Task Taxonomy
A taxonomy view of tasks across categories. Click a task to view its full page. Click table headers to sort.
| Task ID ▲ | Name | Brief Description | Category | Link | |
|---|---|---|---|---|---|
 | TS-01-01 | Legal Q&A | Answer people's questions about their problem situation, giving brief information to help them understand their legal issues, weigh options, connect to resources, and make a plan for next steps. | Getting Brief Help | View task → |
 | TS-01-02 | Referral Routing | Match people with appropriate legal help providers (including service organizations, tools, and information sources) by taking in their situation, triaging their situation, and matching them with a service listing. | Getting Brief Help | View task → |
 | TS-01-03 | Document Explainer | Help people understand legal documents they’ve received (like notices, summons, and lawsuit documents) by summarizing what the document means and what to do next. | Getting Brief Help | View task → |
 | TS-01-04 | Action Plan | Lay out a step-by-step process by which a person can navigate their legal problem and choose among possible options, tailored to their situation and desired outcomes. | Getting Brief Help | View task → |
 | TS-01-05 | Deadline Calculator | Determine a clear, jurisdiction-correct due date for a legal task —with a plain-language explanation of how the clock was counted and what to do before the cutoff. | Getting Brief Help | View task → |
 | TS-01-06 | Form Selection | Match people to the exact, jurisdiction-specific legal paperwork they need to use for their legal issue and stage, along with explanations about what the form does, who should use it, and how to file it. | Getting Brief Help | View task → |
 | TS-01-07 | Issue-Spotting | Identify the specific legal issues present in a person’s situation, story, or document—so they can be guided to the right help, information, or next step. | Getting Brief Help | View task → |
 | TS-02-01 | Q+A Supporter | Help providers give better answers by supporting them with smart prompts, legal knowledge, and clear, supportive language. | Providing Brief Help | View task → |
 | TS-02-02 | Help Guide Writer | Help legal experts create clear, accurate, and actionable help guides—faster and with greater consistency. | Providing Brief Help | View task → |
 | TS-02-03 | Media Creator | Turn written legal help guides into engaging videos, audio, and visual media—quickly and accurately. | Providing Brief Help | View task → |
 | TS-02-04 | Content Reviewer | Help legal experts keep public-facing content accurate, consistent, and easy to use—by scanning for issues and recommending smart improvements. | Providing Brief Help | View task → |
 | TS-02-05 | Law Watcher | Keep public legal help content (like on websites, guides, fliers, and packets) accurate by detecting legal changes and suggesting timely updates. | Providing Brief Help | View task → |
 | TS-02-06 | Legal Help Translator | Help providers make legal help content available to all, by translating it into users' preferred language clearly, accurately, and usefully. | Providing Brief Help | View task → |
 | TS-03-01 | Intake Interviewing | Help providers understand who they’re helping and what path to take by gathering and organizing a complete, accurate picture of the person and their situation. | Service Onboarding | View task → |
 | TS-03-02 | Document Issue-Spotter | Review a user’s legal documents (like notices, complaints, summons, and more) to spot defects, raise issues, extract key fields, and flag problems for further action. | Service Onboarding | View task → |
 | TS-03-03 | Data Researcher | Help providers quickly understand a client’s situation by gathering and summarizing relevant data from external sources. | Service Onboarding | View task → |
 | TS-03-04 | Legal Analyzer | Analyze a person’s legal situation and surface the legal rules, rights, and strategies that apply. | Service Onboarding | View task → |
 | TS-03-05 | Conflicts Checker | Determine whether taking on a new client or matter creates a conflict of interest and lay out the next ethical step. | Service Onboarding | View task → |
 | TS-03-06 | Eligibility Verification | Determine whether someone qualifies for a service, benefit, or program by verifying evidence and gathering data to check against the eligibility rules. | Service Onboarding | View task → |
 | TS-03-07 | Payments | Manage the collection, processing, and confirmation of payments required for filings, services, or court fees so that users can move forward without delay or confusion. | Service Onboarding | View task → |
 | TS-04-01 | Standard Document Filler | Help people complete standardized legal forms by gathering the right data, checking for fit and accuracy, and making the process fast and user-friendly. | Work Product | View task → |
 | TS-04-02 | Expert Document Drafter | Help providers and advanced users draft custom, complex legal documents—like motions, complaints, or discovery requests—quickly and accurately, tailored to the case. | Work Product | View task → |
 | TS-04-03 | Narrative Drafter | Help people tell their legal story clearly and effectively—so decision-makers can understand and act. | Work Product | View task → |
 | TS-04-04 | Contract Reviewer | Help people evaluate a proposed contract or settlement agreement by checking it against their goals, legal standards, and practical consequences. | Work Product | View task → |
 | TS-04-05 | Document Draft Checker | Help providers and users catch errors and gaps in drafted legal documents—ensuring they’re complete, clear, and ready to file. | Work Product | View task → |
 | TS-04-06 | Electronic Filer | Help people and providers file legal documents with courts correctly and efficiently—by handling formatting, submission, and confirmation. | Work Product | View task → |
 | TS-04-07 | Negotiation Helper | Help people prepare for and engage in negotiation by clarifying goals, understanding trade-offs, and exploring workable resolutions. | Work Product | View task → |
 | TS-04-08 | Legal Researcher | Conduct research across trusted legal sources, synthesizing accurate, jurisdiction-specific findings to determine how the law applies in a situation and give support to arguments being made. | Work Product | View task → |
 | TS-04-09 | Service of Documents | Serve court documents and other papers upon the correct party following all local rules, and getting the correct proof that it has been carried out. | Work Product | View task → |
 | TS-05-01 | Support Coach | Help people follow through on their legal journey by sending personalized messages, reminders, and encouragement—so they don’t fall off track. | Case Management | View task → |
 | TS-05-02 | Smart Scheduling | Schedule meetings and events by balancing team availability, participant needs, and logistical constraints. | Case Management | View task → |
 | TS-05-03 | Procedure Triage | Route cases to the right procedural track by analyzing case details and matching them to program rules and service levels. | Case Management | View task → |
 | TS-05-04 | Filing Screener | Help administrators review legal filings by checking for missing fields and compliance with procedural and substantive requirements—quickly and accurately. | Case Management | View task → |
 | TS-05-05 | Service Verification | Confirm whether required papers were properly served—check the proof, method, timing, and party details against local rules—and issue a clear determination to help with decision-making. | Case Management | View task → |
 | TS-06-01 | Data Extractor | Automatically extract structured, actionable data from court forms, PDFs, contracts, and images to populate case management systems and support legal service workflows. | Administration & Strategy | View task → |
 | TS-06-02 | Grant Reporter | Help providers generate complete, accurate grant reports by compiling data, writing narratives, and formatting results to meet funder requirements. | Administration & Strategy | View task → |
 | TS-06-03 | Knowledge Management | Organize, maintain, and share an organization’s policies, procedures, templates, and expertise so that every team member can quickly find what they need to do their work effectively. | Administration & Strategy | View task → |
 | TS-06-04 | Service Directory Maintenance | Help providers maintain an accurate, structured list of their services by gathering and updating details from internal documentation and program materials. | Administration & Strategy | View task → |
 | TS-06-05 | Trends Spotter | Help providers spot trends in client needs, legal strategies, and outcomes by analyzing data across systems and delivering actionable insights. | Administration & Strategy | View task → |
 | TS-06-07 | Data Anonymizer | Help providers transform confidential data into usable, secure datasets by removing identifiers and inserting consistent synthetic replacements. | Administration & Strategy | View task → |
 | TS-07-01 | Form Creator | Help legal aid and court teams build accurate, accessible forms (digital, paper, interactive, or otherwise)—faster and without technical complexity. | Tech Tooling | View task → |
 | TS-07-02 | Site Administrator | Maintain fast, secure, and up-to-date public-facing legal help websites—with smart alerts when something needs human attention. | Tech Tooling | View task → |
 | TS-07-03 | Interview Creator | Help providers generate high-quality, user-friendly interviews that collect the right user data to power legal documents, user profiles, and services. | Tech Tooling | View task → |
 | TS-07-04 | User Tester | Help providers automatically test new legal help tools & projects for bugs, safety risks, accessibility issues, and fairness—before public release. | Tech Tooling | View task → |