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Document Assembly Resources



Over in our LSTech mailing list there has been some good discussion about document assembly. Here are some resources that Claudia Johnson of LawHelp Interactive has been kind enough to assemble. Everything here has been developed with LSC TIG funding for the community. If you are currently working on a project or are planning on starting one soon get in touch. In addition to contacting us directly you can join our LSTech mailing list and tap the collective knowledge.


1. LHI Online Developer trainings—beginner series—you can watch the videos and read the notes for the 2014 lessons here:  (we are right now doing the 2015 Online training series and will release closer to December). These lessons include homework and was developed so that students can do one lesson per week, for total of 5 required and 2 options lessons in a more self paced manner). I will share with the list once the lessons for 2015 are posted.


2.LHI Resource page:   This is an active website that has a library of materials geared to share best practices on online forms projects from A to Z. It includes a planning folder, fundraising ideas and models, evaluation tools and reports, best practices, creating forms for gender neutrality, accessibility. It includes all the materials for the online forms monthly call where we share projects and models as well as technical trainings and presentations from other conferences and national forums.


3. This is helpful if you are planning to set up kiosks where users can create forms:


It is worth noting that all of these above resources require you to create an account that is human verified, so if you think you might be interested in accessing them at some point it’s worth registering now so you don’t have to wait.


4. Various articles written by Capstone Practice—  with special highlight for the Key to a Succesful Document Assembly Document

If you are going to the TIG Conference, or you are sending your staff to the TIG Conference, please note that we are planning on offering a Beginner's Track and a Beyond the Basics live training to learn how to create forms.  The training will take place on Monday 1/11 and Tuesday 1/12. For more information, please go to: