building a better application hotline intake and advice asadvocacyandcommunicaton

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BUILDING A BETTER BUILDING A BETTER APPLICATION APPLICATION HOTLINE HOTLINE Intake and Advice Intake and Advice AS AS ADVOCACY ADVOCACY AND AND COMMUNICATON COMMUNICATON

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Page 1: BUILDING A BETTER APPLICATION HOTLINE Intake and Advice ASADVOCACYANDCOMMUNICATON

BUILDING A BETTER BUILDING A BETTER APPLICATIONAPPLICATION

HOTLINE HOTLINE Intake and Advice Intake and Advice

ASASADVOCACY ADVOCACY

ANDANDCOMMUNICATONCOMMUNICATON

Page 2: BUILDING A BETTER APPLICATION HOTLINE Intake and Advice ASADVOCACYANDCOMMUNICATON

The SLS Hotline CredoThe SLS Hotline Credo

“ “You are often the first and last You are often the first and last person the caller ever speaks to. person the caller ever speaks to. Another program’s successful Another program’s successful outcome for a client stands on the outcome for a client stands on the shoulders of the work that began shoulders of the work that began here in this office. Never here in this office. Never underestimate the importance of underestimate the importance of our work inside the Legal Services our work inside the Legal Services Network as well as outside in the Network as well as outside in the communities we servecommunities we serve .” .”

Page 3: BUILDING A BETTER APPLICATION HOTLINE Intake and Advice ASADVOCACYANDCOMMUNICATON

What we do.What we do.The work we do requires many levels of expertise The work we do requires many levels of expertise many of us might take for granted,many of us might take for granted,

SUCH ASSUCH AS mastery of a computerized phone system and case mastery of a computerized phone system and case

data base.data base. thorough knowledge of the LSC codes and eligibility thorough knowledge of the LSC codes and eligibility

requirements.requirements. the ability to time manage and to “multi-task” as the ability to time manage and to “multi-task” as

we jump from one call to another.we jump from one call to another.

AND MOST IMPORTANTAND MOST IMPORTANT knowledge of the law, the ability to analyze a knowledge of the law, the ability to analyze a

client’s legal problem and find the appropriate legal client’s legal problem and find the appropriate legal or practical resolution for their needs. or practical resolution for their needs.

That’s a That’s a lot!lot!

Page 4: BUILDING A BETTER APPLICATION HOTLINE Intake and Advice ASADVOCACYANDCOMMUNICATON

We do more!We do more!

But there is one more thing that is not so But there is one more thing that is not so obvious … obvious …

We We communicatecommunicate

all of these things to the many others who all of these things to the many others who we work with.we work with.

Applications are a Applications are a testamenttestament to what we to what we do. do.

Page 5: BUILDING A BETTER APPLICATION HOTLINE Intake and Advice ASADVOCACYANDCOMMUNICATON

THE APPLICATION IS OUR THE APPLICATION IS OUR IMAGEIMAGE

Applications are the tangible evidence of Applications are the tangible evidence of our work with clients.our work with clients.

Applications are a “mirror” of what we do Applications are a “mirror” of what we do and how we do it. and how we do it.

Applications are proof of how well we Applications are proof of how well we communicatecommunicate

Applications are a snapshot we leave Applications are a snapshot we leave behind us when the conversation with one behind us when the conversation with one client is ended client is ended

and we are taken up with the next task, and we are taken up with the next task, the next call - the next call -

The next client -The next client -

the next challenge!the next challenge!

Page 6: BUILDING A BETTER APPLICATION HOTLINE Intake and Advice ASADVOCACYANDCOMMUNICATON

As a program we need to As a program we need to produce the best work we produce the best work we possibly canpossibly can

So important are these written So important are these written records, that a casual, sloppy records, that a casual, sloppy rendering of the information is rendering of the information is unacceptable. unacceptable.

Uneven standards throughout Uneven standards throughout this program only detract from this program only detract from our good work. our good work.

Page 7: BUILDING A BETTER APPLICATION HOTLINE Intake and Advice ASADVOCACYANDCOMMUNICATON

To be better communicators, we To be better communicators, we need to avoid:need to avoid:

Too hard to read or visual problems; Typos, Too hard to read or visual problems; Typos, grammar, run-ons, chopped - offs, etc. grammar, run-ons, chopped - offs, etc.

Conceptual problems: What’s really going on Conceptual problems: What’s really going on here? here?

Legal Issue missing, inaccurate, unclear. Legal Issue missing, inaccurate, unclear. Lots of narrative no point; Not enough narrative Lots of narrative no point; Not enough narrative

given the issue. given the issue. Advice not clear. Advice not clear. Wrong case wrong time: Referral not correct for Wrong case wrong time: Referral not correct for

program.program. Contradictory data: (i.e.) TAF but no kids listed. Contradictory data: (i.e.) TAF but no kids listed.

Zero income but working or no explanation, etc. Zero income but working or no explanation, etc. Over 125% but no “factors”.Over 125% but no “factors”.

Page 8: BUILDING A BETTER APPLICATION HOTLINE Intake and Advice ASADVOCACYANDCOMMUNICATON

As Better Advocates we need to As Better Advocates we need to create:create:

Good organization: Good organization: ** Spotting and recording issue up-front.Spotting and recording issue up-front.

(IFAR)(IFAR) ** Recording of salient facts. (IFAR)Recording of salient facts. (IFAR) ** Recording of advice and referral. Recording of advice and referral.

(IFAR)(IFAR) ** Good discussion of problems and Good discussion of problems and

remedies. remedies. (IFAR)(IFAR) ** ReadabilityReadability ** Efficiency (less repetition, to the point, Efficiency (less repetition, to the point,

minimum of extraneous language)minimum of extraneous language)

Page 9: BUILDING A BETTER APPLICATION HOTLINE Intake and Advice ASADVOCACYANDCOMMUNICATON

Good Service:Good Service:

** Accurate complete legal analysisAccurate complete legal analysis ** Cogent and accurate LEGAL advice.Cogent and accurate LEGAL advice. ** Helpful practical advice and suggestions. Helpful practical advice and suggestions. ** Treating caller with dignity and respect.Treating caller with dignity and respect. ** Reiterating scope of our services if Reiterating scope of our services if

needed. needed. ** Clarity with caller about what services to Clarity with caller about what services to

be be received.received. ** Clarity with caller about caller’s goals Clarity with caller about caller’s goals

and legal and legal issues. issues. ** Reminder to call back when more advice Reminder to call back when more advice

needed. needed.

Page 10: BUILDING A BETTER APPLICATION HOTLINE Intake and Advice ASADVOCACYANDCOMMUNICATON

Good follow-through:Good follow-through: ** Closing codes are accurateClosing codes are accurate

and data makes sense for client and issue. and data makes sense for client and issue. ** Quick check to ensure notes conform to Quick check to ensure notes conform to

IFAR.IFAR. ** Quick edit to ensure readability. Quick edit to ensure readability. ** Correct alignment with other Programs’ Correct alignment with other Programs’

priorities and instructions referral. priorities and instructions referral. ** Appropriate closing codes Appropriate closing codes ** Appropriate pre-printed materials sent. Appropriate pre-printed materials sent. ** Tailored advice letter when necessary.Tailored advice letter when necessary. ** Method to track any open or pending Method to track any open or pending

app. app.

Page 11: BUILDING A BETTER APPLICATION HOTLINE Intake and Advice ASADVOCACYANDCOMMUNICATON

I – F – A – R ©I – F – A – R © to the rescue!to the rescue!

Issue - Facts - Advice – ReferralIssue - Facts - Advice – Referral

(I)(I) Ask yourself:Ask yourself:

WHAT IS THE LEGAL ISSUE?WHAT IS THE LEGAL ISSUE?

(F)(F) The client tells a story. Listen for The client tells a story. Listen for FACTS Relevant to the issue. FACTS Relevant to the issue.

(A) ADVICE- must be legal, can be (A) ADVICE- must be legal, can be practicalpractical

(R)(R) REFFERAL – to LS, PAI, Others REFFERAL – to LS, PAI, Others

Page 12: BUILDING A BETTER APPLICATION HOTLINE Intake and Advice ASADVOCACYANDCOMMUNICATON

I-F-A-R will help sort apps I-F-A-R will help sort apps more easily.more easily.

CLIENT CALLS

IFAR response

ADVICE ONLYREFERRAL TO

LEGAL SERVICESOR PAI

REFERRAL TO OTHER RESOURCES

Page 13: BUILDING A BETTER APPLICATION HOTLINE Intake and Advice ASADVOCACYANDCOMMUNICATON

(I)ssue: What is the legal (I)ssue: What is the legal issue(s)?issue(s)?

THE THE LEGAL ISSUELEGAL ISSUE IS WHAT LAW OR THEORY OF IS WHAT LAW OR THEORY OF LAW THE CALLER’S FACTS ARE DEPENDENT ON LAW THE CALLER’S FACTS ARE DEPENDENT ON FOR RESOLUTION. YOU WILL PROBABLYFOR RESOLUTION. YOU WILL PROBABLY DETERMINEDETERMINE THE TRUE ISSUE ONLY THE TRUE ISSUE ONLY AFTERAFTER A A BRIEFLY SPEAKING TO THE CALLER ABOUT BRIEFLY SPEAKING TO THE CALLER ABOUT THEIR PROBLEM.THEIR PROBLEM.

Frame the issue succinctly.Frame the issue succinctly.

The legal issue is usually beyond what the The legal issue is usually beyond what the screener identifies or what the caller first says. screener identifies or what the caller first says. Framing an issue penetrates the web of Framing an issue penetrates the web of information the caller is spinning and captures information the caller is spinning and captures the true nature of the legal problem. the true nature of the legal problem.

Page 14: BUILDING A BETTER APPLICATION HOTLINE Intake and Advice ASADVOCACYANDCOMMUNICATON

EXAMPLES Of ISSUE-SPOTTINGEXAMPLES Of ISSUE-SPOTTING

Good: Caller got N2QGood: Caller got N2QBetter: Caller got a N2Q for nonpayment.Better: Caller got a N2Q for nonpayment.

Best:Best: Caller got a N2Q for nonpayment but paid all w/in the 14 Caller got a N2Q for nonpayment but paid all w/in the 14 days. days.

(See how the final version helps speed up the advice, helps you eliminate (See how the final version helps speed up the advice, helps you eliminate extraneous facts, can move the interview along).extraneous facts, can move the interview along).

NOTNOT A LEGAL ISSUE: A LEGAL ISSUE: Caller having trouble with landlord. Caller having trouble with landlord. LEGAL ISSUE:LEGAL ISSUE: Rec’d N2Q for unauthorized tenant. Rec’d N2Q for unauthorized tenant.NOTNOT A LEGL ISSUE: A LEGL ISSUE: Caller feels harassed by landlord.Caller feels harassed by landlord. LEGAL SSUE:LEGAL SSUE: Rec’d N2Q after tenant called the town inspector. Rec’d N2Q after tenant called the town inspector. NOTNOT A LEGAL ISSUE: A LEGAL ISSUE: Caller having problems with former employer.Caller having problems with former employer. LEGAL ISSUE:LEGAL ISSUE: Caller denied back wages after lay-off. Caller denied back wages after lay-off. NOTNOT A LEGAL ISSUE: A LEGAL ISSUE: Caller says former husband is doing drugs around Caller says former husband is doing drugs around

the the kids.kids. LEGAL ISSUE:LEGAL ISSUE: Caller wants to stop court-ordered visitation. Caller wants to stop court-ordered visitation. NOT A LEGAL ISSUE:NOT A LEGAL ISSUE: Caller owes $10K in credit card debt she can’t Caller owes $10K in credit card debt she can’t

pay.pay. LEGAL ISSUE:LEGAL ISSUE: Caller rec’d letter from collection agency threatening Caller rec’d letter from collection agency threatening

lawsuit for unpaid credit card bills. lawsuit for unpaid credit card bills.

Note: Note: This is not to say that what the caller says is not important. Notice This is not to say that what the caller says is not important. Notice that the stuff that is not the legal issue will probably turn up in the facts of that the stuff that is not the legal issue will probably turn up in the facts of the case. the case.

Page 15: BUILDING A BETTER APPLICATION HOTLINE Intake and Advice ASADVOCACYANDCOMMUNICATON

(F)acts:(F)acts: Every thing else that is Every thing else that is relevant to the ISSUErelevant to the ISSUE. .

Here is where the caller gets to Here is where the caller gets to tell their tell their story.story. You may not be able to identify the legal issue until you hear You may not be able to identify the legal issue until you hear more. That is OK. The caller wants to tell you their whole more. That is OK. The caller wants to tell you their whole story. Only the important stuff should be written down. story. Only the important stuff should be written down. Conversely, the caller doesn’t say much or is inarticulate. In Conversely, the caller doesn’t say much or is inarticulate. In both instances, the right kinds of questions will bring out the both instances, the right kinds of questions will bring out the facts from a quiet caller and steer and direct a talkative caller. facts from a quiet caller and steer and direct a talkative caller. Try to refrain from typing in every word the caller speaks. Try to refrain from typing in every word the caller speaks.

SOMETIMES LESS IS MORE!SOMETIMES LESS IS MORE!A word about thorough FACTUAL DEVELOPMENT: Always a good A word about thorough FACTUAL DEVELOPMENT: Always a good idea, but with experience you will sense whether the minimum idea, but with experience you will sense whether the minimum will do – say for something being referred – or whether much will do – say for something being referred – or whether much more is needed if advice or coaching is all the caller will get more is needed if advice or coaching is all the caller will get from us. If the latter, please ask the caller as many q’ as you from us. If the latter, please ask the caller as many q’ as you can think of to flesh out case. Don’t assume anything (I do this can think of to flesh out case. Don’t assume anything (I do this too); however, the trick is not to record irrelevant answers to too); however, the trick is not to record irrelevant answers to the questions and also to reasonably control the conversation. the questions and also to reasonably control the conversation.

Page 16: BUILDING A BETTER APPLICATION HOTLINE Intake and Advice ASADVOCACYANDCOMMUNICATON

EXAMPLES OF FACTUAL RELEVANCEEXAMPLES OF FACTUAL RELEVANCE

FOR A HANDICAP DISCRIMINATION HOUSING CASEFOR A HANDICAP DISCRIMINATION HOUSING CASE:: NOT RELEVANT FACTS: Caller loves animals and NOT RELEVANT FACTS: Caller loves animals and

always had them as a child and still does. always had them as a child and still does. RELEVANT FACTS: Caller’s most recent pet dog is RELEVANT FACTS: Caller’s most recent pet dog is

trained as an assist animal to help caller get out of a trained as an assist animal to help caller get out of a chair or bed. chair or bed.

FOR AN EMPLOYMENT CASE:FOR AN EMPLOYMENT CASE: NOT RELEVANT FACTS:NOT RELEVANT FACTS: Client, as single Mom, doesn’t Client, as single Mom, doesn’t

have time to make Johnny’s favorite breakfast, have time to make Johnny’s favorite breakfast, oatmeal, because Mom doesn’t think instant cereals oatmeal, because Mom doesn’t think instant cereals are any good and boiling oatmeal takes too long when are any good and boiling oatmeal takes too long when she is trying to get him to school and herself to work she is trying to get him to school and herself to work at the same time. at the same time.

RELEVANT FACTS: Taking care of her kids and getting RELEVANT FACTS: Taking care of her kids and getting to work at the same time leaves Mom chronically ½ to work at the same time leaves Mom chronically ½ hour late to work and her employer is threatening to hour late to work and her employer is threatening to fire her. fire her.

Page 17: BUILDING A BETTER APPLICATION HOTLINE Intake and Advice ASADVOCACYANDCOMMUNICATON

(A)dvice:(A)dvice: Legal advice / Legal advice / Practical advice.Practical advice.

Note the “legal “ part of the definition .Note the “legal “ part of the definition . Only in rare instances will you not be giving Only in rare instances will you not be giving

legal advice – even when we wish to refer. legal advice – even when we wish to refer. We CANNOT close the app as advice if no We CANNOT close the app as advice if no legal advice is given. (can be a “matter”)legal advice is given. (can be a “matter”)

Make sure you write down everything you Make sure you write down everything you say to the caller about how to go about say to the caller about how to go about handling their issue.handling their issue.

Be explicit in case notes! Be explicit in case notes! We and others need to know what was said We and others need to know what was said

and done for the client! and done for the client!

Page 18: BUILDING A BETTER APPLICATION HOTLINE Intake and Advice ASADVOCACYANDCOMMUNICATON

MAKE THE ADVICE YOUR HIGHEST AND BEST EFFORT – RECORD ITMAKE THE ADVICE YOUR HIGHEST AND BEST EFFORT – RECORD IT

NOT LEGAL ADVICE: Advised to go to Court Service Center for contempt forms. NOT LEGAL ADVICE: Advised to go to Court Service Center for contempt forms. LEGAL ADVICE: Advised client she would need to file a Motion for LEGAL ADVICE: Advised client she would need to file a Motion for

Contempt and explained form and procedure. Contempt and explained form and procedure. NOT LEGAL ADVICE: Told caller to call CHRO.NOT LEGAL ADVICE: Told caller to call CHRO. LEGAL ADVICE: Told caller she could file a complaint with CHRO on the LEGAL ADVICE: Told caller she could file a complaint with CHRO on the

basis basis of discrimination against a recipient of public assistance. of discrimination against a recipient of public assistance.

NOT LEGAL ADVICE: Told caller he could get a court appointed attorney if DCF NOT LEGAL ADVICE: Told caller he could get a court appointed attorney if DCF case in Juvenile Court. case in Juvenile Court.LEGAL ADVICE: Explained to caller his rights to appeal DCF finding of LEGAL ADVICE: Explained to caller his rights to appeal DCF finding of abuse abuse and the procedure to do so – ask for attorney thru courts. and the procedure to do so – ask for attorney thru courts.

DON’T FORGET TO RECORD SEEMINGLY PRACTICAL ADVICE THATDON’T FORGET TO RECORD SEEMINGLY PRACTICAL ADVICE THATHAS LEGAL CONSEQUENCES AS COMPLETELY AS POSSIBLE!! HAS LEGAL CONSEQUENCES AS COMPLETELY AS POSSIBLE!!

INCOMPLETE:INCOMPLETE: Told caller to make sure landlord gets keys back by the end Told caller to make sure landlord gets keys back by the end of the month and to move everything they own out. of the month and to move everything they own out.

COMPLETE:COMPLETE: Impressed upon the caller to make sure landlord gets keys Impressed upon the caller to make sure landlord gets keys

back and to move everything out by the end of the month because if tenant back and to move everything out by the end of the month because if tenant fails to do so the tenant may be liable to the landlord for the following fails to do so the tenant may be liable to the landlord for the following month’s rent. month’s rent.

Page 19: BUILDING A BETTER APPLICATION HOTLINE Intake and Advice ASADVOCACYANDCOMMUNICATON

(R)eferral: (R)eferral: To Legal Services Programs or To Legal Services Programs or PAIPAI

If that is the plan, please plainly and briefly state:If that is the plan, please plainly and briefly state: The Legal Service office or Pro Bono;The Legal Service office or Pro Bono; Contact person (if any )cleared with;Contact person (if any )cleared with; For what are you referring for? i.e eviction defense rep, For what are you referring for? i.e eviction defense rep,

investigation and advice per so and so, and;investigation and advice per so and so, and; The referral program priority the app fits into; (i.e. The referral program priority the app fits into; (i.e.

referred to NHLAA for preservation of Section 8);referred to NHLAA for preservation of Section 8); You have caller’s permission;You have caller’s permission; Caller knows no gtd of full rep or outcome. Caller knows no gtd of full rep or outcome. Know how to close in computer:Know how to close in computer:

** Closed pending supervisor’s approvalClosed pending supervisor’s approval** SLS changes to the referral program code SLS changes to the referral program code ** Pro bono stays open Pro bono stays open ** Closing LSC Code denotes referral to other Legal Closing LSC Code denotes referral to other Legal Services Services or Pro Bono.or Pro Bono.

Page 20: BUILDING A BETTER APPLICATION HOTLINE Intake and Advice ASADVOCACYANDCOMMUNICATON

Without I-F-A-R Without I-F-A-R

11/5/03: CONSUMER/ WRONGFUL TERMINATION/ cllr was fired 10/30/03- she 11/5/03: CONSUMER/ WRONGFUL TERMINATION/ cllr was fired 10/30/03- she was accused of drinking on the job- :11/5/03: CONSUMER/ Cllr was fired from was accused of drinking on the job- :11/5/03: CONSUMER/ Cllr was fired from her job 10/30/03- app was fired by her employer humane service transit in her job 10/30/03- app was fired by her employer humane service transit in bpt on 10-30-03 for alledgely drinking on the job. app was employed as a bpt on 10-30-03 for alledgely drinking on the job. app was employed as a bus driver earning $11.50 an hr and was employed from april 99 thru oct bus driver earning $11.50 an hr and was employed from april 99 thru oct 30.03. app is a member of a union and has filed a grievance with her union. 30.03. app is a member of a union and has filed a grievance with her union. according to app, her union is negotiating with management to regain her according to app, her union is negotiating with management to regain her position. app states that she filed for ucb and has a hearing scheduled for position. app states that she filed for ucb and has a hearing scheduled for 11-14-03 before a fact finder. app states that prior to the discharged, she 11-14-03 before a fact finder. app states that prior to the discharged, she had no warnings nor suspensions. app also believes that management is not had no warnings nor suspensions. app also believes that management is not complying with the union contract, app feels that a suspension would be complying with the union contract, app feels that a suspension would be warranted under the union contract. app states that the company only has a warranted under the union contract. app states that the company only has a statement from another employee who accused app and another employee statement from another employee who accused app and another employee of drinking on the job. adv app to pursue her grievance through her union, of drinking on the job. adv app to pursue her grievance through her union, also adv app on how to articulate her statement before the fact finder, adv also adv app on how to articulate her statement before the fact finder, adv app to call us back if she is denied ucb. app has the same fact pattern as app to call us back if she is denied ucb. app has the same fact pattern as another app who called the same day because they were both fire for the another app who called the same day because they were both fire for the same reason. other app is a_____ m______, 20862. mailing ucb booklet, let, same reason. other app is a_____ m______, 20862. mailing ucb booklet, let, becidencbecidenc

Page 21: BUILDING A BETTER APPLICATION HOTLINE Intake and Advice ASADVOCACYANDCOMMUNICATON

Without I-F-A-RWithout I-F-A-R

6/19/03 Served w/NT non payment QD 6/16/03; S&C RD 6/27/036/19/03\dac 6/19/03 Served w/NT non payment QD 6/16/03; S&C RD 6/27/036/19/03\dac EVICTION - REASON: NON-PAYMENT. T SERVED WNTQ (ABODE EVICTION - REASON: NON-PAYMENT. T SERVED WNTQ (ABODE SERVICE)ON JUNE 11, 2003 W QUIT DATE OF JUNE 16, 2003. STANDARD SERVICE)ON JUNE 11, 2003 W QUIT DATE OF JUNE 16, 2003. STANDARD U& O. T SERVED W S&C RD: JUNE 27, 2003 @ NEW LONDON HOUSING U& O. T SERVED W S&C RD: JUNE 27, 2003 @ NEW LONDON HOUSING COURT (ABODE SERVICE). NO SUBSIDY. NON-PAYMENT MONTHS OF APRIL, COURT (ABODE SERVICE). NO SUBSIDY. NON-PAYMENT MONTHS OF APRIL, MAY AND JUNE 2003. RENT=$700/MO. T PD. $700 SD WHEN SHE MOVED MAY AND JUNE 2003. RENT=$700/MO. T PD. $700 SD WHEN SHE MOVED INTO THE APT. NO WRITTEN LEASE. T MOVED INTO APT. JUNE, 2002. INTO THE APT. NO WRITTEN LEASE. T MOVED INTO APT. JUNE, 2002.

T RENTS 2BDRM APT. IN 5 FAMILY HOUSE. T PAYS OWN UTILITIES. T RENTS 2BDRM APT. IN 5 FAMILY HOUSE. T PAYS OWN UTILITIES. CONDITIONS: CEILING IN LIVING ROOM NEEDS TO BE REPAIRED AND WALL CONDITIONS: CEILING IN LIVING ROOM NEEDS TO BE REPAIRED AND WALL IN ONE OF BEDROOM NEEDS TO BE REPAIRED, DEFECTIVE PATIO DOORS, IN ONE OF BEDROOM NEEDS TO BE REPAIRED, DEFECTIVE PATIO DOORS, SCREENS NEED TO BE REPLACED AND BATHROOM VENT NEEDS TO BE SCREENS NEED TO BE REPLACED AND BATHROOM VENT NEEDS TO BE REPLACED. HC CAME OUT TO SEE APT. AND NOTIFIED LL OF WHAT REPLACED. HC CAME OUT TO SEE APT. AND NOTIFIED LL OF WHAT REPAIRS NEEDS TO BE DONE. T CHOSE NOT TO PAY RENT B/C LL DID NOT REPAIRS NEEDS TO BE DONE. T CHOSE NOT TO PAY RENT B/C LL DID NOT MAKE REPAIRS. *Adv. in future withholding rent=eviction and gave info MAKE REPAIRS. *Adv. in future withholding rent=eviction and gave info about filing PICA suit. APP. DOES NOT HAVE ALL THE RENT $. SHE WANTS about filing PICA suit. APP. DOES NOT HAVE ALL THE RENT $. SHE WANTS TO MOVE AND IS LOOKING FOR ANOTHER APT. ****ADV. TO FILE TO MOVE AND IS LOOKING FOR ANOTHER APT. ****ADV. TO FILE APPEARANCE AND ANSWER ON JUNE 30TH. ADV. HOW TO FILL OUT APPEARANCE AND ANSWER ON JUNE 30TH. ADV. HOW TO FILL OUT ANSWER AND ADV. TO ATTACH BC REPORT. EXP. ON HEARING DATE TO ANSWER AND ADV. TO ATTACH BC REPORT. EXP. ON HEARING DATE TO MEET W HS AND NO DEALS W LL OR LL'S ATTY. ADV. SHE WILL MEET W HS AND NO DEALS W LL OR LL'S ATTY. ADV. SHE WILL NEGOTIATE FOR AS MUCH TIME AS POSSIBLE TO MOVE. EXP. NEGOTIATE FOR AS MUCH TIME AS POSSIBLE TO MOVE. EXP. CONSEQUENCES OF NOT COMPLYING W A STIPULATION AND ADV. NOT TO CONSEQUENCES OF NOT COMPLYING W A STIPULATION AND ADV. NOT TO SIGN ONE IF SHE IS NOT GOING TO KEEP AGREEMENT. ADV. TO CALL SIGN ONE IF SHE IS NOT GOING TO KEEP AGREEMENT. ADV. TO CALL BACK W FURTHER QUESTIONS. SEND AENTGEN.LTR W HELPING YOURSELF BACK W FURTHER QUESTIONS. SEND AENTGEN.LTR W HELPING YOURSELF THRU EVICTION, LFA.THRU EVICTION, LFA.

Page 22: BUILDING A BETTER APPLICATION HOTLINE Intake and Advice ASADVOCACYANDCOMMUNICATON

With I-F-A-RWith I-F-A-R

3/10/08 app wants to modfity c/s. 3-10-08 3/10/08 app wants to modfity c/s. 3-10-08

Issue : Cross Motions to Modify Child Support Issue : Cross Motions to Modify Child Support

Facts: Parties divorced 2003 DBD FA 01-0344187 Jmt of Diss 1-17-03 Facts: Parties divorced 2003 DBD FA 01-0344187 Jmt of Diss 1-17-03 Order was 192 cs for 2 children 105/wk alimony throug 1-17-08 App Order was 192 cs for 2 children 105/wk alimony throug 1-17-08 App asys father has now changed jobs and children no longer on his health asys father has now changed jobs and children no longer on his health insurance App put children on Husky B for last 4 years . App talked to insurance App put children on Husky B for last 4 years . App talked to SES worker recently to ask if child support can be modified (increased) SES worker recently to ask if child support can be modified (increased) SES told her file motion, fill out fin aff , we'll get fin aff from husband and SES told her file motion, fill out fin aff , we'll get fin aff from husband and run guidelines SES then told her from guidelines it liked like an increase run guidelines SES then told her from guidelines it liked like an increase was not in order, but that presumptive amt now is LOWER than offer was not in order, but that presumptive amt now is LOWER than offer now in effect Ex -h has now filed cross-motion to modify downward. now in effect Ex -h has now filed cross-motion to modify downward. Court date is 4-23-08 App thinks father is hiding income and assets.Court date is 4-23-08 App thinks father is hiding income and assets.

Advice: she is now in position of both prosecuting own motion and Advice: she is now in position of both prosecuting own motion and defending agains his. ADV crucial she go to court; have any and all hard defending agains his. ADV crucial she go to court; have any and all hard ecidence she can have of father's income and assets. ADV case may ecidence she can have of father's income and assets. ADV case may not be resolved on one court date; may be continued for father to not be resolved on one court date; may be continued for father to produce info ordered by court. Told app parties do have obligation to produce info ordered by court. Told app parties do have obligation to be truthful, but people do no always tell truth. She knows that only too be truthful, but people do no always tell truth. She knows that only too well. ADV we cannot provide rep due to prioroites; gave # of LRS. ADV well. ADV we cannot provide rep due to prioroites; gave # of LRS. ADV atty can conduct discovery and request father to produce certain info atty can conduct discovery and request father to produce certain info and documents by court date. That may be advantage, she and att and documents by court date. That may be advantage, she and att ycan go into court on hrg date with evidence of father's non-ycan go into court on hrg date with evidence of father's non-cooperation. Send Disclosure, Mod CS, Contemptcooperation. Send Disclosure, Mod CS, Contempt

Refer: noRefer: no

Page 23: BUILDING A BETTER APPLICATION HOTLINE Intake and Advice ASADVOCACYANDCOMMUNICATON

With I-F-A-RWith I-F-A-R //12-5-08/HOUSING/Eviction matter. 12/5/08e12-5-08/HOUSING/Eviction matter. 12/5/08eISSUE: execution- Dec 3 @ 3 p.m.ISSUE: execution- Dec 3 @ 3 p.m.

FACTS: Caller is 40 yo man living in Waterbury with 1 child. Caller has UC. FACTS: Caller is 40 yo man living in Waterbury with 1 child. Caller has UC. Caller is going to apply for FS and Husky. Caller pays $850/mth rent. Caller Caller is going to apply for FS and Husky. Caller pays $850/mth rent. Caller was laid off in July - he is an electrician apprentice. Caller has lived in apt 1 was laid off in July - he is an electrician apprentice. Caller has lived in apt 1 yr. LL Delice Enterprises. Caller got execution from marshal on Dec 2; yr. LL Delice Enterprises. Caller got execution from marshal on Dec 2; execution date Dec 3 at 3 p.m. Caller paid his Nov rent on Dec 3 - $826, execution date Dec 3 at 3 p.m. Caller paid his Nov rent on Dec 3 - $826, and LL told him that he would talk to the marshal and get rid of the and LL told him that he would talk to the marshal and get rid of the execution. Stip signed in Aug: pay $850 every 2 weeks (he was working execution. Stip signed in Aug: pay $850 every 2 weeks (he was working until Oct); T stopped payment schedule in mid-Oct and LL said that it was ok until Oct); T stopped payment schedule in mid-Oct and LL said that it was ok as long as he made an effort. Caller will pay the Dec rent on Dec 10. He will as long as he made an effort. Caller will pay the Dec rent on Dec 10. He will owe $1000 towards arrearage. Caller is not a veteran. Docket #WASP-owe $1000 towards arrearage. Caller is not a veteran. Docket #WASP-040065. He has no receipt from Dec 3 payment and nothing in writing 040065. He has no receipt from Dec 3 payment and nothing in writing stating that execution will be returned to court. LL did not return execution. stating that execution will be returned to court. LL did not return execution. COURT HAS T ADDRESS WRONG- T did not get execution (it was left at COURT HAS T ADDRESS WRONG- T did not get execution (it was left at neighbor's door), and he never got aff:noncompliance in the mail. neighbor's door), and he never got aff:noncompliance in the mail.

ADVICE: Explained the situation- aff:noncompliance, execution is still ADVICE: Explained the situation- aff:noncompliance, execution is still floating around out there and LL can use it at any time. Told him to talk to floating around out there and LL can use it at any time. Told him to talk to LL today and ask him to return execution to court- get it in writing. If LL LL today and ask him to return execution to court- get it in writing. If LL refuses, go to CLS-Wa and we will help him fill out audita papers. DEFENSES: refuses, go to CLS-Wa and we will help him fill out audita papers. DEFENSES: Court has wrong address and he did not get execution or Court has wrong address and he did not get execution or aff:noncompliance. He paid LL on Dec 3 and will pay on Dec 10- he is trying aff:noncompliance. He paid LL on Dec 3 and will pay on Dec 10- he is trying to get the $1000 he owes, and then he will be caught up. to get the $1000 he owes, and then he will be caught up.

REFER: noREFER: no

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Before I-F-A-RBefore I-F-A-R After I-F-A-R After I-F-A-R

11/5/03: CONSUMER/ WRONGFUL 11/5/03: CONSUMER/ WRONGFUL TERMINATION/ cllr was fired 10/30/03- she TERMINATION/ cllr was fired 10/30/03- she was accused of drinking on the job- 11-5-03 / was accused of drinking on the job- 11-5-03 / Cllr was fired from her job 10/30/03- app was Cllr was fired from her job 10/30/03- app was fired by her employer humane service fired by her employer humane service transit in bpt on 10-30-03 for alledgely transit in bpt on 10-30-03 for alledgely drinking on the job. app was employed as a drinking on the job. app was employed as a bus driver earning $11.50 an hr and was bus driver earning $11.50 an hr and was employed from april 99 thru oct 30.03. app employed from april 99 thru oct 30.03. app is a member of a union and has filed a is a member of a union and has filed a grievance with her union. according to app, grievance with her union. according to app, her union is negotiating with management to her union is negotiating with management to regain her position. app states that she filed regain her position. app states that she filed for ucb and has a hearing scheduled for 11-for ucb and has a hearing scheduled for 11-14-03 before a fact finder. app states that 14-03 before a fact finder. app states that prior to the discharged, she had no warnings prior to the discharged, she had no warnings nor suspensions. app also believes that nor suspensions. app also believes that management is not complying with the management is not complying with the union contract, app feels that a suspension union contract, app feels that a suspension would be warranted under the union would be warranted under the union contract. app states that the company only contract. app states that the company only has a statement from another employee who has a statement from another employee who accused app and another employee of accused app and another employee of drinking on the job. adv app to pursue her drinking on the job. adv app to pursue her grievance through her union, also adv app grievance through her union, also adv app on how to articulate her statement before on how to articulate her statement before the fact finder, adv app to call us back if she the fact finder, adv app to call us back if she is denied ucb. app has the same fact pattern is denied ucb. app has the same fact pattern as another app who called the same day as another app who called the same day because they were both fire for the same because they were both fire for the same reason. other app is a_____ m______, 20862. reason. other app is a_____ m______, 20862. mailing ucb booklet, let, becidencmailing ucb booklet, let, becidenc

JLB/12-5-08/HOUSING/Eviction matter. 12/5/08epb JLB/12-5-08/HOUSING/Eviction matter. 12/5/08epb

ISSUE: execution- Dec 3 @ 3 p.m.ISSUE: execution- Dec 3 @ 3 p.m.

FACTS: Caller is 40 yo man living in Waterbury with FACTS: Caller is 40 yo man living in Waterbury with 1 child. Caller has UC. Caller is going to apply for FS 1 child. Caller has UC. Caller is going to apply for FS and Husky. Caller pays $850/mth rent. Caller was and Husky. Caller pays $850/mth rent. Caller was laid off in July - he is an electrician apprentice. Caller laid off in July - he is an electrician apprentice. Caller has lived in apt 1 yr. LL Delice Enterprises. Caller has lived in apt 1 yr. LL Delice Enterprises. Caller got execution from marshal on Dec 2; execution date got execution from marshal on Dec 2; execution date Dec 3 at 3 p.m. Caller paid his Nov rent on Dec 3 - Dec 3 at 3 p.m. Caller paid his Nov rent on Dec 3 - $826, and LL told him that he would talk to the $826, and LL told him that he would talk to the marshal and get rid of the execution. Stip signed in marshal and get rid of the execution. Stip signed in Aug: pay $850 every 2 weeks (he was working until Aug: pay $850 every 2 weeks (he was working until Oct); T stopped payment schedule in mid-Oct and LL Oct); T stopped payment schedule in mid-Oct and LL said that it was ok as long as he made an effort. said that it was ok as long as he made an effort. Caller will pay the Dec rent on Dec 10. He will owe Caller will pay the Dec rent on Dec 10. He will owe $1000 towards arrearage. Caller is not a veteran. $1000 towards arrearage. Caller is not a veteran. Docket #WASP-040065. He has no receipt from Dec Docket #WASP-040065. He has no receipt from Dec 3 payment and nothing in writing stating that 3 payment and nothing in writing stating that execution will be returned to court. LL did not return execution will be returned to court. LL did not return execution. COURT HAS T ADDRESS WRONG- T did execution. COURT HAS T ADDRESS WRONG- T did not get execution (it was left at neighbor's door), and not get execution (it was left at neighbor's door), and he never got aff:noncompliance in the mail. he never got aff:noncompliance in the mail.

ADVICE: Explained the situation- aff:noncompliance, ADVICE: Explained the situation- aff:noncompliance, execution is still floating around out there and LL can execution is still floating around out there and LL can use it at any time. Told him to talk to LL today and use it at any time. Told him to talk to LL today and ask him to return execution to court- get it in writing. ask him to return execution to court- get it in writing. If LL refuses, go to CLS-Wa and we will help him fill If LL refuses, go to CLS-Wa and we will help him fill out audita papers. DEFENSES: Court has wrong out audita papers. DEFENSES: Court has wrong address and he did not get execution or address and he did not get execution or aff:noncompliance. He paid LL on Dec 3 and will pay aff:noncompliance. He paid LL on Dec 3 and will pay on Dec 10- he is trying to get the $1000 he owes, on Dec 10- he is trying to get the $1000 he owes, and then he will be caught up. and then he will be caught up.

REFER: no REFER: no

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CONCLUSIONCONCLUSION

WE ARE IN THE ADVOCACY WE ARE IN THE ADVOCACY

ANDAND

COMMUNICATION BUSINESSCOMMUNICATION BUSINESS

THE BETTER WE DO BOTH, THE THE BETTER WE DO BOTH, THE BETTER BETTER OUR CLIENTS WILL BE OUR CLIENTS WILL BE SERVED. SERVED.

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THANK YOU FOR SERVING WELL!THANK YOU FOR SERVING WELL!

THANK YOU FOR PROVIDING THANK YOU FOR PROVIDING

ACCESS TO ACCESS TO JUSTICEJUSTICE

FOR THOSE WHO NEED IT MOST.FOR THOSE WHO NEED IT MOST.