Pro bono matter scope planner

For legal aid clinic coordinators, turn client-consented intake and supervising lawyer criteria into supervisor-approved pro bono scope pack. Address this specific problem: volunteer capacity is allocated before matter scope is clear. The aim: make supervised volunteer scope explicit before assignment. The pilot tests whether that benefit holds up against reviewer effort and real operating costs.

The buyer creates a project, supplies client-consented intake and supervising lawyer criteria, and confirms scope and access. Users correct extracted facts, resolve flagged uncertainties and approve the final supervisor-approved pro bono scope pack before use. Retain source links and a version history for the next cycle.

How the AI works

Organize stated needs without predicting case merit. Keep model suggestions separate from verified facts. Link factual outputs to authorized input evidence and show missing information explicitly. Use deterministic checks for counts, dates, identifiers and arithmetic where applicable. A designated reviewer validates consequential outputs and signs off the delivered result.

Safeguards

Preserve matter confidentiality, access boundaries and original evidence. Qualified professionals review legal interpretations and final client documents. No legal advice or automated client eligibility decisions. Require appropriate access and publication approval. Preserve source material, label AI drafts and make corrections traceable. Measure false positives and missed cases alongside speed.

What to build first

Costed pilot: No legal advice or automated client eligibility decisions. Start with one buyer organization and a bounded set of representative inputs. Implement the first two modules: structure stated requests; identify missing facts. Support the third task through an assisted review queue: draft task boundaries. Handle the remaining required functions manually until validated. Include input upload, source references, user correction, a reviewer approval step and export of supervisor-approved pro bono scope pack. Authentication, account isolation, deletion controls and basic operational logging are included. Specialized production certification, live write integrations and broader rollout are not included unless explicitly stated.

What it can connect to

Authorized matter files, firm templates and approved legal knowledge collections. Read-only operational exports, calendars and finance or inventory records as relevant. Start with plan exports and retain human approval for execution. Begin with uploads and exports of client-consented intake and supervising lawyer criteria. Any named system or connector is a candidate requiring current access and compatibility checks; no live connection is included by default.

The screens in detail

Place editable drivers and constraints beside a clearly labeled scenario output. Include a baseline view, comparison chart or schedule, and an assumptions history. Let users trace a proposed quantity or date back to its inputs. Keep forecasts distinct from actual results. Open with scope intake; move into task breakdown for the detailed task; finish in supervisor review for review and handoff. Show the source record, uncertainty and approval status beside each proposed output.