eligibility-screening

Funding-source-aware eligibility screening applies office-configured rules from a CLAUDE.md file to assess income, assets, residency, citizenship, and conflicts. It produces structured screening outputs with funding matrix results and explicit review routing markers for managing attorneys.

A conflict check is a stepwise eligibility assessment component that screens prospective clients against existing office cases during initial contact. It runs within the pre-intake workflow alongside income, asset, and residency checks to ensure funding compliance before case acceptance.

Urgent case-type priority is handled through fast-path routing during the initial client contact phase. The eligibility screening skill identifies urgent matters and routes them immediately while still producing structured screening outputs with supervision-ready flags for managing attorneys.

Eligibility screening supports civil legal aid intake with multiple funding sources by applying office-configured rules per funding source instead of assuming one set of eligibility standards. This prevents legal aid offices from violating funder-specific income, asset, and residency requirements.

Eligibility screening requires loading office rules from a configured CLAUDE.md file before processing intake. These rules define the funding-source-specific standards for income, assets, residency, citizenship, immigration policy triggers, and case-type priority applied during screening.

AI-assisted flags in eligibility screening produce supervision-ready outputs with explicit managing-attorney review routing but do not decide acceptance. The screening identifies urgency and generates structured results that intake specialists must verify and managing attorneys must approve.