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Go to the login page: https://app.mdjusticepassport.org.
Enter the email address that you used to sign up. If your email address is a Google account, you also have the option to log in with your Google account by clicking "Sign in with Google" and following the steps. If you log in with your Google account, you don't need to do steps 3 and 4.
You'll receive an email with a one-time Magic Link and code.
Click on the Magic Link or enter the code provided in the email.
Each time you log in, you will need to follow the steps above.
Click on the icon of the person .
On a computer 🖥️, the icon will likely be in the lower left corner.
On a mobile device📱, the icon will likely be in the top right corner.
Select "Log Out."
You will stay logged in until you choose to log out. If you are using a public computer, log out at the end of your session.
You have the option to be notified any time someone makes a change or adds something to your MJP. These notifications are meant to help you keep up to date on your case's progress and collaborate with service providers who have access to your MJP.
This page will show you how to manage your communication preferences and notifications.
Start by opening the Notifications page from the app's menu.
This is where you can manage your preferred method of contact for any updates or added content within your MJP.
If you have more than one Passport, each one will be listed as a separate row with the information we have on file from each one.
This is where you can manage the notifications you receive when content is added or changed on your Passport. You can choose what kinds of content or changes you want to receive notifications about, and which ones you do not want to be notified about. You will receive the notification in the form of your preferred contact method that you set up above.
You can choose to be notified when a , , , or is added or updated, if a new is made, or when the status of an existing Referral is changed. Service providers take these actions to update you on the progress of your referral and your case, and to document when they reach out to you.
If there is checkmark under the action's description, then you will be notified when that action happens. If there is an X, you will not receive a notification of that action.
By default, all preferences are initially set to checked.
This article will show you what to do when you have the case checked out.
The fourth step in the Attorney Referrals process is to determine if you will represent the potential client.
Client contact information
When the case is checked out to you, the potential client's contact information is displayed in the Attorney Referral and in the potential client's Passport. You can contact the potential client to discuss representation.
Contact the potential client to discuss representation.
If you schedule a consultation with the potential client, enter the date into the "Consultation Date" field in the Attorney Referral.
Enter your decision in the "Representation Decision" field in the Attorney Referral.
If you have made an agreement with the potential client to provide representation, select "I will provide representation."
This article will show you how to view a potential client's Maryland Justice Passport.
The second step in the Attorney Referrals process is to view the potential client's Passport. If you have selected that you do not have a conflict of interest, you will be given read only access to the potential client's Passport.
A few moments after you select that you do not have a conflict of interest, a box will appear that provides the link to the potential client's Passport. Click on the link. You can also get to the potential client's Passport by going to the and clicking on the potential client's name.
Once in the Passport, click through the tabs at the top of the page to review the information. You may need to wait a few moments and refresh the Passport to see all of the content, which takes a few moments to load after access is given.
This article will show you how to store notes in your Passport.
Open a Passport from the and click the "Notes" tab.
The "Notes" tab is where you can take notes on anything to do with your case. You can take notes on calls with service providers or check to see if your service provider has left you a note.
This article will show you how to share access to your Passport.
Open a Passport from the and click the "Share" tab.
You can share your Passport with service providers so that they can learn about your situation and determine if they can help you.
There are three Access Types to choose from when sharing your Passport.
This article will show you how to view and update case information in your Passport.
Open a Passport from the and click the "Case Info" tab.
The "Case Info" tab is where information about your case is stored. This includes your case type and county, your case summary, and information on the opposing party, if applicable. Feel free to add to this if you have more details than what is already shown.
The Referrals tab is where you can see organizations that you have been referred to. The organizations you've been referred to may or may not be able to help you. Each organization has its own eligibility criteria. The only way to know if an organization can provide services to you is to contact them and apply for services.
Open a Passport from the .
This article will show you how to navigate the pages in your Maryland Justice Passport account.
This article is a collection of frequently asked questions for organizations using the Maryland Justice Passport.
This article will show you how to conduct conflict checks for Attorney Referrals.
The first step in the Attorney Referrals process is to conduct a conflict check.
When a case has been referred to you, you will receive an email with a link to conduct a conflict check. You can click the link in the email or go to the and select the potential client's name.
This article will show you how to enter your case interest for an Attorney Referral.
The third step in the Attorney Referrals process is to indicate your case interest.
Interest deadline
You must indicate your case interest prior to the deadline. If you don't enter your case interest by the deadline, you will no longer be considered for the case.
This article will show you what to do once you've agreed to represent the client.
The fifth and final step in the Attorney Referrals process is to represent the client and close out the Attorney Referral.
Edit access to Passport
Once you agree to represent the client, you will have edit access to the client's Passport for 90 days. If you need additional time, the client or Civil Justice staff can extend your access expiration.
If you have decided that you will not represent the potential client, select "I decline the case." There is nothing more you need to do.
Click into the Attorney Referral that you want to enter your case interest for.
Click the "Edit" button and select an option in the Case Interest field.
If you select that you are interested in the case, enter the fee structure you would offer for the case.
Click the "Save" button.
If you select that you are not interested in the case, there is nothing more you need to do.
Civil Justice staff will review the attorneys that expressed interest and check the case out to up to three attorneys.
If the case is checked out to you, you will receive an email notification.
If the case is not checked out to you, there is nothing more you need to do.
When you begin working on the case, open the Attorney Referral and update the Case Status to "Open".
Collaborate with the client using the Passport. For example, both of you can add files and notes so that you can see the same information.
When you've finished representing the client, open the Attorney Referral.
Update the Case Status to "Closed".
Enter the representation outcome.
You only need multiple listings if your staff or services change based on eligibility criteria - geographic area, income guidelines, etc. If they do, your admin(s) should create one listing for each situation, containing the service description, legal issues, and preferences. All preferences other than the eligibility criteria described, such as points of contact, pinging, and conflict checks, can be set up within a single listing.
The following information will be shown to conduct the conflict check:
County of the matter
Practice area (i.e., Consumer Law, Family Law)
Potential client's full name and address
Opposing party's full name, company name, and address
Click the "Conflict Check" button and select an option and click "Save".
If you have a conflict of interest, there is nothing further you need to do.
If you don't have a conflict of interest, you will be given read only access to the potential client's Passport to read about their case.
Click the "Save" button to apply the changes or the "Cancel" button if you decide not to update them.
To close the pop-up without saving any changes, you can also click the "X" button on the top right corner.
You can change these settings for each Passport separately, if you have more than one.
If you do not wish to be notified about a Passport, set your preference under Preferred Contact Method to Do not contact.
To close the pop-up without saving any changes, you can also click the "X" button on the top right corner.
Any changes to these preferences will be applied to all Passports, if you have more than one.
On the "Notes" tab, click the "Add New" button on the upper right of the screen.
Write a note name to help you remember what the note is about. A note name must be entered.
The "Note Details" field is optional. You can write as much as you would like.
Click the "Save" button .
After clicking "Save", you'll return to the "Notes" tab.
To add more notes, repeat steps 1 through 4.
Viewer: can only view content. Can't edit content, add new content, or manage sharing.
Editor: can edit and add new content. Can't manage sharing.
Administrator: can edit and add new content and manage sharing.
Select the "Edit" button near the top right corner of the screen.
Click into the boxes and make edits as needed. Feel free to add more information, but don't delete anything.
Select the "Save" button near the top right corner of the screen.
If you've started editing your case information but decide that you don't want to keep the changes, click the "Cancel" button near the top right corner of the screen.
Click the "Referrals" tab. Each referral is displayed as a rectangle that shows the organization name, phone number, and referral status.
Click on a referral to open it and see the details.
The organization phone number and description are displayed along with an "Open Website" button that you can click to open the organization's website in a new browser tab. The organization phone number, website, and description cannot be edited.
The "Referral Status" and "My Referral Notes" sections are for you to update. Updating the status and referral notes will help you stay organized.
Open a referral. See the steps directly above for how to open a referral.
Select the "Edit" button near the top right corner of the screen.
Update the "Referral Status" by selecting an option from the dropdown menu. Updating the referral status will help you keep track of your application for services with that organization. Organizations may also update the referral status if they have contacted you.
Update the "My Referral Notes" section by adding notes about your communication with the organization, such as when you contacted them and what they told you.
Select the "Save" button to save your updates.
To go back to the Referrals tab, click on "Back to (your name)" at the top of the screen. For example, if your name is Sarah Jones, click on "Back to Sarah Jones."
If you've started updating a referral but decide that you don't want to keep the changes, click the "Cancel" button .
Most people will only have one Passport.
If you have multiple Passports, all of them will be shown on the Passports page.
If someone shares their Passport with you, you will see it on the Passports page.
Click on a Passport to open it. Information in your Passport is organized in tabs that go across the page. Click on the three dots on the right side of the tabs menu to see more tabs. There are knowledge base articles about the information in each tab.
The image below shows the tabs menu with the three dots on the right.
The "Questions" page provides a link to this knowledge base and methods to contact us if you have questions or need help using your Passport.
If you would prefer to contact us by phone, call 443-853-1011. We are available Mondays, Wednesdays, and Fridays from 10:00 am to 3:00 pm.
The "Feedback" page is for you to share your experience with your Maryland Justice Passport so that we can improve the program.
We would love your feedback! Simply click on the "Start Survey" button to open the survey.
The "Privacy" page explains who will have access to the data in your Passport and that you are responsible for keeping your account secure.
Notifications
The "Notifications" page is for you to manage communication preferences-how and when to be notified- about content that is added or changed on your Passport. Learn more about this feature on the next page.
This article will show you how to keep track of key dates and appointments in your Passport.
Open a Passport from the Passports page and click the "Events" tab.
The Events tab is where you can keep track of court hearings, appointments, and key dates. Organizations who have access to your Passport can also view and add events.
This article will show you how to use Tasks in your Passport to keep track of things you need to do.
Open a Passport from the Passports page and click the "Tasks" tab.
The "Tasks" tab is where you can keep track of things that you need to do for your case. It might include things like uploading certain documents to the "Files" tab, or other tasks, depending on your case type. You can add additional tasks to stay organized as your case progresses.
Organizations who have access to your Passport can also add tasks, which will be things for you to do to help them provide you with services more quickly. Some tasks might have files, such as a form that needs to be completed.
This article will show you how to store files in your Passport.
Open a Passport from the Passports page and click the "Files" tab.
The "Files" tab is where you can store documents, forms, photos, or screenshots relevant to your case. You and service providers can upload and download files. You can use this feature to put files in your Passport so that service providers can view them, and service providers can upload forms or documents for you to download and complete.
This article will explain what listings are and show you how to navigate your listings in your Maryland Justice Passport organization account.
Listings are how the Maryland Justice Passport system displays and directs referrals. When service providers choose where to refer their client, they can filter the listings by the client’s legal issue and county to make an informed referral. Listings are separate from organization profiles because some organizations have different programs in different counties, or different staff in other locations.
You need to have at least one listing in order to receive Passport referrals. Many organizations will only need one listing. However, some organizations need more than one listing if the legal issues they accept change based on geographical area, and/or if they have different staff in other geographical areas. See the Additional Listings section for more information.
If you do not see an "Edit" button, that means you don't have the ability to edit your organization's listings because you are not an admin. If you think this is a mistake, contact your supervisor to make you an admin.
You only need to create more than one listing if your services or staff change based on eligibility criteria – geographic area, income guidelines, etc. If you want to modify conflict checks, point(s) of contact, or case types for programs with the same criteria, do so within the listing using the legal issues feature. If your services or staff do change based on eligibility criteria or geographical area, create a listing for each program, with all appropriate details for each one.
If you need to make another listing, follow instructions on .
After adding in a listing, you need to include at least one legal issue to the listing. If all of the legal issues in your program have the same point(s) of contact and the same need (or not) for conflict checks, you can add them all at once. If legal issues have different point(s) of contact, or if some legal issues need a conflict check and others don’t, add the legal issues separately.
If conflict check is required for the legal issue, the point(s) of contact will receive an email notification and have access to limited client information to conduct the conflict check. If the client is approved, staff can have full view of the Passport. If conflict check is not required, staff can view the client's Passport once it's been referred.
Pinging is what we call referral partners getting access to the Passports of litigants who are referred to your listing. If you turn pinging on, your point(s) of contact will get emailed about new clients and get access to each new Passport. If you turn pinging off, no one at your organization will receive notifications or access to Passports referred to your listing. The litigant will see your organization’s information in their referral and reach out to you.
This article will show you how to navigate add, delete, and update roles for you staff in your Maryland Justice Passport organization account.
Your staff page should contain everyone at your organization who might use the Maryland Justice Passport system. Putting someone in your staff list gives them the ability to log into the platform and allows them to be a point of contact for Passport referrals.
There are two types of staff account roles:
Admin: can edit all organization information, staff, and listings. They can also view and edit passports that have been referred to their organization.
Staff: can only view organization and listing information. They can also view and edit passports that have been referred to their organization.
There are many useful ways to use the Justice Passport for your clients. We've included a list of common practice areas so you can get a better idea of when to use it, what to include, and how your cl
Housing counselors who are working with clients dealing with foreclosure can create a brief case summary explaining the situation, including what work the counselor has done. When the client reaches out to legal services, the client can easily read the case summary (or share the entire passport) with the attorney. The attorney will be able to get a clear understanding of what has happened much quicker and have copies of all the documents in a single location. The Justice Passport can help track and organize:
Client's application for modification
Notice of Intent to Foreclose
Order to Docket
Communications with servicer
Referrals to legal partners
If the client is being threatened with eviction for not paying their rent, they might have lots of paperwork. If the client met with an MCLA attorney, you can create a case summary that includes the court case number, and a detailed summary of the situation. The Justice Passport can help track and organize:
Tasks for the next steps the client needs to take, such as contacting another legal service provider for representation
Links to court forms the client needs to complete
Court dates or due dates so the client knows when items are due in the case
Files and documents can be uploaded into the “Files” section of the passport. Some examples might include:
Money order receipts
Court complaints
Letters from their landlord
Notices from the sheriff
If your client does not have an attorney in an ongoing custody battle, the Justice Passport might be able to help them. The client might be facing a number of items that can be tracked and organized, including:
Multiple court orders
Text messages from the ex-spouse
Letters from the child’s school saying they are repeatedly missing school while under the care of the ex-spouse
Referrals to legal aid organizations
A passport can safely store documents related to a client's case electronically, so if the victim needs to quickly leave their residence, their documents are secure and accessible to them. The Referrals feature can help a person track which providers they have contacted for assistance, without leaving papers lying around.
This article will show you how to complete conflict checks for clients in your Maryland Justice Passport organization account.
Service providers refer litigants to our partners by choosing listings to put in the litigant’s “referrals” page. When your pinged listing is added to a litigant’s Passport, your point(s) of contact receive an email. The next steps depend on the preferences you set up in your organization’s listings.
When is turned on, your point(s) of contact will get emailed about new clients and get access to each new Passport. However, their access is limited when conflict check is required for their . They will only have enough information from the Passport to either accept or reject a case. If a case is accepted, staff will have full access to the litigant's Passport.
This article will show you how to delete your Maryland Justice Passport account.
You can choose to receive notifications when someone, such as the litigant, adds or updates content to a Passport referred to you. These notifications will help you keep current on the case's progress and collaborate with the litigant.
You can manage the notifications you receive on the app's , accessible in the sidebar menu of the MJP platform.
By default, all options are initially checked. You may opt out of any or all of these notifications by . Your preferences will apply across all Passports to which you have access.
You will receive all notifications via the email that you use to log into the MJP app.
If you have a focus area that isn't listed, contact [email protected] to have it added to the list.
If Pinging is on, the litigant will be expecting your organization to reach out to them using the contact information in their Passport. If pinging is off, the litigant will reach out to your organization to seek assistance. See pinging section for more information.
Click the "Save" button to save your updates.
After you click "Save," you are taken to an overview of the new listing. When you click back to the "My Listings" page, you can see the new listing is added.
Your options for points of contact come from the staff list in your organization profile. You can add as many people as you’d like. If you don’t see a name you’re looking for, add it to your staff list (see the People page on how to add staff for instructions).
Click the "Save" button to save your updates.
Click on the "Conflict Check" tab.
Select the "Edit" button.
Click the dropdown menu underneath the "Conflict Check Required?" section to reveal "Yes" or "No" as options. Select the one that applies to your legal issue.
Select the "Save" button to save your updates.
Click on the "Points of Contact" tab.
Select the "Edit" button.
You can add a point of contact by selecting the dropdown menu under the Points of Contact section and clicking on the staff member's name.
Your options for points of contact come from the staff list in your organization profile. You can add as many people as you’d like. If you don’t see a name you’re looking for, add it to your staff list People page on how to add staff for instructions).
You can also remove a point of contact by clicking the "X" next to their name under the Points of Contact section.
Click the "Save" button to save your updates.
Click on the dropdown menu underneath the Pinging On/Off section to reveal "On" or "Off" as options. Select the one that applies for your listing.
Click the "Save" button to save your updates.
Click the "Save" button to save your updates.
After you click "Save," you are taken to an overview of the new staff account profile. When you click back to the "My People" page, you can see the new staff account added to the organization.
It may take up to 30 seconds for the new person to show up in the staff list. Refresh the page if you don't see it after 30 seconds.
Click the "Save" button to save your updates.
Go back to the "My People" page to confirm that the staff account was removed from the organization.
It may take up to 30 seconds for the update to show up in the staff list. Refresh the page if you don't see it after 30 seconds.
Click the "Save" button to save your updates.
Go back to the "My People" page to confirm the role update was made.
It may take up to 30 seconds for the update to show up in the staff list. Refresh the page if you don't see it after 30 seconds.
A detailed case summary written by the self-help attorney to help the client explain their story and legal issues to the other legal providers
Select the My Conflict Checks page on the left side menu. This will reveal all the referrals your organization has received that still require a conflict check review.
When pinging is turned on, your point(s) of contact will get email about new clients and get access to each new Passport. However, the view will not be limited since there is no conflict check requirement for the legal issue selected. You and your staff will be able to access the litigant's Passport details and determine if your organization can help or if another referral is needed to get them help.
We will delete your passport account and send you an email confirmation.
The "Event Description" and "Event Notes" fields are optional. Enter a description and notes that will be helpful to you in the future.
If you would like to receive a calendar invitation for the event, check the box under "Send me a calendar invitation." Once you click "Save" in the next step, an email will be sent to you with the calendar invitation.
Click the "Save" button .
After clicking "Save", you'll return to the "Events" tab.
To add more events, repeat steps 1 through 7.
To go back to the "Events" tab, click on "Back to (your name)" at the top of the screen. For example, if your name is Sarah Jones, click on "Back to Sarah Jones."
Click the "Edit" button .
Make updates to the fields as needed.
Note: if you sent yourself a calendar invitation when the event was first created, the calendar invitation will not be updated for any edits you make. You will need to go into your calendar (Google Calendar, Apple Calendar, etc.) and make edits there as well.
Click the "Save" button to save your updates.
To go back to the "Events" tab, click on "Back to (your name)" at the top of the screen. For example, if your name is Sarah Jones, click on "Back to Sarah Jones."
If you've started editing an Event but decide that you don't want to keep the changes, click the "Cancel" button .
There is a Calendar View that shows events on a calendar at the bottom of the page. You may need to change the month at the top left of the calendar to see an event. Click on an event and then click on the "See Details" button to open it.
The location of the "Delete" button varies based on the type of device you are using.
On a computer 🖥️, click the "Delete" button on the upper right of the screen.
On a mobile phone📱, click the three dots to the right of the "Edit" button to reveal the "Delete" button. Click the "Delete" button .
Once you've clicked the "Delete" button, a box will pop up to confirm that you want to delete the event. If you are sure you want to delete the event, click the "Delete" button . If you are not sure, click the "Cancel" button .
Once you click "Delete" the 2nd time to confirm that you want to delete the event, you may be directed to the "My Profile" tab in your Passport. To keep working on your Events, click on the "Events" tab.
Note: if you sent yourself a calendar invitation when the event was first created, the calendar invitation will not be deleted. You will need to go into your calendar (Google Calendar, Apple Calendar, etc.) and delete the event there as well.
The "Task Files" field is optional. There may be files that go with the task such as application documents or court documents. Follow the steps below to add files.
On the "Task Files" field, click the "Add" button . You can upload up to five files at a time. Once you've added the files, click the "Upload" button .
If you need to upload more than five files, click the "Add" button again and you can upload up to five more files. You can continue to upload more files following this process.
Click the "Save" button .
After clicking "Save", you'll return to the "Tasks" tab.
To add more tasks, repeat steps 1 through 6.
Click the "Download File" button (arrow pointing down) near the top right corner of the screen. The file will be downloaded to your device.
Click the "X" at the top right corner of the screen to close the file preview.
To go back to the "Tasks" tab, click on "Back to (your name)" at the top of the screen. For example, if your name is Sarah Jones, click on "Back to Sarah Jones."
Make updates to the fields as needed. To remove a file, click the "X" in the top right corner of the small image of the file.
Click the "Save" button to save your updates.
To go back to the "Tasks" tab, click on "Back to (your name)" at the top of the screen. For example, if your name is Sarah Jones, click on "Back to Sarah Jones."
If you've started editing a task but decide that you don't want to keep the changes, click the "Cancel" button .
On a mobile phone📱, click the three dots to the right of the "Edit" button to reveal the "Delete" button. Click the "Delete" button .
Once you've clicked the "Delete" button, a box will pop up to confirm that you want to delete the task. If you are sure you want to delete the task, click the "Delete" button . If you are not sure, click the "Cancel" button .
Once you click "Delete" the 2nd time to confirm that you want to delete the task, you may be directed to the "My Profile" tab in your Passport. To keep working on your tasks, click on the "Tasks" tab.
The "File Description" field is optional. You can enter details about the file that may be helpful to you in the future, such as the date you received the file.
Click the "Save" button .
After clicking "Save," you'll return to the "Files" tab.
To add more files, repeat steps 1 through 6.
Make changes to the file name, attachments, or file description. To remove an attachment, click the "X" in the top right corner of the attachment.
Click the "Save" button to save your updates.
To go back to the "Files" tab, click on "Back to (your name)" at the top of the screen. For example, if your name is Sarah Jones, click on "Back to Sarah Jones."
If you've started editing a file but decide that you don't want to keep the changes, click the "Cancel" button .
On a mobile phone📱, click the three dots to the right of the "Edit" button to reveal the "Delete" button. Click the "Delete" button .
Once you've clicked the "Delete" button, a box will pop up to confirm that you want to delete the file. If you are sure you want to delete the file, click the "Delete" button . If you are not sure, click the "Cancel" button .
Once you click "Delete" the 2nd time to confirm that you want to delete the file, you may be directed to the "My Profile" tab in your Passport. To keep working on your files, click on the "Files" tab.
Enter the email address of the person to send the file to.
Enter a message to let the person know what the file is about.
Click the "Save" button .
Once a file has been shared, the history of shared files will be shown and you can click on the "Date Sent" to see the details.
To share the file with another email address, repeat steps 3 through 6.
Click the "X" at the top right corner of the screen to close the file preview.
You can choose what kinds of content or changes you do or don't want to receive notifications about, such as when a File, Note, Task, or Event is added or updated.
You can choose to receive notifications when a Referral is added or when the status and/or notes on an existing Referral are updated. If a Referral in a Passport created by an organization is declined due to a conflict, the staff person who made the Passport will be notified.
If you choose to receive an email when a Referral is declined, you can click the provided link or log in directly to the MJP application to make another Referral for the litigant.
The Referral that was not accepted will remain on the Passport for reference, with an updated Referral Status of 'declined for services'.
If there is a checkmark under the action's description, then you will be notified when that action happens. If there is an X, you will not receive a notification of that action. To change your preferences, follow the steps below:
Click on the "Edit" button to the right of the checkboxes
Within the pop-up, check or uncheck the boxes to change your preference
Click the "Save" button to apply the changes or the "Cancel" button if you decide not to update them
To close the pop-up without saving any changes, click the "X" button on the top right corner.
Dark mode shows light text on a dark background.
You can use this knowledge base in a few ways depending on your needs.
Read through the articles. If you want to understand each part of the Maryland Justice Passport, click the arrow at the bottom of each article to read the next one.
Select the specific article you are looking for.
On a computer 🖥️, select an article from the list on the left side of the page.
On a mobile device📱, click the menu icon at the top of the page and select an article. The menu icon looks like three horizontal lines.
Search the knowledge base. Click on the search icon at the top of the page and enter your search terms.
This article will show you how to navigate your organization profile in your Maryland Justice Passport organization account.
Every organization has one profile. It's a good idea to review your organization's profile periodically to ensure that all contact and staff information is accurate. Updating your profile will make sure that referrals to you run smoothly.
If you do not see the "Edit" button on the "My Organizations" page, you do not have admin access. Only admins can make changes to organization information. If you think this is a mistake, contact your supervisor to make you an admin.
This article will show you how to view and update your profile information in your Passport.
Open a Passport from the and then click on the "My Profile" tab (most people will already be on the "My Profile" tab after opening a Passport). You will see your name, contact information, and communication preferences.
Select the "Edit" button near the top right corner of the screen.
Click the "Save" button to save your updates.
If you've started editing but decide that you don't want to keep the changes, click the "Cancel" button .
You can also add focus areas by clicking the box under "Focus Areas" or the arrow to reveal a list of legal topics to add. If you have a focus area that isn't listed, contact [email protected] to have it added to the list.
Click the "Save" button to save your updates.
If you've started editing but decide that you don't want to keep the changes, click the "Cancel" button .
If you've started editing but decide that you don't want to keep the changes, click the "Cancel" button .
Click the "Save" button to save your updates.
If you've started editing but decide that you don't want to keep the changes, click the "Cancel" button .
Click on the box underneath "Organization Description" and update the text in that area.
Click the "Save" button to save your updates.
If you've started editing but decide that you don't want to keep the changes, click the "Cancel" button .
Click on the box underneath "Website" and update the hyperlink to the organization's website.
Select the box underneath "Phone Number" and update the organization's phone number. Make sure to add parenthesis, spaces, and dashes to make the phone number easy to read for a litigant.
Click on the box underneath "Email" and update the organization's email address.
Select the "Save" button to save your updates.
If you've started editing but decide that you don't want to keep the changes, click the "Cancel" button .
Click on the box underneath "Disclaimer" and add or update the text that your organization wants litigants to see. For example, "A referral is not a guarantee of services."
Select the "Save" button to save your updates.
If you've started editing but decide that you don't want to keep the changes, click the "Cancel" button .
Click the "Add" button under the "Files to Include with Referrals" section. You can upload up to five attachments at a time. Once you've added the attachments, click the "Upload" button .
If you need to upload more than five files, click the "Add" button again and you can upload up to five more files. You can continue to upload more files following this process.
Click the "Save" button to save your updates.
If you've started editing but decide that you don't want to keep the changes, click the "Cancel" button .
Click the "Save" button to save your updates.
If you've started editing but decide that you don't want to keep the changes, click the "Cancel" button .
When entering the email address, make sure to verify the email. Currently, you cannot update the email address. You will need to delete the account and add the staff member back in with the correct email address.
Click the "Save" button to save your updates.
It may take up to 30 seconds for the new person to show up in the staff list. Refresh the page if you don't see it after 30 seconds.
Under "System Role" select the drop down menu to reveal the different roles associated with accounts. Click "Remove user."
Click the "Save" button to save your updates.
It may take up to 30 seconds for the update to show up in the staff list. Refresh the page if you don't see it after 30 seconds.
Under "System Role" select the drop-down menu to reveal the different roles associated with accounts. Click "Admin" or "Staff."
Click the "Save" button to save your updates.
It may take up to 30 seconds for the update to show up in the staff list. Refresh the page if you don't see it after 30 seconds.
Click into the boxes and make edits as needed.
Select the "Save" button near the top right corner of the screen.
If you've started editing your profile but decide that you don't want to keep the changes, click the "Cancel" button near the top right corner of the screen.
This article will show you how to update or add to Passports for clients in your Maryland Justice Passport organization account.
Accessing a litigant’s Passport is helpful in many ways. Most importantly, you can use a litigant’s Passport to learn the details about their case. When you are “pinged” on a Passport, the litigant will be expecting that you will contact them, which you can do by using the contact information in their Passport. When you get in touch with them, the information you learned by reading their Passport will save both you and the litigant time during intake.
You can also use a litigant’s Passport to help them keep their case moving forward. Partners can change the status of a litigant’s referral to keep them up to date. To help the litigant stay organized, partners can also add tasks, notes, files, and events to litigants’ Passports. Even if you can’t represent a litigant, you can help their case progress by referring them to other organizations.
If your organization can't give a litigant the help they need, you should refer the litigant to another organization so that they can keep moving forward in their case. You can also add a referral to any organization that provides services that you don't provide.
Click into the boxes and make edits as needed.
Select the "Save" button near the top right corner of the screen.
If you've started editing but decide that you don't want to keep the changes, click the "Cancel" button near the top right corner of the screen.
Click into the boxes and make edits as needed.
Select the "Save" button near the top right corner of the screen.
If you've started editing but decide that you don't want to keep the changes, click the "Cancel" button near the top right corner of the screen.
Click the "Edit" button.
Make changes to the file name, attachments, or file description. To remove an attachment, click the "X" in the top right corner of the attachment.
Click the "Save" button to save your updates.
To go back to the "Files" tab, click on "Back to (litigant name)" at the top of the screen. For example, if the litigant's name is Sarah Jones, click on "Back to Sarah Jones."
If you've started editing a file but decide that you don't want to keep the changes, click the "Cancel" button .
On the "File Attachment" field, click the "Add" button . You can upload up to five attachments at a time. Once you've added the attachments, click the "Upload" button .
If you need to upload more than five files, click the "Add" button again and you can upload up to five more files. You can continue to upload more files following this process.
The "File Description" field is optional. You can enter details about the file that may be helpful to the litigant in the future, such as the date the file was received.
Click the "Save" button.
After clicking "Save," you'll return to the "Files" tab.
To add more files, repeat steps 3 through 8.
Once you've clicked the "Delete" button, a box will pop up to confirm that you want to delete the file. If you are sure you want to delete the file, click the "Delete" button. If you are not sure, click the "Cancel" button .
Once you click "Delete" the 2nd time to confirm that you want to delete the file, you may be directed to the "Litigant Info" tab in the Passport. To keep working on the litigant's files, click on the "Files" tab.
Click the "Download File" button (arrow pointing down) near the top right corner of the screen. The file will be downloaded to your device.
Click the "X" at the top right corner of the screen to close the file preview.
If you need to make an update, click the "Edit" button to make changes to the Note Name or Note Details.
Select the "Save" button to save your updates.
To go back to the "Notes" tab, click on "Back to (litigant name)" at the top of the screen. For example, if the litigant's name is Sarah Jones, click on "Back to Sarah Jones."
The "Note Details" field is optional. You can write as much as you would like.
Click the "Save" button .
After clicking "Save", you'll return to the "Notes" tab.
To add more notes, repeat steps 1 through 4.
Click on the small image of the file. A preview of the file will be displayed, or you may see a message that says, "This file cannot be opened."
Click the "Download File" button (arrow pointing down) near the top right corner of the screen. The file will be downloaded to your device.
Click the "X" at the top right corner of the screen to close the file preview.
To go back to the "Tasks" tab, click on "Back to (litigant name)" at the top of the screen. For example, if the litigant's name is Sarah Jones, click on "Back to Sarah Jones."
The "Task Details" field is optional. Be as descriptive as you can to help the litigant remember what they need to do.
The "Task Status" and "Task Due Date" fields are optional. Use these fields to keep track of the litigant's progress and meet deadlines.
The "Task Files" field is optional. There may be files that go with the task such as application documents or court documents. Follow the steps below to add files.
On the "Task Files" field, click the "Add" button . You can upload up to five files at a time. Once you've added the files, click the "Upload" button.
If you need to upload more than five files, click the "Add" button again and you can upload up to five more files. You can continue to upload more files following this process.
Click the "Save" button.
After clicking "Save", you'll return to the "Tasks" tab.
To add more tasks, repeat steps 3 through 8.
There is a Calendar View that shows events on a calendar at the bottom of the page. You may need to change the month at the top left of the calendar to see an event. Click on an event and then click on the "See Details" button to open it.
If you need to make an update, click the "Edit" button.
Make updates to the fields as needed.
Note: if you sent yourself a calendar invitation when the event was first created, the calendar invitation will not be updated for any edits you make. You will need to go into your calendar (Google Calendar, Apple Calendar, etc.) and make edits there as well.
Click the "Save" button to save your updates.
To go back to the "Events" tab, click on "Back to (litigant name)" at the top of the screen. For example, if the litigant's name is Sarah Jones, click on "Back to Sarah Jones."
Select the "Event Start Date and Time" and the "Event End Date and Time." Both of these fields are required.
The "Event Location" field is optional. It is a good idea to add location information if the event is in person.
The "Event Description" and "Event Notes" fields are optional. Enter a description and notes that will be helpful to the litigant in the future.
Click the "Save" button.
After clicking "Save", you'll return to the "Events" tab.
To add more events, repeat steps 3 through 8.
Once clicked, you can type out the name of the organization to narrow down the organization options.
Select the organization name, then click the "Save" button.
The litigant will now have a referral to that organization, with the status automatically populated as “Haven’t contacted yet.” It is up to the litigant to change that status once they contact the organization.
This will open a new web browser tab that takes you to the "Listings" page that displays all of the referrals that the Passport can provide.
At the top, you can filter the listings by county, legal issue, focus area, and organization name.
Choose the county and case type for the litigant being referred, and any focus area that may be applicable to the litigant, such as LGBTQIA+, survivor of abuse, or immigrant.
Certain organizations provide legal services to only the people within their focus areas.
You can then click the name of any of the organizations that come up to see the organization's contact information, counties, focus areas, and description.
You can also click the "Legal Issues" tab to see what legal issues they serve, and if they require a conflict check for any of these legal issues.
Some organizations may have multiple listings, corresponding to their different programs, with each program having its own legal issues and counties that they serve.
Other organizations only have one listing for all their programs.
Once you have determined the referral that best suits your litigant's case, click on your web browser tab titled "Referrals create" to go back to the page to make a referral.
Select the dropdown labeled as "Select" under "Select Referral."
Once clicked, you can type out the name of the organization to narrow down the organization options.
Select the organization name, then click the "Save" button.
The litigant will now have a referral to that organization, with the status automatically populated as “Haven’t contacted yet.” It is up to the litigant to change that status once they contact the organization.
To make an update, select your organization's tile.
Click the "Edit" button.
Under "Referral Status," select the dropdown to view the list of statuses.
The statuses include: Haven't contacted yet, Contacted and waiting to hear back, Appointment scheduled, Accepted for services, Declined for services, Referred me to other providers, They don't provide the services I need.
Click the status that best applies to where the litigant stands.
Select the "Save" button to save any changes.
This article will show you how to create Passports for clients in your Maryland Justice Passport organization account.
Creating a Passport for a litigant is a great way to help them stay organized and move their case forward. Rather than just giving a litigant the phone number of another organization, making the referral using a Passport will save the litigant time and energy as they look for services, and will also save intake time for the organization receiving the referral. Even if you are not going to add a referral, you can still create a Passport for a litigant so that they have a secure place to store their case documents, details, events, and tasks.
Click the "Add New" button. This will take you to a new screen to fill out information about the Litigant, Opposing Party, Case, and Referral.
Click the "Save" button to save your updates.
After you click "Save," you are taken to an overview of the new Passport. When you click back to the "All Passports" page, you can see the new Passport.
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