for users to view in the SimpleJustice Cases view, review expressions of interest for those outreaches, and manage the lifecycle of the outreach, including the management of CLE credits. Administrators will do this management in their LegalServer instance, which will send the relevant information to SimpleJustice via API.

Initial LegalServer Setup 

1. An administrator will want to make sure that they have already set-up functionality for creating and tracking Pro Bono Obligations  on LegalServer. 
2. Additionally, an Outreach auxiliary process with the Pro Bono Opportunity block should be enabled. 

Outreach Set-up and Creation

1. Once an outreach has been created on LegalServer, the admin can go through the typical outreach creation process, which can generally be found by accessing the Outreach module > Action menu > enter a New Outreach. The auxiliary process in the step above can then be used to indicate if the outreach is a pro bono opportunity for display on SimpleJustice and provide opportunity details that will be passed along to SimpleJustice via API. The form will collect the requisite information such as:

• Current Pro Bono Opportunity
• Pro Bono Opportunity Headline
• Pro Bono Opportunity Description
• Pro Bono Opportunity Volunteer Instructions
• SimpleJustice People Helped
• SimpleJustice Opportunity Legal Topic
• SimpleJustice Opportunity Skill Type
• SimpleJustice Opportunity Communities - please note here that if you do NOT select an option, this opportunity will appear for all communities
• Location Type
• Address of Outreach
• Training Date
• Start Time
• End Time

2. There is also the option to create a Pro Bono Obligation affiliated with this Outreach, information which will be passed along to the volunteer’s Dashboard > My Trainings. 

Assigning Volunteers to Outreaches 

1. An admin can receive an expression of interest under Users > Outreach Opportunity Interest where they can then go to Actions and mark either as Approved or Not approved, which will simultaneously update the status of the expression of interest for the volunteer on SimpleJustice and also send an email. 

An administrator may also see a red flag icon, which will appear if a SimpleJustice volunteer does not have pro bono restricted access to the relevant LegalServer instance. Administrators may approve them for access via the User Module > SimpleJustice Pending Users or “SimpleJustice Rejected Users” by going to Actions column > Approve SJ Volunteer User.

On the next screen, the admin can select “Click here to approve this request and create a new user.”

The user will then be granted user access to LegalServer to view the Outreach in LegalServer. 

2. Administrators can then view details about the Outreach and their volunteer assignments on the Outreach Profile. 

If set-up with the appropriate access, administrators will also be able to view an overview of this on SimpleJustice under Dashboard > [Name of Organization] > Trainings. This will also occur for relevant SimpleJustice communities.

3. In LegalServer, the attendance status of an attorney can also be updated via the Outreach Profile. This will also be reflected in the relevant SimpleJustice Dashboards.  

CLE credit information associated with the Outreach using the Pro Bono Obligation workflows will also be passed to SimpleJustice user, organization, and community Dashboards. 

Note that when pro bono obligations on clinics and cases are satisfied, the workflows for these obligations will proceed as the typical Pro Bono Obligation workflow in LegalServer (cases and clinics can be marked as fulfilled obligations in LegalServer).