Nonprofit Dashboard Guide

 

You can see information about all of your projects, or create a new project, from your dashboard. From here, you can also edit your organization's profile, or add a new admin to your account, using the link next to your organization’s name.

Creating Projects

Use the green button to draft a new project. Our Project Wizard will walk you through all of the information we need to share your project with volunteer lawyers.

You can save drafts of multiple projects until you are ready to publish them.

Reviewing & Selecting Volunteers

All of your draft, current, and past projects appear on your dashboard. Click on any project to see detailed volunteer information, with new volunteers at the top. 

You can pause volunteer recruitment at any time directly from the project page. When you’re ready to connect with more volunteers, re-open your project to new volunteers using the same feature.

After reviewing volunteer information, you can message volunteers to explore working together or politely decline their help with the click of a button. After messaging a volunteer, you will have the opportunity to select them.

If you do not wish to screen your volunteers before accepting them into the project, you can turn on auto approval. If your project uses groups, you can do this in the Advanced Settings tab. If it doesn’t use groups, email wta-partnerships@civicnation.org to access this feature.

You can also use the Advanced Settings tab to create or edit your default messages to interested volunteers, as well as the messages you send when selecting or declining volunteers. 

Organizing Your Volunteers

Filters

If you have many volunteers, our filters can help you narrow your pool based on location, legal expertise, language, their status on your project, and more. You can message the lawyers in your filtered list directly from the dashboard

Customized Questions to Volunteers

You can create up to two customized multiple choice questions to gather volunteer information relevant to your project. Common questions include whether a volunteer has prior experience with a specific task/filing/proceeding, whether a volunteer is interested in a project leadership role, or how far a volunteer is willing to travel. If you use these questions, you will also be able to filter volunteers by their responses to them.

Groups or Teams

You can also use groups to let your volunteers self-organize in ways that makes sense for your project, like:

  • Shifts for a hotline or clinic

  • Teams working on different research questions

  • Volunteers focused on certain states or cities

  • Lawyers with different backgrounds/expertise or skills

  • Volunteers who speak relevant languages

  • Lawyers who gave certain answers to your customized questions 

When new volunteers join the project, they will be prompted to join relevant groups. You can edit the groups by adding or removing individual volunteers, and you can use the filters above to send messages only to group members.

 

Connecting Nonprofits with Free Legal Support

To date, We The Action has provided more than $104 million in free legal services to hundreds of nonprofit partners nationwide, ranging from nationally-recognized organizations to small, volunteer-driven groups. Whether you need hundreds of lawyers to staff an election hotline or one lawyer to review a contract, our platform gives you the flexibility and tools to connect with our 41,000+ volunteer lawyers.

Our custom tools can replace Excel spreadsheets and other cumbersome organizational systems, giving you an all-in-one place to recruit and screen volunteer lawyers, communicate with your lawyers, and track your project’s progress. And We The Action’s Partnerships Team is always ready to give you hands-on support to help you take full advantage of the services of our community of volunteer lawyers.

Better yet, the platform is easy to learn and easy to use. Here’s how the We The Action platform can help you fill your legal needs:

Click here to apply to become
a nonprofit partner of We The Action!


Step-by-Step Project Creation Wizard

With just a few clicks, our Project Wizard helps you post
a project to attract the right lawyers for your needs.

Our Project Wizard helps you create a compelling story for your project. Just tell us what skills you need, where you need your volunteers to live or be licensed, and whether your project includes features like training or support. Then we’ll promote your project to lawyers who meet your criteria.

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Curate & Create Custom
Lists of Lawyers

Find a lawyer that fits your specific needs by filtering
possible volunteers by location, language, expertise, and more.

When you have many lawyers signed up for your project, our filters let you zero in on the ones who might be a fit for each need. Instantly find the lawyers who speak a client’s language, live near a project site, or have experience in a relevant legal field.

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Communicate Quickly
with Lawyers

With a few clicks, send emails or urgent texts to individual volunteers,
your project’s entire volunteer list, or any segment of your project’s volunteers.

No more wasted time copying lists from a spreadsheet and loading them into an email. Easily send emails to everyone in your project, or use our filters and groups to customize your audience quickly. If your message is urgent, you can even send texts right to volunteers’ phones.

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Easily Schedule
Lawyers into Shifts

Have a project that requires multiple shifts?
Our platform makes it easy to schedule lawyers into different dates & times.

Use our grouping tools to set up your shift schedule, including the date, time, location and number of volunteer slots. Lawyers will be prompted to sign up for available shifts when they join the project, and you can message them when new shifts are scheduled. You can also build additional requirements — like language ability, specific legal experience, or ability to travel — into any shift.

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Custom Tools to Find
The Right Lawyer

Whatever your legal needs, our tools are custom built to help you get the job done.

These tools are just the start! You can also write your own screening questions for volunteers, organize project teams, and much more. Contact our team to find the right solutions for your project.

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We The Action Lawyer User Guide

Whether you are a longtime WTA volunteer or new to the platform, this website demo is meant to help you get the most out of your experience.

Continue reading to learn the fundamentals of how to navigate the We The Action platform, create your profile, find projects that fit your schedule and interests, and sign up to volunteer.

If you still have questions after reading this user guide, you can email the We The Action support team directly.


Logging In

Open WeTheAction.org and click on the Log In button in the upper right hand corner of the website.


Exploring Your Dashboard

The dashboard page allows to see your WTA achievements, view your previous volunteer projects, and access your profile settings. The dashboard also has options to complete your profile, view the project directory, and refer WTA to a friend.


Completing Your Profile

In Settings, you can complete your profile, change your contact information, set your preferences, and change your password. To make sure we can connect with projects that you care about, please enter as much information as possible.


Finding a Project

The project page allows you to explore active projects, filter and sort projects, and volunteer for projects. You can sort and filter projects by time commitment, issue area, state, and much more.

After selecting a project from the project page, you can see more information about the project, including context, work outlines, and required deliverables. If you decide you want to work on the project, click on “Volunteer for this Project” to be connected directly with the nonprofit.


Connecting with the Nonprofit

After selecting a project, you will receive an email from the sponsoring nonprofit, who will now be your primary contact for the project. If you have any questions about the platform or issues with the nonprofit, you can contact We The Action directly.