eligibility-screening

What problem does it solve?

Eligibility screening prevents legal aid offices from running afoul of funder-specific income, assets, residency, and immigration/conflict requirements by structuring a repeatable front-of-funnel process.

Core Features & Use Cases

• Funding-source-aware screening: Applies office-configured rules per funding source instead of assuming one set of eligibility standards.
• Stepwise eligibility assessment: Guides the screener through income, assets, residency, citizenship/immigration policy triggers, conflicts, and case-type priority.
• Supervision-ready outputs: Produces a screening result with AI-assisted flags and explicit managing-attorney review routing, without deciding acceptance.
• Use Case: When a prospective client first contacts the office, this skill quickly identifies urgency and produces a structured screening that intake specialists can verify and managing attorneys can approve.

Quick Start

Use the eligibility-screening skill for the prospective client’s initial call to generate an eligibility screening result with funding-source classifications, flags, and managing-attorney review guidance.