Video summary
The webinar on strategies for tracking web article inventory began by acknowledging the diverse methods currently employed by content managers, ranging from simple spreadsheets and hyperlinks in Google Sheets to more sophisticated relational databases like Airtable and custom WordPress plugins such as WP Sheet Editor. Participants shared their specific workflows, with some utilizing CMS custom fields while others are still developing formal systems; key demonstrations highlighted how these tools can be leveraged for filtering, grouping by status or toolkit, color-coding data points, and automating update date formulas to streamline management processes.
A significant portion of the discussion addressed practical challenges such as balancing manual data entry against automation possibilities, overcoming platform limitations with Squarespace exports, and managing overwhelming workloads by focusing on specific sections like news archives rather than events. The group explored tools for monitoring statutory changes, including Legiscan services from QED42 and the open-source Lacy project, while also discussing a DIY Google Workspace solution that uses layered tabs to distinguish between volunteer reviews, intern contributions, and attorney suggestions within translation workflows.
Looking toward future improvements and resource sharing, the session emphasized the value of starting small with quarterly reviews to consolidate scattered data into unified systems before expanding content curation efforts in upcoming sessions. Jay invited feedback on a prototype featuring AI search, chat functions, translations, tool tips, and QR codes, while also seeking collaborators for an ITC 27 panel presentation given their limited resources; this proposed format aims to foster collaborative learning through presentations followed by interactive Q&A where attendees can share lessons learned from renovating or rebuilding websites.
The session concluded with reflections on gaining stakeholder buy-in by implementing simple spreadsheet solutions that demonstrate the value of updating content across diverse audiences including clients, donors, and volunteers. By focusing on these foundational steps and leveraging available tools like Lacy for future automated content intelligence once new funding is secured, organizations can build a robust framework for managing their digital assets effectively while preparing to adopt more advanced technologies as they become feasible.
Read the full video transcript
Good morning. Uh good afternoon for some
of you. Good morning, good afternoon to
all of you.
Um
we will wait just a few minutes to let
our colleagues join. But good to see all
of you.
Um Jay, Shelly did pass on your notes.
Um and I'll leave a few minutes at the
end um for you to talk through those.
Um
while we're getting started,
um
I don't know. Topic of conversation,
anybody? Wea- How is the weather out
where you are? Are you getting summer?
Too much summer?
Anyone?
>> We have um
World Cup and rainy weather in Atlanta.
>> Ah, how is World Cup? Is it madness?
>> Um you know, a lot of my community works
in the restaurant industry, so yes
>> [clears throat]
>> on our side of things.
>> Yeah.
I know and I have family in
uh New York and I getting out
um
to
uh the New Jersey World Cup
um stadium is like everybody keeps
jacking up and up and up the prices. So
like there's just like people milling
everywhere who thought they were going
but can't get there. So
tickets like $200 to get from New York
City to the stadium.
>> Wow, I heard that they were trying to
work on the trains, but I guess
I mean, I know Atlanta it's kind of like
your mom's getting ready last minute for
guests, but yet there's so much
construction the past 2 weeks just
everywhere. So
um I wonder if they're feeling that
>> Yeah. Yeah, well, and the trains
purposefully jacked up so it typically
there's New Jersey Transit for like um
$8, something like that.
Um but they took advantage of the demand
to say, "Hey, we should make a bunch of
money maybe."
So.
Um good morning and let us get underway.
Um so our topic or sorry, I don't know
why I say good morning because it's not
even morning where I am. Um let alone
where Well, I'm I guess some of you
could be in Europe and it's um even
earlier. But whatever. Um it is not
morning here and where some of you are
though it is other places.
Our topic for today um is um thinking
about
um ways to track inventory
um of the articles you have. Um so
different systems people are using, tips
and tricks,
um
what we can learn from each other about
kind of some of that infrastructural
stuff.
Um and we're going to use a format uh
similar to what we did last month where
I'm going to ask people to take maybe
um
a minute and a half to introduce
themselves
and where they work and then just say a
little bit about how um you're currently
tracking your articles. Is that Are you
just um
using the uh platform that you're
managing your website in? Do you have
them in a spreadsheet? Do you have them
in an air table? Um
Do you have you know, and maybe uh just
a word or two about how that's working
for you.
Um and I am going to go just left to
right on what I'm seeing in my screen
and call some people.
Ooh, Shelly just disappeared. Um,
Shelly, are you still there? You want to
um
>> I'm here.
>> Great.
>> I am happy to share. Let's see. So, we
are using Airtable. Let me get it open
so you can see it as well.
And I
>> demo right this second. So, I am going
to ask people to demo. It's all right
and I actually pre-upped that with
Shelly. Anyway, it's Shelly. Um, but um,
I just a minute or so about what you're
doing um, uh, to give people a sense.
>> Okay. So, so we track um, we use
Airtable to track um, everything in
there.
Um, what we have on our website, what's
current, um, when we add a new page, we
add it. We're using it to give status
whether it is live, whether it is um,
archived. Um
like
dates that it was last updated. Um,
maybe dates that we need to think about
looking at it again. Um
we also for future um,
employees, we have the topics that we
are um, that we have available on our
website. So, if you've been to our
website, you notice we have several main
topics and so those are all listed in
tables in Airtable. Um, so we're
basically trying to make it a one-stop
shop to find out all information about
the Airtable, what forms are live on our
website, where they are.
Um, we're not there. It's a work in
progress, but that's kind of what we're
using it for.
>> Fantastic. Thank you, Shelly.
Um, Sarah.
>> Everyone, um, yeah, I'm Sarah. I'm the
Legal Education Project Coordinator at
Montana Legal Services Association.
And right now we are it's just a simple
spreadsheet for keeping track of those
articles with some hyperlinks.
But I think this had come up in a
previous meeting. I am a big fan of air
table. I've used it at past workplaces
and would love to yeah, see what how
others are using it and maybe try and
implement that because the the simple
spreadsheet is is better than nothing,
but
I would love to be able to do the same
of tracking dates and whether it's live
or not. So I'm looking forward to that.
>> Fantastic. Thank you, Sarah.
Uh Jay.
Sorry, I will do
people and then the next up. So Jay now
and then Laura is the next person I'm
seeing on my screen. So Jay right now.
>> Thanks. I had to find the unmute button.
Um we are using our website
each article itself and custom fields
to keep track of the history of edits
as well as the current status and um
uh view that content in spreadsheet
format right within the site and
can export as we need it to any other
format.
>> Fantastic.
Thanks, Jay.
Um fantastic and Laura next and on deck
Marion. Laura.
>> Hi, Laura Klingler with the Legal Aid
Society of Cleveland and we are not
tracking our website content. So I have
a lot to learn and I am eager to hear
from all of you.
>> Fantastic.
Terrific.
Um thank you, Marion and on deck is
Karen.
>> Hi, I'm Marion Frailey. I'm
Communications Director for Legal Aid of
Southeastern PA and also wear the hat of
for this the website as well.
We are not tracking current I don't have
a great spreadsheet even a spreadsheet
at this point.
Um, so I too hope to learn some ideas
for that.
>> Terrific.
>> And I'm hoping that we'll get to take a
peek in that
um, airtable that was shown briefly.
>> Yes, absolutely. That's in fact where
we're going to go next. Oh, I actually
forgot to finish my summary of our
format. Um, we're going to go through
this.
We're then
I'm going to pick out some that seem
particularly interesting and a little
distinct from each other to ask people
to potentially do some demos.
I in fact already queued up Shelly cuz I
knew she was doing interesting things in
airtable.
Jay, you've also caught my ear. If you
might be willing to demo for us in just
a few minutes, I will give you a warning
that I'm going to ask you for that.
Um,
fantastic.
Karen is next and
Angel is on deck. Angele, Angel, sorry.
Brilliant. Karen.
>> Hi everyone. I'm Karen Heredia. I have
consulted on various legal aid websites.
I currently
work at LawHelp New York and we use air
Well, we were using airtable but then
uh, we did like a
massive kind of like unpublishing and
stuff years ago and so it was harder to
maintain just kind of this huge airtable
and so then we shifted to spreadsheets
because um,
using Drupal it's easy to kind of
download
the
a list of the CSV of
of articles based on the criteria or the
filters that you use. So now we're all
spreadsheets which works well and um
is I think works also for a small team
as well.
Right.
Thank you, Karen. And um Angel, or if
you could tell us how to pronounce your
name. I apologize if I've
messed up.
>> Yeah, no problem. This I'm Angel.
A little bit different. And I'm with
Pisgah Legal Services in Asheville,
North Carolina.
We are not really tracking much of
anything at this point. The only thing
we are tracking is our client stories,
which we're just doing in a a simple
spreadsheet. But I would like to start
implementing something a little bit more
in-depth. So, I'm interested in hearing
what other people are doing.
>> Fantastic. Thank you, Angel.
Um oh, and I have is it Christine
that I am seeing next? Sorry, I forgot
to do my on deck. And Virginia on deck.
>> My name is Christine. I work with
Michigan Indian Legal Services.
This is all I just started this position
on Monday. So, I'm still learning
everything. Thanks.
Um I'm the client community advocate and
primarily work with advisory committee
as well working from
the internal external point to start the
from ground up on the website. I know we
do track the client surveys and the
client stories, but that's as far as I
know of right now. So, I'm interested in
learning
what everything else is.
>> Fantastic. Thank you. Welcome. We're so
excited to have you in the community.
Um and Virginia. And I think that might
be all. If you could raise your hand if
I haven't yet called on you. Virginia.
>> Hi, I'm Virginia O'Reilly. I work at
Atlanta Legal Aid and manage
Georgia's law help website
georgialegalaid.org.
Um
we didn't have a process. And so, when I
got this, I
built it out in a shared drive on Google
Um Workspace and I made this Excel sheet
and basically
can copy the Excel sheet for working
with volunteers and have just one for
volunteers can copy it with working with
interns um
and have kind of admin notes on the
drafted pages. Um so when I get
attorneys to collaborate um it's right
there, but we'll be moving to a
different um platform soon getting
Lacy and um updated Law Help back end
with Skill Justice, so
I'm excited for that to not have
multiple places, just one. Um yeah.
>> Fantastic. Thank you. Um if you are uh
up for it uh Virginia, that sounds like
that might be an interesting
um
a kind of to look at your spreadsheet
ecosystem um to to look at.
So um
um before we could go to any of the
demos, is there
um
uh is there anyone who hasn't um
introduced themselves? Uh I see actually
somebody is uh in the waiting room, so
we'll I will admit her and we will put
her on the spot.
Um
so um
fantastic. Um we will ask Jennifer and
I'll Jennifer, I'll tell you what we're
asking you in just a moment. Um and then
we will move on to um to do some demos
and I'm thinking maybe Shelly, if you
could start us out um and then Jay, if
you're willing. Jay, you willing to
demo? Great, thank you. Um and then
Virginia, um we will see maybe just a
couple minutes. I'm not thinking of
anything grand. Um and then we'll wind
up with some small group discussions as
we did last month. Everybody seemed to
enjoy that And we'll close out with kind
of tips, tricks, what we learned.
>> Fantastic. Uh Jennifer, what we're
talking about today is the platforms in
which we are tracking our articles. Uh
so, what articles we have, if any
platforms. Many of us have uh no
specific um plat- So, either using the
content management system, or it's just
kind of there's no system yet. Um so, if
you could uh introduce yourself, tell
everybody who you are, um and just uh
talk for a minute or so about what
you're using, if anything, to manage um
your content inventory.
>> Yeah, absolutely. Um one, I'm sorry to
be late. I was desperately trying to get
off a call to get here.
>> [laughter]
>> And so, did the best I could. Um I am
Jennifer Simmons. I'm here in North
Carolina. I work with our Equal Access
to Justice Commission. And specifically,
we're running a legal support center and
a call center that gives out legal
information. Um but we've got quite a
lot of projects that have got legal
information spread out either online
available to the public, or online saved
in a Google Drive. And so, I'm spending
time try- going through all of that and
um
cataloging it, inventorying it, and
trying to
classify it into some kind of tax-
taxonomy that then will go back and like
make sure it's all legally sufficient,
and hopefully update the stuff that
needs updating. It's definitely a big
um
a big project. I created an Airtable
database
uh to catalog as part of this audit, um
and have uh used a taxonomy that we
created when we were doing our legal
resource finder, which was we borrowed
the um Massachusetts Legal Resource
Finder, and and created a version of
that for North Carolina. So, I use the
same taxonomy for this and have been
classifying each resource as like what
legal
issue it addresses and then what the
audience is and I've got places to check
if it's legally sufficient and plain
language but very few things I know at
this point are. So, it's very much in
the early stage of the process and
there's other fields as well but that's
the content I'm using
or the process I'm using.
>> Great. Thank you so much, Jennifer.
All right, let's dive into the demo
portion of our program.
So,
Shelly, if you would,
yeah, and maybe two, you know, couple
minutes, less than five minutes?
>> Okay.
So, this is
our website content management airtable.
It you can see it looks a lot like an
Excel spreadsheet if you've never used
airtable before. The beauty of airtable
though is it's a relational database.
So, things that are on this sheet
could relate to one of the other tabs
that you see along the top. So, you can
have them linked here and then you could
open up another tab and see which of
those things are pulling from those and
as we go through I'll try to show that
as well. So, on June 30th of 2025, I got
a list and actually need to update this
because I I downloaded a list of all of
our website pages, put them in here and
then started classifying them and this
is actually it's it's more up-to-date
than that. As we've been creating pages,
I add to it. But we have the page name.
This is the page as it would appear. We
have the what website Um,
if it fits into some category it or
where it's classified, we have the about
field or one of the other fields,
content type. Um, if we go over here to
content type tab, I can see that we have
10 content types that we use on our
website and they're all listed here and
this is really helpful for me because I
can't ever remember all the types. Um,
but also for future employees as they
come in, they'll be able to very clearly
see the kinds of um,
types of content that they have. And
Allison taught before our new website,
we had one content type. Um, and
everything was that content type. So now
we're we're able to take advantage of
the website features and the pre-built
um, templates that our web developer
created for us. Um, we also I have a
table of all of the topics that we have
available to choose from on our website
and we have further divided those into
whether the topics are to help an
organization with client-facing needs or
if it is within the organization needs.
So, um, very clearly defines the kind of
content that we expect to have on our
website um, and if it's not falling into
these buckets, um, it's a chance for us
to think about whether or not it should
be on our website. Um, and then how it
could fit into these content types. Of
course, there's always the ability to
add more,
um, but it helped us really think about
our mission and and how we want to
present things. Um, I have also gone
through and we produce toolkits. You may
be familiar with some of the toolkits
and I have a list of all the toolkits
and you can see here that we have the
toolkits listed here and then this is
where the relational database comes in
because I can see this is for the 2023
data and evaluation toolkit. On on the
corresponding table, I would be able to
see all of the pages that are listed in
that toolkit. Um
the structure This is just the um the
different parts of a webpage, whether
they block whether or I guess not parts
of a webpage
how content is managed, I guess on a
website. So, blocks, books, paragraph
styles, all of that is listed here
because um for like for myself, I'm not
a web developer. So, these were all new
terms for me. So, I wanted to make sure
that I kept them and had them available
for the future. But, let's go back to
the main content so that you can see
everything that we're tracking.
Um We have the page name. We have the
fields. We have the content type. Let me
see if we can open up these the um
additional information topics. And as
you can say see, this is a work in
progress. We have not filled in all of
these
for everything. But, you can see that we
are starting to get them filled in like
we have a topic of disasters. So, this
article fits into disasters.
Um
These fields seven is like the um in the
URL
you know, without ellisonrd.org, this is
the remainder of the URL.
Um the full URL is listed here as well.
Um last the date that that um record was
last modified.
Um
And and you can you can track anything.
If there is a URL redirect, I'm also
looking at that so that um
we can find it if we ever need to if we
lose something along the way. Um
page priority levels um URL aliases.
I mean, any information that you might
want to track on here, you can put in
here just as you would a spreadsheet.
But as I said, you know, being able to
have that relation between the pages and
between information on um in the
database, that's um where uh
where Airtable is really helpful. And
all the colors, I love I love color and
organization that way. So if you're into
colors, I was trying to see if I could
find This isn't as colorful as some of
our Airtables. Um
Uh see if I can find Ah, here we go. The
um the books, you can see you can color
code things so it also is easier to pick
out. Um Airtables can be filtered. So if
you ever want to group something, you
could group by status. So and looks like
status is not something that we're
tracking on this page. Um ah, we can
group by toolkit. So very quickly you
can see different things in a toolkit.
You could filter by any of the fields
that you have in the in the Airtable. So
let's see. Let's
it where page type is a main page. So I
could filter and you can see that the
only things displayed now are main pages
um within this Airtable. So just as a a
spreadsheet can be filtered and you
can't necessarily easily group in a
spreadsheet, so that's one of the
benefits of of of Airtable as well.
Um I'm going to stop there. I don't want
to take more than my time.
But if anybody has questions, I'm always
willing to do a demo.
>> Questions for Shelly about what you're
seeing there?
>> Shelly, is the update time automated
to fill out
>> Um
There There you can't So So you can
automate updates
for like the last time that that line in
AirTable was
was updated. So yes, you can track that,
but you can also
set do a formula to track when your that
webpage should be updated. So I'm not
sure which question you were asking, so
I hopefully I answered both.
Uh Laura?
>> So kind of to follow up on that, cuz
this is all brand new. We do no
tracking, and I've not used AirTable.
So is the onus on you each time you edit
a page on your website that then you
have to separately go into the AirTable
and
record the date that you updated?
>> That is how I have done it um when I'm
when everything is up-to-date and and
things are going smoothly. But um so
yes, the short answer is yes.
Um but what I would do now since I'm
I've gotten behind is go and do a report
on the website and and get those pages,
and then I can just
um
add, you know, download that list from
the website um into like an Excel or CSV
file, and then upload those into
AirTable um so that they are in there
without me having to manually enter
them.
Does that
make sense?
>> Sort of. Um I think also like I'm
curious um as people are sharing more
and doing demos, what um platform you're
using? I heard somebody mention Drupal.
Uh we personally here in Cleveland, we
use WordPress.
So, our site is a WordPress site.
Um
and I'm also curious again as people are
sharing or doing demos, if you're
like
how did you start?
Like
before you had your spreadsheet or your
airtable
um
was it a manual process to go through
the back end of your site? Did you do
some kind of work with a website
company? Did you just download something
like a report like I'm kind of also
curious about if folks could address
that very beginning step process.
>> Sure, so I can answer that right now.
So, this was part of our website build.
Um we had to go through content and that
was so painful that I never wanted to do
it again.
So, [laughter]
so that is what got me to at least keep
a list and then um as I'm as have been
attending these sessions, it got me
thinking about other things. Um
so, it was part of the website build and
um something that if you ever do have a
website build that you will have to do
is provide them a list of the content
that's on your site. And for us, you can
get that list through your site. Um I'm
blanking right now on how I would do it,
um but there are ways to download um
your pages from your site. Um and maybe
somebody will be able to pop that in
there.
Um
Uh
so, so
yeah, just from the beginning.
>> Why don't we um move I thank you so much
for that, Shelly. And in fact, let me
just uh I saw I'm answering um
um
uh the comments about uh automations in
Airtable and and I'll finish that out in
a second. Um why don't we move on to
Jay's demo because I think you'll see
it's almost the flip side. So, well,
actually I'll just say what I was busy
typing. Um which is um that uh you can
definitely do some automations in in
Airtable. You can do some stuff through
Zapier to connect it um to your website
and things like that. But, there's
likely to always be an element of the
manual. Um so, it's super Airtable super
customizable, always some manual. Um Jay
is using his current CMS with some
custom elements, which is I'm suspecting
somewhat less flexible, but 100% of the
time is going to be exactly what's in
the website. So, certainly correct me if
I'm wrong, Jay. So, they're kind of the
flip side of each other. So, Jay, can
you go ahead and um tell us a little
about yours and hopefully show it? Uh
and then we'll certainly have more time
for questions.
>> Sure, happy to. Um
I'm working on a project to move content
for 603 Legal Aid in New Hampshire from
Squarespace into WordPress.
And our first step was to set up a
prototype um of that content for our
developers. And right now we have that
prototype that we're user testing.
And in the next month or so, it goes to
the developer. And all of our management
of the content is within WordPress. So,
I will share the prototype, which isn't
live yet, um
but as I mentioned, it's in WordPress
and the content is hierarchical by
category, which is just like most of the
websites that we've been watching.
Um and in any particular topic, um
we have individual articles and um
it is absolutely true that moving from a
um unformatted
um
uh
platform like Squarespace into something
like WordPress takes time.
But when we did do that, we also added a
lot of information in the back end about
the content itself. Who's the owner,
what changes have been made during what
periods, um and then all kinds of other
information as well. The type of
content, um the topic. And um
we use a plugin called um I think WP
Sheet Editor, and it allows us to have a
full spreadsheet of all of that content
that can be um sorted, um used not as
flexibly as airtable, but certainly um
certainly pretty good and um we can
select different views of that content
to be able to fine-tune it for our
particular need, whether it's for
our managers or our subject matter
experts. Um
we have multiple um
uh post types. We have resources, we
have a glossary, which came from LSC
um organizations in the state, um and
then um
as needed, that same information gets
exported out to um
Google Sheets to be able to share as
needed for particular circumstances.
So, that's the quick overview.
>> Fantastic. Jake, when you export it out
for a particular circumstance into that
spreadsheet, do you then import it back
in again? Uh that seems challenging or
do you just is it mostly um leave it as
is?
>> No, we can import and export via this
plugin um and what's just important is
that the ID stays the same and we can
set it up so that only the the columns
that have changed um get imported.
Everything else stays the same. So, it's
just an incremental import. Um and so,
getting the content in and out is
is transparent.
>> Great.
Uh this is a nifty uh I'm not that
familiar with this WordPress plugin and
I don't think there's anything
immediately comparable in Drupal. Um
Drupal's not as good at in as far as I
know at dealing with uh current reports
and things like that.
Uh Jennifer is asking the name of the
Drupal plug of the WordPress plugin.
>> Uh that particular plugin's called WP
Sheet Editor.
>> WP Sheet
>> And um
and we chose WordPress um because of
cost. Um
we were we uh
before I started, there was an RFP that
went out for a tech grant and responses
and the request was open source and the
responses were Drupal and WordPress. And
the the bids we got back for Drupal were
either the out-of-the-box system that a
lot of states use um which is relatively
limited, but it's inexpensive, or a
custom Drupal build which was two to
three times more expensive um than the
WordPress. And the nice thing about this
is kind of I as a consultant will be
able able to throw together a prototype
so that we can do user testing before it
goes into the developers because once
they get hold of it,
templates get hand-coded, hard-coded,
everything gets really solid, and then
it gets expensive making changes in the
future. So, we've been able to test it.
We've been able to test pretty
thoroughly using their design interface
um
and and make a lot of updates to content
before they move it into their final
site.
Uh Laura has a hand up.
>> Yeah.
Um can you go back to the the inside of
your WordPress where you showed kind of
that review um the review fields?
>> Oh, yeah, sure. Um yeah.
>> Yeah.
So, here again, is this the onus is on
you, you make an edit to the website,
and then you have to go into these
fields and document that edit?
>> No, you're actually looking at the
actual article. This is the live page.
This is the editing interface for that
live page. So, if there's a change that
needs to be made
>> down below where you're tracking the
review.
>> It's right inside the page.
>> So, these notes, notes for 2026, for
instance, revisions in 2026. So, is that
you going in there and saying this is
what I did on this page on this date?
>> When So, our process is that when an
article needs to get updated, it goes to
the content owner for then distributing
it to the subject matter expert.
Their edits come back, we integrate them
in, and these these are hand
these are hand edited, but there's also
data in there about when the revision
happened, when the modification
happened.
>> I'm not sure you're ever going to be
able to get around a manual process
uh to this
Well, okay. So, it Some of these are
just authors and dates. So, authors and
dates might you might be able to capture
automatically. Um but if you wanted to
know precisely what was edited, for
instance, um that's going to definitely
be a um
a manual process. Well, I guess you
could conceivably try to use AI or
something for that, but um
yeah.
>> Well, and we can look at the revisions
going back through this article over
time just using the built-in WordPress
revisions and it basically says what was
added, what was removed.
Um
and it's that's always available,
built-in.
>> Perfect. Any last questions on this
before we look at
Virginia's
um
so, spreadsheet-based process.
Fantastic. Virginia, take it away.
>> Yeah, um those were great. Um
you know,
I really nerded out about Airtable when
I first started at Legal Aid and I loved
it, but um that wasn't
in the budget as an organization. So,
this is a DIY um version. So,
um with what we had with Google
Workspace. Um
And so, with I have we have a WordPress
back end as well, but through Scale
Justice, um which was Pro Bono Net. Um
so, it was easy to get a list of all of
our articles that we have and then make
sure that we have
a Google document of that draft in place
and this is just my master catalog
workflows to see the processes that's
going on from that overview, but with
videos and everything as well with the
YouTube link and the transcripts and the
draft um article.
And so, I'm able to quickly grab this
list if I want interns working on it, I
give them certain permissions and
instructions and I can copy that and
bring it into So, it the pro of this is
it's good for collaboration um
with getting a lot of help on it. Um I'm
not an attorney, so I definitely do
um
And then I on each document, I've made a
template in
uh Google Docs and so I just kind of
have like a sign-in sheet with the
public-facing link there.
I copy and paste volunteer reviews when
that's part of our workflow and we're
starting to gather
holistically references for Lacy.
Um but it looks just like the
public-facing article with how it's
faced and also has that outline for our
guiding questions to so I can easily
jump to and I'll have attorneys just
provide suggestion or I'll leave a
comment and at them if I need a certain
uh
specialty um attorney to be looking at
it. And so
um and then we have the Spanish version
as well. So, when I
we've made a change on English side,
I'll highlight the section in yellow
and then I'll mark it for a translation
needs to be done and I'll have um a
volunteer intern or staff member help me
with that.
um
And so
I could I thought about it and I just
thought it wasn't worth the time right
now as we're switching later this year,
but I was going to add more drop-down
options to sort by category as well to
get a great view at that, but I it just
wasn't worth it to me right now where
it's just me working on it and at a
holistic view and moving, but you know,
I have our lists of catalogs and
everything um our topics and subtopics
and our future guides
in certain ways, too. So
um
It's its own shared drive, so I can
remove people too and add them if
you know, I'm done they're done with my
work um with me and so I don't have too
many cooks in the kitchen, which has
been really important. Um
So, that's our DIY method before having
money. So,
yeah.
>> No, and I think that there is I thank
you for that. I think there is something
like as you're just getting started,
there's not that many people
um not overcomplicating things uh has a
big benefit um and that can often look
like a spreadsheet if a spreadsheet is
what you're familiar with.
So.
Questions for Virginia.
>> I was just wondering if she could pop
back over to the section on um like who
it was like who's working on what? I
kind of missed that.
And I just was kind of intrigued.
I okay.
So, you kind of just say like it's a a
small list, but
>> Can you leave it here for just a second?
This is I love the idea of layering like
using Google Docs new capacity to layer
tabs is a way to track like nuances on
the same document.
So, you've got when you talk about like
what is each of these touches?
It's every time somebody touches it and
updates it, you're tracking that in this
log?
>> So, this is
um that's already captured in a way
automatically if I take out of
suggesting mode, I can see past versions
as well and users that have touched it.
And so, that's already a
aspect of Google Docs um
and so, I have that always there, but I
don't want to always have to deal with
that. Um I want to see at a quick glance
who has touched it in the past while.
So, as soon as tabs came out, I added
this. I also wanted to keep track of the
years past of volunteer views and then
when they've been touched or looked at
so people can check them off
when they've um
done that. Um
And like I have two different groups
working on these docs right now in
different capacities. And so with
interns, I'm like use red spot for any
changes and then attorneys use
suggesting or comments. And so I kind of
have my own guide in being a dictator in
this that it makes sense to me. Um
But I Yeah.
>> And then and you mentioned Sorry.
>> Oh, I'm sorry. I was just going to ask
uh for maybe a less sophisticated
question, but so I love that again
somebody can use this article to make
suggestions and comments. And then how
does the content in that document relate
to what you've posted online? Is it
completely separate and different or is
it somehow linked?
>> Yeah, it's that's was my complaint when
I first mentioned it that the dream is
that I host it all the information,
reviewer input, and everything in one
place. So not double dipping
work, but I'll see their suggested
changes and I'll kind of workshop it on
this draft here and then I'll go to my
back end of WordPress and then update
the content there.
And then
double check it and then
update all my like um
Excel sheets. Um I also have to then
download this Google document and upload
it to
the back end of Lava. We have a chatbot
that's knowledge base is our law help
website. So any change um I just go
ahead and download it from this and
upload it there. So it In a way I have
made it as minimal as possible of
keeping records, but it's still um
duplicated.
>> And then can I ask one more follow up?
Do you have a workflow or have you been
able to figure out any way to be
notified when a volunteer finishes a
review of something or is it just manual
or do they email you?
>> So, when like an intern or volunteer, I
have statuses on their sheet. I
do a lot of projects so I don't want
notification. I want it block my days so
um for the website project for instance,
they don't have access to my spread
sheet my drafts. I have a template that
they use and put notes on. Um they just
copy the Google Doc and make a template
so but they have the public information
facing and they sign up on their own and
claim their articles on their own and I
go in and grab the volunteer view, just
quickly copy and paste it and document
update my sheet as volunteer review
available and then check it off once I
recorded their volunteer hours. So,
that's my workflow with it where I'm
just trying to quickly block my days and
just do the work.
>> I love it.
>> Yeah.
But um for the interns, this they're
using on the direct I gave them training
on how to like sign in to the doc how
I'd like them to and what exactly to use
so I gave I gave them trust with my
drafts which
they can't break either cuz they're real
things on the website and I can grab it
again so.
Mhm.
>> Thank you.
>> Yeah, of course.
>> Fabulous. I was going to break us out
into small groups um but we're actually
a relatively small group already. Um so
>> One more one more follow-up question
before we move off of Virginia. About
the references cuz that's something that
I've wondered about a lot. Like as I
think about how to keep content
up-to-date, you know, if one law
updates, how do you know every
uh article that touches that law. So, I
love that you're doing that and I
wondered if you've created I mean, can
you do you just search within the
uh entire database for a particular here
at the NCGS 50B-1.
Right, if that updated, you would just
do a search or will that Have you
thought about doing some sort of like
cross-referential thing where you're
linking to a statute?
>> That's um we just received a grant this
year, so we're working to adopt Lacy.
It's a learning legal aid Have you heard
of it? Um it's an automated content
intelligence that attorney and Lone Star
Legal Aid um
developed and it's open source, so it's
available for all legal aids. You just
need to have the money and time to build
it.
But that's something we saw as
worthwhile and that's why I'm working so
hard to grab these references now cuz um
in preparation for adopting that Lacy,
it will
it will flag us when the primary source,
the public listing um statutes, comments
um changes. And so then our articles
with that reference will be put up and
it'll be in a standalone Drupal platform
where this will be. So um
that's something I've been working for
with the projects I've managed to
prepare for. Um and so in the meantime,
I just listed out these are ideal
authorities we want you to cite and then
I
took the time to put it in this
drop-down list that they can search and
select. So I have it in this quick grasp
way, I have it in the Google Docs and
the interns are citing it in line. So
hopefully
um we have a good batch to get started
with when we um get on that.
>> I love it. Thank you so much.
>> Yeah, happy to talk about it more um off
time.
>> Thank you again.
>> And Jay, I see your hand up.
>> I just wanted to share that um we at
ITC, we talked with Luigi about um Lacy
and getting monitoring um information
about changes to rules and statutes.
And he mentioned because we're working
with WordPress and also because New
Hampshire does not have a really easy
system that that wouldn't work. And I
just wanted to share that we did find a
vendor um that is um happy to do that
for any platform and very little cost um
and we also found a service called
Legiscan, which um um does that kind of
tracking um and so this particular
vendor is going to be monitoring our
site and after seeing that there's a
change to a statute, sending us
recommended new text for the paragraphs
that have changed. Um so there are there
are multiple options out there. We were
really excited to find out that there
was something that would work with our
system.
>> Jay, do you have a name for that vendor?
>> Yeah, they're QED42.
And they actually have a full CMS option
that they do with Illinois or Iowa. Um
um and it is Drupal-based um but this
particular monitoring system um is a
standalone and it sends us
pings um when there's a change. So it
it's not fully integrated, but it still
does the monitoring and recommendations.
>> All right, interesting.
Fantastic. All right, so um Jay had
asked for 5 minutes at the end to talk
about two of the things that he was
doing. Um but before we do that, uh
wait, no?
No more?
>> I don't even need 5 minutes.
>> Okay, so a couple [laughter] minutes in
the end. Um but um
uh I wanted to um just um do some
reflection and sharing back. Um so um
especially for you guys who are those
you folks who have been
um hanging back a little bit and
watching and thinking, I'd love to hear
some of the
uh the things that you're thinking as
you see all of these. Um what is this
meaning to you?
Anybody willing to share something?
>> I think for me, implementing something,
even if it's as simple as a spreadsheet,
which I think it would probably have to
start out as um
it might me give me more leverage in
terms of getting updates, which I really
scrape to do. I have a hard time getting
buy-in on that. And if I had
was able to show because there are some
units that are on top of that and um
interested in it and others that are
completely disinterested in it. But if I
could show that, which I could with even
a spreadsheet, it might get me more
buy-in for updates. Mhm. That's what I'm
thinking.
And I did not have this on my radar in
any way. You know, me bad, but this is a
whole new idea
to me.
>> Great.
What else?
>> I find
um
because I'm at a legal aid, I'm not
running the the help site for the state.
I'm just at a legal aid. Um you know,
it's tricky because we have so many
different purposes and audiences for our
website because we have information for
volunteers and for donors and for
client-facing material
and about every event that we do and you
know, um
it's it feels overwhelming.
Um
so
it's it's interesting to learn from
folks. I don't know if anybody
has um templates like a
Excel template to start that they would
be willing to share. Um,
but
uh,
yeah.
It's It feels like a hairy big hairy
beast.
>> It is. It's a little bit of a big hairy
beast. But even starting by downloading
uh, out of your system in whatever
format you can and then starting to
clean that up so it's a little less
tacky and a little more uh, public
facing or internally facing would be
interesting.
>> I'm not totally sure I can do that in
Squarespace. Uh, Jay, you might have
some insight into that. That's one of
the limits of Squarespace. I It almost
might be easier to do it from like an
anal- from analytics to to get started
on it.
>> I agree with that.
Um, so Google Analytics would let you do
that or Google Search Console would
probably let you do that.
>> Yeah.
>> We also with Squarespace used this app
for Mac called SiteSucker.
>> [laughter]
>> It basically you give it a URL and it
downloads an entire site and localizes
it on your machine so that you have the
URLs, you have the content, um,
and it's free, but I got to say it saved
us cuz the Squarespace
export was really bad.
>> [laughter]
>> And I mean
Laura, to your point about overwhelming
because of events and so on, I totally
agree. I mean, I do every event on the
website, but I'm thinking of it like
I don't think I would do every event,
just because of what you said. I I don't
think I have the capacity to deal with
that and I think it it does overwhelm
you to think about. But when I was
thinking about implementing some piece
of it, it was more for like the news
section because the news section goes
way back and I haven't really dealt too
much with deleting or archiving content,
things like that. So, I was thinking
about starting with more of the news
page, um and more of the longer-standing
kinds of things than the events. I don't
know.
I'm a one-person shop, so.
>> Yeah. Yeah.
>> Great. And Sarah, and Jill, Karen, any
thoughts? Anything you're taking away?
>> I think just yeah, I appreciate
everyone's ideas and what's working for
them.
Um
the kind of
management system that I was referencing
is for So, we have our law help website,
which is all the legal information and
articles, and then we have a
mtlsa.org, which is more of that
donor-facing kind of like this is the
organization's website, and we are
actually redoing that. Um and so, I'm
just got some gears turning about
obviously the content on that uh
mtlsa.org is drastically lower than on
our law help website, uh but still
thinking about Oh, it's kind of the
opportunity for a clean slate of how to
organize that information, too, uh
because we do have a number of programs
that get a lot of outside um interest,
and people search for it. And so, we
want to make sure that that information
about those projects and programs are
also updated by the right people on
staff. And so, this is just making me
think about yeah, our current people
information site, and then our our new
kind of organizational
um website, as well.
>> Great.
Fantastic.
>> Yeah, it's really good to see the sort
of the gamut of um you know, from
something's fairly small to
what it you could get to eventually.
But, you know, for us, we
we've not done anything yet, and I'm
fairly new to the position so
just starting to think about that um
because I was talking about doing that
just like you've been a quarterly review
of the entire website um
but I hadn't even thought about tracking
that along with all the individual
documents that we have poused in the in
on the website as well.
Um so kind of putting all of that
together in one place I think would be
incredibly helpful cuz we have
spreadsheets spread all over the place
for all different things
so yeah just I think starting small with
us um and just seeing some of those
ideas I that's very helpful for me.
Thank you.
>> Fantastic. Great. Um and so uh just to
wrap up um before handing over to Jay
um
so thank you so much for coming. Next
month we're going to be looking at uh
content curation. Um so thinking about
um when it makes sense to link out to
somebody else's content and how to do
that and
you know why you might want to do that.
Certainly there's lots of good things um
to link to but also in an age of like
the Fed taking things down like do we
want to do that and
um yes we will probably have a
presentation on one organization's kind
of thought process for doing that and
then a discussion.
Um fantastic and Jay over to you.
>> Sure. I just have two really quick
requests. Um
one of them is related to that prototype
that I showed earlier. We're in a like a
two to three week window where we are
loving feedback before it gets kind of
locked down. And so um I'll put my email
address in the chat and anybody who's
willing to take
10 minutes to just take a look, first
impressions, and and provide some
feedback, that would be so helpful
because
we surveyed so many legal aid websites
to try to match a lot of the features
that others have done like AI search and
chat and translations and tool tips and
QR codes and all that and
um there's a lot in there and so um
anybody who's willing to um my email
address is Jake
hub.collier@thecompass.com.
And that would be so appreciated. Um
secondly,
we're really excited about this
uh proposal process for ITC 27, um but
we don't feel like we have enough to
actually propose something just for us.
So, we would love to be a part of a
panel
with other people and organizations of
any sizes, um of the things that you've
learned in um renovating or rebuilding
your websites or what's important to
you. And and also anybody who's using
WordPress. So, it's kind of a big
question, but we kind of want to partner
up and and find a couple of of of others
to kind of present with us and there's
only like I think 10 days left. So, um
again, if you're at all interested in
just kind of being in a panel and what
we were envisioning is some
presentation, but mostly just like
popcorn asking people in the audience
what their what their tips and tricks
and the things that they've learned sort
of as a collaborative sharing
opportunity. So, that was my second
request and that's it.
>> Fantastic. Um Laura, the um Jay is
mentioning ITC. So, I put Jay's email
address in the chat. Uh Jay's asking
about ITC, which is in uh San Francisco
um in it's always in like February,
March-ish.
Um
>> Somebody told me it's in San Francisco.
>> I think it's New Or-
>> I'm sorry. Um
>> Yeah, it's in New Orleans.
>> New Orleans.
>> It's in New Orleans. That's what I It's
in my head when I said that. Sorry.
Sorry.
>> And I went for the first one.
>> I was not familiar with what we were
talking about. ITC. I'm I'm on the link
now. Thank you.
>> [laughter]
>> And it was amazing. It was the first
time I'd gone and it's just a really
great three days. And so that's why um
I'm hoping to find others who wanted to
go to.
>> Fantastic. So I've put Jay's um email in
there. Um and um we will leave it there.
Thank you so much for coming and hope to
see you again next month if not sooner.