Evaluation of the Legal Aid Program
3. Methodology
The evaluation made use of multiple lines of evidence in order to support robust findings. The methodology included five lines of evidence: a document, file, data and literature review; key informant interviews; interviews with justice professionals; interviews with clients; and case studies.
The design of the methodology began with a facilitated session with the Evaluation Advisory Group, which included representatives of three areas within the Department: the LAD, the PID, and the Evaluation Division; one provincial representative and three legal aid plan representatives of the PWG also participated. The facilitated session occurred in October 2015 and focused on the evaluation’s approach to outcomes, efficiency and economy.
After the facilitated session, the evaluation matrix (which links the evaluation questions, indicators and lines of evidence) and the data collection instruments were developed with the input of the Evaluation Advisory Group. The evaluation matrix is included in Appendix B and the data collection instruments are in Appendix C.
Each of the evaluation methods is described more fully below. This section also includes a brief discussion of methodological limitations.
3.1. Document, File, Data and Literature Review
Internal program documents were reviewed (e.g., terms and conditions and contribution agreements for the Program and for the AJAs, business plans, final claims, evaluation/research studies) as well as publicly available information, such as the budget speeches, Speeches from the Throne, departmental performance reports, and reports on plans and priorities. The Evaluation Advisory Group also identified relevant documents to be included in this review.
3.2. Key Informant Interviews
The key informant interviews conducted for this evaluation addressed the majority of evaluation questions, and were an important line of evidence in gathering information on the need for the Program, as well as its effectiveness. A list of potential key informants was prepared, and interview guides tailored to each key informant group were developed in consultation with the Evaluation Advisory Group. The evaluation conducted 25 interviews with 47 participants, which include written submissions from the IRB and some legal aid plans. The specific categories of key informants are included in Table 5.
| Category | Number of key informants | Number of interviews/ written responses |
|---|---|---|
| LAD and PID | 8 | 1 |
| Follow-up interviews with the LAD and PID on individual Program components | * | 3 |
| Members of the PWG representing provinces and territories and legal aid plans | 27 | 22 |
| Representatives of other federal departments and agencies (IRCC, IRB and Public Prosecution Service of Canada) | 8 | 6 |
| Legal aid plan or provincial representatives managing COCFP/PSAT | 4 | 4 |
| Total | 47 | 36 |
Three members of the LAD and a representative of the PID participated in these additional interviews on specific Program components in which they are involved.
The following scale has been applied to report on the interview findings:
Text equivalent
A few = Less than 15%. Some = Approximately 25%. Many = Approximately 50%. Most = Approximately 75%. Almost all = More than 85%.
3.3. Interviews with justice professionals
To incorporate the experience of those who work in the court room, the evaluation included interviews with 34 criminal justice professionals and a focus group/interviews with six lawyers who handle I&R legal aid cases:
- provincial/territorial court judges (n = 4);
- Crown counsel (n = 5);
- Legal aid staff and private bar lawyers who act as duty counsel and/or handle legal aid certificates (n = 25); Footnote 8 and
- I&R lawyers (one group interview with four lawyers and two individual interviews).
3.4. Interviews with Clients
To ensure that the evaluation included the voices of legal aid clients, the evaluation had a target of interviewing 40 legal aid clients. The choice of location was based on the availability of legal aid clients for interviews, and the mode (in-person or telephone) was based on evaluation travel budget considerations. The interview guide was the same for both in-person and telephone interviews. A total of 38 individuals who had applied for legal aid were interviewed as part of the evaluation.
The clients interviewed included:
- in-person interviews with five Legal Aid Commission clients in Yellowknife, Northwest Territories;
- in-person interviews with six Legal Aid Ontario (LAO) clients in Ottawa; and
- telephone interviews with 27 clients of Legal Aid Saskatchewan.
Of the 38 clients, 31 of the clients had criminal law matters; four clients had I&R matters; two had family law issues; and one had both family and criminal law issues. Footnote 9
In addition, the Program provided information on interviews conducted with 15 legal aid clients of Aboriginal Legal Services in Toronto.
The interviews focused on obtaining information about experiences with legal aid so most of these were with legal aid clients. Some interviews were conducted with individuals who applied but were not eligible for legal aid in order to gather information on how individuals who do not have legal aid handle their matters. Footnote 10
3.5. Case Studies
Ten case studies were conducted to highlight a variety of legal aid service delivery methods, including those considered to be innovations or promising practices. The case studies were chosen in consultation with the legal aid plans. The case studies included a review of relevant documents, as well as interviews with legal aid plan staff/lawyers involved in the service delivery highlighted, other relevant stakeholders, and where possible, clients. Across the case studies, 68 stakeholders and two clients were interviewed. A brief description of the case studies is provided below. More detailed descriptions are included in Appendix D.
- Three case studies considered specialized courts that are supported by legal aid plans primarily through the provision of duty counsel services for the accused person. The case studies included the Drug Treatment Courts in Edmonton and Calgary, Alberta; the Mental Health Court in Montréal, Quebec; and the First Nations Court in Kamloops, British Columbia. Footnote 11 The duty counsel services provided go beyond the traditional role of duty counsel as the level of interaction with the accused person is more intensive. The assignment of duty counsel to the specialized court creates more continuity of service for clients.
- The case study of the Youth Criminal Defence Office in Edmonton and Calgary considered service delivery by a specialized office of staff lawyers that provide legal aid services and other supports for youth charged under the YCJA.
- Three case studies considered methods used by legal aid plans to expand the coverage or scope of services. In the Northwest Territories and Nunavut, presumed eligibility is used so that accused persons have early access to a lawyer for preliminary or straightforward matters without the need to apply for legal aid. Once the accused person has entered a not guilty plea, they must apply for legal aid. In Nunavut, presumed eligibility is also used outside of the criminal law setting; it applies in child protection matters where the child has been removed from the home and for child applicants in civil and family matters. Expanded criminal duty counsel for out-of-custody accused persons in Nova Scotia provide services to assist with early resolution or to help move the matter forward without requiring a legal aid application. In Ontario, the legal aid plan has expanded services to first-time accused persons with mental health issues, regardless of whether they face possible incarceration; the case study considered this approach as it relates to senior citizens facing criminal charges
- Two case studies considered legal aid plan approaches to increase efficiency in service provision. In Nunavut, the legal aid plan has instituted linear file assignment, which is a case management approach that assigns legal aid lawyers to specific criminal legal aid files. Linear file assignment provides greater continuity of counsel, particularly for circuit court cases. In Saskatchewan, the legal aid plan has worked with the other criminal justice stakeholders involved in custody docket court to develop processes to streamline the custody docket court process and reduce the number of individuals held in the remand centre.
- One case study considered the provision of I&R legal aid. This case study looked at how the legal aid plan in British Columbia responded, both by modifying its own practices and working with other stakeholders to manage an unprecedented large influx of refugees.
3.6. Limitations
The evaluation faced a few methodological limitations. These are listed below by line of evidence.
Review of documents and data. The Evaluation Division and the LAD explored whether court data could be made available to show the impact of unrepresented accused on the justice system and the system efficiencies provided by having counsel. Although the LAD explored the possibility of accessing court data, the ability to obtain the necessary permissions was not possible during the timelines of the evaluation. In addition, court data may provide a record of whether an accused person had representation at certain points in his criminal case, but not whether the accused person was a legal aid client. The ability of court data to demonstrate outcomes for legal aid clients is a complex issue and access to court data requires sufficient lead time. The Department should consider the use of court data well in advance of the next evaluation in order for it to be available for the evaluation.
Interviews with key informants and case study stakeholders. Interview findings are potentially affected by self-reported response bias and strategic response bias. Self-reported response bias occurs when individuals are reporting on their own activities and so may want to portray themselves in the best light. Strategic response bias occurs when the participants answer questions with the desire to affect outcomes.
Interviews with clients. The evaluation came close to meeting its target of 40 client interviews (38 clients were interviewed), but many of the clients had ongoing legal matters, which limited their ability to respond to evaluation questions. Recruiting legal aid clients for the in-person interviews was very time intensive for the legal aid plans.
Performance data are not being consistently recorded and some outcomes/indicators are not well defined. This remains a limitation from the last evaluation, which noted that the Program needed to improve performance measurement by developing performance measures agreed to by the PWG, and potentially provide federal funding to support ongoing data collection and analysis. As discussed in this report, the PWG is working on determining key performance metrics for which the jurisdictions will collect comparable data. These measures will hopefully minimize this issue for the next evaluation.
Mitigation strategy. Two mitigation strategies were used for the above methodological limitations:
- The first mitigation strategy which applied to all identified limitations was to use multiple lines of evidence from different stakeholder groups, as well as different types of evidence in general. For example, the evaluation gathered information from a variety of stakeholder groups. In addition, the evaluation used both quantitative and qualitative data, where possible, to respond to evaluation questions. By triangulating the findings from these different sources, the evaluation was able to strengthen its conclusions despite the limitations.
- The second mitigation strategy was the use of case studies to address the limited data related to performance. Beyond the Legal Aid Survey conducted by the Canadian Centre for Justice Statistics (CCJS) of Statistics Canada, there are no national data on legal aid. In addition, assessing the performance of the Program is challenging because its primary function is to provide funding to the provinces and territories for their legal aid plans. The Program is not directly involved in the delivery of legal aid, nor is it indirectly involved by determining how legal aid is delivered. The provinces and territories, through their legal aid plans, are the delivery agents, and the plans determine what services they offer, how they are offered, and what guidelines are used to determine eligibility. Consequently, the evaluation of the federal Program is not intended to evaluate the legal aid plans, and yet the Program’s outcomes of enhancing capacity to deliver legal aid and effective provision of legal aid require a consideration of legal aid plan activities. The case studies are intended to provide information on Program outcomes by demonstrating how legal aid plans are working to address legal needs and provide access to justice. The evaluation lens on these activities of legal aid plans is not to evaluate their effectiveness, but to show the types of activities being supported in part by federal funding and how they contribute to the effectiveness of the Program.
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