Legal Help Task Taxonomy

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.

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.

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.

The parent interaction code for the Brief Legal Help category. Use this to label a complete brief-help exchange — such as a hotline call, walk-in consultation, or chat session — that involves multiple specific tasks.

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.

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.

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.

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.

Help providers give better answers by supporting them with smart prompts, legal knowledge, and clear, supportive language.

Help legal experts create clear, accurate, and actionable help guides—faster and with greater consistency.

Turn written legal help guides into engaging videos, audio, and visual media—quickly and accurately.

Help legal experts keep public-facing content accurate, consistent, and easy to use—by scanning for issues and recommending smart improvements.

Keep public legal help content (like on websites, guides, fliers, and packets) accurate by detecting legal changes and suggesting timely updates.

Help providers make legal help content available to all, by translating it into users' preferred language clearly, accurately, and usefully.

Generate short, structured summaries of laws, cases, or other legal authorities so that others can understand its relevance and meaning.

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.

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.

Help providers quickly understand a client’s situation by gathering and summarizing relevant data from external sources.

Analyze a person’s legal situation and surface the legal rules, rights, and strategies that apply.

Determine whether taking on a new client or matter creates a conflict of interest and lay out the next ethical step.

Determine whether someone qualifies for a service, benefit, or program by verifying evidence and gathering data to check against the eligibility rules.

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.

Help people complete standardized legal forms by gathering the right data, checking for fit and accuracy, and making the process fast and user-friendly.

Help providers and advanced users draft custom, complex legal documents—like motions, complaints, or discovery requests—quickly and accurately, tailored to the case.

Help people tell their legal story clearly and effectively—so decision-makers can understand and act.

Help people evaluate a proposed contract or settlement agreement by checking it against their goals, legal standards, and practical consequences.

Help providers and users catch errors and gaps in drafted legal documents—ensuring they’re complete, clear, and ready to file.

Help people and providers file legal documents with courts correctly and efficiently—by handling formatting, submission, and confirmation.

Help people prepare for and engage in negotiation by clarifying goals, understanding trade-offs, and exploring workable resolutions.

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.

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.

Ensure that important legal documents and agreements are correctly signed, witnessed, and validated—so they are legally complete and enforceable.

Prepare, organize, and present case facts and documents—photos, messages, receipts, logs—into clear, admissible evidence packets and exhibits aligned to court rules.

Estimate the likely outcomes of a legal action or decision based on case facts, procedural posture, and available data.

Help people follow through on their legal journey by sending personalized messages, reminders, and encouragement—so they don’t fall off track.

Schedule meetings and events by balancing team availability, participant needs, and logistical constraints.

Route cases to the right procedural track by analyzing case details and matching them to program rules and service levels.

Help administrators review legal filings by checking for missing fields and compliance with procedural and substantive requirements—quickly and accurately.

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.

Capture hearings or meetings verbatim (or near-verbatim), convert audio to text, and structure the record with speakers, timestamps, and exhibits so it’s searchable, quotable, and compliant with court or program rules.

Make and manage appointments by coordinating availability, user needs, and service requirements to ensure timely access to help.

Help a person locate, enter, and navigate a courthouse, agency, legal help office, or remote hearing environment.

Automatically extract structured, actionable data from court forms, PDFs, contracts, and images to populate case management systems and support legal service workflows.

Help providers generate complete, accurate grant reports by compiling data, writing narratives, and formatting results to meet funder requirements.

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.

Help providers maintain an accurate, structured list of their services by gathering and updating details from internal documentation and program materials.

Help providers spot trends in client needs, legal strategies, and outcomes by analyzing data across systems and delivering actionable insights.

Help providers transform confidential data into usable, secure datasets by removing identifiers and possibly replacing them with synthetic but realistic fictional information.

Help legal aid and court teams build accurate, accessible forms (digital, paper, interactive, or otherwise)—faster and without technical complexity.

Maintain fast, secure, and up-to-date public-facing legal help websites—with smart alerts when something needs human attention.

Help providers generate high-quality, user-friendly interviews that collect the right user data to power legal documents, user profiles, and services.

Help providers automatically test new legal help tools & projects for bugs, safety risks, accessibility issues, and fairness—before public release.