What points should I keep in mind when planning and working on an A2J Guided Interview® project?

A2J Guided Interviews® Development Tips - courtesy of Camille Cameron, Idaho Legal Aid Services, Inc.

1. Don't over plan, just get a general big picture idea in mind, start with laying out the Steps and get started.

2. Always keep your audience in mind when you are writing the interview questions. Consider all of the terms you are using to ask a question and either simplify them, or if you can offer a resource (Learn More), try to do so.

For example:
-Define technical words like plaintiff/defendant
-Give examples (but make it clear they are examples, not legal advice)
-Offer links to look up zip codes, counties, phone numbers, etc.

3. Whatever amount of time you spend developing your interview, plan on about twice that for collecting feedback/comments, testing and making revisions.

4. Before uploading, do not forget to clean up your variables and make sure all of the 'types' are set correctly -- especially for variables created "on-the-fly"

For example: 'check all that apply' type multiple choice questions should be True/False variables in HotDocs