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Program Management

This section provides information, materials and ideas for starting, operating, and managing a self-help center program including intake forms, triage tools, program brochures, and staff and Volunteers/Pro Bono training materials.
Sample Intake Forms and Sign in sheets
Sample Triage and Screening Tools

Sample Intake Forms and Sign-in Sheets

Beginning Dissolution Workshop Intake (Rev. 8/2015) (Prepared by the Superior Court of California, County of San Francisco)

Custody and Visitation Workshop Intake (Rev. 5/2015) (Prepared by the Superior Court of California, County of San Francisco)

Financial Disclosure Workshop Intake (Rev. 8/2015) (Prepared by the Superior Court of California, County of San Francisco)

Divorce Intake Form (Prepared by the Superior Court of California, County of Sonoma.)

Parental Relationship Intake Form (Prepared by the Superior Court of California, County of Sonoma.)

Intake Questions - Katherine Alteneder

EDC Intake Form - Tiela Chalmers

San Francisco Unified Family Law Self-Help Center Window Questionnaire - Tiela Chalmers

ACCESS Center Sign-In Sheet (Prepared by the San Francisco ACCESS Center)

Multilingual Disclosure (Prepared by the San Francisco ACCESS Center)

Divorce Intake (Prepared by the Superior Court of California, County of Sonoma)

Paternity Intake (Prepared by the Superior Court of California, County of Sonoma)

Guardianship Intake (Prepared by the Superior Court of California, County of Tuolumne)

Intake form for Landlord/Tenant and Small Claims clinic (Rev. 2/2008) (Prepared by the Superior Court of California, County of San Joaquin)

Sample Triage and Screening Tools

Helping People Before the Court: Effective Triage as a Critical First Step (Prepared for the California Conference on Self-Represented Litigants.)

Some important things to remember with every call (Prepared by the Alaska Court System)

Screening Questions (Prepared by the Alaska Court System)

Steps to Go Through With Callers (Prepared by the Alaska Court System)

Telephone Triage Checklist - "I want to file for guardianship/custody of a child." (produced by the Superior Court of California, County of Butte)

Telephone Triage Checklist - "I want to collect child support." (produced by the Superior Court of California, County of Butte)

Telephone Triage Checklist - "I want custody of my children." (produced by the Superior Court of California, County of Butte)

Telephone Triage Checklist - "I want to get a restraining order against someone." (produced by the Superior Court of California, County of Butte)

Telephone Triage Checklist - "I need help with my divorce." Example 1 (PDF, DOC) (produced by the Superior Court of California, County of Butte)

Telephone Triage Checklist - "I need help with my divorce." Example 2 (PDF, DOC) (produced by the Superior Court of California, County of Butte)

Triage for Dissolution Workshop on Disclosures and Entry of Default (Prepared by the Superior Court of California, County of Los Angeles)

Guardianship Workshop Script-Triage.

LARC Attorney Memorandum - Tiela Chalmers

Triage Flow Chart –UD (Rev. 8/27/2007) (Prepared by the Ventura Courts Self-Help Legal Access Center)

Intake Assessment/Triage in Unlawful Detainer Cases (Rev. 5/11/2007) (Prepared by the Ventura Courts Self-Help Legal Access Center)

Intake Assessment/Triage for Name Changes (Rev. 5/20/2007) (Prepared by the Ventura Courts Self-Help Legal Access Center)

Improving Efficiency and Service in Family Courts (Prepared by Judge Duryee, Superior Court of California, County of Marin, for the California Conference on Self-Represented Litigants.)

Family Law Rule for Case Management for SRL Cases (Prepared by the Superior Court of California, County of Los Angeles)

Notice of Case Management Conference Served with Petition (Prepared by the Superior Court of California, County of Los Angeles)

Petitioner’s Roadmap to Success in a Dissolution (Prepared by Superior Court of California, County of Marin)

Respondents’s Roadmap to Success in a Dissolution (Prepared by Superior Court of California, County of Marin)

Volunteer Resources
Volunteer Program Training Materials
Self Help Center Staff Resources
Volunteer/Intern Job Descriptions

Volunteer Resources

ABA Pro Bono Materials (Prepared by the ABA )

Renewing our Commitment to Pro Bono: Tools for Local & Specialty Bar Associations

JusticeCorps (Funded through an AmeriCorps grant)

Volunteer Program Training Materials

Intern & VolunteerTraining Manual (Rev. 7/2011) Prepared by the Superior Court of California, County of San Luis Obispo.

Domestic Violence Calendar Protocol for Volunteers (Prepared by the Superior Court of California, County of San Mateo)

Ventura Self-Help Legal Access Center Volunteer Training Manual (Rev. 2/08/2006) (Prepared by the Ventura Courts Self-Help Legal Access Center)

Volunteer Handbook - San Francisco Superior Court Assisting Court Customers with Educational and Self-Help Services (ACCESS) Center (Prepared by the San Francisco ACCESS Center)

Family Law Facilitator Office Rules (Prepared by the Superior Court of California, County of San Bernardino)

A Guide for volunteers and interns (Prepared by the Legal Aid Foundation of Santa Barbara County.)

Paralegal Manual, San Francisco Probate Court, Self-Represented Guardianship Program (Prepared by the Superior Court of California, County of San Francisco )

Guardianship Assistance Program (GAP) Training Manual (Prepared by the Superior Court of California, County of San Bernardino )

Advanced Guardianship Training Manual (Prepared by the Superior Court of California, County of San Bernardino )

Handbook for the San Francisco Superior Court ACCESS Volunteers (Prepared for the 2010 California Conference on Self-Represented Litigants)

Partnership Grants

Each year, 10 percent of the state Equal Access Funds allocation is distributed by the Legal Services Trust Fund Commission as Partnership Grants. This funding is available for joint projects of courts and legal services programs to make legal assistance available to pro per litigants. Partnership grants are competitive. Legal services programs that have been found eligible as Qualified Legal Services Projects are allowed to submit a response to a Request for Proposal through an online application portal. Please refer to the Requirements for the RFPs for further information.

State Bar Legal Aid Grants

Court Staff Attorney I -- Job Classification (Prepared by the Superior Court of California, County of San Francisco)

Court Staff Attorney II -- Job Classification (Prepared by the Superior Court of California, County of San Francisco)

Senior Court Staff Attorney -- Job Classification (Prepared by the Superior Court of California, County of San Francisco)

SHC Staff Attorney-- Job Announcement (Prepared by the Superior Court of California, County of San Francisco )

SHC Director -- Job Announcement (Prepared by the Superior Court of California, County of San Francisco )

Senior Court Managing Attorney-Job Description (Prepared by the Superior Court of California, County of Imperial)

Self-Represented Litigant Facilitator-Job Description (Prepared by the Superior Court of California, County of Imperial.)

Staff Attorney-Job Description (Prepared by the Superior Court of California, County of San Bernardino )

Supervising Attorney-Job Description (Prepared by the Superior Court of California, County of San Bernardino)

Senior Attorney-Job Description (Prepared by the Superior Court of California, County of San Bernardino )

Family Law Facilitator-Job Description (Prepared by the Superior Court of California, County of San Bernardino)

Resource Attorney – Job Description (Prepared by the Superior Court of California, County of San Bernardino )

Paralegal – Job Description (Prepared by the Superior Court of California, County of San Bernardino )

Legal Process Clerk – Job Description (Prepared by the Superior Court of California, County of San Bernardino)

Contract Position Description - SHC Paralegal (Prepared by the Superior Court of California, County of Del Norte)

Family Law Volunteers (Prepared by the Superior Court of California, County of Sonoma )

Internship Description and Internship Application Supplement (Rev. 5-2018) (Prepared by the Superior Court of California, County of San Luis Obispo)

Notice of Volunteer Extern Program (Rev. 2016) (Prepared by the Superior Court of California, County of Santa Cruz)

Intern Job Description (Rev. 5-2018) (Prepared by the Superior Court of California, County of Riverside)

Law Student Job Description and Internship Information (Rev. 5-2018) (Prepared by the Superior Court of California, County of Placer)

Self-Help Internship Position (Prepared by the Superior Court of California, County of Orange)

Self-Help Internship (Prepared by the Superior Court of California, County of San Bernardino)