Examining the Pro Se Justice Gap - Innovation Attempts to Curb Troubling Numbers - Oregon State Bar
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JULY 2021 Examining the Pro Se Justice Gap Innovation Attempts to Curb Troubling Numbers Also Inside: Order in the Courts In a Look Back, Oregon’s Judicial System Celebrates Achieving an ‘Electronic Courthouse’ Starting a Legal Career During COVID New Lawyers Adapt to Big Changes in Education, Training
OREGON STATE BAR BULLETIN JULY 2021 VOLUME 81 • NUMBER 9 In the 21st century, the courthouse is a place where people without legal training try to make their way through an opaque justice system, a system with rules and procedures designed by the use of lawyers, iStock.com/francescoch not laypeople. And state courts all over the country, recognizing the disconnect and the impact it has on access to justice, are looking closely at a variety of problems and some revolutionary solutions. Janay Haas reports. FEATURES 13 Examining the Pro Se Justice Gap Innovation Attempts to Curb Troubling Numbers By Janay Haas 18 Order in the Courts In a Look Back, Oregon’s Judicial System Celebrates Achieving an ‘Electronic Courthouse’ By Cliff Collins 26 Starting a Legal Career During COVID New Lawyers Adapt to Big Changes in Education, Training By Karen McGlone COLUMNS 7 Bar Counsel 36 Technology The Ethics of Lawyer Ads A Perfect Storm: By Nik Chourey Security Assessments and Penetration Tests 9 The Legal Writer are Crucial A Smattering of Ideas: By Michael C. Maschke, A Check-in on My Lifelong Sharon D. Nelson and Learning Pursuit John W. Simek By Elizabeth Ruiz Frost 54 Parting Thoughts 32 Profiles in the Law Liberating Technology A Passion for Public Service: By Kelly Andersen Dan Bunch’s Career Spans from Military to Circuit Court Bench The Oregon State Bar Bulletin (ISSN 0030-4816) By Melody Finnemore is the official publication of the Oregon State Bar. The Bulletin is published 10 times a year (monthly except bimonthly in February/March and August/ DEPARTMENTS September) by the Oregon State Bar, 16037 S.W. Upper Boones Ferry Road, Tigard, OR 97224. The 4 Letters 44 Bar People Bulletin is mailed to all members of the Oregon State Bar, a portion of the dues for which is allocated 5 Briefs Among Ourselves for the purpose of a subscription. The Bulletin is Moves also available by subscription to others for $50 per 40 Bar News In Memoriam year, $90 per two years, within the United States. 42 Bar Actions Individual copies are $5; back issues are $5 each, 46 Classifieds when available. Periodicals postage paid at Portland, Discipline 50 Attorneys’ Marketplace Oregon 97208. POSTMASTER: Send address changes to Oregon State Bar, P.O. Box 231935, 55 OSB Education & Research Tigard, OR 97281-1935.
LETTERS end of bar dues. It is one thing to change their support most? (The answer is sexism, the rules for future members but to retroac- plain and simple.) tively change the rules for senior members Instead, the story simply asserts that is not just, and is causing many resignations the legal industry must become more flex- of loyal bar members. ible, and women in leadership positions will If the bar is in such serious financial make that possible. But all the suggested trouble, I strongly suggest they claim the routes to a better work culture depend on funds held by the Unclaimed Property Sec- the labor of women. What role do men play tion of the Oregon Department of State in the liberation of their female partners, col- Lands, which lists over 20 accounts that be- leagues and employees from the patriarchal long to the Oregon State Bar. biases that assign women the lion’s share of childcare and household maintenance? William Haberlach, Medford I offer the following recommendations for all male partners, colleagues and em- iStock.com/marchmeena29 Tired of Ties ployers of female attorneys to begin to rem- In the 1970s, the few female lawyers edy the current state of work-life balance. in this country began objecting to the First, it is imperative that you immedi- dress codes imposed by their firms and the ately examine, evaluate and improve your courts. Specifically, they wanted to wear performance in your current role. Partners, slacks as an option to the mandatory dress prioritize her work as much as your own. If or skirt. That seems eminently reasonable your children badger Mom while you are Kudos to Joondeph today (if not silly that this choice had to be both working, take notice. Then redirect I read the May issue profile of Bob argued about), but it was highly conten- the children to you for attention at least Joondeph with interest — having worked at tious then. half the time. Keep a tally if necessary. Do Oregon Advocacy Center (later Disability At least they weren’t being strangled by not retreat and close the door. Colleagues, Rights Oregon) for 20 years. Bob staunchly their antiquated, imposed dress code. encourage everyone you work with to put supported staff to pursue upstream prob- During this hoped-for post-pandemic their wellbeing and their families’ well- lems, while advocating for individuals with world, is this a good time for the judiciary being ahead of work, facilitate that where disabilities in jeopardy or pursuing commu- to examine the need to keep some lawyers you can, and ask for support for your own nity integration civil rights. He championed “buttoned-up”? Ties are the last vestige of well-being. Employers, foster an environ- that each person’s case is important; each Louis XIV foppery. What is the judiciary’s ment that celebrates parents’ involvement person’s legal issue informs our greater work need to impose this clothing mandate that in their children’s lives. and each client makes legal work rewarding. should, instead, be optional — like wearing For too long, women have shouldered slacks or skirts? the burden of making work better for ev- Ted E. Wenk A tie is no longer a sign of respect — for eryone. It is time for men to interrogate Tigard whether they are living up to the ideals of the wearer or the viewer. It should go the way of other similar lawyerly traditions: equality in their relationships and at work. Questioning 50-Year Member Then they all need to run the dishwasher the wig, great coat, fedora and cigar — not Fee Change and do a load of laundry. n to mention the bourbon in the bottom left The 2019 HOD meeting approved of drawer. Paige Huntoon, Portland the BOG taking the steps necessary to move from a system of fee discounts based Paul Sundermier, Salem on years of membership to a system of dis- counts based on income and ability to pay. Men Need to Assume Ostensibly, this was felt necessary to avoid More Responsibility an overall licensing fee increase to avoid a The June 2021 cover story (“Demands loss of revenue. This took place after the bar Drive Women to the Brink” by Susan G. honored the admission of the Class of 1968 Hauser) repeatedly asks a question that is in the fall of 2018, and congratulated us on never directly addressed: Why are the male achieving the 50 years of dues-paying mem- partners of female attorneys deserting their bership and assuring us of the vesting of the duties as parents when their partners need 4 OREGON STATE BAR BULLETIN • JULY 2021
BRIEFS State Increases Liability is designed to pay for bar exam fees and Limits for Public Bodies preparation courses for graduating law stu- Oregon’s Office of the State Court dents and recent graduates that further the Administrator (OSCA) has increased the OMLA mission. limits of liability for state and local public This year’s event will be online, with full bodies in cases involving personal injury or details available soon at www.omlalawyers. death and property damage or destruction. com/omlaauction.html. OMLA is a 501(c) OSCA adjusts the limits annually, as (3) non-profit organization committed required by statute. The new amounts take to promoting fair and just treatment of all effect on July 1; they apply to all causes of people under the law, regardless of race or action arising on or after July 1, 2021, and color, through advocacy and education. before July 1, 2022. OTLA’s 2021 Hybrid Convention Based on OSCA’s calculations, the new Will Be Held Aug. 11-13 limits are: While the Oregon Trial Lawyers Asso- • $2,347,700 for injury or death claims iStock.com/smolaw11 ciation intended to have a fully in-person against a state body that involve a single event this year in Salishan, to be COVID- claimant. The old limit was $2,307,500; safe, OTLA has decided to implement a hy- • $4,695,300 for injury or death claims brid virtual/in-person convention for 2021. against a state body that involve multiple claimants. The old limit was $4,615,000; Changes to UTCR • $782,600 for injury or death claims Take Effect Aug. 1 against a local body that involve a single By the Numbers Chief Justice Martha L. Walters has claimant. The old limit was $769,200; approved changes to the Uniform Trial • $1,565,100 for injury or death claims against a local body that involve multiple eCourt’s Effect Court Rules, effective Aug. 1. Changes and out-of-cycle amendments claimants. The old limit was $1,538,300; Full implementation of Oregon’s of special note prohibit attorney logos, wa- • $128,400 for property damage or de- eCourt system was completed termarks or similar images from appearing struction claims against a state or local body five years ago (see page 18) with on pleadings, motions, orders, judgments that involve a single claimant. The old limit the final districts converting. The or writs; exempt a proposed order allow- was $126,200; effect has been profound. ing a motion for attorney withdrawal from • $641,800 for property damage or de- the early service requirement in 5.100(1); struction claims against a state or local body > 50 Million that involve multiple claimants. The old Pieces of paper saved each year create requirements for captions in probate limit was $630,800. and protective proceedings; adopt new 22,478,550 rules governing juvenile dependency cases; A list of past and current limitations on Number of previous circuit court and repeal the UTCR Forms Appendix. liability of public bodies can be found on and tax court cases converted and The approved changes are available online the Oregon Judicial Department website at migrated at http://www.courts.oregon.gov/programs/ courts.oregon.gov/Pages/tort.aspx. utcr/Pages/currentrules.aspx. The preface to 12,141,280 OMLA Requests Support the 2021 UTCR includes detailed explana- Number of documents migrated for the Annual Summer Social and tions of the changes. to Odyssey by June 2016 Fundraising Auction The UTCR Committee’s next meeting The first Oregon Minority Lawyers As- 40 Hours is Oct. 15. The committee welcomes pro- sociation Summer Social and Auction was Minimum amount of training per posals for changes to the trial court rules. held in the summer of 2000. Since then, individual Submit proposals by Aug. 31 to utcr@ojd. OMLA has held the auction as an annual state.or.us or mail them to UTCR Reporter, event and, with the help of the local legal 2 Days Office of the State Court Administrator, Su- and business community, raised enough Minimum training time per judge preme Court Building, 1163 State Street, money to award more than 100 bar exam Salem, OR 97301-2563. grants. The OMLA Bar Exam Grant program JULY 2021 • OREGON STATE BAR BULLETIN 5
Quotable “Singlehandedly, for over a decade as a judge, Justice Nelson July 2021 has led efforts to educate judges, court staff, lawyers, and recently jurors and the public about historical racial Interim Editor Michael Austin disparities in Oregon law, … the impact of implicit bias Publisher Anna Zanolli Art Director Sunny Chao and how to overcome those biases.” OSB President — National Consortium on Racial and Ethnic Fairness in the Courts David Wade, Eugene regarding Justice Adrienne Nelson, who recently was one of just two distin- OSB President-Elect guished jurists across the country presented with the Equity Achievement Kamron Graham, Portland Award by the group OSB Immediate Past President Liani JH Reeves, Portland Board of Governors Colin Andries, Portland Online programming will be available Aug. hosting this year’s National Federation of Christopher Cauble, Grants Pass 11-13, with smaller, in-person social events Paralegal Associations’ Annual Conven- Gabriel Chase, Portland planned across the state for those who wish tion at the Downtown Hilton Hotel in Port- Jenny Cooke, Portland to attend. Topics covered will include: im- land from Oct. 7-10. There will be CLEs, Katherine Denning, Salem plicit bias training, fear in the courtroom, workshops, networking, an opportunity to Lee Ann Donaldson, Portland practicing with a disability and more. For a advance the profession during the policy John E. Grant III, Portland full schedule of events and to register, visit meeting and state-of-the-art legal vendor Bik-Na Han, Hillsboro www.tinyurl.com/OTLA2021Convention. exhibits. Chief Justice Martha Walters is Joseph Hesbrook, Bend the keynote speaker. The Multnomah Bar Ryan Hunt, Salem Oregon Paralegal Association Foundation’s CourtCare Program is the Matthew McKean, Hillsboro Hosting National Convention Oct. 7-10 spotlighted charity. For more information, Rob Milesnick, Vancouver, Wash. The Oregon Paralegal Association is visit www.paralegals.org. Curtis Peterson, Portland Joe Piucci, Portland Michael Rondeau, Roseburg David Rosen, Bend Tasha Winkler, Portland Editorial Advisory Committee Lisa Marie Christon, Eugene Katherine Denning, Salem Steven M. Gassert, Portland Aurora B. Levinson, Portland Pete Meyers, Portland Christine Moses, Lake Oswego Judith A. Parker, Portland Kyra Kay Rohner, Baker City Elizabeth A. Rosso, Lake Oswego Chief Executive Officer Helen Hierschbiel Communications Director Kateri Walsh Copyright © 2021 the Oregon State Bar. All rights reserved. Requests to reprint materials must be in writing. 6 OREGON STATE BAR BULLETIN • JULY 2021
BAR COUNSEL Common Sense Public Protection and Access to Justice The Ethics of Lawyer Ads By Nik Chourey of this view and get your name out there! and more concerned with the instances in Know that solicitation of clients under du- which busy lawyers abandon their ethical ress is prohibited and lawyer ads must be responsibility to supervise staff who market honest and complete.2 That is (almost) all the lawyer’s legal services. you need to know about ethical advertising. We don’t have to be competent or ex- While it may be hard to believe today, perts at both the practice or law and the art there was a time when lawyer advertising of marketing. Legal ethics require that we was anathema. In our modern world, legal are honest, complete and mindful in our marketing is viewed as a mundane busi- marketing.4 ness practice; but lawyers who sought to Even so, for many lawyers, marketing is advertise through the middle of the 19th just not their bag. “Solicitation? Ads? Fan- century were scorned by their peers. If you cy firm websites?” Lawyers might muse, could not develop your book of business “That’s not for lawyers; that’s only for other solely through word of mouth — lawyers of professionals with expertise in website de- the past argued — you must not be a very sign and tech sorcery.” While lawyers can good lawyer. always benefit from the talents and exper- Bulletin File Photo Of course, this aversion to advertising tise of other professions, our ethical duties has gradually shifted over time, in part be- remain; and, under the Rules of Profes- cause the profession eventually recognized sional Conduct (RPC), we must review and Nik Chourey that advertising is an important method to approve the content of our all information increase access to justice. People who are about our legal services. As unaware of what legal services are available Despite these professional obligations, is the usual case, this article and how they can help are unlikely to reach marketing, for some lawyers, is the sole re- was inspired and informed out to a lawyer. Advertising can change sponsibility of the firm’s director of market- by my legal ethics consulta- that and provide a path forward to people ing or an independently contracted internet tions with thousands of Oregon lawyers.1 facing a legal problem. guru. This approach, however, is fraught The good news first: Common-sense pub- lic protection is built into the crystal-clear Oregon’s approach to lawyer advertis- with regulatory risk because it incorrectly legal ethics of providing the public with le- ing is straightforward and less onerous than reverses the lawyer’s compliance responsi- gal services information. The slightly more some other states. For instance, Oregon bility from lawyer to nonlawyer staff. complicated news: Lawyers still have an does not require any kind of regulatory re- Ethics: Our Responsibility obligation to keep up to date on the ethi- view of lawyer advertising prior to publica- tion. Further, Oregon’s rules on solicitation Lawyers, not nonlawyer staff, must cal guidelines on lawyer advertising, rather are focused on simply preventing consumer control and approve the marketing of our than merely delegating obligations to staff. harm, rather than on preventing lawyer services. This month’s Bar Counsel column reviews advertising requirements and outlines a speech. A newly published ethics opinion, Without ambiguity, RPC 5.3 provides lawyer’s obligation to supervise marketing OSB Formal Ethics Opinion No. 2021-196, that, in our capacity as lawyers supervis- staff to avoid disciplinary heartache. “Rule 7.3 Solicitation of Clients,” is a robust ing nonlawyers, we “shall make reasonable guide to the ethical solicitation of clients efforts to ensure that person’s conduct is Smart, Honest Ads and advertising.3 compatible with [our] professional obliga- Advance Access to Justice tions …” RPC 5.3(a). Further, to the extent Solicitation. Lawyer billboards, web- ‘I am a Trial Lawyer, a lawyer is working together with a non- sites and blogs, oh my! Lawyer solicitation Not a Marketing Professional’ lawyer to violate the rules, RPC 8.4(a)(1)’s and advertising are topics that have long- Considering how straightforward the prohibition against helping another person suffered negative perceptions within our rules of ethical advertising are, I have grown to violate the rules of professional conduct profession and with the public. I say, let go less concerned with member compliance is also in play. To that score, lawyers should JULY 2021 • OREGON STATE BAR BULLETIN 7
create processes to review legal marketing, RPC 7.5 (firm names and letterheads); and including websites and advertising, on a RPC 8.4(a)(3) (dishonesty, fraud, deceit, or misrepresentation prohibited). regular basis and before the information is 3. Follow this link to the full content of OSB disseminated to the public. Formal Ethics Opinion No. 2021-196, “Rule When it comes to lawyer ads, only a 7.3 Solicitation of Clients”: https://www. reckless lawyer would blindly entrust ethi- osbar.org/_docs/ethics/2021-196.pdf. cal compliance to their nonlawyer staff or 4. RPC 7.1 (false and misleading communica- an independent contractor. Such an ab- tion about legal services prohibited); RPC 7.2 (advertising); RPC 7.3 (solicitation of clients); dication of lawyer responsibility may be a RPC 7.5 (firm names and letterheads); and memorable recipe for negative regulatory RPC 8.4(a)(3) (dishonesty, fraud, deceit, or attention. This is especially the case if a law- misrepresentation prohibited). yer’s staff has received training on legal eth- 5. Hypothetically, such calls and emails from ics rules. nonlawyer staff may have been submitted to In addition, RPC 5.2(a) (responsibili- General Counsel’s Office. Oddly, nonlawyer staff appears to have heard that advertising ties of a subordinate lawyer), provides that in hospitals in now permitted. It is not; and we are bound by the Rules of Professional likely would violate RPC 7.3 (solicitation of Conduct notwithstanding that we acted at clients) and would definitely implicate ORS the direction of another person, i.e., a mar- 9.510, which explicitly prohibits solicitation keting and website construction nonlaw- at hospitals. yer expert or even me. Consistent with the practice of law, we must exercise, and we are entitled exercise, our own professional judgment in compliance with legal ethics. RPC 2.1. The takeaway is that if your firm’s mar- keting director has advised you that lawyers may now advertise their legal services in funeral homes, hospitals and crime scenes — please reconsider.5 This is the wrong way. Health Insurance Conclusion Lawyers, and not nonlawyers, with Plans for ethical concerns are always welcome to Our Editorial Policy contact the Legal Ethics Helpline or turn to Oregon Attorneys legal ethics resources in the Bar Counsel ar- All articles published in the Bulletin must be germane to the ticle archives on Bar Books for answers. To- law, lawyers, the practice of law, Any law firm located in gether, we can work to manage hard ethical the courts and judicial system, legal questions that may arise during the practice Oregon or Clark County, education or the Oregon State Bar. of law. n All opinions, statements and conclu- WA with at least one W2 sions expressed in submitted articles employee in addition to Nik T. Chourey is deputy general counsel appearing in the Bulletin are those of the attorney is eligible for the Oregon State Bar. Reach him at the author(s) and not of the editor, to enroll. Enrollment is nchourey@osbar.org. other editorial staff, employees of the offered year-round. Oregon State Bar, or members of the Board of Governors. Endnotes Publication of any article is not 1. Each year, General Counsel’s Office provides www.aldrichadvisors.com/mba prospective ethics guidance to more than to be deemed an endorsement of the 503.716.9328 5,000 Oregon attorneys on the Oregon State Bar’s ethics helpline. Members may call eth- opinions, statements and conclusions expressed by the author(s). Publica- Steve Doty ics helpline at (503) 431-6475 for guidance tion of an advertisement is not an en- sdoty@aldrichadvisors.com regarding their own prospective conduct or dorsement of that product or service. email General Counsel’s Office to seek guid- Janos Bodnar ance. The helpline does not advise members Any content attributed to the jbodnar@aldrichadvisors.com on past conduct or completed conduct Oregon State Bar or the Board of except to provide guidance on the applica- Governors is labeled with an OSB tion of Oregon RPC 8.3 and the member’s logo at the top of the page or within own duty to report misconduct. advertising to indicate its source or 2. RPC 7.1 (false and misleading communica- attribution. tion about legal services prohibited); RPC 7.2 (advertising); RPC 7.3 (solicitation of clients); 8 OREGON STATE BAR BULLETIN • JULY 2021
THE LEGAL WRITER A Check-in on My Lifelong Learning Pursuit A Smattering of Ideas By Elizabeth Ruiz Frost work-from-home clothes.” (Maybe not the and phrases used commonly (and sometimes last one in work emails, but I’ve certainly solely) by the members of that unit. I sup- thought it.) In sentences where I refrained pose I’ve experienced Kitchen Table Lingo from using very, I’ve been somewhat my whole life, but I had not thought about thoughtless about using so. it until I read about it. I believe the enuncia- But Grammar Girl, a trusted grammar tion of the concept of Kitchen Table Lingo and style source, tells me that so as an inten- originated with The English Project, a group sifier should be treated like very, in that it of language enthusiasts who study the evo- should be eradicated from formal writing.1 lution of the English language. At the very However, according to this one grammar least, The English Project wrote the book text, so in formal writing is more acceptable on it.4 Familects derive from a whole host when coupled with that.2 Accordingly, the of sources, including regional phrases, con- sentences below would all be better ver- fused children, inside jokes and pop culture. sions of the previous sentences. Sometimes a family will borrow quotes from TV or movies that work their way into every- Bulletin File Photo I am so grateful that I could cry. day speech. For example, I often say to my I am so proud that I could burst. family, “You serious, Clark?” when I mean, “Really?” I trust that they’ll get the reference I am so nervous about fitting into my that might seem non sequitur to others. Elizabeth Ruiz Frost clothes that I’ve started eating We certainly have our own language in vegetables again. T my household, mostly collected from the he authors of this column have Note, the so ... that creates a cause and words my children have misunderstood written many times that becoming effect in the sentences; maybe that struc- or mispronounced. Waves are “pumbles.” a “good” writer is a lifelong pursuit. ture is more acceptable because the cause High heels are “top heels.” We say “hoo- Because we write about it often, I thought and effect is more interesting than a regular tel” instead of hotel. Familects, like many I’d put my money where my mouth is and old hyperbolized sentence. other language dialects, are shared within reflect on what I’ve learned about writing Grammar Girl goes so far as to say that our own communities, but we tend to alter and language over the past year or so. Most the use of so as a vague intensifier is a mis- their use when we merge with other com- of the ineffable lessons I learn about writing take, whereas very is merely frowned upon. munities. I wish we didn’t — the world and expression come from reading — I pick I’m not sure I understand the rationale and might be more delightful if we shared our things up that I cannot quite write down — have not found much corroboration for the familects with one another. What words but I also gather sharable details and rules idea that using so as an intensifier is defini- and phrases do you use in your household here and there in grammar guides and writ- tively incorrect. Merriam-Webster notes that make up your unique dialect? ers’ blogs. Thus, the collection below is a bit that so as an intensifier is “condemned in of a mishmash of ideas, some big and some A Couple Fun Tricks college handbooks but is nonetheless stan- small, some good and some not. dard.”3 My takeaway has been to think of so We have many words in English that like I think of other intensifiers; if it would sound alike but do different things, and I’ve Been So Wrong seem exaggerative or inappropriate to say remembering which to use where can be I learned that I’ve been using so too very or extremely, I shouldn’t say so. But I’m a challenge, especially when on the spot. much and maybe incorrectly at times. Like not willing to call it wrong yet. This year, I learned a couple fun and easy many readers, I suspect, I occasionally use tricks for distinguishing between two diffi- so as an intensifier, even in my professional “Familects” cult pairs. writing. Particularly in correspondence, I also learned this year that family units The first pair is who and whom. I can ex- I’ve written countless sentences like “I am create their own unique dialects called plain when to use who and whom in gram- so grateful,” “I am so proud of you” and “I “familects” or “Kitchen Table Lingo.” The matical terms: Use who when it is a subject am so nervous about fitting into my pre- unique micro-dialects are filled with words in the sentence; use whom when it is an JULY 2021 • OREGON STATE BAR BULLETIN 9
object. But a grammatical explanation is not a quick trick. The “trick” is to think about which other pronouns you could swap into the sentence. If the writer can swap in he, she or they, she’d use who. If the writer can swap in him, her or them, she’d use whom. The second trick distinguishes between further and farther. In American English, in their adjective uses, farther relates to physi- cal distance (e.g., “How much farther do we have to drive?”), and further relates to a psychological or figurative distance (e.g., “His research went further than anything before it.”). To my ear, one sounds correct in one context and not the other, but that’s not a trick I can pass along to others. The trick seems obvious and silly, but farther has the word far in it, and far sounds more like physical distance. Just a final note to hype up the word further: Further has uses beyond just its ad- jective. It can be used as a verb (“to further one’s education”) and as a transition (“Fur- ther, you can use it as a transition.”). Far- ther doesn’t do as much as further. Humor is Really Hard It’s hard to write funny. I didn’t learn this anew as much as I had it reaffirmed when I read two humorous memoirs this year. One worked, and the other didn’t. The first made me laugh out loud, but it was dry and subtle. I found the second one heavy- handed. To me, it read like, “I’m telling this story in a very funny way! And this part is very funny and cute, too!” Based on reviews of the two books, other readers perceived them very differently. Some reviewers were bored by the first; some reviewers thought the second was a rollicking hit. It seems an obvious point that we don’t all share a com- mon sense of humor. So what? Well, losing a reader here and there is OK for a memoir, but it’s a bit more perilous when commu- nicating in a professional context. If I were to incorporate “(She’s) not that innocent,” into a filing, I’d chuckle, but others might not. Not all jokes land. You can certainly find articles and blogs encouraging lawyers to incorporate a bit of humor into their legal writing. Some writers have written about judicial humor. I suggest proceeding with caution. If you wonder whether a reader will get or appreciate the joke, stay safe and go the serious route. Order of Adjectives Get this: When using more than one adjective to describe something, there is a 10 OREGON STATE BAR BULLETIN • JULY 2021
very particular order in which to list them. Elizabeth Ruiz Frost teaches Legal Research I had no idea this was dictated by a rule. and Writing and other courses at the Univer- Adjectives should be listed in the follow- sity of Oregon School of Law. Reach her at ing order: quantity, opinion/quality, size, efrost@uoregon.edu. physical quality, shape, age, color, origin, material, type and purpose.5 That’s a lot to keep straight. More generally, subjective ENDNOTES adjectives (e.g., incredible, terrific) should 1. Mignon Fogarty, Grammar Girl’s Quick and Dirty Tips for Better Writing, p. 173 (2008) come before factual ones (e.g., square). 2. Id. Writers tend to intuitively follow this 3. https://www.merriam-webster.com/ order closely. You never see anyone write, dictionary/so#usage-1 “a blue magnificent sky” or “orange six 4. The English Project, Kitchen Table Lingo pumpkins.” I suppose I mostly follow the (2008) rule; I just didn’t know there was one. 5. https://dictionary.cambridge.org/ us/grammar/british-grammar/adjectives-order Leave ‘Literally’ Alone 6. About one thing I learned that it’s time to stop policing the word literally. Like some of the read- ers of this fine column, I’ve been a grouch about literally for years, wishing writers would stop using it to mean figuratively. But it seems most dictionaries during the past decade have updated its definition to sanc- tion the metaphoric use of literally. “Kids today” didn’t ruin it. It’s time to move on. I Was Right The most important thing I’ve learned over the past year or so is that I was right all along.6 In past columns, I have written about the trouble with multitasking and the importance of blocking out chunks of unin- terrupted time for writing. I believed I was right, but I hadn’t tested the theory under extreme circumstances. After spending a year working from Be an Author home with nothing but disruption, I have confirmed that writing requires focus. The distractions of work have been compound- The Bulletin is always on the lookout for quality manuscripts for ed at home: another email alert, the dog publication on these pages. needs to go out, a kid is hungry, someone’s knocking at the door, the neighbor is judg- We publish articles on a wide variety of subjects and favor such top- ing my yard again. I can’t get anything done. Oregon lawyers ics as access to justice, legal funding, I feel at once crushed by my life’s constant disruptions and validated knowing I was judicial independence, diversity in the supporting civil legal aid profession, professionalism and future right that writing requires time and space trends. We also publish columns on programs statewide to focus. ethics, practice tips (in specific areas of law), law practice management and Conclusion legal history, as well as essays on law I’m constantly learning new things and life. about writing and how to teach writing. The editorial staff welcomes er One wonderful thing about aging is that I inquiries and is happy to discuss Campaign for Equal Justice forget half the things I learn, so I get to learn new things twice and maybe even three requirements for publication. If you have a manuscript, suggestion or idea, JUSTICE times! What have you learned about writ- contact Editor Michael Austin at (503) ing recently? Send me an email; I’m always 431-6340. He can also be reached by eager to learn what writing ideas you’re email at editor@osbar.org. www.cej-oregon.org thinking about. n JULY 2021 • OREGON STATE BAR BULLETIN 11
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Examining Prothe Se Justice Gap Innovation Attempts to Curb Troubling Numbers By Janay Haas iStock.com/francescoch JULY 2021 • OREGON STATE BAR BULLETIN 13
Examining the Pro Se Justice Gap At the Klamath County courthouse, the big clock in that same period for Family Abuse Protection the clerk’s office is edging toward lunch hour. A Act orders, Sex Abuse Protection orders, and security guard hovers just outside the office, get- Elderly and People with Disabilities Protec- ting ready to lock the door. It’s 11:57 a.m., and two tion Act orders included at least one unpre- more people approach the service window. sented person in 89 percent of cases — cases The first person, a young man waving a sheaf of papers, demands in which some litigants were in significant per- incredulously, “What do you mean, I can’t give him the papers my- sonal danger. self?” The clerk patiently explains the service process, sorting the In 2018, the Legal Services Corporation, Kirsten Thompson customer’s papers into stacks as she goes along. the agency that partially funds many legal aid The second person, a dignified-looking middle-aged woman, programs throughout the country, found in pushes a single sheet of paper across the counter. Her voice starts a national survey that 86 percent of low-income Americans with out calm but spirals into a wail: “There was a hearing. They didn’t the types of cases that legal aid programs normally handle got no tell me about it. What do I do now?” Two clerks try to figure out help or minimal help. A similar survey in Oregon had even worse what went wrong. Lunch will have to wait. results — 86 percent were left without help of any kind. People of color, homeless people, domestic violence survivors, physically It’s a typical morning at the Klamath County court clerk’s office. disabled people, and the elderly have greater legal needs but also It could be a typical morning at any court clerk’s office in Oregon, or are underserved, concluded the Oregon State Bar Futures Task in almost any other state. Force in 2017. In the 21st century, the courthouse is a place where people with- It’s not only the poorest citizens who lack legal representation, out legal training try to make their way through an opaque justice according to an American Bar Association study. Nationally, about system, a system with rules and procedures designed by the use of a third of middle-income Americans are unable to obtain legal as- lawyers, not laypeople. And state courts all over the country, rec- sistance they need. ognizing the disconnect and the impact it has on access to justice, are looking closely at a variety of problems and some revolutionary The bottom line: More people than ever need legal services and solutions. are not getting them. Small, incremental improvements over the years — such as family court facilitation and mediation programs, The Pro Se Problem informal divorce trials, etc. — have helped, but have not kept pace It doesn’t take a legal expert to know that unrepresented liti- with that need. Other factors are at play, undermining the advances. gants are at an enormous disadvantage in court. And it’s no surprise The Changing Business that they often fare poorly. The costs of lawyering have escalated over the last 20 years — “I feel terrible when going up against a pro training, insurance, marketing and advertising, bilingual staff, office se,” admits Grants Pass lawyer Holly Preslar. technology, cybersecurity, and onerous student loans are just some “It’s an unfair fight. I don’t play games, I fol- of the things that have impacted what lawyers need to earn to stay low the rules, but they don’t know what those afloat. rules even are. I believe I have always been successful for my own client against all self- For lawyers who cling to the Atticus Finch family-lawyer model represented parties.” How should they testify? of practice, the billable hour has priced many potential clients out What should they do with their documents? of the market. And as the legal profession has begun to call itself the Holly Preslar “While most judges try to assist them to the ex- “legal industry,” the general population has not surprisingly begun tent possible ethically, the hearings just seem to think of legal services as a commodity. Clients today believe that to drag on and on,” she observes. their legal needs can be met in less costly, more efficient ways. At the same time, rapid changes in technology have opened new There are more and more self-represented litigants, notes the avenues for assistance. As the OSB Futures Task Force noted, “tech Hon. Kirsten Thompson, former presiding judge in Washington businesses . . . have developed online service delivery models rang- County Circuit Court. “Judges see them all the time and in all man- ing from the most basic form providers to sophisticated referral net- ner of cases, but perhaps most frequently in the area of family law, works.” And lawyers increasingly market through blogs, websites, as most criminal defendants get appointed counsel, and general civil and other social media, sometimes using web-based platforms for cases don’t get as far without attorneys.” limited-scope consultations. The numbers of unrepresented people who manage to somehow make it into court are staggering. Oregon Supreme Court Chief Jus- Emerging Ideas to Close the Gap tice Martha Walters reported to the Oregon House Judiciary Com- Fresh thinking is sweeping through state bar entities across the mittee in February that in 2019 there were about 18,000 residential nation. At the forefront have been Utah and California, whose su- eviction cases in which over 97 percent of tenants, with their homes preme courts and state bars encouraged what’s become known as a at stake, had no lawyer. “sandbox” approach to innovation. In the sandbox model, potential Data from the Oregon Judicial Department show that, since service providers experiment with new methods of serving litigants 2019, in about 86 percent of family law cases, at least one party was while pilot-program status allows maximum consumer protection unrepresented at the time of judgment. Hearing requests during with minimal risk to the integrity of the justice system. 14 OREGON STATE BAR BULLETIN • JULY 2021
Examining the Pro Se Justice Gap Other states soon joined in the inquiry into ways to improve the A further difficulty is that, with the exception of the language delivery of legal services and access to the justice system: Illinois, on the legal aid site, most of the information available is accessible Colorado, Alaska, Arizona, New York — and Oregon. only to readers and listeners who are relatively sophisticated — that At the center of most of the innovation proposals is regulatory is, people who can read at a high school or college level. The aver- reform: permitting new business models for the provision of legal age literacy rate among American adults is at a fifth-grade level, and services, including (but hardly limited to) models that authorize dramatically lower among Black, Latinx, and low-income persons qualified paraprofessionals to give guidance and, yes, legal advice in generally. Twenty-one percent of Americans are functionally illiter- limited contexts. ate, reading at a third-grade level, according to the Program for the International Assessment of Adult Competencies. In other words, A second key initiative is the expansion and consolidation of the majority of Americans who find online information relevant to up-to-date law-related forms and information made available where their situation are unable to process it effectively. unrepresented litigants can access more of what they need to go it alone. As Thompson has seen in her courtroom, litigants conduct Launching a single “portal” site that consolidates the tools and research on the web, and “ask their friends and neighbors, . . . but information available on the three self-help sites would involve a in the area of family law, we have abundant and reliable information significant one-time initial cost. But it would also entail an ongoing from parenting education sessions and the OJD and Department of cost of updating forms and legal information, likely in written, oral and visual formats. Justice websites. If folks can be pointed in the right direction, reli- able information is there.” Some Oregonians who rely on internet access in order to educate themselves about For its part, Oregon has been pursuing both these ideas, and their legal rights may be out of luck for an- making measurable progress. other reason. As the pandemic made painfully The “Portal” Streamlines Information clear, access to the internet itself is not distrib- Reducing the number of unrepresented people in Oregon’s uted equitably throughout the state, with its courts was the charge the OSB Futures Task Force gave to a “self- many rural and remote communities. Marilee navigator” workgroup in 2016. The workgroup’s mission was to re- Aldred, the trial court administrator for the Marilee Aldred Malheur County Circuit Court, notes that, for view online resources available to unrepresented litigants that would help them recognize when they had a legal problem, assess the merits example, her jurisdiction “has a large margin- alized population who are unable to access some of the online re- of their cases, find legal assistance, and proceed efficiently through sources. [There is] a lot of stress for those who are in crisis and who the court process to a successful outcome. The group also needed to lack resources to accomplish tasks in an online world.” In the family identify gaps in online assistance and consider how to remedy them. law arena, she says, litigants tend not to have access to a fax ma- By 2020, the mission got the express support of the Oregon Ju- chine and struggle with scanning documents. And a large minority dicial Department in its two-year strategic campaign, which would of litigants “who are setting up appointments to review documents look to develop a “portal” that consolidated, streamlined, and up- have limited access to internet or are living in a remote area with dated legal information for consumers. spotty service.” As many practitioners know, three Oregon entities produce ex- In January 2020, the bar, the OJD and the state’s legal aid pro- tensive web-based information — the OJD, the OSB and Legal Aid viders convened the “Justice for All Summit” to examine ways to Services of Oregon/Oregon Law Center. There is substantial cross- maximize the usefulness of the various self-help resources to pro- over on some topics, and none in others. For example, the OSB site, vide better access to Oregonians with unmet legal needs. Among under the tab “Information for the Public”, offers information on the stakeholders present were the Oregon Law Foundation, the more than 100 topics of general interest including estate planning, Campaign for Equal Justice, the Multnomah Bar Association, Or- business incorporation, landlord-tenant law, immigration, marijua- egon Consumer Justice, and several other legal service organiza- na law, and professional malpractice. The legal aid website, known tions and non-profits that provide advice and referral to unrepre- as OregonLawHelp, focuses on “survival” issues for low-income sented litigants. Oregonians — affordable safe housing, protection from eviction, Together these entities recommended the construction of a access to medical care, personal safety in relationships, and child single, comprehensive portal open to all, but focusing on the legal support and other income maintenance. The OJD site offers infor- needs of lower-income Oregonians, said Oregon Law Foundation mation on court locations and hours, and court processes and forms, executive director Judith Baker in a memo to the BOG. The ex- along with extensive explanations of how they are to be used — such panded site should guide users quickly and easily to relevant topics; as in child support enforcement. use plain language to inform users of their legal options and provide The three sites compete with dozens of for-profit web entities tools to take the next steps, including interactive form assembly; that sell forms, provide information that may or may not apply un- and help users find community-based resources. der Oregon law, or connect consumers with lawyers they may not To make the site happen, Baker wrote, the project must have be able to afford. Some, of course, are simply scam operations. staffing that is expert at both content development and interactive Each of the Oregon legal information sites is on its own some- management. There must be a determination to designate the times expensive platform. And each entity struggles to keep its in- agency under whose auspices the site should be established, and, formation current — in several languages — as the law changes. finally, how to fund the portal in a sustainable way. JULY 2021 • OREGON STATE BAR BULLETIN 15
Examining the Pro Se Justice Gap Luckily for Oregon, several other states have already imple- Although some local bar associations have taken a position mented single-site portals, so there are models from which to draw. against licensing paraprofessionals because of the perception they Oregon, wrote Baker, “will not have to reinvent the wheel.” will create competition for clients, the committee has expressed the With questions about funding and continuing oversight still be- opinion that the advantages will outweigh the disadvantages more ing examined, there’s no launch date set for this project, but work to often than not. bring it into existence is continuing. “Paraprofessionals can be a wonderful adjunct to existing prac- tices,” explains Thompson. “They are more likely to be hired by or Paraprofessional Licensing come up in the ranks of a law firm, rather than putting out their own The issue of the relationships possible between lawyers and le- shingle.” gal paraprofessionals with the public has been a topic of debate for Thompson says she sees the paraprofessional as something like a decades. Accountability has driven those discussions. State bar as- nurse practitioner — “the vast majority of things you want you can sociations and regulatory entities enforce standards of competency get without seeing the doctor. But the nurse practitioner will make and ethics among lawyers, but have no purview over non-lawyers. referrals to the doctor.” Prohibiting practice outside the regulated bar has been the simplest For small firms, a paraprofessional is a real economic resource, way to protect consumers from incompetent or unscrupulous non- Thompson continues. And judges are less likely to question whether lawyer advocates. services performed by a paraprofessional are legal services or merely Over time, some lawyers have come to see paraprofessionals as administrative tasks that are not reimbursable. She also expects that competition. Others have incorporated supervised paralegals into some currently unregulated independent paralegals will be brought their practices, finding that having highly trained staff allows them into the fold of licensed paraprofessionals so that they can be more to serve more clients and results in greater client satisfaction. competitive. The disconnect between unmet litigant need — especially in As for clients, Thompson says access to a skilled paraprofession- landlord-tenant and family law — and the very limited lawyer ser- al “is a great opportunity to get assistance that they are not already vices available has caused a shift in thinking in many jurisdictions. getting. It won’t help everyone, but it has the potential to help many Local court systems with adequate budgets have established the people. And, for people who want to do this kind of work in a good, right of low-income tenants to appointed counsel in eviction cases, professional way, it provides a path.” for example — Louisville, Seattle, Cleveland, Milwaukee and New York City have taken this approach. Maryland, Washington State, One Unexamined Gap Denver, Charlottesville, Santa Monica, Delaware and Nebraska are The most visible signs of unmet legal needs are found in court considering appointed counsel as a solution as well; New Jersey has records, where they are documented by the OJD. In contrast, the just begun a pilot program. travails of people without lawyers involved in administrative law Given the budget shortfalls that have plagued the Oregon court decisions go almost undocumented. State tax decisions, land use system for more than a decade, efforts here have instead turned to planning decisions, Oregon Health Authority rulings, outcomes at the potential for paraprofessionals to effectuate improvement in ac- the Construction Contractors Board, and workers’ compensation cess to justice. That effort began in 2017, when the Regulatory Com- mittee of the OSB Futures Task Force established a workgroup to explore a licensing model. Approving the workgroup’s recommendations, the BOG then formed the Paraprofessional Licensing Implementation Committee to draft rules that would allow paraprofessionals to perform some basic services in landlord-tenant cases and family law. The proposed rules are still in development. Once finalized, they will be subject to review by the BOG, and then, if the BOG approves them, the Or- egon Supreme Court must be willing to adopt them. The committee, headed by Thompson, has 12 members, in- cluding three judges and two public members. (The committee has a recent vacancy for a public member.) Just as importantly, there is a large heterogeneous advisory committee — of legal practitio- ners, independent paralegals, law schools, tribal representatives, and others with various perspectives about serving and protecting consumers. The model currently in discussion would require applicants iStock.com/cnythzl seeking to become licensed paraprofessionals to have education and experience. They would be required to carry liability insurance and to continue periodic training. The scope of their work would be limited to landlord-tenant and family law cases. 16 OREGON STATE BAR BULLETIN • JULY 2021
Examining the Pro Se Justice Gap records rarely say if a person was represented or pro se. But Bea- verton lawyer Sarah Garrett, with experience in workers’ compen- sation cases from the employer side and earlier experience helping severely disabled applicants for Social Security disability benefits, calls administrative law judge hearings involving pro se appellants “heart-breaking.” The Portland office of the Social Security Ad- ministration’s disability determinations unit has some of the lowest benefits approval rates in the country, she says. Getting benefits ap- proved takes skill. “Fewer people are aware of how many people have to go through with their administrative hearings pro se,” comments Beth Englander, a state support unit attorney at the Oregon Law Cen- ter in Portland. “SSI and SSD termination cases and overpayment cases are always a gigantic, unfilled need, especially because lawyers think there are private attorneys to meet this need — but private at- torneys generally don’t do those cases because it is very hard to get paid for that work. Also, terminations and overpayments tend to be extremely complicated for people to navigate themselves.” Low-income Oregonians in particular are tied to administrative- law systems: housing authority hearings about eviction and subse- quent loss of subsidized housing; food stamp qualifications; Medic- aid (Oregon Health Plan) eligibility; temporary financial assistance (TANF); disaster relief; in-home care issues; and, especially during the COVID era, unemployment benefits eligibility. “All these issues have such a huge impact on our clients’ survival that their impor- tance can’t be overstated,” Englander says. For now, at least, this gap in access to justice remains largely unaddressed. Serving All Oregonians As Thompson cautions, no one innovation is going to solve all of the problems presented by the lack of resources for unrepresent- ed Oregonians with legal needs. But Walters is confident that the Oregon justice system can improve access by eliminating barriers, enhancing service options, leveraging technology, and simplifying forms and processes over the next two years. “It will be essential for courts and practitioners to think about how best to serve all Oregonians,” Walters urges. “We are all a part of this system of justice and must work to make it truly just.”n Janay Haas is a frequent contributor to the Bulletin. Reach her at wordprefect@yahoo.com. JULY 2021 • OREGON STATE BAR BULLETIN 17
Order in the Courts In a Look Back, Oregon’s Judicial System Celebrates Achieving an ‘Electronic Courthouse’ — By Cliff Collins — 18 OREGON STATE BAR BULLETIN • JULY 2021
T his summer marks the fifth anniversary of completing statewide implementation of Oregon eCourt, a monu- mental undertaking that took years to accomplish and involved hundreds of court staff, judges, lawyers and other stakeholders. The June 2016 milestone brought the last of Oregon’s circuit courts into an integrated system of electronic case management, filing and service, and document access. Before the transformation, attorneys had to file cases and motions in person, at the courthouse, Monday through Friday, during business hours. There was no way to automatically serve most parties. Law offices and courts routinely produced, copied, managed and stored thousands of pieces of paper. They also had to search and wait for paper copies of case files and documents, sometimes making requests in multiple counties to get what they needed. Former Oregon Chief Justice Paul J. De Muniz recognized the on a feasibility study. Comstock says the purpose of the study was to need to transition the state’s courts to a 21st-century system that determine “whether there was sufficient interest from the practic- would better meet the needs of the legal community and the general ing lawyer” in moving to the “electronic courthouse” envisioned by public. The business world had begun converting to digital docu- De Muniz. ment exchanges in the 1990s, and De Muniz knew the courts must The committee studying the issue found an overwhelming desire catch up with the rest of the world, says former Oregon Supreme to have such a system in Oregon, but the big question, according to Court Justice Thomas A. Balmer, chief justice during much of the Comstock, was how to implement it. Initially, the dream was, “Let’s project and a major driver and overseer of the work. buy the PACER software the federal courts use and apply it to our The idea represented a big conceptual leap because it meant circuit courts and tax court,” he says. However, having practiced in “moving away from the way we had run courts since the 1840s, both the federal and state courts, Comstock knew, and the Oregon where each case involved a single paper file, (and moving) to a digi- Judicial Department agreed, that the types of cases handled elec- tal form where the file, including all case documents, was accessible tronically in federal courts were different from many of the cases at 24/7 to all judges, staff, attorneys and — for most cases — the pub- the circuit court level, which often contain more sensitive informa- lic,” Balmer says. tion, such as health, mental health, juvenile and family law cases, he says. “I envisioned eCourt as a business transformation project that would greatly increase the public’s access to courts and support At the time, the Oregon Judicial Information Network (known greater centralization of judicial operations necessary to meet the as OJIN) which was based on decades-old technology, provided needs and expectations of those served by the judicial branch,” De only basic case-register information electronically, listing cases by Muniz says. “eCourt was also intended to serve as a catalyst for number, not party name. That meant each county held thousands change, requiring the branch to confront traditions and culture that of paper files that were available only by retrieving stored files and had been unquestionably accepted for over 100 years and were im- could be used by only one individual at a time. The Oregon Judicial Department knew that integrating all the necessary components — pediments to changes that would permit the branch to operate more and taking into account the legal and policy issues and privacy con- efficiently on less revenue.” cerns about who can access them — would constitute an enormous When he became chief justice in 2012, Balmer fully endorsed challenge. De Muniz’s notion. “One of the reasons I pushed it was that it was At first, those working on the transition project aimed to pur- an access-to-justice issue,” Balmer says. “This was going to improve chase an “off-the-shelf, best-in-breed product and an integration the way we met public needs, and a way to address access-to-justice program that would make everything work together,” Comstock needs evenly.” says. But the plan changed. Instead, they sent out requests for a ven- In the end, proponents say the digital transformation of Or- dor that could work with the state to provide an integrated system egon’s courts saves 50 million pieces of paper a year while greatly to meet the needs of all sizes of courts in Oregon’s 36 counties and expanding information access and services for lawyers, judges and 27 judicial districts. The department chose the Odyssey system from the public. Texas-based Tyler Technologies. Accepting Change A comparative advantage for Oregon was its unified, well-orga- nized statewide court system, and it also enjoyed “a good relation- For the Oregon State Bar, the changeover began when 2004 ship with the organized bar across the state,” says Balmer. Before OSB President Bill Carter asked a new OSB Board of Governors’ that unified court system was implemented in the early 1980s, coun- member, Salem attorney Mark B. Comstock, to represent the bar ties administered the courts, as they still do in many other states. By having a central administration, the state could make decisions such as implementing what became Oregon eCourt, he says. Of course, just because Oregon employed a unified court system Opposite Page: Yamhill County Circuit Court was the first in Oregon to implement eCourt. Then-Presiding Judge John L. Collins (seated) is didn’t mean that everyone affected supported the transition. Bry- shown with former Chief Justice Paul J. De Muniz (left) and then-Chief ant Baehr, chief information officer for the Oregon Judicial Depart- Justice Thomas A. Balmer on June 4, 2012, which was the first day eCourt ment, who was in charge of acquisition and technical implementa- went live. tion of the new system, says reaction varied across the board. “Some JULY 2021 • OREGON STATE BAR BULLETIN 19
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