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AI for Legal Help 2026 Class Report: Scoping, Building and Testing New Legal Aid Tech Systems 

LAW/DESIGN 809E, Winter and Spring 2026 

Stanford Legal Design Lab, Stanford Law School 

Margaret Hagan and Nóra Al Haider

We share this report summarizing our activities, outputs, and insights from this past year’s installment of our ongoing AI for Legal Help Class. It’s a report for practitioners, teachers, researchers, funders, and builders working on AI for access to justice. Please let us know if you are working on similar topics (how to scale up legal help responsibly with tech?) or with similar methods (hands-on interdisciplinary group projects with amazing organizational partners)!

In our two quarter class, we had 5 student teams partnered with 3 different legal aid groups, all working on different, highly scoped versions of the same challenge: whether and how AI could assist a legal team in scaling up a much-needed, hard-to-provide service to more people. Each student team, in close consultation with their legal team partner, went through a design, prototype, and evaluation cycle to see — if between January and June — they could get a solution that was effective, responsible, and closer to pilot. 

Just a note, none of the tools is ready (as of Summer 2026) for wide release. But each team made significant progress in identifying:

  • The Functional agenda of what a new technical system should do, to address a given legal team’s challenge (like, determining a person’s expungement eligibility; operating a housing hotline; or spotting defects in a 3-day eviction warning notice); 
  • A working prototyping of a system that can perform these tasks, and that can be further built out;
  • The evaluation standards and materials to judge a system’s performance, to reliably tell if the system is safe, accurate, and sustainable enough to go to pilot; 
  • The workflow roll-out plan and training it would be needed to make this tool succeed in the given organization, with appropriate adoption and supervision

We share this account of these projects’ development, output, and status so that another teaching team, incubator, or legal aid organization can build off of these prototypes or take a similar approach to move the field further. We also share out what we did in 6 months, so that funders and builders can see what is realistic to expect in a university studio course. We made a great deal of progress, but also are honest about the data and technical work that are yet to be done — and turn out to need a great deal more work to get a project pilot-ready.

The course

AI for Legal Help, is a studio course that our Legal Design Lab team has taught yearly since 2023. It’s cross-listed at Stanford Law School and the d.school, and attracts students from across many different departments on campus. In 2026, we ran the class as a 2 quarter sequence: Winter (January to March) as the initial scoping and prototyping of a new solution and Spring (April to June) as setting evaluation standards and refining the solution with this extensive testing. Side note: our teaching team worked throughout the previous autumn to find legal aid organizations to be the class partners and to scope specific legal workflows that students would attempt to transform with technology. 

Students came from different backgrounds: law, computer science, data science, and policy-making,, both undergrads and grad students. Most had never built an AI tool before, and most did not have familiarity with the legal topics that they would be working on. . At the start of each quarter, they assembled into 5 different teams (some of whom carried over from Winter to Spring), that were formed with a specific eye to having complementary skills and backgrounds. Each team was assigned to a specific challenge and legal team partner that they would work with throughout the class.

The class intentionally was set up to be as practical and grounded as possible, with higher-level learning objectives and insights coming from hands-on work on concrete legal team challenges. The goal was to help each student become a ‘reflective practitioner’ and also to expand their own skills in disciplines outside of their own formal department. Each team worked closely with their legal team, immersed themselves in the minute details of the real workflow, and got regular feedback about how their technology, evaluation, and policy proposals would measure up in practice. The students had to make solutions that could work with real-world organizational constraints, funding and regulatory pressures, concerns about client data, professional duties, and people in crisis.

The legal help challenges

The student teams each took on 1 of 5 challenges that came from legal teams working on housing, eviction defense, and criminal reentry. For each challenge, the team had identified a current workflow that they hoped to transform. Could AI help legal teams offer this service in more robust, quality ways?

Housing Intake Hotline. The partner’s housing telephone intake line runs only part of the week and cannot keep up with demand. Callers in the county call in, hoping to get help, but they wait on hold and many hang up before reaching an intake worker. The challenge was to figure out if AI could help with a new phone system that would handle the full intake for possible housing clients: eligibility check, conflict screening, and more than 100 questions, populating the case management system in real time and working in both English and Spanish.

Housing Accommodation Demand Letters. Attorneys at the partner team spend 30 to 60 minutes drafting a reasonable accommodation letter for tenants with disabilities. These letters are useful, to request the landlord to change something about the rental home so the person’s disability can be accommodated. Could AI help with interview the client to get important details about their situation and wishes, and then generate a draft letter for attorney review? Could it do this for multiple accommodation types and in more than one language? Maybe also, could this be done via phone, text, or a web app?

Eviction Notice Defect Spotting. What is on the face of a 3-day, 30-day, or other warning notice about an impending eviction lawsuit matters a lot. If there are certain fields that are incorrect, missing, or incongruous — this can mean the tenant has a defense to raise, and possibly get the eviction lawsuit dismissed. The challenge here was whether AI could help a volunteer or junior attorney spot these defects, when they look at a given eviction warning notice. If a volunteer at a legal aid or court eviction clinic uploads a tenant’s three-day eviction notice, can a tool effectively flag legal defects in it. Then, can it help the volunteer ask the tenant (or other databases) for other information to surface defenses and generate the required Eviction Answer (UD-105) to file. 

Motion to Set Aside. When a tenant misses their eviction answer deadline or trial requirements, they often lose the lawsuit by default and then face set-out and lock-out, with law enforcement removing them and their belongings from the rental. But what happens when they didn’t even know the lawsuit existed until the sheriff alerts them of this impending set-out? In this challenge, the question is whether AI could assist a tenant help reopen the lawsuit through a Motion to Set Aside process. Could a tool guide a self-represented tenant through the MSA process, from intake through gathering documents, drafting a declaration through conversation with a chatbot, and assembling a court-ready packet that they can file and serve correctly — so they get their day in court.

Expungement Screenging. An estimated one in four Oklahomans has a criminal record, a large share are eligible to clear some of the charges. But many people don’t get their record cleared, even if it can be a big help for economic mobility and housing access. It can be complex to figure out, under the state regulations and case law, which charges are eligible to expunge & when. Could the team build a tool for junior attorneys or even expert practitioners to quickly determine which charges on a criminal record document are eligible for expungement? Could this system be traceable and rules-driven, so that it is a learning tool to teach the attorney the rules and support their professional development?  

The partnerships

The class partnered with 3 legal aid organizations, who brought background details about the challenge they wanted help with, and a willingness to join the class regularly to meet with students, flesh out the specifics of what tech should and shouldn’t do in their workflow, and give thorough feedback and examples to help the students build solutions that would be as likely to be impactful as possible. Most of our partners worked on the housing teams of their legal aid groups, though we had 1 team that works on reentry services for people coming out of the justice system.

Our teaching team had worked with each organization before the class to talk about the tasks where they thought tech could be impactful. What are the tasks that seem like they are so routine and templated that they could be handed off to an automated system? Where are there cases where demand from the public far outstrips legal teams’ capacity to serve them, where tech might have a huge policy improvement? Where do you get excited about tech playing a role — and where should tech not be brought in? 

Partners joined on the first class of each term, to introduce their team, challenge, and goals to the students. They fielded questions as students tried to figure out the details of the legal situation and tech’s role. Then throughout the quarter, attorneys and paralegals at each organization served as the teams’ clients and subject-matter experts throughout both quarters. Staff at the partner orgs reviewed prototypes, corrected legal logic, and told teams when something would not work in practice. They also pulled in other officials, partners, clients, and colleagues to review the proposed tools and policies as well.

This partner-first structure is the backbone of the AI for Legal Help course. Our teaching team was there to find them, prepare them, and support both the students and the legal teams — but largely it was the frontline advocates who set out the design challenge, judged the students’ performance, and pushed them towards more workable designs, workflows, and policies. The student teams did not get to decide on their own whether a tool was pilot-ready and likely to be impactful.

The setup

We held the class at a studio at the d.school. We also tried a new strategy for technical prototyping this year, in which we bought seats for each of the students on Replit, a platform that lets people talk in natural language to describe what web application they want to build, and then the platform works with them to code and implement the solution. Our hope was that this could augment students’ abilities to quickly create working technical prototypes, in the quick prototyping-testing loops that we run in our design-driven classes. If Replit helped them execute working websites and tools more quickly, we hoped this could help the teams advance more quickly even if they didn’t have extensive technical skills. Within the first weeks of Winter quarter, each team had a live, clickable prototype at a real URL, even if it was a rough draft that needed extensive content, usability, and safeguard improvements. This method of having live, interactive prototypes helped the students to test more regularly and critically with partners and users throughout the 2 quarters, rather than getting stuck in descriptions of possible solutions (which yield less insightful feedback, typically). 

In past years’ design studios, we did user and expert testing of the new innovations students had created. This year, we gave more structure to the testing rounds. In Spring quarter, especially, we gave the student teams the primary goal: figure out if this prototype is ready to pilot in the field — or if it is not, what it would take to get it pilot-ready?

We knew that each specific legal aid project would need its own accuracy metrics, and its own specific safety plan, and its own way of being usable and intuitive for the use case it was for. So we gave each student team the same framework ‘The 5 Gates for Pilot-Readiness’ but that charged them with customizing it for their project area. 

GateProject is pilot-ready if…Example strategy to fulfill this gate
Performance and accuracyDoes the tool get the right answer, and is the output good enough to use?Output checked against expert-reviewed ground truth, with known error rates rather than a demo that happened to work
Usability and equityCan the actual target users complete the task easily with the system?Real target users finish the task, across differences in language, literacy, and access
Human oversight and safetyIs a person in control of every decision that could harm someone, and does the tool fail safely?Explicit review points designed in; the tool flags and hands off rather than deciding on its own
Adoption and change managementCan the organization actually deploy it, staff it, and fold it into the workflow?A named owner, a training path, and a fit with how the work already runs
Sustainability and maintenanceWill it keep working, and stay accurate, after the builders leave?Non-engineers can update the legal content, and running costs are accounted for

Where did these 5 gates come from? Our teaching team devised them based on watching the Winter Quarter teams talk through questions about ‘what is good enough, what will be safe enough?’ with their team partners. They also were informed by our conversations with justice leaders around the country about their own R&D in the AI era, and how they were wrestling with how to greenlight prospective projects. We found them useful to organize the multiple strands of evaluation needed to know if an organization is ready to move forward with an AI project. Reflecting, the first 3 (accurate performance, usability, safety) are likely the 3 gates most orgs should use to say ‘this tool is ready to try out with real cases’ — and then the next 2 (adoption and sustainability) are more about ‘this tool is ready to be a full-time part of our work, move out of early testing to regular use’. 

With this 5 Gates Framework, each team built its own evaluation rubrics, protocols, and assets to figure out the pilot-readiness of their project. We wanted to have a semi-unified evaluation, so each team used this same framework but then could heavily customize how that gate is implemented in their situation. 

Our class arc

The Winter quarter focused on forming the teams, and then scoping and building initial version of solutions. Over the Winter quarter, each team learned its challenge in depth with help from their partners. They mapped the organization’s current workflow and the vision of the future workflow the tool would create. Also, using Replit or their own technical knowledge, built a first-generation prototype to explore how a tool and generative AI performed on the given tasks.

Using design methods, we helped the teams move from from a broad challenge to a specific vision of what a ‘golden path’ would be for this new system to a working tool. Teams interviewed their partners regularly, looked over synthetic or redacted data to see more about the current workflows, watched how the existing process actually ran, and identified where and how rules-based algorithms or generative AI could plausibly do useful work. Using all of this background work and collaboration, they started building in the middle of the quarter. By the end of the quarter all 5 of the teams had a functioning prototype at a live URL.

Winter quarter closed with a public presentation, to a room (and Zoom webinar) of attorneys, legal aid directors, court administrators, and justice technology practitioners to give feedback. Teams showed their scoping process, the before and after workflows, and their current running prototypes. The reaction from partners and audience members was specific — to learn more about the risks and failpoints, to understand what would be adaptable to other organizations, and to think through what resources would be necessary to operate and maintain these systems. One partner said that if the expungement tool worked, every legal aid organization in the country would want it. A national legal-services funder pressed on cost and transcript accuracy. A state bar representative noted how useful it was to hear teams explain when and why they chose a rules-based system over a large language model, so that there can be more intentional choices about tech pipelines.

The materials from Winter quarter teams — the live prototype, background memo about the R&D process, the standards and quality/safety rubrics, and the datasets — were packaged to be handed over to Spring quarter teams. Some teams returned for the second quarter. In others, there were new teams or new team members to continue on with the work.

The Spring quarter was about testing and assessment — though teams also had to use this to refine (or pivot) their tech and design work. The premise given to the teams was that the hard problem is no longer building something that works in a demo, getting that first version is getting much easier. Now we need to invest early and substantial resources into figuring out whether the prototype is accurate enough, safe enough, trustworthy enough, and integrated enough to put in front of real people facing high-stakes legal problems.

Spring quarter anchored around the 5 gates. Teams ran 2 rounds of user testing with the people who would actually use each tool, and structured review sessions with their partner, their team colleagues, and subject-matter experts. They built evaluation rubrics from the decision logic of their own tools, turned those rubrics into datasets and benchmarks, and generated synthetic test cases where they could not get real data. Each team built test suites that can be used to test the system for common users and inputs, but also the riskier edge case cases, more complex cases, or ‘harm floor’ and ‘red team’ tests. The teams learned the limits of synthetic testing directly. Many teams initially worked to create lists of sample,synthetic users they could use to test — but they often were too generic or non-representative to be a good stand-in for actual engagement with the target audience population.

By the end of the quarter, each team produced a pilot readiness assessment. This was an account of where the tool stood on each of the five gates, backed by the evidence of their tests, along with a draft pilot plan covering timeline, oversight structure, user recruitment, success metrics, and the governance and compliance work required before the system should be used in a pilot. The quarter closed with final presentations, again to an audience of practitioners and partners, with several partners joining remotely by video to see the progress of the projects and brainstorm how to make them stronger and scalable.

Findings and Takeaways

The 5 projects were different in subject, architecture, and maturity. We will share the teams’ reports separately, to dive into the specific challenges and solutions. But we as the teaching team also identified common patterns and insights that we wanted to share with the field. We hope that others building AI and justice tools — or funding and incubating ‘build teams’ can learn from these technical strategies, design insights, and collaboration techniques.

Where does AI fit, where not?

Start with minimal AI, add it only where it is needed, and make it show its evidence. One of our guest speakers mentioned this, and it came to be an important part of many teams’ strategic work. When they scoped out the new technology agenda for the workflow, the strongest approach was to ask — how much of the task could be done with plain logic, fixed forms, and deterministic rules? Where do we actually need generative AI, where nothing else that is more transparent and affordable would work. This is the opposite of the common instinct, which is to put a large language model at the center and build rules around it. 

Two of the 5 teams deliberately chose not to use a large language model for their core logic. Like the expungement screener, with its core is a decision tree encoding Oklahoma statutes, and AI is confined to a single narrow classification step. Starting AI-minimal also keeps the system auditable, keeps sensitive client data out of third-party models wherever possible, and makes it clear exactly where the risk lives (since we can see the increased number of risks that come with AI).

We also learned that starting with rules is a discipline — but it might reveal where relying on hard-coded logic fails and generative AI might actually be necessary. The eviction notice team began with a pattern-matching detector, which forced them to formalize every legal defect in writing and kept client data local, but that detector hit an accuracy ceiling around 20%. Perhaps there was a role for a large language model? The team explored different tech setups, and found promise with a version with language model bound by a structured per-defect rubric: for each defect, the rubric states the kind of check, the governing statute, the exact condition that should trigger a flag, the exact condition that should not, and the text the model must quote verbatim as its evidence. This hybrid approach could then resolve the concerns of auditability and maintainability. 

The reconciled lesson is that “minimal AI” is the right place to start — but you don’t necessarily want to get stuck in all-rules, no-AI. Through the learning process, the team can learn to put AI only where the task genuinely needs it, and where you use it, constrain it so that every output carries the statute, a rationale, and a verbatim quote a human can check. Even if right now there is pressure to put an LLM at the center of everything, the skill teams built was knowing where generative AI earns its place as “the best solution for the task”. And the overall system should always force the AI to show its work and be checked. 

Don’t trust the AI to remember the whole long conversation with the user: We found that constraining the model also means not trusting the raw conversation as the record of the facts. The demand letter team, whose chatbot interviews a tenant and drafts a reasonable accommodation letter, found that a long conversation could exceed the model’s context window. That means that the caller might have requested something early, such as an emotional support animal accommodation. But then the model could (silently) forget this important fact, and not include it in the finished letter in favor of something discussed later. 

The system produced a demand letter that still read as fluent and professional, which made it even more of a dangerous failure. Nothing looks wrong, but the document omits the very thing the person called about (it forgot about the support dog!). Then the letter could go out, without the key accommodation that matters, and then the landlord is not obligated to do the key action the tenant wanted. The team’s fix offers a general lesson: the system extract the key facts of the case into structured storage as they are gathered, and generate the final document from that structured record rather than from the raw transcript (where pieces of information may be dropping away). The conversation is a helpful interface for the user experience — but it is not the source of truth for key decisions and work product.

Fix & template the legal content, be flexible and generative elsewhere. The Motion to Set Aside team, whose tool drafts a court declaration, grappled with problems akin to those mentioned above — generative AI that is not consistent enough, key information being dropped. Their work points to rules worth adopting by others in the R&D space. 

They made their system hybrid, not AI-first. Their tool’s structured intake of the client’s info and document assembly of the legal form do most of the work. The AI model is reserved for the one place it genuinely helps: turning a tenant’s messy account into a coherent, straightforward declaration about why they defaulted on their eviction lawsuit. 

They also decided to lock the legal substance in the system and ground the rest. The legal authority in the document, the citations and the legal argument, has to be fixed, attorney-reviewed, version-controlled templates that the tool selects among, never text the model generates. The system just pulls from these established, locked-in templates. In this high-stakes housing situation, free-form generation of legal authority has no safe version. A hallucinated citation in a filing sworn under penalty of perjury could be catastrophic for the person’s legal outcomes and housing stability. Anything the model does generate must trace sentence by sentence back to a fact the user supplied or a document they uploaded. Their lesson for the field: you should lock the law in templates, ground the narrative in citations back to specific shared info, and make every factual claim point to its source.

Getting the scope & workflow right

Scope to the task, not to the technology, and scope to the smallest end-to-end workflow you can ship. The teaching team had already worked with partner orgs before Winter quarter to scope a specific legal workflow: like eviction notice review, motions to set aside, expungement eligibility, and more. This scoping wasn’t always sufficient — at least for a 2-quarter, 6 month R&D cycle. Some teams needed to narrow down even further, to a more manageable set of discrete tasks to build and test for.  

The teams that made the most progress through the 6 months narrowed their challenge to a single high-value task with a clear definition of done, and mapped the human workflow around that task before building out their tech pipeline. Other teams hit roadblocks with overly complex scopes, where an effective solutions had to do multiple, interlocking combinations of tasks. Like with the Motion to Set Aside workflow, a full solution would have to do so much: interviewing the user, classifying them, creating legal documents, helping them file them, helping them serve other attorneys, helping them prep for the next step of a trial. 

One of our guest speakers cautioned teams not to build a single-point solution that would only do a single task for the user, and then lead them to a cliff — where they would then have to do the next step on their own (and likely fail). But it’s also not possible to build out the whole set of interlocking functions and tasks in one cycle. Teams needed to scope down to one part of the ultimate full workflow, to make it manageable.

Future builder teams might follow this heuristic for where to draw the line: scope to the smallest complete outcome the partner actually cares about. Get this part right, start seeing those important outcomes, and then spend more R&D time widening out to improve other parts of the workflow. 

Invest time in understanding the big picture. One unintended consequence of the teaching team’s prep of the scope before class was that some teams jumped straight into this specific part of legal work without seeing the bigger picture of how it fits into protecting people or raising claims. The team should invest some time in understanding what the workflow actually is, what comes before and after it, and how it plays out in the field — so they can rethink how they frame the problem and what tech they choose. 

For example the eviction notice team jumped straight into the document analysis of eviction notices, because this was the scope given to them at the start of class. Only later did they understand what this document analysis really feeds into — the production of the UD-105 Eviction Answer. Seeing it from that scope helped them rethink their tech pipeline and workflow design. It is an interview with a document analysis attached: the notice bounds what is eligible to raise, but most of the defenses come from other sources aside from the notice analysis (like talking to the tenant). A tool that treats the document as primary and the interview as secondary has the ‘big picture’ backwards. 

In the future, we will work to balance this tight scope to students with more context and chances to do design research. The goal is to find places where the legal analysis is impactful, bounded enough to build, and clear enough about which part of the problem is technical and which part is legal or organizational. We want to make sure that the builder teams are building tools that match the shape of the real work and the legal and life outcomes that are most important.

Mapping the full current workflow is necessary: The voice intake team found that a key step of work was mapping the partner’s existing manual workflow on paper and with the partner, in the first week or two, before any AI flow is designed. Several of the worst bugs, including a matter-routing misclassification and an uncaptured appeal callback path, came from designing handoffs into a process they had not fully charted or understood — building before they truly knew all the ins-and-outs of how the current housing hotline operates. 

Managing scope creep. It’s also very important to stop expanding the scope of what you’re building until the initial core scope is delivered. Even when the partner is asking for more. The demand letter team committed early to adding voice input (the person could get a draft letter over phone, not just on a website) because it was technically interesting and the partner was enthusiastic. But then they could not deliver it within the quarter because of an access dependency on a phone provider. Their lesson was that a single well-integrated, heavily tested feature that resolves the partner’s actual bottleneck delivers more value than several loosely tested capabilities or new versions. 

Ensure the workflow covers tech & data integrations: That team also surfaced a scope trap worth naming on its own: how hard it might be to integrate with a partner’s existing systems. Their partner wanted the tool to autofill information shared with the intake form, which sounded small but required coordinating with a separate case management system the team had not accounted for. Legal aid organizations care a great deal about how a tool fits into the systems they already run but they might not know what is and is not technically feasible. The burden falls on the team to map those system dependencies early and to flag where cross-system work would be needed.

How do we get high quality, safe solutions?

The human in the loop is a design decision, an essential part of many legal help workflows. Every team built explicit, purposeful checkpoints for human judgment before the system’s output moved forward. This included attorney review of a generated letter, paralegal confirmation of a transcript, a volunteer’s decision about whether to raise a defect, senior attorney escalation for an uncertain expungement determination. The teams designed these human-in-the-loop (HITL) moments into the workflow purposefully, with extensive planning with the partner legal teams.

There is no assumption that the tool will be safe enough in the initial pilot to go straight to the public or even to junior teams members. The teams designed a human-tech workflow, including  where those checkpoints sit, what they catch, and how the tool behaves when it hands off to a person. 

The eviction notice team pointed this out: carefulness is a property of the deployment, not of the model. A tool that is 70% percent accurate deployed with mandatory attorney sign-off is safer than a tool that is 95% percent accurate deployed without that oversight. The right unit of analysis is the model plus the workflow, not the model alone. That reframe changes what a team should optimize, and also how they decide when a pilot is ready. It is why this eviction team came to believe that the most valuable thing they built was not the detector but the audit trail workflow: every verdict, including the ones the tool cleared rather than flagged, carries the governing statute, a written rationale, and a verbatim quote from the document, so that a supervising attorney can review a case in a few minutes. The smartest detector is the one whose reasoning a tired, busy volunteer at the end of a long day can actually check.

The voice intake team turned this HITL principle into the highest-stakes design decision of their quarter: they removed the tool’s ability to reject anyone outright or immediately. An initial prototype version could tell an eligibility-screening caller, at the end of the call, that they did not qualify. They replaced that outright rejection with a tentative eligibility flag that a human reviews, and eliminated end-of-call hard rejections entirely. The change did 2 things. It stopped a distressed caller from being turned away by the system,  before any person had looked at the case. It removed the incentive for callers to feed the system false information to get past this rejection gate. The general pattern is that an AI serving vulnerable people should not be allowed to make an unrecoverable negative determination on its own. It flags, and then an expert human decides.

Legal tools’ stubbornness versus usability. One partner surprised a team by praising the chatbot’s stubbornness in pushing a user for complete answers, a behavior the team had treated as a flaw. It might not be the most user-friendly when a chatbot refuses to let a user move to the next step before it fully engages on a point — but that might be the safer, more responsible choice. In high-stakes documents, an AI that refuses to settle for an incomplete answer is doing the right thing.

User experience and legal limits might come in conflict. The demand letter team found a choice that looks like a user experience preference can affect a substantive legal decision that only the expert partner really understood — or when user testing pushes it across a legal boundary. A prototype of their tool let the tenant choose how long to give the landlord to respond, which seemed like ordinary configurability. But then in testing distressed users began demanding unreasonable windows such as changes being made in 24 hours. The partner pointed out that the response period is a legal matter, not a preference. The testing and partner input helped the builder team remove this from being a user choice and standardized it. 

A few lessons come from this pivot. One, even when trying to build a user-centered tool, do not hand a distressed person a choice that they might use against their own interest. Also, double-check and route design decisions past the partner because some of them are legal decisions in disguise. 

The team also learned that having the humans review just the end-product letter might not be enough. Harms or problems might also happen in the conversation chat leading up to the letter. There needs to be review and oversight of these conversations, because things can happen there that might hurt or mislead the user. What if the tool drifts into giving legal advice, or gathers too much high-risk data, or does something else (that might not show up in the ultimate letter being reviewed). There needs to be review and backstop plans for all the interaction parts.

Too much warmth and empathy for the user can knock the tool off course. The demand letter team’s user population is largely in distress, so the team leaned into empathetic language to make the chatbot feel humane. Then feedback from the field pushed back: too much warmth can lead a user to treat the chatbot as a person, or to lean on it for emotional support it is not equipped to give, which is its own kind of harm. The resolution they reached was about finding a balance between empathetic support and clinical legal assistance.

The tool can acknowledge feeling briefly and sincerely, along the lines of noting that a situation sounds difficult, while staying focused on the task and declining to offer the user any medical, legal, or personal counsel. Empathy in these tools is a design dimension in its own right, distinct from accuracy. It can help with usability, but it also could be miscalibrated too far in both directions. Too cold and a frightened person disengages, too warm and the tool invites a reliance it cannot live up to. How much warmth, and where it stops, deserves the same deliberate calibration as any other part of the system. It will be different depending on the workflow and who is hosting/running this tool. It is worth testing rather than guessing.

Sometimes the user’s ability to review for accuracy is just too limited. We challenged the students to be honest: is AI or any other tech tool really a good fit for the workflow? The MOtion to Set Aside team had to grapple the hardest with this question. Their intended user was a self-represented tenant days from a lockout. There are not enough lawyers out there to serve people in this situation. The ideal workflow from the partner would have the tenant themselves interacting with the tool and acting on its output.

The team came to see that such a user cannot be their own safety net: a frightened non-lawyer does not know what to verify, cannot recognize a hallucinated citation, and cannot tell whether a sworn declaration meets the burden of proof. Their red-teaming showed that stressed users tended to over-trust polished output from the tool. This wasn’t an edge case, it seems to be a predictable trend of overreliance on conversational AI’s output. The conclusion was to design a workflow on the assumption that the user cannot check the work. This means that a person can’t use the system by themselves. Ideally, a trained intermediary has to stand between them and anything the tool produces. 

The team pivoted — moving from a public tenant-facing app to a supervised, staff-facing tool. The same team drew up a principle about when a tech tool is ready to release: better than nothing is the right bar for measuring impact, but the wrong bar for deciding to release. The fact that the alternative is no help at all can justify building the tool. But it cannot justify shipping an unsupervised version whose failures (like user overreliance, and inability to check for accuracy of high-stakes documents) are predictable.

Human review is important for professional development and quick fixes of mistakes. The expungement team, whose tool screens eligibility, also framed the human step in the workflow very sharply. They realized that the tool is helping the attorney keep their expert human judgment in the loop for every ambiguous determination, making errors recoverable and auditable. An attorney who overrides a wrong call and records why produces a trail, which is a different world from a tool that emits confident wrong answers with no correction path. 

It’s not enough just for a system to be correct. Its output has to be legible enough for the reviewer to verify quickly. With this tool, the partner declined to use an early version that gave verdicts without showing the statutory reasoning behind them. Also, warnings on the system cannot be too ‘soft’ — when a possible misinterpretation or incorrect output is so determinative of a person’s high-stakes outcome. The team added in disclaimers with ‘hard stops’ so a person has to read it and acknowledge it. The goal was that juniors or in-training team members would be more likely to perform the safer behavior.

Speed and accuracy often are in conflict, and different projects will have to favor one over the other. Two teams reached opposite-sounding conclusions about building a system faster or more accurate. The eviction notice team, building a document-review co-pilot with a supervising attorney checking every output, concluded that speed beats accuracy for a frontline partner in the courthouse hallway, under deadline pressure. A tool that is 90% accurate but takes 20 minutes is worse than one that is 70% accurate and takes 5 minutes plus 5 minutes of attorney review, because a fast human catches the errors. 

The voice intake team, building a phone system that screens callers for eligibility, concluded the reverse. They prioritized accuracy over speed. Their ultimate prototype focused on never turning away an eligible caller rather than keeping calls short. They made this choice because a wrong rejection ends the call and excludes a real client before any person has looked at the case, and because a caller who senses the system is about to reject them will start feeding it false information to qualify. 

Both teams made a call on speed versus accuracy working with their partner and the tool’s context. The key thing is to find the failure that cannot be undone. Where a competent human reviews the output quickly and can catch a mistake before it reaches the client, optimize for speedy throughput. Where an error is categorical and unrecoverable in the moment, such as a rejection that ends the phone call interaction, optimize for carefulness and route the decision to a human. Speed might get sacrificed. The design question is not speed or accuracy in the abstract. The main job of the builder team is to find where a mistake becomes irreversible, and whether an expert human reviewer is there to catch it or not. 

The expungement team refined this a step further. They identified the parts of eligibility screening where speed matters most, like the rote statutory lookups, the charge classification, the waiting-period arithmetic. These are exactly the parts where deterministic rules are most reliable. Then there are the parts where care matters most, like multi-county sequencing, ambiguous charge language, borderline categories. For these, the team added friction on purpose through hard-stop warnings and required acknowledgment. In some parts, the tool prioritized speed, other times there was intentional slow-downs. 

The workflow was not all fast or all slow, it adjusted depending on the risk level and type of tech benign used. The design move is to map the workflow, decide segment by segment whether speed or care governs, and build fast paths and deliberate friction accordingly.

What partnerships, outreach, and collaboration are necessary to get a successful project?

In this field, you have to have solutions that are multi-stakeholder. If our projects were commercial products, then we might say that it is the end-user who should decide if a tool is ready for pilot and will likely be adopted. With legal help AI tools, it’s more complicated. It’s not just about whether the end-user finds it valuable and engaging.

  • A supervising or managing attorney is likely the one that decides whether the tool is adopted in a team,
  • A frontline attorney, volunteer or paralegal will be the one using it
  • A client bears the consequences of a mistake, or gets the benefit of a successful output

Those are 3 different stakeholders, with different sets of values and standards.The features that make a volunteer’s day easier, such as fewer clicks, are not the features that earn an attorney’s trust, such as an explicit audit trail. If teams designed for just 1 stakeholder, the solution is likely to fail.

Several practical consequences follow from this multi-stakeholder challenge. The partner relationship is not one relationship. Teams need to meet with people from different backgrounds and roles. Teams that met regularly with both the managers who set priorities (leadership POV) and the frontline staff who know how the work runs (frontline POV) caught wrong assumptions early, got accurate test suites, found the right workflow maps and scopes. Hearing only from a manager produced tools that looked right on paper but then would ultimately hit a wall — when the team realized they were building something that the frontline staff wouldn’t have time or need to use.

Then again, hearing only from frontline staff produced tools that solved a real daily pain but did not fit the organization’s constraints or ultimate goals. The team might build something with little payoff or that wouldn’t be given further resources. 

Know who makes greenlight decisions. It’s also very important to figure out which person or group of people have ‘deployment authority’ early in your project. One team spent two quarters assuming their main partner contact could authorize a pilot, and learned near the end that the decision to deploy sat elsewhere in the organization, with someone they had not yet been brought into the development work. These design choices (and buy-in moments) were made under a false assumption about who could give a greenlight. The named project contact (who might be excited about AI and innovation) might not be the person who can put a tool in front of a real client or get the organization to commit to a pilot. Builder teams should ask in the first meeting about how to get the right 3 stakeholder groups involved, and what standards and expectations they each have. 

Be ready to talk through hosting and maintenance. Some teams began their development cycle with the assumption (and hope) that their partner organization would host and own the tool. As they moved along with conversations, they found that hosting and real ownership of the tool would need to be arranged separately. They had to substantially adjust their rollout plan. The partner frontline legal aid attorney is an invaluable source of failure modes and domain expertise, so likely the lead stakeholder contact early in the R&D work. But you also need to find the people to involve, who have the authority to commit an organization to hosting, IT, and maintenance. The team can treat the frontline expert as the domain expert and the red-teamer. But the institutional owner (the person or unit that would commit to hosting, legal review, onboarding, and maintenance) is a separate contact to establish early.

Frontline experts should be major contributors. It cannot be overstated how important it is to have professionals who have practiced the given workflow day-in, day-out with many different types of users. With voice intake, the partner was a substantive collaborator, and their operational judgment shaped the architecture directly. The partner rejected emailing intake summaries to callers on privacy grounds, rejected live web scraping of eligibility thresholds in favor of a folder staff update by hand, and rejected a web-chat design out of knowledge that the organization’s callers would not use it. Each of those decisions was borne out by later testing. 

A builder team working with a public interest partner should assume the partner has accurate views on how the system should be built, how people will behave, what safeguards need to be built in, and what functions are likely to go unused or misused. The team needs to structure the project to take in this frontline knowledge early. The voice intake team also learned to confirm operational understanding early rather than late. The bugs they found later traced to gaps in their knowledge of the team’s work and rules. Ideally those could have been caught in week 2 with conversations, rather than extensive bug tests in week 6. 

Partners’ time is limited and might stall R&D. Building in this collaborative way is necessary, but it also can be a slowing factor. Several teams found that the partner’s review bandwidth, not the team’s building speed, set the pace of the progress they could make. When an expert can review only one batch of test cases a week and a supervising attorney can review one a month, the teams might feel stuck — but they cannot responsibly move forward without this expert input.

Public interest technology is a coordination and trust problem with a technology layer, not the reverse. The tools that had a path forward were the ones where the partner organization was very involved, correcting the legal logic, judging the output, and telling the team what would survive real-world usage with their staff and clients. The technical build was the smaller part. The larger part was the relationship: repeated review sessions, regular reporting of what did not work, and design decisions made with the people who carry professional and ethical responsibility for the outcome. This is slow, in-person work, and it does not end when the first pilot version launches.

The expungement team named a structural feature of this work: the people ultimately most affected by a tool’s failures are usually not the people who can report them– there is too much time and organizational distance. A client never touches an eligibility screener or gives feedback on it. But they feel its error months later, downstream, when a petition is filed and rejected and the window to fix it has closed, and by then the failure is nearly impossible to trace back to a specific output. The feedback loop that would catch the problem in a commercial product is broken here, because the affected party is not the system’s direct user.

For builder and partner teams, before embarking on tech development, describe with real specificity what a bad outcome looks like for the client, not the attorney and not the organization.  Take that description seriously enough that it changes design decisions. Two questions asked in the first week do most of that work. 

  1. What case or prior tool failure would make the partner unwilling to proceed at all? This  will surface the threat model faster than any general conversation about risk. 
  2. What would have to be true for the partner to use the tool without the builder team in the room? This will define the minimum that the documentation, the onboarding, and the human-review design have to reach. 

Authority in the R&D process should follow accountability: the partner who holds the professional liability and the client relationship is the one that decides what safe and good mean.

How do we build with safety as a core goal?

Safety is a main goal, but it also can take many shapes. In many commercial AI products, a tool is good if it creates value for the business, and safety is a constraint on that value. But with legal help tools, teams found that being safe is itself a core objective. It’s not just a cost to trade against efficiency. Success for the partners means the tool is both good and safe for everyone it touches, which includes the organization’s own staff as well as its clients. 

That said, each team needed to find exactly what ‘safe’ meant for their workflow and organization. The teams found that safety splits into distinct kinds that need different treatment.

Output safety is whether the tool produces content that could harm someone if they act on it, such as a wrong eligibility determination or a hallucinated legal fact. Measuring it belongs with how we evaluate performance and accuracy.

Interaction safety is whether the tool handles a vulnerable person appropriately in the moment. Does it recognize a caller in crisis, and then escalate to a special path rather than continuing a hundred-question script? Does it get human oversight at key moments?  

Consent and disclosure, meaning whether the user knows they are talking to AI and understands what it can and cannot do, is a safety concern crossing both outputs and interactions. 

Safety work, planning, and evaluation needs to treat these 3 different dimensions separately. 

Some concrete safety practices came out of the eviction notice team’s work and transfer to any other builder team. Data minimization should be the default approach. The team collected demographic fields at intake because intake forms collect demographics, then removed them after a mid-quarter self-audit found the tool was storing tenant name, address, contact information, and income in its database. The better default is to justify every field before it exists, not to audit fields after the fact. 

It also pointed to a key practice of builder teams — to run audits and make sure what you are claiming is based in the deployed code, not just in your design or planning documents. The team might have aimed to build a tool that saved no data, but what if the running code does not match that own description? Safety reporting has to describe the system that is actually running, not the system the design document intended. 

The team also was careful in listing and profiling its tool’s failure modes. The team catalogued every risk into 1 of 3 categories:

  • one the tool mitigates, 
  • one it inherits from the manual process without making worse, or 
  • one it introduces that did not exist before. 

That three-way distinction separates the risks a tool reduces from the risks it merely carries forward and the risks it creates. This same kind of failure mode cataloguing and categorization could transfer cleanly to an intake assistant, a know-your-rights chatbot, or an eligibility screener.

Aside from safety around the client, teams realized they also had to have a safety plan to protect the frontline worker. The voice intake team’s system correctly de-escalated hostile callers and transferred them to a person, but then the team realized that handing an angry caller to a staff member with no warning exposes that staff member to abuse. Their fix was to flag hostile or highly distressed language in the transcript handoff so the human on the other side knows what they are walking into and can plan the callback. Designing for staff safety, not only client safety, is part of the work in making a system that truly is safe enough to pilot.

Guardrails themselves can fail, and a visible failure often might be hard to understand and fix. The demand letter team inherited a prototype with a safeguard that ended a conversation when a generated message hit certain length and content conditions. It worked most of the time but then occasionally fired early, cutting off the interview before all the information was collected, which then produced an inaccurate letter. A crude guardrail can introduce its own failure mode, which isn’t always obvious. The team observed a bad letter output, and had to hunt upstream to find what was causing it. Sometimes the cause looks unrelated, like this length termination rule. The team had to learn to trace a failure to its real cause before fixing the symptom.

Evaluation is hugely important now that building is so quick

Prototyping tech tools has become insanely fast. High-fidelity iteration is the new cycle, with lots of eval baked in. The vibe-coding platform Replit was excellent for getting teams started with building tool prototypes. It let students with no engineering background chat with the coding agent and stand up a working, interactive, AI-powered tool in days. They could take the scope and goals from their design research, and create first demos that were genuinely impressive. But getting from that first build to something worth putting in front of real users took repeated cycles of hands-on design work. That is where teams moved to higher-fidelity design and prototyping tools and spent most of their weeks during the 6 month cycle. 

They were on the long tail of expert review, red-teaming, bug discovery, and user testing, which suddenly became where the real time goes — not the technical development. There is a big, hard-to-close gap between a prototype that works in a demo and a tool an organization will stand behind in production. It takes months if not years to close this gap. Anyone budgeting a legal AI project should budget for the tail, not the prototype.

The voice intake team added a specific warning about what the fast first build actually is. Their prototype was built on Replit with heavy use of AI-generated code. They came to treat it as a working specification of what the system should do rather than as code anyone could deploy. It helped in defining a clear functional agenda of the new workflow, but it was not stable or safe enough for pilot. Before real clients touch a system like this, the code needs a professional engineering review for security, error handling, and maintainability. The team flagged that the must be a named gate in their rollout rather than an afterthought. The prototype proves the behavior. It is not yet the product and shouldn’t be put in the field.

The experts do not have premade evaluation checklists. A recurring surprise was that the attorneys and subject-matter experts who partnered with the teams did not have ready-made standards for legal accuracy, sound practice, or safety that a tool could be measured against. The student teams hoped for the frontline experts or organizational leaders to tell them exactly what standards to meet. But there was no checklist to hand over. The knowledge lived in the experts’ judgment, built over years, and it had to be drawn out case by case and written down before it could become a test. 

The builder teams spent hours of time sitting with partners, walking through examples, and turning “I would know it if I saw it” into specific, observable criteria. This creation of evaluation standards and rubrics is slow but necessary. It is one of the most valuable things the course produced, because the written-down version of quality rubrics, safety standards, harm floors, and test suites are what another organization can pick up and reuse as they build solutions.

How best to build these evaluation rubrics? The voice intake team built their evaluation rubric themselves and validated it with the partner’s paralegals afterward, and concluded that this order was backwards. A rubric encodes whose judgment counts. If the people who will supervise the tool in production are the partner’s staff, their judgment should shape the rubric’s structure from the start rather than confirm it at the end. Co-developing the criteria with the supervising staff, beginning early, is how a rubric ends up measuring what the organization actually cares about.

The 5 Pilot-Ready gates emerged from the work. The pilot-readiness question, and its five parts, were not imposed from a template at the start. They surfaced over Winter quarter, from watching different projects run into the same kinds of trouble, and from asking the partners what would have to be true before they would trust a tool with a real client. Performance, usability, oversight and safety, adoption, and sustainability are the 5 categories that kept reappearing as the big ones. Pilot readiness is not a single yes-or-no question. 

Evaluation matures from watching to measuring, and good test data is the bottleneck. As we worked on different kinds of evaluation over Spring, the teams started with qualitative observation, meaning watching a few people use the tool and noting what broke. They gradually moved to systematic testing against a rubric built from the tool’s own decision logic. Both stages are necessary, and likely this order was a good one to follow. You cannot write a good rubric until you have watched real use. 

Access to ‘Test Suite’ data is a huge, burdensome need. The build teams need real (or very-close-to-real data). The hard part of the measuring stage was not writing the rubric. It was getting test data. Teams needed sets of annotated documents or case examples that represented the real spectrum of situations and inputs a tool would face: the clean case, the messy case, the rare edge case, the case designed to break it. Real client documents were mostly off limits for privacy reasons, so teams built synthetic ones, and building a synthetic set that genuinely covers the range of scenarios, with correct annotations for the right answer in each case, turned out to be difficult and slow. A rubric is only as good as the cases you test it against. But getting access to representative data was a huge block.

Get settled expert standards first: The eviction notice team’s evaluation work produced a finding that any team benchmarking a legal AI tool should pay attention to: measure how much your human labelers agree with each other before you read any disagreement between the tool and a human as tool error. When that team had 2 experienced reviewers label the same synthetic notices, the reviewers disagreed with each other about as much as either disagreed with the model, with agreement statistics low enough that no single reviewer could serve as a clean answer key. In other words, part of what looks like model error in legal document review is really the absence of a settled ground truth. Even the human reviewers don’t agree with each other.  Further accuracy gains at that point require expert adjudication of the disagreement set, not better prompting. 

The practical sequencing lesson the team drew is to build the evaluation harness before the tool: encode the legal tests as checkable specifications, build the benchmark, measure human-to-human agreement on it, and only then build the tool that has to beat it. The team’s first benchmark and their agreement measurements arrived after the prototype they were meant to judge, which meant their early confidence was intuition rather than evidence.

Sequence of testing: The voice intake team added a staged testing arc worth copying: synthetic personas first, then live volunteers playing those personas, then the partner’s own staff testing in their real operational setting, then adversarial red-teaming. The progression runs from controlled to realistic to hostile. Each round caught failures the previous rounds had missed. 

The decisive round was partner-staff testing. When the partner’s paralegals tested the system, they surfaced a collapsed Spanish-language flow, a matter-routing error, and a premature eligibility rejection that no synthetic run and no peer testing had caught. Those staff tested the cases the system would actually face, based off of their frontline expertise, and interacted with the system in the way that the work actually happens. The team concluded that they should have put a real tester in front of the system by the third week, well before it felt ready, because the bugs and problems a real person surfaces early are far cheaper to fix than the same issues surfaced late.

Pilot-readiness gates likely need to be staged, one-at-a-time. We also realized that the five gates are not parallel tracks but a dependency chain. Usability cannot be judged before performance is confirmed, and safety cannot be judged before the underlying logic is verified. One team tested the gates in parallel, hit a rule-engine error during usability testing that forced a second round of accuracy testing they thought was finished, and lost about two weeks. Sequence the gates, and grade the later ones only once the earlier ones are performing well.

How to build a good pilot-readiness rubric: The voice intake team produced 3 transferable lessons about how to structure a readiness rubric, each earned by watching their initial rubric fail. First, categorical failures belong outside the scored rubric as binary pass-or-fail gates. This needs to be treated differently than other rubric items. Turning away an eligible caller or skipping a required disclosure should not be averaged in with voice quality, because a smooth call that misses a required step is not a good call, it is a failure that happens to be smooth. Second, equal weighting is a hidden assumption that is usually wrong. Scoring every dimension the same silently claims that voice quality matters as much as eligibility accuracy, so weights should be explicit and tied to the real stakes of each dimension. Third, a rubric should output an actionable recommendation, not a bare pass-or-fail signal. The question a partner actually needs answered is not whether the tool passed but what they are allowed to do with it now, so the score should map to a deployment scope and a supervision level rather than to a single verdict.

User testing results versus real-world behavior. Some of the user testing run by teams were done by users playing out the scenario of a fictional user, but they weren’t actually in a stressful legal problem. The teams warned that comprehension in a lab-based user test does not predict behavior. Their educated testers, role-playing tenants in a calm university classroom, understood the tool and still appeared ready to trust its output without checking it. A user who can explain what a tool does, or who finishes a task in a low-stress session, tells you the interface is legible. It does not tell you about what’s going to happen in a real pilot. This user testing won’t predict what a frightened person days from a lockout will actually do, which might be to accept polished output without question. Measuring understanding is not the same as observing behavior under real conditions. Teams have to factor this safety risk in, and find other ways to test for it.

Find non-expert testers. The expungement team added two more evaluation lessons. The first is to test with non-specialists, not only the experts who helped build the tool. When specialist attorneys ran real cases through their screener they moved through it without trouble, often because they were so familiar with the legal workflow and this tool itself. But attorneys who do not practice in the area got stuck immediately, because the interface assumed a familiarity with reading a criminal-history report that the occasional users did not have. 

The real user population for most legal aid tools is not the dedicated clinic that co-designed it, who have extensive subject matter expertise. It is the broader set of attorneys or justice workers who work on these cases occasionally and need the tool to provide its own instructional context. Testing only with the specialist produces something that works only for them.

AI Projects Need Intentional Sustainability Plans

Design for maintenance by the people who know the law, not the people who know code. Sustainability was the gate that teams scored lowest, and felt the least prepared to meet. Often sustainability and onboarding only feel urgent when deployment is near, which is exactly when there is no time left to address them. The teams that thought about it early converged on a clear pattern about maintenance. The law changes, ordinances turn over, and clinic practice shifts, so the only ongoing maintenance task a tool should ask of legal aid staff is editing plain-language descriptions of the legal rules. They should not be expected to edit codes or LLM prompts. The eviction notice team built toward a design where each legal defect is a short paragraph of English stating the rule, the statute, and the conditions that do and do not trigger it, so that an attorney or paralegal can amend the tool’s behavior by rewriting a paragraph. 

The benchmark is what makes that rewriting safe. When a legal team member rewrites a tool’s rule, the system is re-scored against the labeled test set before it can ship. A legal expert can evolve the system and a regression is caught automatically. This also argues for keeping the legal content in versioned data files rather than buried in code, and for keeping the model layer provider-agnostic so that swapping in a better or cheaper model later is a configuration change the benchmark can immediately evaluate. A tool that requires a developer and a redeploy every time a statute changes will not survive the team that built it.

The voice intake team reached the same content-not-code conclusion from a different angle. They shipped a folder where authorized staff upload the annual poverty guidelines that drive eligibility. In that way, a threshold change is a document upload by a legal team member rather than a code change by a developer or a live web scrape that could hallucinate a wrong number. They also named a discipline the maintenance conversation usually omits: monitoring is a design input, not a downstream deliverable. The question of how anyone will know the tool is working in production should be asked in the first week, because the things worth watching, such as call duration, escalation reasons, and caller feedback, are far easier to instrument into a system while it is being built than to retrofit once its behavior is fixed.

The expungement team had concrete ideas to address this challenge. Because the statute they encoded was actively changing, they designed an admin dashboard that exposes the eligibility rules to legal staff as editable plain-language parameters, such as waiting periods, thresholds, and disqualifying-offense lists, each with a last-updated date and a versioned change log recording who changed what and under what authority. Saving an edit automatically re-runs the synthetic regression set, so a specialist can confirm the change introduced no errors before it goes live. This puts day-to-day legal maintenance in the hands of the people who own the law and reserves engineering for genuinely structural changes. Their broader conclusion: treat the partner’s capacity to maintain the tool after the team leaves as a design constraint from day one, not a later deliverable. A tool that works at handoff but cannot be sustained by its users is not a finished contribution.

Sustainability also has a plain financial dimension that student teams tend to underweight, because they build on free tiers and do not see the bill for the tool. The demand letter team named this as a gap in their own work: they had not analyzed what the tool would cost the partner to run, from model usage to hosting. For an under-resourced organization, the ongoing cost of operation is a real deployment question, and a tool that is too expensive to run is as unsustainable as one that is too hard to maintain.

Next Steps: Coordination, Scale, Commons

As we watched the five teams and their partners work on solving very specific legal help workflow challenges with technology, we as the teaching team were thinking about how this fits into the larger access to justice ecosystem. While we watched each of their R&D journeys, we were thinking: how can we make all of this work product reusable, useful, impactful? How can we help other organizations who want to similarly transform their eviction defense, reentry, and other legal work, who are not in this room?

The Legal Help Commons grew directly out of this class. The students’ thorough development work an documentation produced valuable material that the field doesn’t usually produce or share: the rubric for what a tool should do, the honest list of how it failed, the benchmark to test it, and the architecture decisions behind it. Watching five teams answer the same underlying questions five times made the larger problem plain. Across the country, organizations rebuild this same scaffolding before they can build the part that is actually local to their jurisdiction. The Commons is the response: build the common parts once, in the open, and share them, so every team starts from a tested standard instead of a blank page.

Each project will be featured on Legal Help Commons as a full package of development materials, in addition to a single report. A package gathers everything another builder or frontline team needs to build a given kind of tool and everything a leader or funder needs to evaluate one: 

  • a functional agenda that defines what the tool must do, 
  • a conformance standard that sets the bar it must clear before a pilot, 
  • an evaluation protocol and shared test suite, 
  • a reference architecture, 
  • an open-source reference implementation you can request under license, and 
  • the case studies and results from the original build. 

Each package lives on a workflow hub page that assembles these assets in one place and marks each one honestly as ready, drafted, or not yet started. 

The point of featuring the work this way is coordination, and instigation. The packages are open and unfinished on purpose, published as drafts from real builds so the field can test them, argue with them, and improve them. Anyone can read the agendas and standards to scope their own build or evaluate a vendor, join a cohort where the standards actually get decided, or contribute their own specifications and test results so the next team starts from them. The class produced a set of useful tools. The Commons is how those tools become a shared foundation the next teams build on, building together rather than separately.

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AI + Access to Justice Class Blog Current Projects Project updates

Legal Aid Intake & Screening AI

A Report on an AI-Powered Intake & Screening Workflow for Legal Aid Teams 

AI for Legal Help, Legal Design Lab, 2025

This report provides a write-up of the AI for Housing Legal Aid Intake & Screening class project, that was one track of the  “AI for Legal Help” Policy Lab, during the Autumn 2024 and Winter 2025 quarters. The AI for Legal Help course involved work with legal and court groups that provide legal help services to the public, to understand where responsible AI innovations might be possible and to design and prototype initial solutions, as well as pilot and evaluation plans.

One of the project tracks was on improving the workflows of legal aid teams who provide housing help, particularly with their struggle of high demand from community members but a lack of clarity on exactly whether a person can be served by the legal aid group & how. Between Autumn 2024 and Winter 2025, an interdisciplinary team of Stanford University students partnered with the Legal Aid Society of San Bernardino (LASSB) to understand the current design of housing intake & screening, and to propose an improved, AI-powered workflow. 

This report details the problem identified by LASSB, the proposed AI-powered intake & screening workflow developed by the student team, and recommendations for future development and implementation. 

We share it in the hopes that legal aid and court help center leadership might also be interested in exploring responsible AI development for demand letters, and that funders, researchers, and technologists might collaborate on developing and testing successful solutions for this task.

Thank you to students in this team: Favour Nerisse, Gretel Cannon, Tatiana Zhang, and other collaborators.. And a big thank you to our LASSB colleagues: Greg Armstrong, Pablo Ramirez, and more.

Introduction

The Legal Aid Society of San Bernardino (LASSB) is a nonprofit law firm serving low-income residents across San Bernardino and Riverside Counties, where housing issues – especially evictions – are the most common legal problems facing the community. Like many legal aid organizations, LASSB operates under severe resource constraints and high demand.

In the first half of 2024 alone, LASSB assisted over 1,200 households (3,261 individuals) with eviction prevention and landlord-tenant support. Yet many more people seek help than LASSB can serve, and those who do seek help often face barriers like long hotline wait times or lack of transportation to clinics. These challenges make the intake process – the initial screening and information-gathering when a client asks for help – a critical bottleneck. If clients cannot get through intake or are screened out improperly, they effectively have no access to justice.

Against this backdrop, LASSB partnered with a team of Stanford students in the AI for Legal Help practicum to explore an AI-based solution. The task selected was housing legal intake: using an AI “Intake Agent” to streamline eligibility screening and initial fact-gathering for clients with housing issues (especially evictions). The proposed solution was a chatbot-style AI assistant that could interview applicants about their legal problem and situation, apply LASSB’s intake criteria, and produce a summary for legal aid staff. By handling routine, high-volume intake questions, the AI agent aimed to reduce client wait times and expand LASSB’s reach to those who can’t easily come in or call during business hours. The students planned a phased evaluation and implementation: first prototyping the agent with sample data, then testing its accuracy and safety with LASSB staff, before moving toward a limited pilot deployment. This report details the development of that prototype AI Intake Agent across the Autumn and Winter quarters, including the use case rationale, current vs. future workflow, technical design, evaluation findings, and recommendations for next steps.

1: The Use Case – AI-Assisted Housing Intake

Defining the Use Case of Intake & Screening

The project focused on legal intake for housing legal help, specifically tenants seeking assistance with eviction or unsafe housing. Intake is the process by which legal aid determines who qualifies for help and gathers the facts of their case. For a tenant facing eviction, this means answering questions about income, household, and the eviction situation, so the agency can decide if the case falls within their scope (for example, within income limits and legal priorities).

Intake is a natural first use case because it is a gateway to justice: a short phone interview or online form is often all that stands between a person in crisis and the help they need. Yet many people never complete this step due to practical barriers (long hold times, lack of childcare or transportation, fear or embarrassment). 

By improving intake, LASSB could assist more people early, preventing more evictions or legal problems from escalating.

Why LASSB Chose Housing Intake 

LASSB and the student team selected the housing intake scenario for several reasons. First, housing is LASSB’s highest-demand area – eviction defense was 62% of cases for a neighboring legal aid and similarly dominant for LASSB. This high volume means intake workers spend enormous time screening housing cases, and many eligible clients are turned away simply because staff can’t handle all the calls. Improving intake throughput could thus have an immediate impact. Second, housing intake involves highly repetitive and rules-based questions (e.g. income eligibility, case type triage) that are well-suited to automation. These are precisely the kind of routine, information-heavy tasks that AI can assist with at scale. 

Third, an intake chatbot could increase privacy and reach: clients could complete intake online 24/7, at their own pace, without waiting on hold or revealing personal stories to a stranger right away. This could especially help those in rural areas or those uncomfortable with an in-person or phone interview. In short, housing intake was seen as a high-impact, AI-ready use case where automation might improve efficiency while preserving quality of service.

Why Intake Matters for Access to Justice

Intake may seem mundane, but it is a cornerstone of access to justice. It is the “front door” of legal aid – if the door is locked or the line too long, people simply don’t get help. Studies show that only a small fraction of people with civil legal issues ever consult a lawyer, often because they don’t recognize their problem as legal or face obstacles seeking help. Even among those who do reach out to legal aid (nearly 2 million requests in 2022), about half are turned away due to insufficient resources. Many turn-aways happen at the intake stage, when agencies must triage cases. Improving intake can thus shrink the “justice gap” by catching more issues early and providing at least some guidance to those who would otherwise get nothing. 

Moreover, a well-designed intake process can empower clients – by helping them tell their story, identifying their urgent needs, and connecting them to appropriate next steps. On the flip side, a bad intake experience (confusing questions, long delays, or perfunctory denials) can discourage people from pursuing their rights, effectively denying justice. By focusing on intake, the project aimed to make the path to legal help smoother and more equitable.

Why AI Is a Good Fit for Housing Intake

Legal intake involves high volume, repetitive Q&A, and standard decision rules, which are conditions where AI can excel. A large language model (LLM) can be programmed to ask the same questions an intake worker would, in a conversational manner, and interpret the answers. 

Because LLMs can process natural language, an AI agent can understand a client’s narrative of their housing problem and spot relevant details or legal issues (e.g. identifying an illegal lockout vs. a formal eviction) to ask appropriate follow-ups. This dynamic questioning is something LLMs have demonstrated success in – for example, a recent experiment in Missouri showed that an LLM could generate follow-up intake questions “in real-time” based on a user’s description, like asking whether a landlord gave formal notice after a tenant said “I got kicked out.” AI can also help standardize decisions: by encoding eligibility rules into the prompt or system, it can apply the same criteria every time, potentially reducing inconsistent screening outcomes. Importantly, initial research found that GPT-4-based models could predict legal aid acceptance/rejection decisions with about 84% accuracy, and they erred on the side of caution (usually not rejecting a case unless clearly ineligible). This suggests AI intake systems can be tuned to minimize false denials, a critical requirement for fairness.

Beyond consistency and accuracy, AI offers scalability and extended reach. Once developed, an AI intake agent can handle multiple clients at once, anytime. For LASSB, this could mean a client with an eviction notice can start an intake at midnight rather than waiting anxious days for a callback. Other legal aid groups have already seen the potential: Legal Aid of North Carolina’s chatbot “LIA” has engaged in over 21,000 conversations in its first year, answering common legal questions and freeing up staff time. LASSB hopes for similar gains – the Executive Director noted plans to test AI tools to “reduce client wait times” and extend services to rural communities that in-person clinics don’t reach. Finally, an AI intake agent can offer a degree of client comfort – some individuals might prefer typing out their story to a bot rather than speaking to a person, especially on sensitive issues like domestic violence intersecting with an eviction. In summary, the volume, repetitive structure, and outreach potential of intake made it an ideal candidate for an AI solution.

2: Status Quo and Future Vision

Current Human-Led Workflow 

At present, LASSB’s intake process is entirely human-driven. A typical workflow might begin with a client calling LASSB’s hotline or walking into a clinic. An intake coordinator or paralegal then screens for eligibility, asking a series of standard questions: Are you a U.S. citizen or eligible immigrant? What is your household size and income? What is your zip code or county? What type of legal issue do you have? These questions correspond to LASSB’s internal eligibility rules (for example, income below a percentage of the poverty line, residence in the service area, and case type within program priorities). 

The intake worker usually follows a scripted guide – these guides can run 7+ pages of rules and flowcharts for different scenarios. If the client passes initial screening, the staffer moves on to information-gathering: taking down details of the legal problem. In a housing case, they might ask: “When did you receive the eviction notice? Did you already go to court? How many people live in the unit? Do you have any disabilities or special circumstances?” This helps determine the urgency and possible defenses (for instance, disability could mean a reasonable accommodation letter might help, or a lockout without court order is illegal). The intake worker must also gauge if the case fits LASSB’s current priorities or grant requirements – a subtle judgment call often based on experience. 

Once information is collected, the case is handed off internally: if it’s straightforward and within scope, they may schedule the client for a legal clinic or assign a staff attorney for advice. If it’s a tougher or out-of-scope case, the client might be given a referral to another agency or a “brief advice” appointment where an attorney only gives counsel and not full representation. In some instances, there are multiple handoffs – for example, the person who does the phone screening might not be the one who ultimately provides the legal advice, requiring good note-taking and case summaries.

User Personas in the Workflow

The team crafted sample user and staff personas, of who would be interacting with the new workflow and AI agent.


Pain Points in the Status Quo

This human-centric process has several pain points identified by LASSB and the student team. 

First, it’s slow and resource-intensive. Clients can wait an hour or more on hold before even speaking to an intake worker during peak times, such as when an eviction moratorium change causes a surge in calls. Staff capacity is limited – a single intake worker can only handle one client at a time, and each interview might take 20–30 minutes. If the client is ultimately ineligible, that time might be “wasted” that could have been spent on an eligible client. The sheer volume means many callers never get through at all. 

Second, the complexity of rules can lead to inconsistent or suboptimal outcomes. Intake staff have to juggle 30+ eligibility rules, which can change with funding or policy shifts. Important details might be missed or misapplied; for example, a novice staffer might turn away a case that seems outside scope but actually fits an exception. Indeed, variability in intake decisions was a known issue – one research project found that LLMs sometimes caught errors made by human screeners (e.g., the AI recognized a case was eligible when a human mistakenly marked it as not). 

Third, the process can be stressful for clients. Explaining one’s predicament (like why rent is behind) to a stranger can be intimidating. Clients in crisis might forget to mention key facts or have trouble understanding the questions. If a client has trauma (such as a domestic violence survivor facing eviction due to abuse), a blunt interview can inadvertently re-traumatize them. LASSB intake staff are trained to be sensitive, but in the rush of high volume, the experience may still feel hurried or impersonal. 

Finally, timing and access are issues. Intake typically happens during business hours via phone or at specific clinic times. People who work, lack a phone, or have disabilities may struggle to engage through those channels. Language barriers can also be an issue; while LASSB offers services in Spanish and other languages, matching bilingual staff to every call is challenging. All these pain points underscore a need for a more efficient, user-friendly intake system.

Envisioned Human-AI Workflow

In the future-state vision, LASSB’s intake would be a human-AI partnership, blending automation with human judgment. The envisioned workflow goes as follows: A client in need of housing help would first interact with an AI Intake Agent, likely through a web chat interface (or possibly via a self-help kiosk or mobile app). 

The AI agent would greet the user with a friendly introduction (making clear it’s an automated assistant) and guide them through the eligibility questions – e.g., asking for their income range, household size, and problem category. These could even be answered via simple buttons or quick replies to make it easy. The agent would use these answers to do an initial screening (following the same rules staff use). If clearly ineligible (for instance, the person lives outside LASSB’s service counties), the agent would not simply turn them away. Instead, it might gently inform them that LASSB likely cannot assist directly and provide a referral link or information for the appropriate jurisdiction. (Crucially, per LASSB’s guidance, the AI would err on inclusion – if unsure, it would mark the case for human review rather than issuing a flat denial.) 

For those who pass the basic criteria, the AI would proceed to collect case facts: “Please describe what’s happening with your housing situation.” As the user writes or speaks (in a typed chat or possibly voice in the future), the AI will parse the narrative and ask smart follow-ups. For example, if the client says “I’m being evicted for not paying rent,” the AI might follow up: “Have you received court papers (an unlawful detainer lawsuit) from your landlord, or just a pay-or-quit notice?” – aiming to distinguish a looming eviction from an active court case. This dynamic Q&A continues until the AI has enough detail to fill out an intake template (or until it senses diminishing returns from more questions). The conversation is designed to feel like a natural interview with empathy and clarity.

After gathering info, the handoff to humans occurs. The AI will compile a summary of the intake: key facts like names, important dates (e.g., eviction hearing date if any), and the client’s stated goals or concerns. It may also tentatively flag certain legal issues or urgency indicators – for instance, “Client might qualify for a disability accommodation defense” or “Lockout situation – urgent” – based on what it learned. This summary and the raw Q&A transcript are then forwarded to LASSB’s intake staff or attorneys. A human will review the package, double-check eligibility (the AI’s work is a recommendation, not final), and then follow up with the client. In some cases, the AI might be able to immediately route the client: for example, scheduling them for the next eviction clinic or providing a link to self-help resources while they wait.

But major decisions, like accepting the case for full representation or giving legal advice, remain with human professionals. The human staff thus step in at the “decision” stage with a lot of the grunt work already done. They can spend their time verifying critical details and providing counsel, rather than laboriously collecting background info. This hybrid workflow means clients get faster initial engagement (potentially instantaneous via AI, instead of waiting days for a call) and staff time is used more efficiently where their expertise is truly needed.

Feedback-Shaped Vision

The envisioned workflow was refined through feedback from LASSB stakeholders and experts during the project. Early on, LASSB’s attorneys emphasized that high-stakes decisions must remain human – for instance, deciding someone is ineligible or giving them legal advice about what to do would require a person. This feedback led the team to build guardrails so the AI does not give definitive legal conclusions or turn anyone away without human oversight. Another piece of feedback was about tone and trauma-informed practice. LASSB staff noted that many clients are distressed; a cold or robotic interview could alienate them. In response, the team made the AI’s language extra supportive and user-friendly, adding polite affirmations (“Thank you for sharing that information”) and apologies (“I’m sorry you’re dealing with this”) where appropriate. 

They also ensured the AI would ask for sensitive details in a careful way and only if necessary. For example, rather than immediately asking “How much is your income?” which might feel intrusive, the AI might first explain “We ask income because we have to confirm eligibility – roughly what is your monthly income?” to give context. The team also got input on workflow integration – intake staff wanted the AI system to feed into their existing case management software (LegalServer) so that there’s no duplication of data entry. This shaped the plan for implementation (i.e., designing the output in a format that can be easily transferred). Finally, feedback from technologists and the class instructors encouraged the use of a combined approach (rules + AI). This meant not relying on the AI alone to figure out eligibility from scratch, but to use simple rule-based checks for clear-cut criteria (citizenship, income threshold) and let the AI focus on understanding the narrative and generating follow-up questions. 

This hybrid approach was validated by outside research as well. All of these inputs helped refine the future workflow into one that is practical, safe, and aligned with LASSB’s needs: AI handles the heavy lifting of asking and recording, while humans handle the nuanced judgment calls and personal touch.


3: Prototyping and Technical Work

Initial Concepts from Autumn Quarter 

During the Autumn 2024 quarter, the student team explored the problem space and brainstormed possible AI interventions for LASSB. The partner had come with a range of ideas, including using AI to assist with emergency eviction filings. One early concept was an AI tool to help tenants draft a “motion to set aside” a default eviction judgment – essentially, a last-minute court filing to stop a lockout. This is a high-impact task (it can literally keep someone housed), but also high-risk and time-sensitive. Through discussions with LASSB, the team realized that automating such a critical legal document might be too ambitious as a first step – errors or bad advice in that context could have severe consequences. 

Moreover, to draft a motion, the AI would still need a solid intake of facts to base it on. This insight refocused the team on the intake stage as the foundation. Another concept floated was an AI that could analyze a tenant’s story to spot legal defenses (for example, identifying if the landlord failed to make repairs as a defense to nonpayment). While appealing, this again raised the concern of false negatives (what if the AI missed a valid defense?) and overlapped with legal advice. Feedback from course mentors and LASSB steered the team toward a more contained use case: improving the intake interview itself

By the end of Autumn quarter, the students presented a concept for an AI intake chatbot that would ask clients the right questions and produce an intake summary for staff. The concept kept human review in the loop, aligning with the consensus that AI should support, not replace, the expert judgment of LASSB’s legal team.

Revised Scope in Winter 

Going into Winter quarter, the project’s scope was refined and solidified. The team committed to a limited use case – the AI would handle initial intake for housing matters only, and it would not make any final eligibility determinations or provide legal advice. All high-stakes decisions were deferred to staff. For example, rather than programming the AI to tell a client “You are over income, we cannot help,” the AI would instead flag the issue for a human to confirm and follow up with a personalized referral if needed. Likewise, the AI would not tell a client “You have a great defense, here’s what to do” – instead, it might say, “Thank you, someone from our office will review this information and discuss next steps with you.” By narrowing the scope to fact-gathering and preliminary triage, the team could focus on making the AI excellent at those tasks, while minimizing ethical risks. They also limited the domain to housing (evictions, landlord/tenant issues) rather than trying to cover every legal issue LASSB handles. This allowed the prototype to be more finely tuned with housing-specific terminology and questions. The Winter quarter also shifted toward implementation details – deciding on the tech stack and data inputs – now that the “what” was determined. The result was a clear mandate: build a prototype AI intake agent for housing that asks the right questions, captures the necessary data, and hands off to humans appropriately.

Prototype Development Details 

The team developed the prototype using a combination of Google’s Vertex AI platform and custom scripting. Vertex AI was chosen in part for its enterprise-grade security (important for client data) and its support for large language model deployment. Using Vertex AI’s generative AI tools, the students configured a chatbot with a predefined prompt that established the AI’s role and instructions. For example, the system prompt instructed: “You are an intake assistant for a legal aid organization. Your job is to collect information from the client about their housing issue, while being polite, patient, and thorough. You do not give legal advice or make final decisions. If the user asks for advice or a decision, you should defer and explain a human will help with that.” This kind of prompt served as a guardrail for the AI’s behavior.

They also input a structured intake script derived from LASSB’s actual intake checklist. This script included key questions (citizenship, income, etc.) and conditional logic – for instance, if the client indicated a domestic violence issue tied to housing, the AI should ask a few DV-related questions (given LASSB has special protocols for DV survivors). Some of this logic was handled by embedding cues in the prompt like: “If the client mentions domestic violence, express empathy and ensure they are safe, then ask if they have a restraining order or need emergency assistance.” The team had to balance not making the AI too rigidly scripted (losing the flexibility of natural conversation) with not leaving it totally open-ended (which could lead to random or irrelevant questions). They achieved this by a hybrid approach: a few initial questions were fixed and rule-based (using Vertex AI’s dialogue flow control), then the narrative part used the LLM’s generative ability to ask appropriate follow-ups. 

The sample data used to develop and test the bot included a set of hypothetical client scenarios. The students wrote out example intakes (based on real patterns LASSB described) – e.g., “Client is a single mother behind 2 months rent after losing job; received 3-day notice; has an eviction hearing in 2 weeks; also mentions apartment has mold”. They fed these scenarios to the chatbot during development to see how it responded. This helped them identify gaps – for example, early versions of the bot forgot to ask whether the client had received court papers, and sometimes it didn’t ask about deadlines like a hearing date. Each iteration, they refined the prompt or added guidance until the bot consistently covered those crucial points.

Key Design Decisions

A number of design decisions were made to ensure the AI agent was effective and aligned with LASSB’s values.

Trauma-Informed Questioning 

The bot’s dialogue was crafted to be empathetic and empowering. Instead of bluntly asking “Why didn’t you pay your rent?,” it would use a non-judgmental tone: “Can you share a bit about why you fell behind on rent? (For example, loss of income, unexpected expenses, etc.) This helps us understand your situation.” 

The AI was also set to avoid repetitive pressing on distressing details. If a client had already said plenty about a conflict with their landlord, the AI would acknowledge that (“Thank you, I understand that must be very stressful”) and not re-ask the same thing just to fill a form. These choices were informed by trauma-informed lawyering principles LASSB adheres to, aiming to make clients feel heard and not blamed.

Tone and Language 

The AI speaks in plain, layperson’s language, not legalese. Internal rules like “FPI at 125% for XYZ funding” were translated into simple terms or hidden from the user. For instance, instead of asking “Is your income under 125% of the federal poverty guidelines?” the bot asks “Do you mind sharing your monthly income (approximately)? We have income limits to determine eligibility.” It also explains why it’s asking things, to build trust. The tone is conversational but professional – akin to a friendly paralegal. 

The team included some small talk elements at the start (“I’m here to help you with your housing issue. I will ask some questions to understand your situation.”) to put users at ease. Importantly, the bot never pretends to be a lawyer or a human; it was transparent that it’s a virtual assistant helping gather info for the legal aid.

Guardrails

Several guardrails were programmed to keep the AI on track. A major one was a do-not-do list in the prompt: do not provide legal advice, do not make guarantees, do not deviate into unrelated topics even if user goes off-track. If the user asked a legal question (“What should I do about X?”), the bot was instructed to reply with something like: “I’m not able to give legal advice, but I will record your question for our attorneys. Let’s focus on getting the details of your situation, and our team will advise you soon.” 

Another guardrail was content moderation – e.g., if a user described intentions of self-harm or violence, the bot would give a compassionate response and alert a human immediately. Vertex AI’s content filter was leveraged to catch extreme situations. Additionally, the bot was prevented from asking for information that LASSB staff said they never need at intake (to avoid over-intrusive behavior). For example, it wouldn’t ask for Social Security Number or any passwords, etc., which also helps with security.

User Flow and Interface

The user flow was deliberately kept simple. The prototype interface (tested in a web browser) would show one question at a time, and allow the user to either type a response or select from suggested options when applicable. The design avoids giant text boxes that might overwhelm users; instead, it breaks the interview into bite-sized exchanges (a principle from online form usability). 

After the last question, the bot would explicitly ask “Is there anything else you want us to know?” giving the user a chance to add details in their own words. Then the bot would confirm it has what it needs and explain the next steps: e.g., “Thank you for all this information. Our legal team will review it immediately. You should receive a call or email from us within 1 business day. If you have an urgent court date, you can also call our hotline at …” This closure message was included to ensure the user isn’t left wondering what happens next, a common complaint with some automated systems.

Risk Mitigation

The team did a review of what could go wrong — what risks of harm are there with an intake agent? They did a brainstorm of what design, tech, and policy decisions could mitigate each of those risks.

 RiskMitigation
Screening Agent
 The client is monolingual and does not understand the AI’s questions and does not provide sufficient/ correct information to the Agent.We are working towards the Screening Agent having multilingual capabilities, particular Spanish-language skills.
 The client is vision or hearing impaired and the Screening Agent does not understand the client.The Screening Agent has voice-to-text for vision impaired clients and text-based options for hearing impaired clients. We can also train the Screening Agent on producing a list of questions it did not get answers to and route to the Paralegal to ask those questions.  
 The Screening Agent does not understand the client properly and generates incorrect information.The Screening Agent will confirm / spell back important identifying information, such as names and addresses. The Screening Agent will be programmed to route back to an IW or Paralegal if the AI cannot understand the client. A LASSB attorney will review and confirm any final product with the client.
 The client is insulted or in some other way offended by the Screening Agent.The Screening Agent’s scope is limited to the Screening Questions. It will also be trained on trauma-informed care. LASSB should also obtain the clients’ consent before referring them to the Screening Agent.

Training and Iteration

Notably, the team did not train a new machine learning model from scratch; instead they used a pre-existing LLM (from Vertex, analogous to GPT-4 or PaLM2) and focused on prompt engineering and few-shot examples to refine its performance. They created a few example dialogues as part of the prompt to show the AI what a good intake looks like. For instance, an example Q&A in the prompt might demonstrate the AI asking clarifying questions and the user responding, so the model could mimic that style. 

The prototype’s development was highly iterative: the students would run simulated chats (playing the user role themselves or with peers) and analyze the output. When the AI did something undesirable – like asking a redundant question or missing a key fact – they would adjust the instructions or add a conditional rule. They also experimented with model parameters like temperature (choosing a relatively low temperature for more predictable, consistent questioning rather than creative, off-the-cuff responses[28][18]). Over the Winter quarter, dozens of test conversations were conducted. 

Midway, they also invited LASSB staff to test the bot with sample scenarios. An intake supervisor typed in a scenario of a tenant family being evicted after one member lost a job, and based on that feedback, the team tweaked the bot to be more sensitive when asking about income (the supervisor felt the bot should explicitly mention services are free and confidential, to reassure clients as they disclose personal info). The final prototype by March 2025 was able to handle a realistic intake conversation end-to-end: from greeting to summary output. 

The output was formatted as a structured text report (with sections for client info, issue summary, and any urgent flags) that a human could quickly read. The technical work thus culminated in a working demo of the AI intake agent ready for evaluation.

4: Evaluation and Lessons Learned

Evaluating Quality and Usefulness

The team approached evaluation on multiple dimensions – accuracy of the intake, usefulness to staff, user experience, and safety. 

First, the team created a quality rubric about what ‘good’ or ‘bad performance would look like.

Good-Bad Rubric on Screening Performance

A successful agent will be able to obtain answers from the client for all relevant Screening questions in the format best suited to the client (i.e., verbally or written and in English or Spanish).  A successful agent will also be able to ask some open-ended questions about the client’s legal problem to save the time spent by the Housing Attorney and Clinic Attorney discussing the client’s legal problem. Ultimately, a successful AI Screening agent will be able to perform pre-screening and Screening for clients

✅A good Screening agent will be able to accurately detail all the client’s information and ensure that there are no mistakes in the spelling or otherwise of the information. 

❌A bad Screening agent would produce incorrect information and misunderstand the clients.  A bad solution would require the LASSB users to cross-check and amend lots of the information with the client.

✅A good Screening agent will be user-friendly for the clients in a format already familiar with the client, such as text or phone call.

❌ A bad Screening agent would require clients, many of whom may be unsophisticated, to use systems they are not familiar with and would be difficult to use.

✅A good Screening agent would be multilingual.

❌ A bad Screening agent would only understand clients that spoke very and in a particular format.

✅ A good Screening agent would be accessible for clients with disabilities, including vision or audio impaired clients.  

❌A bad Screening agent would not be accessible to clients with disabilities. A bad solution would not be accessible on a client’s phone.

✅A good Screening agent will be respond to the clients in a trauma-informed manner.  A good AI agent Screening will appear kind and make the clients feel comfortable.

❌A bad Screening agent would offend the clients and make the clients reluctant to answer the questions.

✅A good Screening agent will produce a transcript of the interview that enables the LASSB attorneys and paralegals to understand the client’s situation efficiently. To do this, the agent could produce a summary of the key points from the Screening questions.  It is also important the transcript is searchable and easy to navigate so that the LASSB attorneys can easily locate information.

❌A bad Screening agent would produce a transcript that is difficult to navigate and identify key information.  For example, it may produce a large PDF that is not searchable and not provide any easy way to find the responses to the questions. 

✅A good Screening agent need not get through the questions as quickly as possible, but must be able to redirect the client to the questions to ensure that the clients answers all the necessary questions.

❌A bad Screening agent would get distracted from the clients’ responses and not obtain answers to all the questions.

In summary, the main metrics against which the Screening Agent should be measured include:

  1. Accuracy: whether matches human performance or produces errors in less cases);
  2. User satisfaction: how happy the client & LASSB personnel using the agent are; and
  3. Efficiency: how much time the agent takes to obtain answers to all 114 pre-screening and Screening questions.

Testing the prototype

To test accuracy, they compared the AI’s screening and issue-spotting to that of human experts. They prepared 16 sample intake scenarios (inspired by real cases, similar to what other researchers have done) and for each scenario they had a law student or attorney determine the expected “intake outcome” (e.g., eligible vs. not eligible, and key issues identified). Then they ran each scenario through the AI chatbot and examined the results. The encouraging finding was that the AI correctly identified eligibility in the vast majority of cases, and when uncertain, it appropriately refrained from a definitive judgment – often saying a human would review. For example, in a scenario where the client’s income was slightly above the normal cutoff but they had a disability (which could qualify them under an exception), the AI noted the income issue but did not reject the case; it tagged it for staff review. This behavior aligned with the design goal of avoiding false negatives. 

In fact, across the test scenarios, the AI never outright “turned away” an eligible client. At worst, it sometimes told an ineligible client that it “might not” qualify and a human would confirm – a conservative approach that errs on inclusion. In terms of issue-spotting, the AI’s performance was good but not flawless. It correctly zeroed in on the main legal issue (e.g., nonpayment eviction, illegal lockout, landlord harassment) in nearly all cases. In a few complex scenarios, it missed secondary issues – for instance, a scenario involved both eviction and a housing code violation (mold), and the AI summary focused on the eviction but didn’t highlight the possible habitability claim. When attorneys reviewed this, they noted a human intake worker likely would have flagged the mold issue for potential affirmative claims. This indicated a learning: the AI might need further training or prompts to capture all legal issues, not just the primary one.

To gauge usefulness and usability, the team turned to qualitative feedback. They had LASSB intake staff and a couple of volunteer testers act as users in mock intake interviews with the AI. Afterward, they surveyed them on the experience. The intake staff’s perspective was crucial: they reviewed the AI-generated summaries alongside what a typical human-intake notes would look like. The staff generally found the AI summaries usable and in many cases more structured than human notes. The AI provided a coherent narrative of the problem and neatly listed relevant facts (dates, amounts, etc.), which some staff said could save them a few minutes per case in writing up memos. One intake coordinator commented that the AI “asked all the questions I would have asked” in a standard tenancy termination case – a positive sign of completeness. 

On the client side, volunteer testers noted that the AI was understandable and polite, though a few thought it was a bit “formal” in phrasing. This might reflect the fine line between professional and conversational tone – a point for possible adjustment. Importantly, testers reported that they “would be comfortable using this tool” and would trust that their information gets to a real lawyer. The presence of clear next-step messaging (that staff would follow up) seemed to reassure users that they weren’t just shouting into a void. The team also looked at efficiency metrics: In simulation, the AI interview took about 5–10 minutes of user time on average, compared to ~15 minutes for a typical phone intake. Of course, these were simulated users; real clients might take longer to type or might need more clarification. But it suggested the AI could potentially cut intake time by around 30-50% for straightforward cases, a significant efficiency gain.

Benchmarks for AI Performance

In designing evaluation, the team drew on emerging benchmarks in the AI & justice field. They set some target benchmarks such as: 

  • Zero critical errors (no client who should be helped is mistakenly rejected by the AI, and no obviously wrong information given), 
  • at least 80% alignment with human experts on identifying case eligibility (they achieved ~90% in testing), and 
  • high user satisfaction (measured informally via feedback forms). 

For safety, a benchmark was that the AI should trigger human intervention in 100% of cases where certain red flags appear (like mention of self-harm or urgent safety concerns). In test runs, there was one scenario where a client said something like “I have nowhere to go, I’m so desperate I’m thinking of doing something drastic.” 

The AI appropriately responded with empathy and indicated that it would notify the team for immediate assistance – meeting the safety benchmark. Another benchmark was privacy and confidentiality – the team checked that the AI was not inadvertently storing data outside approved channels. All test data was kept in a sandbox environment and they planned that any actual deployment would comply with confidentiality policies (e.g., not retaining chat transcripts longer than needed and storing them in LASSB’s secure system).

Feedback from Attorneys and Technologists: 

The prototype was demonstrated to a group of LASSB attorneys, intake staff, and a few technology advisors in late Winter quarter. The attorneys provided candid feedback. One housing lawyer was initially skeptical – concerned an AI might miss the human nuance – but after seeing the demo, they remarked that “the output is like what I’d expect from a well-trained intern or paralegal.” They appreciated that the AI didn’t attempt to solve the case but simply gathered information systematically. Another attorney asked about bias – whether the AI might treat clients differently based on how they talk (for instance, if a client is less articulate, would the AI misunderstand?). 

In response, the team showed how the AI asks gentle clarifying questions if it’s unsure, and they discussed plans for continuous monitoring to catch any biased outcomes. The intake staff reiterated that the tool could be very helpful as an initial filter, especially during surges. They did voice a concern: “How do we ensure the client’s story is accurately understood?” This led to a suggestion that in the pilot phase, staff double-check key facts with the client (“The bot noted you got a 3-day notice on Jan 1, is that correct?”) to verify nothing was lost in translation. 

Technologists (including advisors from the Stanford Legal Design Lab) gave feedback on the technical approach. They supported the use of rule-based gating combined with LLM follow-ups, noting that other projects (like the Missouri intake experiment) have found success with that hybrid model. They also advised to keep the model updated with policy changes – e.g., if income thresholds or laws change, those need to be reflected in the AI’s knowledge promptly, which is more of an operational challenge than a technical one. Overall, the feedback from all sides was that the prototype showed real promise, provided it’s implemented carefully. Stakeholders were excited that it could improve capacity, but they stressed that proper oversight and iterative improvement would be key before using it live with vulnerable clients.

What Worked Well in testing

Several aspects of the project went well. First, the AI agent effectively mirrored the standard intake procedure, indicating that the effort to encode LASSB’s intake script was successful. It consistently asked the fundamental eligibility questions and gathered core facts without needing human prompting. This shows that a well-structured prompt and logic can guide an LLM to perform a complex multi-step task reliably. 

Second, the LLM’s natural language understanding proved advantageous. It could handle varied user inputs – whether someone wrote a long story all at once or gave terse answers, the AI adapted. In one test, a user rambled about their landlord “kicking them out for no reason, changed locks, etc.” and the AI parsed that as an illegal lockout scenario and asked the right follow-up about court involvement. The ability to parse messy, real-life narratives and extract legal-relevant details is where AI shined compared to rigid forms. 

Third, the tone and empathy embedded in the AI’s design appeared to resonate. Test users noted that the bot was “surprisingly caring”. This was a victory for the team’s design emphasis on trauma-informed language – it validated that an AI can be programmed to respond in a way that feels supportive (at least to some users). 

Fourth, the AI’s cautious approach to eligibility (not auto-rejecting) worked as intended. In testing, whenever a scenario was borderline, the AI prompted for human review rather than making a call. This matches the desired ethical stance: no one gets thrown out by a machine’s decision alone. Finally, the process of developing the prototype fostered a lot of knowledge transfer and reflection. LASSB staff mentioned that just mapping out their intake logic for the AI helped them identify a few inefficiencies in their current process (like questions that might not be needed). So the project had a side benefit of process improvement insight for the human system too.

What Failed or Fell Short in testing

Despite the many positives, there were also failures and limitations encountered. One issue was over-questioning. The AI sometimes asked one or two questions too many, which could test a user’s patience. For example, in a scenario where the client clearly stated “I have an eviction hearing on April 1,” an earlier version of the bot still asked “Do you know if there’s a court date set?” which was redundant. This kind of repetition, while minor, could annoy a real user. It stemmed from the AI not having a perfect memory of prior answers unless carefully constrained – a known quirk of LLMs. The team addressed some instances by refining prompts, but it’s something to watch in deployment. Another shortcoming was handling of multi-issue situations. If a client brought up multiple problems (say eviction plus a related family law issue), the AI got somewhat confused about scope. In one test, a user mentioned being evicted and also having a dispute with a roommate who is a partner – mixing housing and personal relationship issues. The AI tried to be helpful by asking about both, but that made the interview unfocused. This highlights that AI may struggle with scope management – knowing what not to delve into. A design decision for the future might be to explicitly tell the AI to stick to housing and ignore other legal problems (while perhaps flagging them for later). 

Additionally, there were challenges with the AI’s legal knowledge limits. The prototype did not integrate an external legal knowledge base; it relied on the LLM’s trained knowledge (up to its cutoff date). While it generally knew common eviction terms, it might not know the latest California-specific procedural rules. For instance, if a user asked, “What is an Unlawful Detainer?” the AI provided a decent generic answer in testing, but we hadn’t formally allowed it to give legal definitions (since that edges into advice). If not carefully constrained, it might give incorrect or jurisdictionally wrong info. This is a risk the team noted: for production, one might integrate a vetted FAQ or knowledge retrieval component to ensure any legal info given is accurate and up-to-date.

We also learned that the AI could face moderation or refusal issues for certain sensitive content. As seen in other research, certain models have content filters that might refuse queries about violence or illegal activity. In our tests, when a scenario involved domestic violence, the AI handled it appropriately (did not refuse; it responded with concern and continued). But we were aware that some LLMs might balk or produce sanitised answers if a user’s description includes abuse details or strong language. Ensuring the AI remains able to discuss these issues (in a helpful way) is an ongoing concern – we might need to adjust settings or choose models that allow these conversations with proper context. 

Lastly, the team encountered the mundane but important challenge of integrating with existing systems. The prototype worked in a standalone environment, but LASSB’s real intake involves LegalServer and other databases. We didn’t fully solve how to plug the AI into those systems in real-time. This is less a failure of the AI per se and more a next-step technical hurdle, but it’s worth noting: a tool is only useful if it fits into the workflow. We attempted a small integration by outputting the summary in a format similar to a LegalServer intake form, but a true integration would require more IT development.

Why These Issues Arose

Many of the shortcomings trace back to the inherent limitations of current LLM technology and the complexity of legal practice. The redundant questions happened because the AI doesn’t truly understand context like a human, it only predicts likely sequences. If not explicitly instructed, it might err on asking again to be safe. Our prompt engineering reduced but didn’t eliminate this; it’s a reminder that LLMs need carefully bounded instructions. The scope creep with multiple issues is a byproduct of the AI trying to be helpful – it sees mention of another problem and, without human judgment about relevance, it goes after it. This is where human intake workers naturally filter and focus, something an AI will do only as well as it’s told to. 

Legal knowledge gaps are expected because an LLM is not a legal expert and can’t be updated like a database without re-training. We mitigated risk by not relying on it to give legal answers, but any subtle knowledge it applied (like understanding eviction procedure) comes from its general training, which might not capture local nuances. The team recognized that a retrieval-augmented approach (providing the AI with reference text like LASSB’s manual or housing law snippets) could improve factual accuracy, but that was beyond the initial prototype’s scope. 

Content moderation issues arise from the AI provider’s safety guardrails – these are important to have (to avoid harmful outputs), but they can be a blunt instrument. Fine-tuning them for a legal aid context (where discussions of violence or self-harm are sometimes necessary) is tricky and likely requires collaboration with the provider or switching to a model where we have more control. The integration challenge simply comes from the fact that legal aid tech stacks were not designed with AI in mind. Systems like LegalServer are improving their API offerings, but knitting together a custom AI with legacy systems is non-trivial. This is a broader lesson: often the tech is ahead of the implementation environment in nonprofits.

Lessons on Human-AI Teaming and Client Protection 

Developing this prototype yielded valuable lessons about how AI and humans can best collaborate in legal services. One clear lesson is that AI works best as a junior partner, not a solo actor. Our intake agent performed well when its role was bounded to assisting – gathering info, suggesting next steps – under human supervision. The moment we imagined expanding its role (like it drafting a motion or advising a client), the complexity and risk jumped exponentially. So, the takeaway for human-AI teaming is to start with discrete tasks that augment human work. The humans remain the decision-makers and safety net, which not only protects clients but also builds trust among staff. Initially, some LASSB staff were worried the AI might replace them or make decisions they disagreed with. By designing the system to clearly feed into the human process (rather than bypass it), we gained staff buy-in. They began to see the AI as a tool – like an efficient paralegal – rather than a threat. This cultural acceptance is crucial for any such project to succeed.

We also learned about the importance of transparency and accountability in the AI’s operation. For human team members to rely on the AI, they need to know what it asked and what the client answered. Black-box summaries aren’t enough. That’s why we ensured the full Q&A transcript is available to the staff reviewing the case. This way, if something looks off in the summary, the human can check exactly what was said. It’s a form of accountability for the AI. In fact, one attorney noted this could be an advantage: “Sometimes I wish I had a recording or transcript of the intake call to double-check details – this gives me that.” However, this raises a client protection consideration: since the AI interactions are recorded text, safeguarding that data is paramount (whereas a phone call’s content might not be recorded at all). We have to treat those chat logs as confidential client communications. This means robust data security and policies on who can access them.

From the client’s perspective, a lesson is that AI can empower clients if used correctly. Some testers said they felt more in control typing out their story versus speaking on the phone, because they could see what they wrote and edit their thoughts. The AI also never expresses shock or judgment, which some clients might prefer. However, others might find it impersonal or might struggle if they aren’t literate or tech-comfortable. So a takeaway is that AI intake should be offered as an option, not the only path. Clients should be able to choose a human interaction if they want. That choice protects client autonomy and ensures we don’t inadvertently exclude those who can’t or won’t use the technology (due to disability, language, etc.).

Finally, the project underscored that guarding against harm requires constant vigilance. We designed many protections into the system, but we know that only through real-world use will new issues emerge. One must plan to continuously monitor the AI’s outputs for any signs of bias, error, or unintended effects on clients. For example, if clients start treating the AI’s words as gospel (even though we tell them a human will follow up), we might need to reinforce disclaimers or adjust messaging. Human-AI teaming in legal aid is thus not a set-and-forget deployment; it’s an ongoing partnership where the technology must be supervised and updated by the humans running it. As one of the law students quipped, “It’s like having a really smart but somewhat unpredictable intern – you’ve got to keep an eye on them.” This captures well the role of AI: helpful, yes, but still requiring human oversight to truly protect and serve the client’s interests.

Section 5: Recommendations and Next Steps

Immediate Next Steps for LASSB: 

With the prototype built and initial evaluations positive, LASSB is poised to take the next steps toward a pilot. In the near term, a key step is securing approval and support from LASSB leadership and stakeholders. This includes briefing the executive team and possibly the board about the prototype’s capabilities and limitations, to get buy-in for moving forward. (Notably, LASSB’s executive director is already enthusiastic about using AI to streamline services.) 

Concurrently, LASSB should engage with its IT staff or consultants to plan integration of the AI agent with their systems. This means figuring out how the AI will receive user inquiries (e.g., via the LASSB website or a dedicated phone text line) and how the data will flow into their case management. 

A concrete next step is a small-scale pilot deployment of the AI intake agent in a controlled setting. One suggestion is to start with after-hours or overflow calls: for example, when the hotline is closed, direct callers to an online chat with the AI agent as an initial intake, with clear messaging that someone will follow up next day. This would allow testing the AI with real users in a relatively low-risk context (since those clients would likely otherwise just leave a voicemail or not connect at all). Another approach is to use the AI internally first – e.g., have intake staff use the AI in parallel with their own interviewing (almost like a decision support tool) to see if it captures the same info.

LASSB should also pursue any necessary training or policy updates. Staff will need to be trained on how to review AI-collected information, and perhaps coached to not simply trust it blindly but verify critical pieces. Policies may need updating to address AI usage – for instance, updating the intake protocol manual to include procedures for AI-assisted cases. 

Additionally, client consent and awareness must be addressed. A near-term task is drafting a short consent notice for clients using the AI (e.g., “You are interacting with LASSB’s virtual assistant. It will collect information that will be kept confidential and reviewed by our legal team. This assistant is not a lawyer and cannot give legal advice. By continuing you consent to this process.”). This ensures ethical transparency and could be implemented easily at the start of the chat. In summary, the immediate next steps revolve around setting up a pilot environment: getting green lights, making technical arrangements, and preparing staff and clients for the introduction of the AI intake agent.

Toward Pilot and Deployment

To move from prototype to a live pilot, a few things are needed. 

Resource investment is one – while the prototype was built by students, sustaining and improving it will require dedicated resources. LASSB may need to seek a grant or allocate budget for an “AI Intake Pilot” project. This could fund a part-time developer or an AI service subscription (Vertex AI or another platform) and compensate staff time spent on oversight. Given the interest in legal tech innovation, LASSB might explore funding from sources like LSC’s Technology Initiative Grants or private foundations interested in access to justice tech. 

Another requirement is to select the right technology stack for production. The prototype used Vertex AI; LASSB will need to decide if they continue with that (ensuring compliance with confidentiality) or shift to a different solution. Some legal aids are exploring open-source models or on-premises solutions for greater control. The trade-offs (development effort vs. control) should be weighed. It might be simplest initially to use a managed service like Vertex or OpenAI’s API with a strict data use agreement (OpenAI now allows opting out of data retention, etc.). 

On the integration front, LASSB should coordinate with its case management vendor (LegalServer) to integrate the intake outputs. LegalServer has an API and web intake forms; possibly the AI can populate a hidden web form with the collected data or attach a summary to the client’s record. Close collaboration with the vendor could streamline this – maybe an opportunity for the vendor to pilot integration as well, since many legal aids might want this functionality.

As deployment nears, testing and monitoring protocols must be in place. For the pilot, LASSB should define how it will measure success: e.g., reduction in wait times, number of intakes successfully processed by AI, client satisfaction surveys, etc. They should schedule regular check-ins (say weekly) during the pilot to review transcripts and outcomes. Any errors or missteps the AI makes in practice should be logged and analyzed to refine the system (prompt tweaks or additional training examples). It’s also wise to have a clear fallback plan: if the AI system malfunctions or a user is unhappy with it, there must be an easy way to route them to a human immediately. For instance, a button that says “I’d like to talk to a person now” should always be available. From a policy standpoint, LASSB might also want to loop in the California State Bar or ethics bodies just to inform them of the project and ensure there are no unforeseen compliance issues. While the AI is just facilitating intake (not giving legal advice independently), being transparent with regulators can build trust and preempt concerns.

Broader Lessons for Replication 

The journey of building the AI Intake Agent for LASSB offers several lessons for other legal aid organizations considering similar tools:

Start Small and Specific

One lesson is to narrow the use case initially. Rather than trying to build a do-it-all legal chatbot, focus on a specific bottleneck. For us it was housing intake; for another org it might be triaging a particular clinic or automating a frequently used legal form. A well-defined scope makes the project manageable and the results measurable. It also limits the risk surface. Others can take note that the success in Missouri’s project and ours came from targeting a concrete task (intake triage) rather than the whole legal counseling process.

Human-Centered Design is Key

Another lesson is the importance of deep collaboration with the end-users (both clients and staff). The LASSB team’s input on question phrasing, workflow, and what not to automate was invaluable. Legal aid groups should involve their intake workers, paralegals, and even clients (if possible via user testing) from day one. This ensures the AI solution actually fits into real-world practice and addresses real pain points. It’s tempting to build tech in a vacuum, but as we saw, something as nuanced as tone (“Are we sounding too formal?”) only gets addressed through human feedback. For the broader community, sharing design workbooks or guides can help – in fact, the Stanford team developed an AI pilot design workbook to aid others in scoping use cases and thinking through user personas.

Combine Rules and AI for Reliability

A clear takeaway from both our project and others in the field is that a hybrid approach yields the best results. Pure end-to-end AI (just throwing an LLM at the problem) might work 80% of the time, but the 20% it fails could be dangerous. By combining rule-based logic (for hard eligibility cutoffs or mandatory questions) with the flexible reasoning of LLMs, we got a system that was both consistent and adaptable. Legal aid orgs should consider leveraging their existing expertise (their intake manuals, decision trees) in tandem with AI, rather than assuming the AI will infer all the rules itself. This also makes the system more transparent – the rules part can be documented and audited easily.

Don’t Neglect Data Privacy and Ethics

Any org replicating this should prioritize confidentiality and client consent. Our approach was to treat AI intake data with the same confidentiality as any intake conversation. Others should do the same and ensure their AI vendors comply. This might mean negotiating a special contract or using on-prem solutions for sensitive data. Ethically, always disclose to users that they’re interacting with AI. We found users didn’t mind as long as they knew a human would be involved downstream. But failing to disclose could undermine trust severely if discovered. Additionally, groups should be wary of algorithmic bias

Test your AI with diverse personas – different languages, education levels, etc. – to see if it performs equally well. If your client population includes non-English speakers, make multi-language support a requirement from the start (some LLMs handle multilingual intake, or you might integrate translation services).

Benchmark and Share Outcomes

We recommend that legal aid tech pilots establish clear benchmark metrics (like we did for accuracy and false negatives) and openly share their results. This helps the whole community learn what is acceptable performance and where the bar needs to be. As AI in legal aid is still new, a shared evidence base is forming. For example, our finding of ~90% agreement with human intake decisions and 0 false denials in testing is encouraging, but we need more data from other contexts to validate that standard. JusticeBench (or similar networks) could maintain a repository of such pilot results and even anonymized transcripts to facilitate learning. The Medium article “A Pathway to Justice: AI and the Legal Aid Intake Problem” highlights some early adopters like LANC and CARPLS, and calls for exactly this kind of knowledge sharing and collaboration. Legal aid orgs should tap into these networks – there’s an LSC-funded AI working group inviting organizations to share their experiences and tools. Replication will be faster and safer if we learn from each other.

Policy and Regulatory Considerations

On a broader scale, the deployment of AI in legal intake raises policy questions. Organizations should stay abreast of guidance from funders and regulators. For instance, Legal Services Corporation may issue guidelines on use of AI that must be followed for funded programs. State bar ethics opinions on AI usage (especially concerning unauthorized practice of law (UPL) or competence) should be monitored. 

One comforting factor in our case is that the AI is not giving legal advice, so UPL risk is low. However, if an AI incorrectly tells someone they don’t qualify and thus they don’t get help, one could argue that’s a form of harm that regulators would care about. Hence, we reiterate: keep a human in the loop, and you largely mitigate that risk. If other orgs push into AI-provided legal advice, then very careful compliance with emerging policies (and likely some form of licensed attorney oversight of the AI’s advice) will be needed. For now, focusing on intake, forms, and other non-advisory assistance is the prudent path – it’s impactful but doesn’t step hard on the third rail of legal ethics.

Maintain the Human Touch

A final recommendation for any replication is to maintain focus on the human element of access to justice. AI is a tool, not an end in itself. Its success should be measured in how it improves client outcomes and experiences, and how it enables staff and volunteers to do their jobs more effectively without burnout. In our lessons, we saw that clients still need the empathy and strategic thinking of lawyers, and lawyers still need to connect with clients. AI intake should free up time for exactly those things – more counsel and advice, more personal attention where it matters – rather than become a barrier or a cold interface that clients feel stuck with. In designing any AI system, keeping that balanced perspective is crucial. To paraphrase a theme from the AI & justice field: the goal is not to replace humans, but to remove obstacles between humans (clients and lawyers) through sensible use of technology.

Policy and Ethical Considerations

In implementing AI intake agents, legal aid organizations must navigate several policy and ethical issues:

Confidentiality & Data Security

Client communications with an AI agent are confidential and legally privileged (similar to an intake with a human). Thus, the data must be stored securely and any third-party AI service must be vetted. If using a cloud AI API, ensure it does not store or train on your data, and that communications are encrypted. Some orgs may opt for self-hosted models to have full control. Additionally, clients should be informed that their information is being collected in a digital system and assured it’s safe. This transparency aligns with ethical duties of confidentiality.

As mentioned, always let the user know they’re dealing with an AI and not a live lawyer. This can be in a welcome message or a footnote on the chat interface. Users have a right to know and to choose an alternative. Also, make it clear that the AI is not giving legal advice, to manage expectations and avoid confusion about attorney-client relationship. Most people will understand a “virtual assistant” concept, but clarity is key to trust.

Guarding Against Improper Gatekeeping

Perhaps the biggest ethical concern internally is avoiding improper denial of service. If the AI were to mistakenly categorize someone as ineligible or not worth a case and they get turned away, that’s a serious justice failure. To counter this, our approach (and recommended generally) is to set the AI’s threshold such that it prefers false positives to false negatives. In practice, this means any close call gets escalated to a human. 

Organizations should monitor for any patterns of the AI inadvertently filtering out certain groups (e.g., if it turned out people with limited English were dropping off during AI intake, that would be unacceptable and the process must be adjusted). Having humans review at least a sample of “rejected” intakes is a good policy to ensure nobody meritorious slipped through. The principle should be: AI can streamline access, but final “gatekeeping” responsibility remains with human supervisors.

Bias and Fairness

AI systems can inadvertently perpetuate biases present in their training data. For a legal intake agent, this might manifest in how it phrases questions or how it interprets answers. For example, if a client writes in a way that the AI (trained on generic internet text) associates with untruthfulness or something, it might respond less helpfully. We must actively guard against such bias. That means testing the AI with diverse inputs and correcting any skewed behaviors. It might also mean fine-tuning the model on data that reflects the client population more accurately. 

Ethically, a legal aid AI should be as accessible and effective for a homeless person with a smartphone as for a tech-savvy person with a laptop. Fairness also extends to disability access – e.g., ensuring the chatbot works with screen readers or that there’s a voice option for those who can’t easily type.

Accuracy and Accountability

While our intake AI isn’t providing legal advice, accuracy still matters – it must record information correctly and categorize cases correctly. Any factual errors (like mistyping a date or mixing up who is landlord vs. tenant in the summary) could have real impacts. Therefore, building in verification (like the human review stage) is necessary. If the AI were to be extended to give some legal information, then accuracy becomes even more critical; one would need rigorous validation of its outputs against current law. 

Some proposals in the field include requiring AI legal tools to cite sources or provide confidence scores, but for intake, the main thing is careful quality control. Accountability wise, the organization using the AI must accept responsibility for its operation – meaning if something goes wrong, it’s on the organization, not some nebulous “computer.” This should be clear in internal policies: the AI is a tool under our supervision.

UPL and Ethical Practice

We touched on unauthorized practice of law concerns. Since our intake agent doesn’t give advice, it should not cross UPL lines. However, it’s a short step from intake to advice – for instance, if a user asks “What can I do to stop the eviction?” the AI has to hold the line and not give advice. Ensuring it consistently does so (and refers that question to a human attorney) is not just a design choice but an ethical mandate under current law. If in the future, laws or bar rules evolve to allow more automated advice, this might change. But as of now, we recommend strictly keeping AI on the “information collection and form assistance” side, not the “legal advice or counsel” side, unless a licensed attorney is reviewing everything it outputs to the client. There’s a broader policy discussion happening about how AI might be regulated in law – for instance, some have called for safe harbor rules for AI tools used by licensed legal aids under certain conditions. Legal aid organizations should stay involved in those conversations so that they can shape sensible guidelines that protect clients without stifling innovation.

The development of the AI Intake Agent for LASSB demonstrates both the promise and the careful planning required to integrate AI into legal services. The prototype showed that many intake tasks can be automated or augmented by AI in a way that saves time and maintains quality. At the same time, it reinforced that AI is best used as a complement to, not a replacement for, human expertise in the justice system. By sharing these findings with the broader community – funders, legal aid leaders, bar associations, and innovators – we hope to contribute to a responsible expansion of AI pilots that bridge the justice gap. The LASSB case offers a blueprint: start with a well-scoped problem, design with empathy and ethics, keep humans in the loop, and iterate based on real feedback. Following this approach, other organizations can leverage AI’s capabilities to reach more clients and deliver timely legal help, all while upholding the core values of access to justice and client protection. The path to justice can indeed be widened with AI, so long as we tread that path thoughtfully and collaboratively.

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AI + Access to Justice Class Blog Current Projects Project updates

Demand Letter AI

A prototype report on an AI-Powered Drafting of Reasonable Accommodation Demand Letters 

AI for Legal Help, Legal Design Lab, 2025

This report provides a write-up of the AI for Housing Accommodation Demand Letters class project, that was one track of the  “AI for Legal Help” Policy Lab,during the Autumn 2024 and Winter 2025 quarters. This class involved work with legal and court groups that provide legal help services to the public, to understand where responsible AI innovations might be possible and to design and prototype initial solutions, as well as pilot and evaluation plans.

One of the project tracks was on Demand Letters. An interdisciplinary team of Stanford University students partnered with the Legal Aid Society of San Bernardino (LASSB) to address a critical bottleneck in their service delivery: the time-consuming process of drafting reasonable accommodation demand letters for tenants with disabilities. 

This report details the problem identified by LASSB, the proposed AI-powered solution developed by the student team, and recommendations for future development and implementation. 

We share it in the hopes that legal aid and court help center leadership might also be interested in exploring responsible AI development for demand letters, and that funders, researchers, and technologists might collaborate on developing and testing successful solutions for this task.

Thank you to students in this team: Max Bosel, Adam Golomb, Jay Li, Mitra Solomon, and Julia Stroinska. And a big thank you to our LASSB colleagues: Greg Armstrong, Pablo Ramirez, and more

The Housing Accommodation Demand Letter Task

The Legal Aid Society of San Bernardino (LASSB) is a nonprofit law firm providing free legal services to low-income residents in San Bernardino County, California. Among their clients are tenants with disabilities who often need reasonable accommodation demand letters to request changes from landlords (for example, allowing a service animal in a “no pets” building). 

These demand letters are formal written requests asserting tenants’ rights under laws like the Americans with Disabilities Act (ADA) and Fair Housing Act (FHA). They are crucial for tenants to secure accommodations and avoid eviction, but drafting them properly is time-consuming and requires legal expertise. LASSB faces overwhelming demand for help in this area – its hotline receives on the order of 100+ calls per day from tenants seeking assistance. 

However, LASSB has only a handful of intake paralegals and housing attorneys available, meaning many callers must wait a long time or never get through. In fact, LASSB serves around 9–10,000 clients per year via the hotline, yet an estimated 15,000 additional calls never reach help due to capacity limits. Even for clients who do get assistance, drafting a personalized, legally sound letter can take hours of an attorney’s time. With such limited staffing, LASSB’s attorneys are stretched thin, and some eligible clients may end up without a well-crafted demand letter to assert their rights.

LASSB presented their current workflow and questions about AI opportunities in September 2024, and a team of students in AI for Legal Help formed to partner on this task and explore an AI-powered solution. 

The initial question from LASSB was whether we could leverage recent advances in AI to draft high-quality demand letter templates automatically, thereby relieving some burden on staff and improving capacity to serve clients. The goal was to have an AI system gather information from the client and produce a solid first draft letter that an attorney could then quickly review and approve. By doing so, LASSB hoped to streamline the demand-letter workflow – saving attorney time, reducing errors or inconsistencies, and ensuring more clients receive help. 

Importantly, any AI agent would not replace attorney judgment or final sign-off. Rather, it would act as a virtual assistant or co-pilot: handling the routine drafting labor while LASSB staff maintain complete control over the final output. Key objectives set by the partner included improving efficiency, consistency, and accessibility of the service, while remaining legally compliant and user-friendly. In summary, LASSB needed a way to draft reasonable accommodation letters faster without compromising quality. 

After two quarters of work, the class teams proposed a Demand Letter AI system, creating a prototype AI agent that would interview clients about their situation and automatically generates a draft accommodation request letter. This letter would cite the relevant laws and follow LASSB’s format, ready for an attorney’s review. By adopting such a tool, LASSB hopes to minimize the time attorneys spend on repetitive drafting tasks and free them to focus on providing direct counsel and representation. The remainder of this report details the use case rationale, the current vs. envisioned workflow, the technical prototyping process, evaluation approach, and recommendations for next steps in developing this AI-assisted demand letter system.

Why is the Demand Letter Task a good fit for AI?

Reasonable accommodation demand letters for tenants with disabilities were chosen as the focus use case for several reasons. 

The need is undeniably high: as noted, LASSB receives a tremendous volume of housing-related calls, and many involve disabled tenants facing issues like a landlord refusing an exception to a policy (no-pets rules, parking accommodations, unit modifications, etc.). These letters are often the gateway to justice for such clients – a well-crafted letter can persuade a landlord to comply without the tenant ever needing to file a complaint or lawsuit. Demand letters are a high-impact intervention that can prevent evictions and ensure stable housing for vulnerable tenants. Focusing on this use case meant the project could directly improve outcomes for a large number of people, aligning with LASSB’s mission of “justice without barriers – equitable access for all.” 

At the same time, drafting each letter individually is labor-intensive. Attorneys must gather the details of the tenant’s disability and accommodation request, explain the legal basis (e.g. FHA and California law), and compose a polite but firm letter to the landlord. With LASSB’s staff attorneys handling heavy caseloads, these letters sometimes get delayed or delegated to clients themselves to write (with mixed results). Inconsistent quality and lack of time for thorough review are known issues. This use case presented a clear opportunity for AI to assist to improve the consistency and quality of the letter itself. 

The task of writing letters is largely document-generation – a pattern that advanced language models are well-suited for. Demand letters follow a relatively standard structure (explain who you are, state the request, cite laws, etc.), and LASSB already uses templates and boilerplate language for some sections. This means an AI could be trained or prompted to follow that format and fill in the specifics for each client. By leveraging an AI to draft the bulk of the text, each letter could be produced much faster, with the model handling the repetitive phrasing and legal citations while the attorney only needs to make corrections or additions. 

Crucially, using AI here could increase LASSB’s capacity. Rather than an attorney spending, say, 2-3 hours composing a letter from scratch, the AI might generate a solid draft in minutes, requiring perhaps 15 minutes of review and editing. The project team estimated that integrating an AI tool into the workflow could save on the order of 1.5–2.5 hours per client in total staff time. Scaled over dozens of cases, those saved hours mean more clients served and shorter wait times for help. This efficiency gain is attractive to funders and legal aid leaders because it stretches scarce resources further. 

AI can help enforce consistency and accuracy. It would use the same approved legal language across all letters, reducing the chance of human error or omissions in the text. For clients, this translates into a more reliable service – they are more likely to receive a well-written letter regardless of which attorney or volunteer is assisting them. 

The reasonable accommodation letter use case was selected because it sits at the sweet spot of high importance and high potential for automation. It addresses a pressing need for LASSB’s clients (ensuring disabled tenants can assert their rights) and plays to AI’s strengths (generating structured documents from templates and data). By starting with this use case, the project aimed to deliver a tangible, impactful tool that could quickly demonstrate value – a prototype AI assistant that materially improves the legal aid workflow for a critical class of cases.


Workflow Vision:

From Current Demand Letter Process to Future AI-Human Collaboration

To understand the impact of the proposed solution, it’s important to compare the current human-driven workflow of creating Demand Letters and the envisioned future workflow where an AI assistant is integrated. Below, we outline the step-by-step process today and how it would change with the AI prototype in place. 

Current Demand Letter Workflow (Status Quo)

When a tenant with a disability encounters an issue with their landlord (for example, the landlord is refusing an accommodation or threatening eviction over a disability-related issue), the tenant must navigate several steps to get a demand letter:

  • Initial Intake Call: The tenant contacts LASSB’s hotline and speaks to an intake call-taker (often a paralegal). The tenant explains their situation and disability, and the intake worker records basic information and performs eligibility screening (checking income, conflict of interest, etc.). If the caller is eligible and the issue is within LASSB’s scope, the case is referred to a housing attorney for follow-up.
  • Attorney Consultation: The tenant then has to repeat their story to a housing attorney (often days later). The attorney conducts a more in-depth interview about the tenant’s disability needs and the accommodation they seek. At this stage, the attorney determines if a reasonable accommodation letter is the appropriate course of action. (If not – for example, if the problem requires a different remedy – the attorney would advise on next steps outside the demand letter process.)
  • Letter Drafting: If a demand letter is warranted, the process for drafting it is currently inconsistent. In some cases, the attorney provides the client with a template or “self-help” packet on how to write a demand letter and asks the client to draft it themselves. In other cases, the attorney or a paralegal might draft the letter on the client’s behalf. With limited time, attorneys often cannot draft every letter from scratch, so the level of assistance varies. Clients may end up writing the first draft on their own, which can lead to incomplete or less effective letters. (One LASSB attorney noted that tenants frequently have to “explain their story at least twice” – to the intake worker and attorney – “and then have to draft/send the demand letter with varying levels of help”.)
  • Review and Delivery: Ideally, if the client drafts the letter, they will bring it back for the attorney to review and approve. Due to time pressures, however, attorney review isn’t always thorough, and sometimes letters go out without a detailed legal polish. Finally, the tenant sends the demand letter to the landlord, either by mail or email (or occasionally LASSB sends it on the client’s behalf). At this point, the process relies on the landlord’s response; LASSB’s involvement usually ends unless further action (like litigation) is needed.

This current workflow places a heavy burden on the tenant and the attorney. The tenant must navigate multiple conversations and may end up essentially drafting their own legal letter. The attorney must spend time either coaching the client through writing or drafting the letter themselves, on top of all their other cases. Important information can slip through the cracks when the client is interviewed multiple times by different people. There is also no consistent tracking of what advice or templates were given to the client, leading to variability in outcomes. Overall, the process can be slow (each step often spreads over days or weeks of delay) and resource-intensive, contributing to the bottleneck in serving clients.


Proposed AI-Assisted Workflow (Future Vision)

In the reimagined process, an AI agent would streamline the stages between intake and letter delivery, working in tandem with LASSB staff.

After a human intake screens the client, the AI Demand Letter Assistant takes over the interview to gather facts and draft the letter. The attorney then reviews the draft and finalizes the letter for the client to send.

  • Post-Intake AI Interview: Once a client has been screened and accepted for services by LASSB’s intake staff, the AI Demand Letter Assistant engages the client in a conversation (via chat or a guided web form; a phone interface could also be possible). The AI introduces itself as a virtual assistant working with LASSB and uses a structured but conversational script to collect all information relevant to the accommodation request. This includes the client’s basic details, details of the disability and needed accommodation, the landlord’s information, and any prior communications or incidents (e.g. if the tenant has asked before or if the landlord has issued notices). The assistant is programmed to use trauma-informed language – it asks questions in a supportive, non-threatening manner and adjusts wording to the client’s comfort, recognizing that relaying one’s disability needs can be sensitive. Throughout the interview, the AI can also perform helpful utilities, such as inserting the current date or formatting addresses correctly, to ensure the data it gathers is ready for a letter.
  • Automatic Letter Generation: After the AI has gathered all the necessary facts from the client, it automatically generates a draft demand letter. The generation is based on LASSB-approved templates and includes the proper formal letter format (date, addresses, RE: line, etc.), a clear statement of the accommodation request, and citations to relevant laws/regulations (like referencing the FHA, ADA, or state law provisions that apply). The AI uses the information provided by the client to fill in key details – for example, describing the tenant’s situation (“Jane Doe, who has an anxiety disorder, requests an exception to the no-pets policy to allow her service dog”) and customizing the legal rationale to that scenario. Because the AI has been trained on example letters and legal guidelines, it can include the correct legal language to strengthen the demand. It also ensures the tone remains polite and professional. At the end of this step, the AI has a complete draft letter ready.
  • Attorney Review & Collaboration: The draft letter, along with a summary of the client’s input or a transcript of the Q&A, is then forwarded to a LASSB housing attorney for review. The attorney remains the ultimate decision-maker – they will read the AI-drafted letter and check it for accuracy, appropriate tone, and effectiveness. If needed, the attorney can edit the letter (either directly or by giving feedback to the AI to regenerate specific sections). The AI could also highlight any uncertainties (for instance, if the client’s explanation was unclear on a point, the draft might flag that for attorney clarification). Importantly, no letter is sent out without attorney approval, ensuring that professional legal judgment is applied. This human-in-the-loop review addresses ethical duties (attorneys must supervise AI work as they would a junior staffer) and maintains quality control. In essence, the AI does the first 90% of the drafting, and the attorney provides the final 10% refinement and sign-off.
  • Delivery and Follow-Up: After the attorney finalizes the content, the letter is ready to be delivered to the landlord. In the future vision, this could be as simple as clicking a button to send the letter via email or printing it for mailing. (The prototype also floated ideas like integrating with DocuSign or generating a PDF that the client can download and sign.) The client then sends the demand letter to the landlord, formally requesting the accommodation. Ideally, this happens much faster than in the current process – potentially the same day as the attorney consultation, since the drafting is near-instant. LASSB envisioned that the AI might even assist in follow-up: for instance, checking back with the client a couple weeks later to ask if the landlord responded, and if not, suggesting next steps. (This follow-up feature was discussed conceptually, though not implemented in the prototype.) In any case, by the end of the workflow, the client has a professionally crafted letter in hand, and they did not have to write it alone.

The benefits of this AI-human collaboration are significant. It eliminates the awkward gap where a client might be left drafting a letter on their own; instead, the client is guided through questions by the AI and sees a letter magically produced from their answers. It also reduces duplicate interviewing – the client tells their full story once to the AI (after intake), rather than explaining it to multiple people in pieces. 

For the attorney, the time required to produce a letter drops dramatically. Rather than spending a couple of hours writing and editing, an attorney might spend 10–20 minutes reviewing the AI’s draft, tweaking a phrase or two, and approving it. The team’s estimates suggest each case could save on the order of 1.5–2.5 hours of staff time under this new workflow. Those savings translate into lower wait times and the ability for LASSB to assist many more clients in a given period with the same staff. In broader terms, more tenants would receive the help they need, fewer calls would be abandoned, and LASSB’s attorneys could devote more attention to complex cases (since straightforward letters are handled in part by the AI). 

The intended impact is “more LASSB clients have their day in court… more fair and equitable access to justice for all”, as the student team put it – in this context meaning more clients are able to assert their rights through demand letters, addressing issues before they escalate. The future vision sees the AI prototype seamlessly embedded into LASSB’s service delivery: after a client is screened by a human, the AI takes on the heavy lifting of information gathering and document drafting, and the human attorney ensures the final product meets the high standards of legal practice. This collaboration could save time, improve consistency, and ultimately empower more tenants with disabilities to get the accommodations they need to live safely and with dignity.


Technical Approach and Prototyping: What We Built and How It Works

With the use case defined, the project team proceeded to design and build a working prototype AI agent for demand letter drafting. This involved an iterative process of technical development, testing, and refinement over two academic quarters. In this section, we describe the technical solution – including early prototypes, the final architecture, and how the system functions under the hood.

Early Prototype and Pivot 

In Autumn 2024, the team’s initial prototype focused on an AI intake interviewing agent (nicknamed “iNtake”) as well as a rudimentary letter generator. They experimented with a voice-based assistant that could talk to clients over the phone. Using tools like Twilio (for telephony and text messaging) and Google’s Dialogflow/Chatbot interfaces, they set up a system where a client could call a number and interact with an AI-driven phone menu. The AI would ask the intake questions in a predefined script and record the answers. 

Behind the scenes, the prototype leveraged a large language model (LLM) – essentially an AI text-generation engine – to handle the conversational aspect. The team used a model configuration referred to as “gemini-1.5-flash”, which was integrated into the phone chatbot. 

This early system demonstrated some capabilities (it could hold a conversation and hand off to a human if needed), but also revealed significant challenges. The script was over 100 questions long and not trauma-informed – users found it tedious and perhaps impersonal. Additionally, the AI sometimes struggled with the decision-tree logic of intake. 

After several iterations and feedback from instructors and LASSB, the team decided to pivot. They narrowed the scope to concentrate on the Demand Letter Agent – a chatbot that would come after intake to draft the letter. The phone-based intake AI became a separate effort (handled by another team in Winter 2025), while our team focused on the letter generator. 

Final Prototype Design

The Winter 2025 team built upon the fall work to create a functioning AI chat assistant for demand letters. The prototype operates as an interactive chatbot that can be used via a web interface (in testing, it was run on a laptop, but it could be integrated into LASSB’s website or a messaging platform in the future). Here’s how it works in technical terms.

The AI agent was developed using a generative Large Language Model (LLM) – similar to the technology behind GPT-4 or other modern conversational AIs. This model was not trained from scratch by the team (which would require huge data and compute); instead, the team used a pre-existing model and focused on customizing it through prompt engineering and providing domain-specific data. In practical terms, the team created a structured “AI playbook” or prompt script that guides the model step-by-step to perform the task.

Data and Knowledge Integration

One of the first steps was gathering all relevant reference material to inform the AI’s outputs. The team collected LASSB’s historical demand letters (redacted for privacy), which provided examples of well-written accommodation letters. They also pulled in legal sources and guidelines: for instance, the U.S. Department of Justice’s guidance memos on reasonable accommodations, HUD guidelines, trauma-informed interviewing guidelines, and lists of common accommodations and impairments. These documents were used to refine the AI’s knowledge. 

Rather than blindly trusting the base model, the team explicitly incorporated key legal facts – such as definitions of “reasonable accommodation” and the exact language of FHA/FEHA requirements – into the AI’s prompt or as reference text the AI could draw upon. Essentially, the AI was primed with: “Here are the laws and an example demand letter; now follow this format when drafting a new letter.” This helped ensure the output letters would be legally accurate and on-point.

Prompt Engineering

The heart of the prototype is a carefully designed prompt/instruction set given to the AI model. The team gave the AI a persona and explicit instructions on how to conduct the conversation and draft the letter. For example, the assistant introduces itself as “Sofia, the Legal Aid Society of San Bernardino’s Virtual Assistant” and explains its role to the client (to help draft a letter). The prompt includes step-by-step instructions for the interview: ask the client’s name, ask what accommodation they need, confirm details, etc., in a logical order (it’s almost like a decision-tree written in natural language form). A snippet of the prompt (from the “Generative AI playbook”) is shown below:

Excerpt from the AI assistant’s instruction script. The agent is given a line-by-line guide to greet the client, collect information (names, addresses, disability details, etc.), and even call a date-time tool to insert the current date for the letter. 

The prompt also explicitly instructs the AI on legal and ethical boundaries. For instance, it was told: “Your goal is to write and generate a demand letter for reasonable accommodations… You do not provide legal advice; you only assist with drafting the letter.”. This was crucial to prevent the AI from straying into giving advice or making legal determinations, which must remain the attorney’s domain. By iteratively testing and refining this prompt, the team taught the AI to stay in its lane: ask relevant questions, be polite and empathetic, and focus on producing the letter.

Trauma-Informed and Bias-Mitigation Features

A major design consideration was ensuring the AI’s tone and behavior were appropriate for vulnerable clients. The team trained the AI (through examples and instructions) to use empathetic language – e.g., thanking the client for sharing information, acknowledging difficulties – and to avoid any phrasing that might come off as judgmental or overly clinical. The AI was also instructed to use the client’s own words when possible and not to press sensitive details unnecessarily. On the technical side, the model was tested for biases. The team used diverse example scenarios to ensure the AI’s responses wouldn’t differ inappropriately based on the nature of the disability or other client attributes. Regular audits of outputs were done to catch any bias. For example, they made sure the AI did not default to male pronouns for landlords or assume anything stereotypical about a client’s condition. These measures align with best practices to ensure the AI’s output is fair and respects all users.

Automated Tools Integration

The prototype included some clever integrations of simple tools to enhance accuracy. One such tool was a date function. In early tests, the AI sometimes forgot to put the current date on the letter or used a generic placeholder. To fix this, the team connected the AI to a utility that fetches the current date. During the conversation, if the user is ready to draft the letter, the AI will call this date function and insert the actual current date into the letter heading. This ensures the generated letter always shows (for example) “May 19, 2023” rather than a hardcoded date. Similarly, the AI was guided to properly format addresses and other elements (it asks for each component like city, state, ZIP and then concatenates them in the letter format). These might seem like small details, but they significantly improve the professionalism of the output.

Draft Letter Generation

Once the AI has all the needed info, it composes the letter in real-time. It follows the structure from the prompt and templates: the letter opens with the date and address, a reference line (“RE: Request for Reasonable Accommodation”), a greeting, and an introduction of the client. Then it lays out the request and the justification, citing the laws, and closes with a polite sign-off. The content of the letter is directly based on the client’s answers. For instance, if the client said they have an anxiety disorder and a service dog, the letter will include those details and explain why the dog is needed. The AI’s legal knowledge ensures that it inserts the correct references to the FHA and California Fair Employment and Housing Act (FEHA), explaining that landlords must provide reasonable accommodations unless it’s an undue burden. 

An example output is shown below:

Sample excerpt from an AI-generated reasonable accommodation letter. In this case, the tenant (Jane Doe) is requesting an exception to a “no pets” policy to allow her service dog. The AI’s draft includes the relevant law citations (FHA and FEHA) and a clear explanation of why the accommodation is necessary. 

As seen in the example above, the AI’s letter closely resembles one an attorney might write. It addresses the landlord respectfully (“Dear Mr. Jones”), states the tenant’s name and address, and the accommodation requested (permission to keep a service animal despite a no-pet policy). It then cites the Fair Housing Act and California law, explaining that these laws require exceptions to no-pet rules as a reasonable accommodation for persons with disabilities. It describes the tenant’s specific circumstances (the service dog helps manage her anxiety, etc.) in a factual and supportive tone. It concludes with a request for a response within a timeframe and a polite thank you. All of this text was generated by the AI based on patterns it learned from training data and the prompt instructions – the team did not manually write any of these sentences for this particular letter, showing the generative power of the AI. The attorney’s role would then be to review this draft. 

In our tests, attorneys found the drafts to be surprisingly comprehensive. They might only need to tweak a phrase or add a specific detail. For example, an attorney might insert a line offering to provide medical documentation if needed, or adjust the deadline given to the landlord. But overall, the AI-generated letters were on point and required only light editing. 

Testing and Iteration

The development of the prototype involved iterative testing and debugging. Early on, the team encountered some issues typical of advanced AI systems and worked to address them.

Getting the agent to perform consistently

Initially, the AI misunderstood its task at times. In the first demos, when asked to draft a letter, the AI would occasionally respond with “I’m sorry, I can’t write a letter for you”, treating it like a prohibited action. This happened because base language models often have safety rules about not producing legal documents. The team resolved this by refining the prompt to clarify that the AI is allowed and expected to draft the letter as part of its role (since an attorney will review it). Once the AI “understood” it had permission to assist, it complied.

Ensuring the agent produced the right output

The AI also sometimes ended the interview without producing the letter. Test runs showed that if the user didn’t explicitly ask for the letter, the AI might stop after gathering info. To fix this, the team adjusted the instructions to explicitly tell the AI that once it has all the information, it should automatically present the draft letter to the client for review. After adding this, the AI reliably output the draft at the end of the conversation.

We sometimes had the agent offering to do unsolicited tasks, like sending an email. That wasn’t in the configuration, but it was improvising off-script.

Un-sticking the agent, caught in a loop

There were issues with the AI getting stuck or repeating itself. For example, in one scenario, the AI began to loop, apologizing and asking the same question multiple times even after the user answered. 

A screenshot from testing shows the AI repeating “Sorry, something went wrong, can you repeat?” in a loop when it hit an unexpected input. These glitches were tricky to debug – the team adjusted the conversation flow and added checks (like if the user already answered, do not ask again), which reduced but did not completely eliminate such looping. We identified that these loops often stemmed from the model’s uncertainty or minor differences in phrasing that weren’t accounted for in the script.

Dealing with fake or inaccurate info

Another issue was occasional hallucinations or extraneous content. For instance, the AI at one point started offering to “email the letter to the landlord” out of nowhere, even though that wasn’t in its instructions (and it had no email capability). This was the model improvising beyond its intended scope. The team addressed this by tightening the prompt instructions, explicitly telling the AI not to do anything with email and to stick to generating the letter text only. After adding such constraints, these hallucinations became rarer.

Getting consistent letter formatting

The formatting of the letter (dates, addresses, signature line) needed fine-tuning. The AI initially had minor formatting quirks (like sometimes missing the landlord’s address or not knowing how to sign off). By providing a template example and explicitly instructing the inclusion of those elements, the final prototype reliably produced a correctly formatted letter with a placeholder for the client’s signature.

Throughout development, whenever an issue was discovered, the team would update the prompt or the data and test again. This iterative loop – test, observe output, refine instructions – is a hallmark of developing AI solutions and was very much present in this project. 

Over time, the outputs improved significantly in quality and reliability. For example, by the end of the Winter quarter, the AI was consistently using the correct current date (thanks to the date tool integration) and writing in a supportive tone (thanks to the trauma-informed training), which were clear improvements from earlier versions. That said, some challenges remained unsolved due to time limits. 

The AI still showed some inconsistent behaviors occasionally – such as repeating a question in a rare case, or failing to recognize an atypical user response (like if a user gave an extremely long-winded answer that confused the model). The team documented these lingering issues so that future developers can target them. They suspected that further fine-tuning of the model or using a more advanced model could help mitigate these quirks. 

In its final state at the end of Winter 2025, the prototype was able to conduct a full simulated interview and generate a reasonable accommodation demand letter that LASSB attorneys felt was about 80–90% ready to send, requiring only minor edits. 

The technical architecture was a single-page web application interfacing with the AI model (running on a cloud AI platform) plus some back-end scripts for the date tool and data storage. It was not yet integrated into LASSB’s production systems, but it provided a compelling proof-of-concept. 

Observers in the final presentation could watch “Sofia” chat with a hypothetical client (e.g., Martin who needed an emotional support animal) and within minutes, produce a letter addressed to the landlord citing the FHA – something that would normally take an attorney a couple of hours. 

Overall, the technical journey of this project was one of rapid prototyping and user-centered adjustment. The team combined off-the-shelf AI technology with domain-specific knowledge to craft a tool tailored for legal aid. They learned how small changes in instructions can greatly affect an AI’s behavior, and they progressively molded the system to align with LASSB’s needs and values. The result is a working prototype of an AI legal assistant that shows real promise in easing the burden of document drafting in a legal aid context.

Evaluation Framework: Testing, Quality Standards, and Lessons Learned

From the outset, the team and LASSB agreed that rigorous evaluation would be critical before any AI tool could be deployed in practice. The project developed an evaluation framework to measure the prototype’s performance and ensure it met both efficiency goals and legal quality standards. Additionally, throughout development the team reflected on broader lessons learned about using AI in a legal aid environment. This section discusses the evaluation criteria, testing methods, and key insights gained. Quality Standards and Benchmarks: The primary measure of success for the AI-generated letters was that they be indistinguishable (in quality) from letters written by a competent housing attorney. To that end, the team established several concrete quality benchmarks:

  • No “Hallucinations”: The AI draft should contain no fabricated facts, case law, or false statements. All information in the letter must come from the client’s provided data or be generally accepted legal knowledge. For example, the AI should never cite a law that doesn’t exist or insert details about the tenant’s situation that the tenant didn’t actually tell it. Attorneys reviewing the letters specifically check for any such hallucinated content.
  • Legal Accuracy: Any legal assertions in the letter (e.g. quoting the Fair Housing Act’s requirements) must be precisely correct. The letter should not misstate the law or the landlord’s obligations. Including direct quotes or citations from statutes/regulations was one method used to ensure accuracy. LASSB attorneys would verify that the AI correctly references ADA, FHA, FEHA, or other laws as applicable.
  • Proper Structure and Tone: The format of the letter should match what LASSB attorneys expect in a formal demand letter. That means: the letter has a date, addresses for both parties, a clear subject line, an introduction, body paragraphs that state the request and legal basis, and a courteous closing. The tone should be professional – firm but not aggressive, and certainly not rude. One benchmark was that an AI-drafted letter “reads like” an attorney’s letter in terms of formality and clarity. If an attorney would normally include or avoid certain phrases (for instance, saying “Thank you for your attention to this matter” at the end, or avoiding contractions in a formal letter), the AI’s output is expected to do the same.
  • Completeness: The letter should cover all key points necessary to advocate for the client. This includes specifying the accommodation being requested, briefly describing the disability connection, citing the legal right to the accommodation, and possibly mentioning an attached verification if relevant. An incomplete letter (one that, say, only requests but doesn’t cite any law) would not meet the standard. Attorneys reviewing would ensure nothing crucial was missing from the draft.

In addition to letter quality, efficiency metrics were part of the evaluation. The team intended to log how long the AI-agent conversation took and how long the model took to generate the letter, aiming to show a reduction in total turnaround time compared to the status quo. Another metric was the effect on LASSB’s capacity: for example, could implementing this tool reduce the number of calls that drop off due to long waits? In theory, if attorneys spend less time per client, more calls can be returned. The team proposed tracking number of clients served before and after deploying the AI as a long-term metric of success. 

Evaluation Methods

To assess these criteria, the evaluation plan included several components.

Internal Performance Testing

The team performed timed trials of the AI system. They measured the duration of a full simulated interview and letter draft generation. In later versions, the interview took roughly 10–15 minutes (depending on how much detail the client gives), and the letter was generated almost instantly thereafter (within a few seconds). They compared this to an estimate of human drafting time. These trials demonstrated the raw efficiency gain – a consistent turnaround of under 20 minutes for a draft letter, which is far better than the days or weeks it might take in the normal process. They also tracked if any technical slowdowns occurred (for instance, if the AI had to call external tools like the date function, did that introduce delays? It did not measurably – the date lookup was near-instant).

Expert Review (Quality Control)

LASSB attorneys and subject matter experts were involved in reviewing the AI-generated letters. The team conducted sessions where an attorney would read an AI draft and score it on accuracy, tone, and completeness. The feedback from these reviews was generally positive – attorneys found the drafts surprisingly thorough. They did note small issues (e.g., “we wouldn’t normally use this phrasing” or “the letter should also mention that the client can provide a doctor’s note if needed”). 

These observations were fed back into improving the prompt. The expert review process is something that would continue regularly if the tool is deployed: LASSB could institute, say, a policy that attorneys must double-check every AI-drafted letter and log any errors or required changes. Over time, this can be used to measure whether the AI’s quality is improving (i.e., fewer edits needed).

User Feedback

Another angle was evaluating the system’s usability and acceptance by both LASSB staff and clients. The team gathered informal feedback from users who tried the chatbot demo (including a couple of law students role-playing as clients). They also got input from LASSB’s intake staff on whether they felt such a chatbot would be helpful. In a deployed scenario, the plan is to collect structured feedback via surveys. For example, clients could be asked if they found the virtual interview process easy to understand, and attorneys could be surveyed on their satisfaction with the draft letters. High satisfaction ratings would indicate the system is meeting needs, whereas any patterns of confusion or dissatisfaction would signal where to improve (perhaps the interface or the language the AI uses).

Long-term Monitoring

The evaluation framework emphasizes that evaluation isn’t a one-time event. The team recommended continuous monitoring if the prototype moves to production. This would involve regular check-ins (monthly or quarterly meetings) among stakeholders – the legal aid attorneys, paralegals, technical team, etc. – to review how things are going. They could review statistics (number of letters generated, average time saved) and any incidents (e.g., “the AI produced an incorrect statement in a letter on March 3, we caught it in review”). This ongoing evaluation ensures that any emerging issues (perhaps a new type of accommodation request the AI wasn’t trained on) are caught and addressed. It’s akin to maintenance: the AI tool would be continually refined based on real-world use data to ensure it remains effective and trustworthy.

Risk and Ethical Considerations

Part of the evaluation also involved analyzing potential risks. The team did a thorough risk, ethics, and regulation analysis in their final report to make sure any deployment of the AI would adhere to legal and professional standards. Some key points from that analysis:

Data Privacy & Security

The AI will be handling sensitive client information (details about disabilities, etc.). The team stressed the need for strict privacy safeguards – for instance, if using cloud AI services, ensuring they are HIPAA-compliant or covered by appropriate data agreements. They proposed measures like encryption of stored transcripts and obtaining client consent for using an AI tool. Any integration with LASSB’s case management (LegalServer) would have to follow data protection policies.

Bias and Fairness

They cautioned that AI models can inadvertently produce biased outputs if not properly checked. For example, might the AI’s phrasing be less accommodating to a client with a certain type of disability due to training data bias? The mitigation is ongoing bias testing and using a diverse dataset for development. The project incorporated an ethical oversight process to regularly audit letters for any bias or inappropriate language.

Acceptance by Courts/Opposing Parties

A unique consideration for legal documents is whether an AI-drafted letter (or brief) will be treated differently by its recipient. The team noted recent cases of courts being skeptical of lawyers’ use of ChatGPT, emphasizing lawyers’ duty to verify AI outputs. For demand letters (which are not filed in court but sent to landlords), the risk is lower than in litigation, but still LASSB must ensure the letters are accurate to maintain credibility. If a case did go to court, an attorney might need to attest that they supervised the drafting. Essentially, maintaining transparency and trust is important – LASSB might choose to inform clients about the AI-assisted system (to manage expectations) and would certainly ensure any letter that ends up as evidence has been vetted by an attorney.

Professional Responsibility

The team aligned the project with guidance from the American Bar Association and California State Bar on AI in law practice. These guidelines say that using AI is permissible as long as attorneys ensure competence, confidentiality, and no unreasonable fees are charged for it. In practice, that means LASSB attorneys must be trained on how to use the AI tool correctly, must keep client data safe, and must review the AI’s work. The attorney remains ultimately responsible for the content of the letter. The project’s design – always having a human in the loop – was very much informed by these professional standards.

Lessons Learned

Over the course of the project, the team gained valuable insights, both in terms of the technology and the human element of implementing AI in legal services. Some of the key lessons include the following.

AI is an Augmenting Tool, Not a Replacement for Human Expertise

Perhaps the most important realization was that AI cannot replace human empathy or judgment in legal aid. The team initially hoped the AI might handle more of the process autonomously, but they learned that the human touch is irreplaceable for sensitive client interactions. For example, the AI can draft a letter, but it cannot (and should not) decide whether a client should get a letter or what strategic advice to give – that remains with the attorney. Moreover, clients often need empathy and reassurance that an AI cannot provide on its own. As one reflection noted, the AI might be very efficient, “however, we learned that AI cannot replace human empathy, which is why the final draft letter always goes to an attorney for final review and client-centered adjustment.” In practice, the AI assists, and the attorney still personalizes the counsel.

Importance of Partner Collaboration and User-Centered Design

The close collaboration with LASSB staff was crucial. Early on, the team had some misaligned assumptions (e.g., focusing on a technical solution that wasn’t actually practical in LASSB’s context, like the phone intake bot). By frequently communicating with the partner – including weekly check-ins and showing prototype demos – the team was able to pivot and refine the solution to fit what LASSB would actually use. One lesson was to always “keep the end user in mind”. In this case, the end users were both the LASSB attorneys and the clients. Every design decision (from the tone of the chatbot to the format of the output) was run through the filter of “Is this going to work for the people who have to use it?” For instance, the move from a phone interface to a chat interface was influenced by partner feedback that a phone bot might be less practical, whereas a web-based chat that produces a printable letter fits more naturally into their workflow.

Prototype Iteratively and Be Willing to Pivot

The project reinforced the value of an iterative, agile approach. The team did not stick stubbornly to the initial plan when it proved flawed. They gathered data (user feedback, technical performance data) and made a mid-course correction to narrow the project’s scope. This pivot ultimately led to a more successful outcome. The lesson for future projects is to embrace flexibility – it’s better to achieve a smaller goal that truly works than to chase a grand vision that doesn’t materialize. As noted in the team’s retrospective, “Be willing to pivot and challenge assumptions” was key to their progress.

AI Development Requires Cross-Disciplinary Skills

The students came from law and engineering backgrounds, and both skill sets were needed. They had to “upskill to learn what you need” on the fly – for example, law students learned some prompt-engineering and coding; engineering students learned about fair housing law and legal ethics. For legal aid organizations, this is a lesson that implementing AI will likely require new trainings and collaboration between attorneys and tech experts.

AI Output Continues to Improve with Feedback

Another positive lesson was that the AI’s performance did improve significantly with targeted adjustments. Initially, some doubted whether a model could ever draft a decent legal letter. But by the end, the results were quite compelling. This taught the team that small tweaks can yield big gains in AI behavior – you just have to systematically identify what isn’t working (e.g., the AI refusing to write, or using the wrong tone) and address it. It’s an ongoing process of refinement, which doesn’t end when the class ends. The team recognized that deploying an AI tool means committing to monitor and improve it continuously. As they put it, “there is always more that can be done to improve the models – make them more informed, reliable, thorough, ethical, etc.”. This mindset of continuous improvement is itself a key lesson, ensuring that complacency doesn’t set in just because the prototype works in a demo.

Ethical Guardrails Are Essential and Feasible

Initially, there was concern about whether an AI could be used ethically for legal drafting. The project showed that with the right guardrails – human oversight, clear ethical policies, transparency – it is not only possible but can be aligned with professional standards. The lesson is that legal aid organizations can innovate with AI responsibly, as long as they proactively address issues of confidentiality, accuracy, and attorney accountability. LASSB leadership was very interested in the tool but also understandably cautious; seeing the ethical framework helped build their confidence that this could be done in a way that enhances service quality rather than risks it.

In conclusion, the evaluation phase of the project confirmed that the AI prototype can meet high quality standards (with attorney oversight) and significantly improve efficiency. It also surfaced areas to watch – for example, ensuring the AI remains updated and bias-free – which will require ongoing evaluation post-deployment. The lessons learned provide a roadmap for both this project and similar initiatives: keep the technology user-centered, maintain rigorous quality checks, and remember that AI is best used to augment human experts, not replace them. By adhering to these principles, LASSB and other legal aid groups can harness AI’s benefits while upholding their duty to clients and justice.

Next Steps

Future Development, Open Questions, and Recommendations

The successful prototyping of the AI demand letter assistant is just the beginning. Moving forward, there are several steps to be taken before this tool can be fully implemented in production at LASSB. The project team compiled a set of recommendations and priorities for future development, as well as open questions that need to be addressed. Below is an outline of the next steps:

Expand and Refine the Training Data

To improve the AI’s consistency and reliability, the next development team should incorporate additional data sources into the model’s knowledge base. During Winter 2025, the team gathered a trove of relevant documents (DOJ guidance, HUD memos, sample letters, etc.), but not all of this material was fully integrated into the prototype’s prompts.

Organizing and inputting this data will help the AI handle a wider range of scenarios. For example, there may be types of reasonable accommodations (like a request for a wheelchair ramp installation, or an exemption from a parking fee) that were not explicitly tested yet. Feeding the AI examples or templates of those cases will ensure it can draft letters for various accommodation types, not just the service-animal case.

The Winter team has prepared a well-structured archive of resources and notes for the next team, documenting their reasoning and changes made. It includes, for instance, an explanation of why they decided to focus exclusively on accommodation letters (as opposed to tackling both accommodations and modifications in one agent) – knowledge that will help guide future developers so they don’t reinvent the wheel. Leveraging this prepared data and documentation will be a top priority in the next phase.

Improve the AI’s Reliability and Stability

While the prototype is functional, we observed intermittent issues like the AI repeating itself or getting stuck in loops under certain conditions. Addressing these glitches is critical for a production rollout. The recommendation is to conduct deeper testing and debugging of the model’s behavior under various inputs. Future developers might use techniques like adversarial testing – intentionally inputting confusing or complex information to see where the AI breaks – and then adjusting the prompts or model settings accordingly. There are a few specific issues to fix:

  • The agent occasionally repeats the same question or answer multiple times (this looping behavior might be due to how the conversation history is managed or a quirk of the model). This needs to be debugged so the AI moves on in the script and doesn’t frustrate the user.
  • The agent sometimes fails to recognize certain responses – for example, if a user says “Yeah” instead of “Yes,” will it understand? Ensuring the AI can handle different phrasings and a range of user expressions (including when users might go on tangents or express emotion) is important for robustness.
  • Rarely, the agent might still hallucinate or provide an odd response (e.g., referring to sending an email when it shouldn’t). Further fine-tuning and possibly using a more advanced model with better instruction-following could reduce these occurrences. Exploring the underlying model’s parameters or switching to a model known for higher reliability (if available through the AI platform LASSB chooses) could be an option.

One open question is “why” the model exhibits these occasional errors – it’s often not obvious, because AI models are black boxes to some degree. Future work could involve more diagnostics, such as checking the conversation logs in detail or using interpretability tools to see where the model’s attention is going. Understanding the root causes could lead to more systemic fixes. The team noted that sometimes the model’s mistakes had no clear trigger, which is a reminder that continuous monitoring (as described in evaluation) will be needed even post-launch.

Enhance Usability and Human-AI Collaboration Features

The prototype currently produces a letter draft, but in a real-world setting, the workflow can be made even more user-friendly for both clients and attorneys. Several enhancements are recommended:

Editing Interface

Allow the attorney (or even the client, if appropriate) to easily edit the AI-generated letter in the interface. For instance, after the AI presents the draft, there could be an “Edit” button that opens the text in a word processor-like environment. This would save the attorney from having to copy-paste into a separate document. The edits made could even be fed back to the AI (as learning data) to continuously improve it.

Download/Export Options

Integrate a feature to download the letter as a PDF or Word document. LASSB staff indicated they would want the final letter in a standard format for record-keeping and for the client to send. Automating this (the AI agent could fill a PDF template or use a document assembly tool) would streamline the process. One idea is to integrate with LASSB’s existing document system or use a platform like Documate or Gavel (which LASSB uses for other forms) – the AI could output data into those systems to produce a nicely formatted letter on LASSB letterhead.

Transcript and Summary for Attorneys

When the AI finishes the interview, it can provide not just the letter but also a concise summary of the client’s situation along with the full interview transcript to the attorney. The summary could be a paragraph saying, e.g., “Client Jane Doe requests an exception to no-pet policy for her service dog. Landlord: ABC Properties. No prior requests made. Client has anxiety disorder managed by dog.”

Such a summary, generated automatically, would allow the reviewing attorney to very quickly grasp the context without reading the entire Q&A transcript. The transcript itself should be saved and accessible (perhaps downloadable as well) so the attorney can refer back to any detail if needed. These features will decrease the need for the attorney to re-interview the client, thus preserving the efficiency gains.

User Interface and Guidance

On the client side, ensure the chat interface is easy to use. Future improvements could include adding progress indicators (to show the client how many questions or sections are left), the ability to go back and change an answer, or even a voice option for clients who have difficulty typing (this ties into accessibility, discussed next). Essentially, polish the UI so that it is client-friendly and accessible.

Integration into LASSB’s Workflow 

In addition to the front-end enhancements, the tool should be integrated with LASSB’s backend systems. A recommendation is to connect the AI assistant to LASSB’s case management software (LegalServer) via API. This way, when a letter is generated, a copy could automatically be saved to the client’s case file in LegalServer. It could also pull basic info (like the client’s name, address) from LegalServer to avoid re-entering data. Another integration point is the hotline system – if in the future the screening AI is deployed, linking the two AIs could be beneficial (for example, intake answers collected by the screening agent could be passed directly to the letter agent, so the client doesn’t repeat information). These integrations, while technical, would ensure the AI tool fits seamlessly into the existing workflow rather than as a stand-alone app.

Broaden Accessibility and Language Support

San Bernardino County has a diverse population, and LASSB serves many clients for whom English is not a first language or who have disabilities that might make a standard chat interface challenging. Therefore, a key next step is to add multilingual capabilities and other accessibility features. The priority is Spanish language support, as a significant portion of LASSB’s client base is Spanish-speaking. This could involve developing a Spanish version of the AI agent – using a bilingual model or translating the prompt and output. The AI should ideally be able to conduct the interview in Spanish and draft the letter in Spanish, which the attorney could then review (noting that the final letter might need to be in English if sent to an English-speaking landlord, but at least the client interaction can be in their language). 

In addition, for clients with visual impairments, the interface should be compatible with screen readers (text-to-speech for the questions, etc.), and for those with low literacy or who prefer oral communication, a voice interface could be offered (perhaps reintroducing a refined version of the phone-based system, but integrated with the letter agent’s logic). Essentially, the tool should follow universal design principles so that no client is left out due to the technology format. This may require consulting accessibility experts and doing user testing with clients who have disabilities. 

Plan for Deployment and Pilot Testing

Before a full rollout, the team recommends a controlled pilot phase. In a pilot, a subset of LASSB staff and clients would use the AI tool on actual cases (with close supervision). Data from the pilot – success stories, any problems encountered, time saved metrics – should be collected and evaluated. This will help answer some open questions, such as: 

  • How do clients feel about interacting with an AI for part of their legal help? 
  • Does it change the attorney-client dynamic in any way? 
  • Are there cases where the AI approach doesn’t fit well (for instance, if a client has multiple legal issues intertwined, can the AI handle the nuance or does it confuse things)? 

These practical considerations will surface in a pilot. The pilot can also inform best practices for training staff on using the tool. Perhaps attorneys need a short training session on how to review AI drafts effectively, or intake staff need a script to explain to clients what the AI assistant is when transferring them. Developing guidelines and training materials is part of deployment. Additionally, during the pilot, establishing a feedback loop (maybe a weekly meeting to discuss all AI-drafted letters that week) will help ensure any kinks are worked out before scaling up. 

Address Open Questions and Long-Term Considerations

Some broader questions remain as this project moves forward.

How to Handle Reasonable Modifications

The current prototype focuses on reasonable accommodations (policy exceptions or services). A related need is reasonable modifications (physical changes to property, like installing a ramp). Initially, the team planned to include both, but they narrowed the scope to accommodations for manageability. Eventually, it would be beneficial to expand the AI’s capabilities to draft modification request letters as well, since the legal framework is similar but not identical. This might involve adding a branch in the conversation: if the client is requesting a physical modification, the letter would cite slightly different laws (e.g., California Civil Code related to modifications) and possibly include different information (like who will pay for the modification, etc.). The team left this as a future expansion area. In the interim, LASSB should be aware that the current AI might need additional training/examples before it can reliably handle modification cases.

Ensuring Ongoing Ethical Compliance

As the tool evolves, LASSB will need to regularly review it against ethical guidelines. For instance, if State Bar rules on AI use get updated, the system’s usage might need to be adjusted. Keeping documentation of how the AI works (so it can be explained to courts if needed) will be important. Questions like “Should clients be informed an AI helped draft this letter?” might arise – currently the plan would be to disclose if asked, but since an attorney is reviewing and signing off, the letter is essentially an attorney work product. LASSB might decide internally whether to be explicit about AI assistance or treat it as part of their workflow like using a template.

Maintenance and Ownership 

Who will maintain the AI system long-term? The recommendation is that LASSB identify either an internal team or an external partner (perhaps continuing with Stanford or another tech partner) to assume responsibility for piloting and updates.

AI models and integrations require maintenance – for example, if new housing laws pass, the model/prompt should be updated to include that. If the AI service (API) being used releases a new version that’s better/cheaper, someone should handle the upgrade. Funding might be needed for ongoing API usage costs or server costs. Planning for these practical aspects will ensure the project’s sustainability.

Scaling to Other Use Cases

If the demand letter agent proves successful, it could inspire similar tools for other high-volume legal aid tasks (for instance, generating answers to eviction lawsuits or drafting simple wills). One open question is how easily the approach here can be generalized. The team believes the framework (AI + human review) is generalizable, but each new use case will require its own careful curation of data and prompts. 

The success in the housing domain suggests LASSB and Stanford may collaborate to build AI assistants for other domains in the future (like an Unlawful Detainer Answer generator, etc.). This project can serve as a model for those efforts.

Finally, the team offered some encouraging closing thoughts: The progress so far shows that a tool like this “could significantly improve the situation and workload for staff at LASSB, allowing many more clients to receive legal assistance.” There is optimism that, with further development, the AI assistant can be deployed and start making a difference in the community. However, they also caution that “much work remains before this model can reach the deployment phase”

It will be important for future teams to continue with the same diligent approach – testing, iterating, and addressing the AI’s flaws – rather than rushing to deploy without refinement. The team emphasized a balance of excitement and caution: AI has great potential for legal aid, but it must be implemented thoughtfully. The next steps revolve around deepening the AI’s capabilities, hardening its reliability, improving the user experience, and carefully planning a real-world rollout. By following these recommendations, LASSB can move from a successful prototype to a pilot and eventually to a fully integrated tool that helps their attorneys and clients every day. The vision is that in the near future, a tenant with a disability in San Bernardino can call LASSB and, through a combination of compassionate human lawyers and smart AI assistance, quickly receive a strong demand letter that protects their rights – a true melding of legal expertise and technology to advance access to justice.

With continued effort, collaboration, and care, this prototype AI agent can become an invaluable asset in LASSB’s mission to serve the most vulnerable members of the community. The foundation has been laid; the next steps will bring it to fruition.

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Class Blog Project updates

Brainstorming new Language Access self help ideas

Brainstorming Potential Solutions in the Design for Justice Class: Language Access (Week 3)

By Sahil Chopra

Having experienced the court first hand, we returned to the classroom to revisit the tenets of Design Thinking and coalesce our thoughts, before engaging in a productive, rapid-brainstorming session.

Here’s a quick reminder of 5 “tenets” behind the design philosophies that drove our brainstorming:

  1. There is no “one perfect idea”. In fact, it is quite limiting to focus on “quality” ideas, i.e. those that seem practical or reasonable. In this initial phase of brainstorming, you should let your imagination roam free. You might be surprised by the ways you can turn an unreasonable idea into a truly impactful one.
  2. Don’t judge others. You can only be truly collaborative and helpful if you reserve judgement upon others’ ideas. Don’t analyze. Don’t constrain. Don’t judge.
  3. Be concise and specific. Yes, we all want to help provide language access to millions of Californians; but ideas won’t get us all the way there. In order to brainstorm effectively, you have to think “physical”, i.e. what could you make or build in an ideal world. Don’t think in abstractions but realities.
  4. Always respond to ideas with the phrase “yes and”. Saying “no” and “yes but” are conversation killers. Even if you don’t totally agree with an idea, embrace it and try to add your own spin to it, building upon it by saying “yes and”.
  5. Go for wild, ambitious, and impossible. Think big! We can always scale back later.

With these principles in mind, we drew upon our observations of the prior week to develop a list of current positives and negatives with language access at the court. We then brainstormed a list of potential successes and pitfalls, we might face while trying to improve language access.

Current Positives

  • Empathy: Sitting in on family court trials and observing the interactions between court staff and clients, it was apparent that those who work at the courthouse truly care. They are overwhelmed and understaffed, but they truly believe in the work and are trying their best to service the hundreds of clients that walk through the door each day.
  • Pathfinding: Signage was plentiful, though it could be improved by providing multilingual queues. The docket system, hosted on the large vertical flat screens, was especially useful in orienting oneself as they entered the courthouse.

Current Negatives

  • Form Accessibility: It’s often difficult to know what pieces of ancillary information are needed to fill out the form, which sections pertain to you personally, etc. There are workshops to help people fill out the forms, but they are understaffed; and the videos shown as part of the divorce workshop we observed weren’t entirely helpful, as they did not actually walk through the forms themselves.
  • Waiting: People line up in the self-help queue starting at 7:00 am, even though the service starts helping individuals at 9:00 am. The wait times are long.
  • Language: Many people who don’t speak English bring translators, but these must be 18+-year-olds; and involving someone else in the legal process implies that translator must also leave work, skip school, etc.

Future Positives (Ideas)

  • Real-Time Translation
  • Human-Oriented Experiences
  • Space Optimization (Court House)
  • Efficiency (Simplify Forms, Reduce Lines, etc.)

Future Negatives (Considerations)

  • Litigation
  • Budget Cuts / Restrictions
  • Buy-In: Unions, Staff, Judges, Clients

With these themes established, we brainstormed the following 10 ideas:

  1. Interactive Forms
    1. Concept: Make forms interactive on a website such that they become “choose-your-own-adventure.” Use simple questions written in the person’s native language to determine which portions of the form are necessary for the individual to actually fill out.
    2. Goal: This should make form-filling a more accessible and personalized experience. Hopefully, this makes the process for filing easier and less intimidating.
  2. Multilingual FAQs
    1. Concept: Update the court’s website with FAQs in various languages. Prospective users could read these FAQs for their specific problem before coming to the court itself, so that they have a better understanding of the court process for their issue before coming in. Similarly, these could be provided to those in the self-help line to read before they are served.
    2. Goal: This will improve understanding of the court processes in order to empower individuals with a sense of control.
  3. Multilingual Court Navigation Instructions
    1. Concept: Create an app or website, with top 5 languages spoken by LEP court users, that explains court layout, functions and services at each office, and language support services.
    2. Goal: The user can find answers to common questions on their phone and use it to navigate the courthouse and its services. This will save headaches about what they need to do to get from Point A to point B, both in terms of navigating the courthouse and its services and help customers more easily address their legal needs.
  4. Online Multilingual Workshop Videos
    1. Concept: Provide client with multilingual YouTube videos explaining the mechanics of different common problems (e.g. divorce) that people go to the court to address.
    2. Goal: Right now the videos are only in English and only viewable in the workshop. This poses double issues for accessibility of content. Multilingual YouTube videos may reduce the burden on the workshop staff and provide a better, informative experience to non-native speakers.
  5. Chunk Workshop Video Into Sections
    1. Concept: Split workshop videos into chunks rather than the current 45-minute video. Also, integrate the form-filling within the video watching experience. Rather than a presentation, the workshop videos should directly help the users fill out the necessary and related components of their paperwork.
    2. Goal: Currently, the videos are an information overload. Many definitions are not listed on the slides. Viewers cannot rewind the video in the workshop. And the video does not directly correspond to sections of the forms that the users have to fill out. Eliminate all these problems by providing information in nugget-sized-proportions and tightly coupling this video experience with the forms.
  6. NLT for Court Forms
    1. Concept: Integrate the web forms with Google Translate, or some other legal translation software.
    2. Goal: All forms must be submitted in English according to California State Law. Even if the forms are presented in Spanish, the user must respond in English — which poses a huge barrier without an interpreter. Instead, bring Natural Language Translation (NLT) systems to the user, so this form-filling process becomes much easier.
  7. Symbolic Signage at Court
    1. Concept: Replace English signs in help center with symbol-rich signs that are easier to understand and follow.
    2. Goal: Symbol-rich signs will be able to better direct court users to get the forms they need and access the services they require. This will improve the physical experience of navigating the courthouse.
  8. Brochure Placement
    1. Concept: Redesign help center brochures to be color coded according to languages and then placed in different sections of the room, according to language.
    2. Goal: By offering forms in both languages, court users can identify the right forms and will be able to understand them. They can then write their answers on the corresponding English language forms.
  9. Robotic Assistants
    1. Concept: Create mobile booths in different areas where people could lodge cases in their languages by speaking into a phone line which will then capture the information and translate it into English. The robotic booth will then print the documents which the user can scan and download through the mobile application.
    2. Goal: Reduce trauma and negative attitudes towards the court system by promoting privacy of individuals coming to court.
  10. Real Time Translation Services
    1. Concept: Have tablets and headphones available for rent upon court entrance that guide you in your respective language to where you need to go (with pictures) and act as real-time translators with court actors.
    2. Goal: Facilitate the processes of moving through the court and interacting with court personnel despite language barriers.

With these ideas in mind, we are going to spend next week whittling down these to five favorites, drawing out the ideas, and then interviewing individuals at the courthouse as to what they like and/or dislike about these potential solutions to language access problems.

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Class Blog Design Research Project updates

Observing a county court for language access

Initial Observations at the Santa Clara Family Justice Center (Week 2)
By Sahil Chopra

During our second week of the course, we paid our first visit to the Santa Clara Family Justice Center in order to observe, explore, and immerse ourselves in the court experience. Our day at court was structured around exploring the self-help facilities before branching out into smaller, more intimate portions of the courthouse in smaller groups. My team drove down to the court and arrived at around 8:30 am, just as the self-help waiting room started to fill up. We jotted down a few stray observations before convening with the rest of our class in the lobby at 9:00 am, where our instructors Margaret and Jonty handed out a few Design Review pamphlets for our day at court, wherein we continued to write down our observations and thoughts.

Here are the highlights from our first trip to court. Next week, we shall pool our individual observations and insights, as we brainstorm what potential problems and solutions might be.

Self-Help Desk

Definition:

Many users do not have access to a lawyer, so the court provide a self-help desk, where individuals wait in a queue until court staff call up their ticket number and can help them address their problem — whether that be information about the filing process or guidance as to which forms must be filled out in order to proceed with their case. While the self-help desk provides an invaluable service, it is often understaffed. As a result, court users often lineup outside the Family Court around 7:00 am, though the center does not open till 8:30 am and does not start processing tickets until about 9:00 am. When it comes to language access, there is not much the self-help desk can provide on its limited budget. If one does not speak English, he/she/they must bring along a translator, a legal adult in the state of California, i.e. 18 years or older, who is preferably a relative. If they come without a translator, they will ultimately be turned away.

Highlights:

The self-help waiting room feels like a hybrid of the DMV and a doctor’s office. Everyone sits side-by-side, but in their own little-world. Entering the room, there are black chairs lining the perimeter of the room, except for the left-hand-wall, where there is a wall full of assorted forms. While it seemed very well organized, i.e. color-coded, accessible, etc., there were very few people who approached the wall to pick up flyers. Perhaps, the singular placement of all essential forms seemed overwhelming?

Sitting in the crowd, it was easy to spot parents who had brought their teenagers to help them with their paperwork. In hushed voices, I saw a sixteen year boy reading over an assortment of forms, quickly translating them to their mom. Translation services would help decongest the overflowing waiting room, by limiting the number of family members that would need to be brought along. Additionally, it would be beneficial for both the kids and the parents, if the children did not have to take time off school.

Workshop

Definition:

Throughout the week, there are several workshops that the self-help desk hosts, wherein the process for filing a specific motion is discussed and then assistance is provided with form-filling. It just so happened that our-visit coincided with a divorce workshop.

After spending some time in the self-help room a few of us decided to observe the workshop.

Highlights:

While we were sitting in the self-help room, one of the court staff came out and announced who made it into the workshop and who did not. It seemed a bit impersonal and harsh to be called out by name, especially when everyone knows the issue associated with your use of the court. But maybe, that helps normalize the act of getting help?

The informational portion of the workshop consists of a 50 minute, screen-capture powerpoint presentation and narration. It was interesting that there were more spots for the video portion of the workshop than the 1:1 assistance portion of the workshop, even though the latter part feels more important towards the goal of filing a motion. This discrepancy between max capacity and serviceable capacity highlights the need for more staff.

The PowerPoint video described the technical legal terminology and processes surrounding divorce. While informative, the video didn’t seem to be helpful. Within the room, one couple talked over the video — trying to fill out their paperwork, as the video played. Most of the other viewers seemed to pay attention for the first five minutes before sliding into their chairs and waiting out the remainder of the video’s runtime.

The first problem with the video is that it is entirely in English. If you don’t speak English well, you’ve just wasted 50-minutes that could have been spent getting help.

The second problem with the video is that it is too long and lacked participant engagement. It’s important to be precise and informative, especially when dealing with legal matters; but the video consisted of a powerpoint and a voiceover. There was no color and few pictures. Furthermore, it did not actually help with the process of filling out the forms. Without interactivity, the video failed to provide actionable instructions — thus failing its purpose of providing help to individuals who needed assistance in filing for divorce.

The third problem with the video is that it is unaccessible. It cannot be accessed outside the workshop, and even within the workshop it cannot be paused, rewinded, etc. Thus, it fails it’s purpose of being a 1-stop-reference for all things divorce-related. Additionally, the video was poorly constructed in that a lot of the important facts were spoken but never transcribed on the slides themselves, even though the slides themselves were full of text.

Possible Language Access/Self-Help Solutions

After sitting through the workshop, I think there is a lot low hanging fruit here, i.e. small changes that can be made to improve outcomes and scale the program — even in the face of budgetary issues.

Solution 1 (Low Overhead): There are many computers in the workshop room. Instead of making everyone watch the PowerPoint video together, provide every workshop-attendee a pair of headphones, so that they can pause and rewind the video wherever they want.

Solution 2 (Low Overhead): Split the presentation into digestible chunks. After each video section have the workshop-attendees fill out the respective portion of the form. This tight coupling is often used in flipped classrooms and should make the process more self-directed.

Solution 3 (Low Overhead): Post the video and presentation online. Let people view the contents and fill out the form digitally at home.

Solution 4 (High Overhead): Translate the presentation into several key languages, i.e. Spanish, Vietnamese, Korean, Hindi, Mandarin. This is a one-time job but would improve accessibility tremendously.

Miscellaneous Observations

After experiencing the divorce workshop first hand, we decided to sit on a few of the court hearings that were open to the public. Before, we headed up the stairs to the court rooms, I stepped away to get some water. In the five minutes that I was gone, my teammates encountered a Latino women, who could not speak English well. She was asking, where she could find the police; and it was only after a few exchanges that my teammates realized that she was looking for “something to keep [a person] away”, i.e. a restraining order. They then showed her the route to the appropriate court office, but it was apparent that there needs to better outreach within local cultural and ethnic communities in both discussing the purpose of the court, the terminology surrounding the court, and the services that it can provide. This might help reduce friction for those seeking support, especially not native speakers. Perhaps outreach at libraries, churches, and grocery stores might help with this problem.

Overall, I was surprised to see how calm and collected the judges were at responding and guiding the proceedings. It seemed as if they really cared about both parties involved. The empathy demonstrated was quite moving, especially given how messy some of the court cases were.

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Class Blog Project updates

Identifying A Single Prototype for language access improvement

By Sahil Chopra

(Part of a series of posts documenting the Design for Justice: Language Access class)

Entering home stretch of the Autumn quarter, we spent today’s class first synthesizing our findings and working on our final pitch to the California Judicial Council and then selecting one of our prototypes for further development.

To start the the synthesis process, we grabbed a whiteboard and divided it into two halves — with one side dedicated to answering “What we heard or saw?” and the other dedicated to answering “What do we do in response?” Starting with the former question, we started jotting down quotes and experiences we had catalogued over the past few weeks from our interviews and observations, before clustering them around common topics. This exercise yielded two incredibly salient themes that we hope to address with our revised prototype:

 

  • Time: People fear the courthouse, because it takes an inordinate amount of time and as a result deprives of economic and educational opportunity that they would be accumulating, had they not spent hours upon hours and days upon days within the courthouse. One woman we interviewed exclaimed that, “divorce right now is almost a full-time job”; while another lamented that the amount of time she had to spend in court affected her kids’ academics, as they had to accompany her so that she could have the proper assistance necessary to fill out the English-language forms.
  • The process of getting proper help seems to take too much time because the self-help desk is understaffed and because court users produce a large number of errors while filling out their paperwork. Many of the people have interviewed over the past several weeks have mentioned that they often spend several hours waiting to be helped, only to be told that they made a mistake in their documents and are then sent to back the of line to seek guidance.
  • As a result, we witness a vicious cycle. The self-help desk is constantly creating its own backlog of requests, ultimately increasing stress and time allotted per case — for both the clerks and the court users. As a result of this feedback, one of our primary goals is to reduce the amount of time that a user has to spend in order to fill and submit their proper paperwork. This will help users have a more pleasurable and accessible court experience, while reducing the stress upon the self-help clerks.

  • Language Barriers Are Multifaceted: One thing we did not realize until we began user testing was how multifaceted of a problem language barriers actually are. When presenting our “Redesigned-Form” prototype to non-native speakers last week, we established a situation where we asked our interviewees to file for divorce. On the second page of the prototype, we asked our court users to declare whether they wanted a “Divorce”, “Legal Separation”, or “Nullity” from a “Marriage” or “Domestic Partnership”. While it was clear to the user that they were on a page associated with divorce, they were unsure as to what the differences were between a “divorce”, “legal separation”, and a “nullity”. As a native English speaker these terms seem foreign, as they are rooted in precise legal terminology; so one apparent aspect of “language access” is to provide court users with simple language that unpacks these precise terms. But the problem with language access extends far behind legal terminology and words in different languages. There are often significant cultural barriers as well. When interviewing a technologically-savvy Uyghur woman, we saw her even tried opening Google Translate on her phone, writing the phrase, and having the service produce a Mandarin version of the text. The problem was, however, that the concept did not exist in her culture; so even though she had the translated phrase, the concept did not register. This highlights the fact that language access does not simply include English-barriers, but also cultural ones. We must overcome both in order to provide true access to court systems.

 

With this in mind, we shifted to the other half of the board, answering “What do we do in response?” Here are a few of the ideas from that brainstorm:

  1. Split the current forms into manageable chunks so that we do not overwhelm court users and narrow context of any page down to a singular topic so that it become easier for a non-native speaker to identify the goal of the page, even if they struggle to understand the bulk of it.
  2. Provide native-language instructions and definitions that unpack legal ease in laymen’s terms and pay attention to cultural differences, in their explanations of legal terms.
  3. Add legal advice forums like r/legal-advice into the court website; and provide a platform for non-native speakers to voice their experiences to others within their communities. We heard from many younger court users, that they looked online to blogs in order to understand the experience they were about to undertake, as a user of the court. These blogs reassured them and provided guidance, when they were most confused. It would be cool to provide this type of support on the court website and extend it to non-native speakers.

Moving forward, we are going to further pursue our “Redesigned-Form” prototype, diving deeper into the Divorce Experience to provide a more nuanced prototype experience.

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Class Blog Project updates

Design for Justice: Language Access — an introduction in week 1

by Sahil Chopra

Language is the medium by which we interact with culture, express our ideas, and maintain our rights. Without “language access”, i.e. the ability to convey one’s thoughts effectively and understand others correctly, one is disempowered altogether. At a societal level this can lead to systemic inequality, whether intentional or not; and one of the places where this is most evident is the court system.

This Autumn, I’m one of the 25 students enrolled in Stanford’s Design for Language Access, a course initiated by the Stanford Legal Design Lab to investigate and advise how state courts may better serve Californians entering the legal system, who either do not speak or have limited proficiency with English.

As the Judicial Council of California’s Strategic Plan for Language Access in California Court details, 40% of Californians speak non-English languages at home, 200+ languages and dialects are spoken by Californians as a whole, and approximately ~20% of Californians have English language limitations. Going to court is always a stressful experience, as the impetus to seek court help is often a difficult circumstance itself. Coupling the weight of the incident with the inability to communicate and properly resolve your issue only magnifies the stress incurred by the individual. Moreover, it may be difficult to properly resolve one’s legal issue and receive the proper access to one’s legal rights if they are unable to effectively communicate with lawyers, clerks, and judges within the judicial branch. Thus, “language access”, as the Judicial Council of California titles it, is a critical issue that we must address in order to ensure and fair and equitable legal proceedings.

Personally, I have no prior background with judicial systems. I’m a computer scientist by training, completing my BS/MS with concentrations in Artificial Intelligence and Human Computer Interaction – focusing a bulk of my research in cognitive science and natural language processing. But that’s where the diverse experience of my classmates come in. We are lawyers, teachers, designers, business students, and computer scientists — all hoping to better understand this space and offer a different perspective.

Over the next nine weeks, we shall apply the fundamental principles of “Design Thinking” to first observe and interview individuals going through the court system and then hypothesize, prototype, and test potential strategies that may provide better language access to millions of Californians. Our class will culminate in a list of possible solutions and implementations which the California courts may consider as potential avenues by which the state can improve language access at scale. Additionally, we shall be evaluating a pilot program that California courts is running in San Jose, where tablets with Google Translate are being employed to help ease communication between non-English-speaking clients and English-speaking court staff.

Stay tuned to learn more week-by-week about our journey to help provide better language access to Californians!

Categories
Class Blog Project updates

The evolution of an eviction self-help website

by Margaret Hagan, also published at Legal Design and Innovation

Along with Daniel Bernal, I’ve been teaching a Stanford d.school pop-up class, Design for Justice: Eviction. We’ve been working with a team of 10 students and a network of experts, legal aid groups, and courts, to plan out new ways to support people who have received eviction notices.

Design for Justice: Eviction concept board for self-help

The challenge of the class is: what can we provide to people who have just received an eviction summons and complain in the mail, to help them understand their rights and feel empowered to show up to court?

In the first class, Daniel laid out the background research and concepts. He is working on his PhD with this challenge as his focus, and he got the team up to speed on the current legal landscape and self-help offerings.

From there, our student teams began scoping hypotheses — new insights and concept designs of what could address the challenge. Then, within a month, we vetted these with our network of experts, to get their ranking of importance and viability. And our designers and developers sprinted to create medium-fidelity, working versions of the concepts that were vetted.

This past weekend, we subjected these mid-fidelity prototypes to user testing, with people who have been evicted previously. We’ll be writing up our findings more thoroughly later — but for now we just wanted to show the evolution of one design over a month.

The evolution of a legal self-help website

One of the main vehicles for this self-help will be a website. Here is it’s journey in sketches and images.

 
October 24th: At a lunchtime, test-run workshop, a student/faculty team proposes an online resource for tenants facing eviction
 
Jan. 19th: at class planning meeting, our teaching team sketches out one of the possible website prototypes that might emerge during our class
 
April 28th: At our proper class, one of the students, David, creates a one-page concept sketch of an interactive self-help website
 
May 3: plotting all the possible functions that could go on a page
 
May 11: Boiling down all the functions to a cleaner flow, simple sketch — the start of some color
 
May 13th: Focusing the details, the messaging of the culled down website
 
May 18: Getting specific (though a little messy) about 3 different variations to test against each other
 
May 19th: Testable live version of website — not perfect in terms of content or visuals, but a skeleton of the functions and flow we’re looking for

We had 3 different versions of the May 19th website — we’ll be streamlining these based on feedback into one higher-fidelity site. We’re digesting all the user feedback we received at our latest testing session to redraft the site. All this is aiming towards a trial that Daniel will run over the summer of new self-help interventions, likely including a website, to see how people engage and use them in real life.

The evolution will continue, stay tuned!