Potential PAN Training Materials
-Ethics http://rules.calbar.ca.gov/Rules/RulesofProfessionalConduct/CurrentRules.aspx

Intake Forms
For People On Inside/Loved Ones https://docs.google.com/forms/d/135j-fCJu5wI9okTHXcDcF8y_Pwuzj9rk3iK6J4Oyfa4/viewform?usp=send_form
For Advocates https://docs.google.com/forms/d/19y_McF2NPDClvF0VynaWiy8Rv8VuFge3JaGW2L9UJpk/viewform?usp=send_form

Agreement between PAN/NLG and advocate
-Expectation agreement to be signed by advocate (TBD)(outlines information about insurance, representations/guarantees, etc.) (example http://www.endisolation.org/wp-content/uploads/2013/03/CIVIC_Policy_Procedure_Legal_Professionals.pdf)
-Information PAN/NLG needs from advocate (current bar standing, paralegal standing, other information to know they’re reputable, letter of rec? referral?)

Sample forms
-General Confidentiality form between advocate and person inside (see CPF samples)
-Medical release to advocate from person inside (http://www.cphcs.ca.gov/docs/resources/cdcrform7385.pdf)
-Confidentiality waiver to advocate from person inside
-Confidentiality waiver to attorney from person inside
-Client engagement letter from advocate/attorney to client (states whether carries insurance) (sample http://www.americanbar.org/newsletter/publications/gp_solo_magazine_home/gp_solo_magazine_index/sampleengageletters.html)
-Client termination letter from advocate/attorney to client (sample https://www.americanbar.org/newsletter/publications/gp_solo_magazine_home/gp_solo_magazine_index/solo_lawyer_withdraw_case_client_ethics.html)

Sample materials
-Other intake forms
-Other interview forms

Sample advocacy materials