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Entering Event-Based Opportunities into Paladin

The opportunity form has recently been enhanced to make inputting event-based opportunities even easier.

Danielle LoMastro avatar
Written by Danielle LoMastro
Updated over a year ago

Paladin’s admin tools enable you to create, share, and manage available pro bono opportunities in one centralized place.

Top tips for events:

  • If the event is recurring, or if volunteers can register for more than one shift or occurrence, simply create one opportunity with multiple time and date options. This way, potential volunteers can select the times and dates that are most convenient for them, and you only have to manage one record.

  • Use the "Duplicate" button when creating recurring or multi-part events.

  • If you require a potential volunteer to complete additional screening steps (for example, a training) remember to add the relevant “sign-up link." Once they express interest, they will be automatically redirected there.

  • You can set a capacity limit for volunteer registrations. Once that limit has been reached, additional volunteers cannot sign up unless you update the entry.

Creating Event-Based Opportunities in Paladin

The following provides an overview of some of the key fields within the event creation process.

Select “+ New Pro Bono Opportunity” to open the opportunity form.

Now you can create a new opportunity:

  1. Opportunity Type: You will be prompted to choose the type of opportunity that you are entering, and the form will expand with additional fields appropriate for the Opportunity Type.

  2. Title: Enter a descriptive, concise and clear name for the opportunity. (Do not include personal identifying information in the opportunity title or description.)

  3. Description: Outline the event in further detail using the “Description”. This will form the primary content of the opportunity listing and should replace the current step in your workflow of creating an email, case digest, word document etc. You can then circulate this more broadly, and manage one record that is updated in real-time.

  4. Referring Organization: Use the “Referring Organization” drop down menu to select which organization you are inputting this opportunity on behalf of.

  5. Engagement Type: Select the type of engagement. You can choose from Advising (Non-Litigation), Fixed Time Commitment, Litigation, Policy Advocacy & Research, Training & Education and Transactional.

  6. Licensing Information: Enter any licensing requirements for the event.

  7. Location and Date/Time: Admins may select the location requirements for the event. Select one of the following options for where volunteers should arrive, either in-person, remote, or flexible. Note that the Location field is required for In-Person opportunities. You may include a virtual meeting link for a Remote event. Additionally, input the start and stop times for the event.

    Click "Save" to add your event, and then you can add additional events to create a series, if applicable. For example, you can use an event series to manage sign-ups for a recurring clinic, multi-part training, or hotline shifts.

  8. Additional Details: Add any additional details to this event including a sign-up link outside of Paladin, if applicable, and a maximum capacity for volunteers for this event.

  9. Use the "Duplicate" button to save time when adding additional opportunities in the same opportunity listing. After duplicating, you can edit any of the fields in the new event occurrence.

  10. Categorization: Categorize the opportunity by Practice Area and Community Served. You must select at least one, and up to four in each category. Attorneys can browse, sort and filter by these tags on the internal database. Ensuring you tag opportunities correctly increases visibility, leading to higher engagement.

  11. Qualifications: Enter any volunteer qualifications needed for this specific matter. Additionally, please enter any experience or language proficiencies needed for this opportunity.

  12. Skill Development: Select any skills volunteers may develop while participating in this event.

  13. Training & Support Details: This information helps a potential volunteer assess their fit for the opportunity. Enter any training provided. This is also where you can note if a supervising attorney is required or provided.

  14. Expiration Date: The opportunity listing will automatically stop recruiting after the last event in the series has occurred.

Publishing Opportunities ("Send To...")

  1. Once you've entered all relevant information, click on the "Send To..." drop-down at the bottom of the page to select the teams to which you would like to share the opportunity. Only those teams selected will be able to view the opportunity and sign up.

  2. Once you click on "Create Opportunity," the opportunity will immediately be available to those teams, and will automatically stop recruiting once the event has occurred.

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