

Prairie State Legal Services (PSLS) serves 36 counties in Illinois and has 11 regional offices scattered throughout the state to serve those counties. As a result, its intake was fragmented and semi-centralized through its Telephone Counseling Unit, with processes varying by office and multiple “back doors” into the organization as applicants found workarounds in the systems. There was also no clear guidance on how to incorporate placing cases with pro bono attorneys during the intake process.
Thanks to a grant from the Pro Bono Innovation Fund (PBIF), PSLS undertook an intake improvement project with A2J Tech. Our team visited the PSLS offices in-person to speak to a variety of team members about their intake processes and pain points. A2J Tech identified, among others, 3 major challenges:
Working in tandem with the intake teams at PSLS and their technology providers, we created an electronic referral form to facilitate communications between PSLS and its community partners, redesigned their phone tree, and created a responsive, real-time tool to track change requests to their case acceptance priorities and display changes, including instructions on how and when to place cases with pro bono units.
To help intake staff put these changes into practice, we also developed a training blueprint that translated PSLS's Telephone Counseling policies and procedures into modular learning units, along with supporting job aids covering client information, current intake, and citizenship questions. This gave the team a lasting reference for onboarding new staff and reinforcing the new intake process.