Compliance
Who can answer ALL compliance questions/concerns?
Coryelle Christie (Director of Compliance)
What is the timeframe in which an attorney and/or advocate should respond to a task?
24-48 hours
What is the minimum amount of cases we should have?
Minimum of 20 cases.
What is holistic representation?
Holistic Representation is a client-centered approach that aims to address more than just the legal needs a client may have. With having an Attorney and Advocate work together, we can ensure that we effectively address other barriers in a client's life, that clients receive proper emotional support and crisis intervention, and make certain that clients leave LLA more resourced.
For both teams, please provide your understanding of what it means to be a Team. Take 5 minutes with your team to build a solid definition. Both teams are eligible for 100 points!
For me, a team consists of individuals who work together towards a goal and who help each other reach that goal. A team provides a safe space for support and correction. A team include members who are willing to set aside their pride and ego to support and uplift their teammates. A team celebrates wins and works together to better the collective when there are losses and challenges. A team appreciates the value each and every person brings to the table. Team members are aware of their behavior, attitudes, and how they show up and treat each other. Members of a team may not always agree with each other, but they will ALWAYS maintain respect for each other. A team can navigate conflicts constructively using disagreements and understanding rather than division. A team promotes and enhances collaboration instead of separation. A team consist of diverse individuals with varying levels of skills and experience and uses that to enhance problem solving and creativity when combining viewpoints and experience.
What form is used if we need to discuss any identifying client information to a party outside of LLA? Where can this form be found?
This form is the Release of Information (ROI) form. It can be found in the Client Support Advocacy SharePoint. Click on the "General" folder, select the "Templates" folder, and a blank version of the ROI is located there.
When do you make the initial follow-up call to a client?
The goal is to make the initial call after accepting the invitation and meeting with the attorney to discuss the case.
How long can we work on an advice only case?
30 days
What does CALL stand for?
Counsel and Advocacy Law Line.
What tool is the CSA team currently in the process of building out?
Client Needs Assessment.
What is the Goods Form, when do we use it, and where can it be found?
The Goods Form is a document that we must complete if we provide any goods to a client. It acknowledges that although Lakeshore helped the client obtain the goods, the items were not given to the client by Lakeshore. Instead, they were provided to Lakeshore by an outside community partner or organizaion. The Goods Form can be found in the Client Support Advocacy SharePoint. Click on the "General" folder, then select the "Templates" folder. There you will find a blank copy of the form.
What should you do if you or an attorney does not know how to task?
1. Contact Michael or Carmen for any questions/concerns.
OR
2.Refer to the documents provided via email by Carmen and Michael.
OR
3. Find the documents on the Intranet. This can be done by logging into the Intranet and selecting the "Training and Resources" tab. You will see the document for the lawyers and a document for the Client Support Advocates.
When does the advocacy work end with a client?
As soon as the legal case is closed. However, there are some exceptions to do continued work after a legal case is in the process of closing. In these cases, Michael or Carmen must be contacted.
Who oversees our community engagement/outreach efforts?
~Courtney Marshall (Community Engagement Coordinator)
What is the purpose of the Collective Meeting Agreements?
It is a document for the CSA Team that includes a list of agreements for how we conduct ourselves in meetings. This includes respecting each team member, behaving professionally, thinking before we speak, holding space for others to speak, creating a comfortable and safe space, and seeing value in each of our team members.
What 3 funding codes can CSA's not bill under? What should you do if you have these funding codes?
1. AAA
2. UCHC
3. Veterans
If you have any of these funding codes, please attempt to change it to the appropriate funding code. Michael provided a copy of the funding streams document in September. You can also contact Michael if you are unsure what to change it to.
What is tasking and why do we use it?
Tasking is the process of inviting a Client Support Advocate onto a case, whether that be an advice only case or a case receiving full representation. Client Support Advocates can also task attorneys back to schedule meetings and for other necessary activities. We use tasking to create a seamless process, ensure communication between Attorneys and Advocates, and to keep activities documented in Justice Server.
How many hours of client work and community work should we have per week? What are at least 3 subcategories that are considered Client work?
* Client Time: 20-25 per week (40-50 in a given pay period).
*Community work: 5-10 per week (10-20 in a given pay period)
*Subcategories for client work: Case Management, Case Review, Case Acceptance, CA Information and Referral, Community Education.
What counties does Lakeshore serve?
Must a CSA have a social work background or degree in order to be hired or complete CSA tasks? Why or why not?
No, a social work degree, social work background, or licensure is NOT required to be hired or maintain employment as a CSA. Lakeshore values previous work experience as well as personal experience that our advocates bring to the table. You are here because you deserve to be here!!
Explain the policy for mileage reimbursement and provide the equation that should be used.
Neither mileage nor commute time will be paid for travel from the employee’s home to their first destination of the day, or from their last destination of the day to their home, except when that mileage and travel time exceeds the employee’s commute time and mileage from the employee’s home to their assigned office.
In that instance, the employee may bill travel time exceeding the employee’s home-to assigned office commute and Lakeshore will reimburse the employee only for those miles exceeding the home-to-assigned office distance. If an employee travels to more than one location for employment purposes during any given day, the employee may bill for the travel time and mileage between the employee’s first stop and last stop of the day.
Total Mileage-Regular Commute= Compensable Mileage
When did tasking become implemented across all offices in Lakeshore?
September 16th, 2024 :)
When do we bill for the following activities?
1. Case Management?
2. Case Review?
3. Community Work?
4. CA Information and referral?
5. Case Acceptance
1. Case Management~ Any direct work with a client. May consist of calling a client, meeting a client in-person at a LLA office or their home, supporting them in court, or completing case notes. Case Management MUST be tied to a client in JS.
2. Case Review~ Completing Case Review with an attorney, legal team, legal team Supervisor/Director, or peer consultation on a specific case.
3. Community Work~ Developing connections with community organizations/partners, researching resources and goods for clients, as well as attending outreach events and completing community engagement.
4. CA Information and Referral~ Discussing a specific case with an attorney or legal team on the potential for CSA involvement. Providing education, information, or a supported referral to an attorney or legal team on possible goods, services, and benefits.
5. Case Acceptance~ Attending legal team CA meetings or discussing CA with an attorney.
How long has Lakeshore existed?
Since 1966!
With your team, build a good story. The story will begin after completing the needs assessment. Each person will provide a sentence and each sentence should build upon the other. We will do two rounds per team. Both teams are eligible for 500 points!! Be Creative!!
1. Story focused on a married man seeking a divorce from his abusive wife. He has two teenage children who have witnessed the abuse.
2. Story focused on a woman seeking guardianship over her teenage brother who has anger issues. In addition to the guardianship, she is need of a larger apartment.