Improving Outcomes Through Legal Support Extension Report 2 Data Collection Template (October 25 - March 26)

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       1) While filling in this online form, please ensure that all mandatory (starred *) fields are completed.


2)   2) It is recommended that you continually save your data whenever you make a change, to avoid losing your data.


3)   3) Please review and action all the messages in the control boxes before proceeding to the next page.


 3)  4) Also do ensure you click ‘Confirm’ on the last page to confirm the submission of your report. If you do not, your report will not be sent.


First name and last name
Work email address
Select from the drop down list
Select relevant reporting period


Definition of key terms
Under Equality Act 2010, it is against the law to discriminate against someone because of their age, disability, gender reassignment, marriage and civil partnership, pregnancy and maternity, race, religion or belief, sex, sexual orientation. These are called protected characteristics. For the monitoring of the IOTLS, data on the following protected characteristics is collected:

Age: a person belonging to a particular age (for example 32 year olds) or range of ages (for example 16 to 24 year olds).

Sex/Gender: a man or a woman. For IOTLS, Other gender category is included for gender identities that are neither male or female.

Race/Ethnicity: refers to the protected characteristic of race. It refers to a group of people defined by their race, colour, and nationality (including citizenship) ethnic or national origins.

Disability: a person has a disability if she or he has a physical or mental impairment which has a substantial and long-term adverse effect on that person's ability to carry out normal day-to-day activities.

Total clients

Total clients

Total clients

Total clients

Total clients

Total clients









Note: the total recorded for all disabilities may exceed the total number of clients if some clients have multiple disabilities




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Page 2


Definition of key terms
To capture the different types of advice and support provided to individuals, we would like you to report your activities in each area of law by four advice stages. These stages are:

Stage 1 - earlier intervention: Support early intervention through community and online engagement, providing guidance and information to identify specific legal issues, available remedies and next steps.

Stage 2 – specialist support: Provide specialist advice and support, casework or digital tools/ information/ resources, to move the case towards resolution, or provide guidance for court/ tribunal proceedings to help prepare clients to self-represent.

Stage 3 – court/Tribunal based support or representation: Services at court/tribunal including supporting applications, preparing for proceedings, emotional support and/or legal representation for those seeking to use court system to resolve their issue.

Referral: a referral is where an organisation cannot provide a service required by an existing client and has to refer them to an alternative organisation/agency. A client is referred on to an advice provider that can take the case forward, for example, a solicitor or other specialist level advice service that can deal with an appeal tribunal. It is good practice for the adviser to make contact with the alternative agency and make any necessary arrangements with them, this normally includes arranging an appointment. 

Signposting: directing a user to other organisations/agencies that would be able to help them. Signposting normally takes place when the client first visits an organisation with a new problem, an advisor may make suggestions about which agency to go to but it is normally left to the clients themselves to make arrangements for an appointment there.












































































































































































Please scroll to the right to see the rest of the table and complete all the relevant fields










Enter clients for April

Enter clients for May

Enter clients for June

Enter clients for July

Enter clients for August

Enter clients for September






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Page 3

Definition of key terms
Stages of the user journey:
Stage 1 - earlier intervention: Support early intervention through community and online engagement, providing guidance and information to identify specific legal issues, available remedies and next steps.

Stage 2 – specialist support: Provide specialist advice and support, casework or digital tools/ information/ resources, to move the case towards resolution, or provide guidance for court/ tribunal proceedings to help prepare clients to self-represent.

Stage 3 – court/Tribunal based support or representation: Services at court/tribunal including supporting applications, preparing for proceedings, emotional support and/or legal representation for those seeking to use court system to resolve their issue.

Referral: a referral is where an organisation cannot provide a service required by an existing client and has to refer them to an alternative organisation/agency. A client is referred on to an advice provider that can take the case forward, for example, a solicitor or other specialist level advice service that can deal with an appeal tribunal. It is good practice for the adviser to make contact with the alternative agency and make any necessary arrangements with them, this normally includes arranging an appointment. 

Signposting: directing a user to other organisations/agencies that would be able to help them. Signposting normally takes place when the client first visits an organisation with a new problem, an advisor may make suggestions about which agency to go to but it is normally left to the clients themselves to make arrangements for an appointment there.

Delivery/advice method: these are the methods used to advise the client e.g. face-to-face, telephone, electronic platforms. These methods can be used as a standalone or in combination to enhance the availability and quality of advice or support provided to the client.

Data on the advice stages, referral and signposting activity, prior legal advice and advice methods forms part of the IOTLS monitoring to gain insight into the client’s journey and the types of advice being provided by grantees.













Please scroll to the right to see the rest of the table and complete all the relevant fields
Records below are from page 1 (clients) and page 2 (issues and stages) for your reference:













Please scroll to the right to see the rest of the table and complete all the relevant fields
Records from page 2 (Table 2.1.1a clients issues) for your reference:






Your current input in Table 2.1.3 above:

















Please scroll to the right to see the rest of the table and complete all the relevant fields
Records from page 2 (Table 2.1.1a clients issues) for your reference:






Your current input in Table 2.1.4 above:





Note: the data below is for clients advised/supported at stage 3 ONLY









Note: the data below is for clients advised/supported at stage 3 ONLY. Please ensure the difference between the total in this section and the total for Stage 3 recorded on page 2 (section 2.1) is consistent with Stage 3 outbound referrals/signposts (section 2.1.3).











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Page 4

With the outcome indicators on this page, we want to have an idea of the client’s understanding of the issue they have submitted, of the pathways to its resolution, and to what extent the advice provided has equipped them with confidence and capability to deal with the issue themselves. These indicators are relevant to stage 1 and stage 2 clients only, they do not apply to clients receiving support at court (stage 3). In order to measure the indicators, you will be expected to take a big enough sample of the clients you are supporting and to then provide the advisor’s view on how the clients fair against the suggested statements.


Note: the data below is for clients advised/supported at stage 1 and 2 only.

Enter client sample for this indicator

Enter client sample for this indicator






























Note: the data below is for clients advised/supported at stage 1 and 2 only.

Enter client sample for this indicator

Enter  client sample for this indicator


































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Page 5

The outcome indicator on this page helps to understand to what extent the client’s problem has been resolved. Similar to the indicators on the previous page, this indicator relates to stage 1 and stage 2 clients only, it does not apply to clients receiving support at court (stage 3). In order to measure this indicator, you will be expected to take a big enough sample of the clients you are supporting and to then provide the advisor’s view on how the clients fair against the suggested statements. 


Note: the data below is for clients advised/supported at stage 1 and 2 only.

Enter client sample for this indicator

Enter client sample for this indicator


































***PLEASE REVIEW AND ACTION ALL THE MESSAGES IN THE CONTROL BOXES BEFORE PROCEEDING TO THE NEXT PAGE***



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Enter client sample for this indicator
























Enter client sample for this indicator






















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Sharing your data and information
Please make sure that you have saved the data in your form by clicking on the Save button. Also, make sure you have reviewed and resolved the messages in the control boxes on each page.

The Access to Justice Foundation will electronically hold and process personal data about you for the purpose of managing the Improving Outcomes Through Legal Support grant programme. 

 

We will use the information you give us in your reporting submission and in supporting documents for: monitoring grants and evaluating the way our funding programmes work, and the effect they have.

 

We may also give copies of this information to individuals and organisations such as:

 

  •         Accountants, auditors and external evaluators
  •         Other organisations and individuals with a legitimate interest in Ministry of Justice grants.
  •         Other organisations for the prevention and detection of fraud

 

The Access to Justice Foundation will keep information for 7 years after the final delivery date.

 

Your privacy is important to The Access to Justice Foundation. For more information about how we use your personal data, please read our Privacy Policy.

 

Please confirm below that you consent to The Access to Justice Foundation processing your data for the purposes outlined above:


Please make sure that you have saved the data in your form by clicking on the Save button. Also, make sure you have reviewed and resolved the messages in the control boxes on each page.
When you have clicked on the Submit button, you will be asked to review your answers (scroll through the pages) before submission. Please make sure you do so and then click on the Confirm button to send your form.
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