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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.

Categories
AI + Access to Justice Current Projects

AIDA2J Workshop at ICAIL 2026

https://dike.research.vub.be/en/aida2j/call-for-papers-aida2j-2026

The Stanford Legal Design Lab is a co-organizer of the AIDA2J Workshop at ICAIL 2026 in Singapore on June 8. We are looking for papers, short papers, and demo proposals. The submission deadline is May 1, 2026.

AIDA2J stands for Artificial Intelligence for Access to Justice. This is one in a series of establisehd AI-A2J workshops we have run at JURIX and ICAIL sessions since 2024. We have had a rich set of papers on how AI systems can responsibly improve access to justice.

This time at ICAIL, the workshop runs as a full-day hybrid event: you can attend in person in Singapore or join remotely.

What we are looking for

We want papers on AI tools, datasets, and systems that relate to access to justice, dispute resolution, and legal data infrastructure. The research themes include:

AI for legal help and epistemic accessibility: plain-language legal assistance, legal triage, document automation, conversational agents, and accessibility across linguistic and digital barriers.

AI for dispute resolution: AI-supported negotiation, mediation, online dispute resolution, and court-adjacent procedural tools.

Governance and accountability: explainability, bias mitigation, human-AI interaction in high-stakes legal contexts, compliance with the AI Act and related frameworks.

Evaluation and legal data infrastructure: empirical and user-centered evaluation methods, benchmarking legal AI, dataset design for RAG-based systems, and legal data standards.

This last category is close to work we have been doing in our Lab on evaluation frameworks and shared data infrastructure for legal help AI. If you are working on how to measure whether legal AI actually helps people, or how to build shared resources that multiple organizations can use, we want to hear from you.

Submission details

Long papers: up to 10 pages. Short papers: up to 5 pages. Demo proposals: 1 to 2 pages. All submissions follow ACM proceedings guidelines and go through OpenReview.

The deadline is May 1, 2026. Notification is May 18. Camera-ready is June 1. The workshop is June 8.

Accepted papers will be published in the workshop proceedings. Selected papers will be invited to submit extended versions to a Diamond Open Access journal indexed in Scopus and Web of Science.

A note if you are new to this

Quinten Steenhuis wrote a practical guide on how to write an academic paper in AI and Law, aimed at practitioners and nontraditional researchers. If you are doing real work on legal help AI but have not submitted to an academic conference before, this guide is a good starting point. We want submissions from people building and testing these tools, not only from traditional academic researchers.

How to submit

Submit through the OpenReview submission page. Use the ACM proceedings template.

For questions, contact the organizing team at andrea.filippo.ferraris@vub.be, marianna.molinari@vub.be, or marco.giacalone@vub.be.

See the full call for papers on the AIDA2J website →

Categories
Research and Publications

Why the Access to Justice Field Needs Better Theories of Change

We have promising ideas about how to serve more people, in better ways. We just don’t know how to make these ideas stick and scale.

The access to justice field has no shortage of good ideas. At any given moment, dozens of promising pilot projects are underway — in courts, legal aid organizations, law school clinics, government agencies. New self-help tools, simplified forms, remote hearings, navigator programs, AI-powered assistants. The field convenes at conferences, publishes reports, circulates best practices.

And yet, the justice gap persists. Most civil legal problems experienced by low-income Americans still receive inadequate or no legal help. Pilots launch, run for a few years, and quietly end when funding expires. Successful innovations in one jurisdiction rarely spread to others.

Why?

In a new working paper — Paths Toward Access to Justice at Scale: Evaluating Theories of Change in the Civil Justice System — I argue that one underexamined reason is the absence of intentional, explicit theories of change in how the field approaches systemic reform.

Thinking big — what are we accomplishing with our work?

“What is our theory of change?”

I interviewed eleven professionals working across the civil justice landscape — legal aid lawyers, funders, court reform advocates, legal technologists, researchers — and asked them two things:

  1. Have you operated with long-term, systemic theories of change for your work?
  2. How would you rate nine specific theories of change for their likelihood of producing lasting impact?
In the project, we asked legal sector leaders to think about system outcomes, and how to get from project work to much improved system performance and impact on people.

The most striking finding from Part One was how rarely anyone had been asked to articulate a theory of change at all.

“It’s a beef of mine in the sector — what is our theory of change, how are we going to reach out in the long term? It’s a huge weakness of how we do our work. You’re in a room with even early career international development folks, they know how to do a Theory of Change, a monitoring & evaluation plan, metrics. We don’t know how to do any of that.” — P8, Civil Justice Reform Expert

“Usually I haven’t been asked to present a Theory of Change when choosing what projects to pursue or evaluation stage. It’s been in the background.” — P10, Legal Aid Technologist

Many people are not asked how to get from their project, day-to-day work to intermediate or ultimate impacts.

The Default Theory of Change — and Why It’s Not Enough

The field’s implicit default is: educate leaders on best practices, and they’ll act. This underlies the entire conference circuit, the white papers, the webinars. Participants rated it the lowest of all nine theories — 4.2 out of 7 — with unusual consensus.

Nobody said education is worthless. Everyone said it’s necessary but profoundly insufficient. The question is: what else do you need?

The study showed that there is not one way to get to system change & better access to justice — but it might be possible if a combination of strategies were to be used intentionally together.

A Three-Layer Framework: Knowledge, Pressure, People

From the interviews, a framework emerged. The nine theories of change cluster into three categories, each representing a distinct mechanism for systemic change:

🔬 Knowledge Strategies

Building the evidentiary and intellectual case for change.

  • Education of leaders (avg 4.2) — necessary foundation, insufficient alone
  • Research publications (avg 4.8) — most impactful when they name a problem (like Herd & Moynihan’s Administrative Burden), not when they produce complicated or lengthy studies that practitioners struggle to read or understand
  • Reframing beyond A2J (avg 5.3) — connecting to health, housing, education unlocks new partners and funding, but cross-sector collaboration is harder than it sounds
Knowledge strategies have been the main ones used — but are just the foundation, not enough on their own.
Aside from sharing knowledge, what other things could be used in combination to get to great justice and economic mobility impact?

⚡ Pressure Strategies

Creating urgency and external motivation for institutions to act.

  • Public accountability (avg 5.2) — the most contested theory; “empirically informed outrage” emerged as the productive middle path between complacency and adversarial shaming
  • Litigation (avg 5.4) — powerful in specific cases, limited systemically; best used as leverage for collaboration, not a standalone strategy
  • Data-driven evaluation (avg 5.2) — the distinction between “data-driven” and “data-informed” matters enormously
  • Private capital (avg 4.5) — the most polarizing; “the market that has the need for service has no money”

👥 People Strategies

Transforming institutional culture so that access to justice becomes an embedded value.

  • Human interest stories (avg 4.8) — powerful when strategically deployed (the LSC Voices initiative changed the congressional funding narrative), counterproductive when they create complacency
  • Social movements (avg 6.2) — the highest-rated theory, and the one participants said was hardest to achieve; “it’s difficult to build a social movement when someone is scraping by”
  • Institutional culture change — courts described as “toxic working environments” where “contempt of the public” is a normative value; the workforce crisis creates both a problem and an opportunity

The framework’s central insight: systemic change requires all three layers operating in coordination. Knowledge without pressure produces reports that sit on shelves. Pressure without knowledge produces reactive, poorly designed reforms. Neither produces lasting change unless the people inside institutions internalize new values.

We need strategies working in sync with each other. We need to be intentional about these strategies.

Four Problems That Cut Across Everything

The interviews also surfaced structural tensions that constrain all theories of change:

The Champion Problem. Successful initiatives almost always depend on individual champions. When they leave, the initiative collapses. The field needs to build institutional structures — not just find heroic individuals.

The Coordination Problem. No single theory of change is sufficient. But the field’s fragmentation across jurisdictions, organizations, and funding streams makes coordinated strategy nearly impossible.

The Measurement Problem. Without agreed-upon indicators of access to justice impact, the field can’t learn from its own experience — and can’t tell which theories of change are actually working.

The Power Problem. Courts control the system and can invoke judicial independence to resist pressure. Access to justice advocates depend on courts for cooperation, limiting their willingness to push. The field defaults to education because it’s the least threatening strategy — which is also why it’s the least effective.

A Tenth Theory: AI and the Scale Question

The interviews were conducted in early 2023, before the full impact of generative AI became apparent. Since then, a possibility has emerged that none of the nine theories captured: technology itself as a distinct theory of change.

Every theory discussed in the paper operates within a scarcity constraint — there aren’t enough lawyers, enough funding, enough self-help center staff. AI challenges that assumption. Large language models can generate legal information, help people complete forms, triage problems, and walk users through procedures at marginal costs approaching zero.

A tenth theory of change might be: If we build AI-powered legal help tools that are accurate, accessible, and trustworthy, and embed them where people already encounter legal problems, we can shift from scarcity-driven triage to abundance-oriented service design.

This doesn’t replace the three-layer framework — it interacts with all three layers:

  • Knowledge: AI tools generate real-time data about how people experience the justice system, creating feedback loops traditional research can’t match
  • Pressure: If effective AI tools exist but a court chooses not to deploy them, that’s an accountability point
  • People: AI can handle routine information provision so justice workers can focus on relational, judgment-intensive work — potentially addressing the burnout and culture problems participants identified

The risks are real — accuracy, equity, solutionism, regulatory pace. But they’re reasons for intentional theorizing, not avoidance.

So What Should We Do?

Based on the interviews, I propose six priorities:

  1. Research theories of change, not just interventions. We need studies that track how a successful pilot in one jurisdiction does or doesn’t spread to others.
  2. Require explicit theories of change in grant applications. Not just “how will you run this program?” but “how will this lead to systemic adoption?”
  3. Develop shared indicators of access to justice impact that can be tracked across jurisdictions.
  4. Consider the full range of strategies. Stop defaulting to education and conferences. Deliberately choose a combination of Knowledge, Pressure, and People Strategies.
  5. Build coordination infrastructure. Cross-jurisdictional networks, shared dashboards, standing commissions.
  6. Embrace the uncomfortable strategies. Social movements, litigation, and public accountability were rated highest precisely because they disrupt the status quo. A field that avoids them because they’re uncomfortable has chosen incremental improvement over systemic change.

The Closing Thought

The access to justice gap is not a knowledge problem. We know what the problems are. We increasingly know what interventions help.

It’s a systems-change problem — moving from knowledge to action, from pilots to institutions, from good intentions to lasting reform.

Addressing it requires not just better ideas, but better theories about how ideas become reality.

📄 Read the full working paper at SSRN: Paths Toward Access to Justice at Scale: Evaluating Theories of Change in the Civil Justice System

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AI + Access to Justice Class Blog Current Projects

AI + Legal Help 2026 class

We are happy to announce the launch of our fourth round of the class “AI for Legal Help”. It is cross-listed at Stanford Law School and Design School.

Students will be working with real-world, public interest legal groups to develop AI solutions in a responsible, practical way — that can help scale out high-need legal services.

Here is the class description:

Want to build AI that actually matters? AI for Legal Help is a two-quarter, hands-on course where law, design, computer science, and policy students team up with legal aid organizations and court self-help centers to take on one of the biggest challenges in tech today: using AI to expand access to justice.

You’ll work directly with real-world partners to uncover where AI could make legal services faster, more scalable, and more effective—while ensuring it’s safe, ethical, and grounded in the realities of public service. From mapping workflows to spotting opportunities, from creating benchmarks and datasets to designing AI “co-pilots” or system proposals, you’ll help shape the future of AI in the justice system.

Along the way, you’ll learn how to evaluate whether AI is the right fit for a task, design human–AI teams that work, build privacy-forward and trustworthy systems, and navigate the policy and change-management challenges of introducing AI into high-stakes environments.

By the end, your team will have produced a substantial, real-world deliverable—such as a UX research report, benchmark dataset, evaluation rubric, system design proposal, or prototype concept—giving you practical experience in public interest technology, AI system design, and leadership engagement. This is your chance to create AI that works for people, in practice, where it’s needed most.

This course is part of the Stanford Legal Design Lab’s broader commitment to building open-source reference architectures for legal help technology — documented, replicable patterns that any legal aid organization, court, or justice innovator can adapt and build on. If you are a legal aid organization, court, or technology practitioner interested in partnering on future cohorts, or a student interested in joining the Spring section, we welcome you to reach out.

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AI + Access to Justice Current Projects

AI+A2J 2025 Summit Takeaways

The Stanford Legal Design Lab hosted its second annual AI & Access to Justice Summit as a gathering for leaders from legal aid organizations, technology companies, academia, philanthropists, and private practice. This diverse assembly of professionals gathered to discuss the potential of generative AI, and — most crucially at this moment of Autumn 2025 — to strategize about how to make AI work at scale to address the justice gap.

The summit’s mission was clear: to move beyond the hype cycle and forge a concrete path forward for a sustainable AI & A2J ecosystem across the US and beyond. The central question posed was how the legal community could work as an ecosystem to harness this technology, setting an agenda for 2, 5, and 10-year horizons to create applications, infrastructure, and new service/business models that can get more people access to justice.

The Arc of the Summit

The summit was structured over 2 days to help the diverse participants learn about AI tools, pilots, case studies, and lessons learned for legal teams — and then giving the participants the opportunity to design new interventions and strategies for a stronger AI R&D ecosystem.

Day 1 was dedicated to learning and inspiration, featuring a comprehensive slate of speakers who presented hands-on demonstrations of cutting-edge AI tools, shared detailed case studies of successful pilots, and offered insights from the front lines of legal tech innovation.

Day 1 -> Day 2’s mission

Day 2 was designed to shift the focus from listening to doing, challenging attendees to synthesize the previous day’s knowledge into strategic designs, collaborative agendas, and new partnerships. This structure was designed to build a shared foundation of knowledge before embarking on the collaborative work of building the future.

The Summit began by equipping attendees with a new arsenal of technological capabilities, showcasing the tools that serve as the building blocks for this new era in justice.

Our Key AI + A2J Ecosystem Moment

The key theme of this year’s AI+A2J Summit is building a strong, coordinated R&D ecosystem. This is because our community of legal help providers, researchers, public interest tech-builders, and strategists are at a key moment.

It’s been over 3 years now since the launch of ChatGPT. Where are we going with AI in access to justice?

We are several years into the LLM era now — past the first wave of surprise, demos, and hype — and into the phase where real institutions are deciding what to do with these tools. People are already using AI to solve problems in their everyday lives, including legal problems, whether courts and legal aid organizations are ready or not. That means the “AI moment” is no longer hypothetical: it’s shaping expectations, workflows, and trust right now. But still many justice leaders are confused, overwhelmed, or unsure about how to get to positive impact in this new AI era.

Leaders are not sure how to make progress.

This is exactly why an AI+A2J Summit like this matters. We’re at a pivot point where the field can either coordinate and build durable public-interest infrastructure — or fragment into disconnected experiments that don’t translate into meaningful service capacity. A2J leaders are balancing urgency with caution, and the choices made in the next year or two will set patterns that could last a decade: what gets adopted, what gets regulated, what gets trusted, and what gets abandoned.

What will 2030 look like for A2J?

We have possible rosy futures and we have more devastating ones.

Which of these possible near futures will we have in 2030 for access to justice?

A robust, accessible marketplace of services — where everyone having a problem with their landlord, debt collector, spouse, employer, neighbor, or government can easily get the help they need in the form they want?

Or will we have a hugely underserved public, that’s frustrated and angry, facing an ever-growing asymmetry of robo-filed lawsuits and relying on low-quality AI help?

What is stopping great innovation imapact?

Some of the key things that could stop our community from delivering great outcomes in the next five years include a few big trends:

  • too much chilling regulation,
  • under-performing and -safety tested solutions that lead to bad harms and headlines,
  • not enough money flowing to get to solutions, everyone reinventing the wheel on their own and deliverting fragile and costly local solutions, and
  • a lack of a building substantive, meaninful solutions — instead focusing on small, peripheral tasks.

The primary barriers are not just technical — they’re operational, institutional, and human. Legal organizations need tools that are reliable enough to use with real people, real deadlines, and real consequences. But today, many pilots struggle with consistency, integration into daily workflows, and the basic “plumbing” that makes technology usable at scale: identity management, knowledge management, access controls, and clear accountability when something goes wrong.

Trust is also fragile in high-stakes settings, and the cost of a failure is unusually high. A single under-tested tool can create public harm, undermine confidence internally, and trigger an overcorrection that chills innovation. In parallel, many organizations are already stretched thin and running on complex legacy systems. Without shared standards, shared evaluation, and shared implementation support, the burden of “doing AI responsibly” becomes too heavy for individual teams to carry alone.

At the Summit, we worked on 3 different strategy levels to try to prevent these blocks from pushing us to low impact or a continued status quo.

3 Levels of Strategic Work to Set us towards a Good Ecosystem

The goal of the Summit was to get leaders from across the A2J world to clearly define 3 levels of strategy. That means going beyond the usual strategic track — which is just defining the policies and tech agenda for their internal organization.

This meant focusing on both project mode (what are cool ideas and use cases) and also strategy mode — so we can shape where this goes, rather than react to whatever the market and technology delivers. We’re convening people who are already experimenting with AI in courts, legal aid, libraries, and community justice organizations, and we’re asking them to step back and make intentional choices about what they will build, buy, govern, and measure over the next 12–24 months. The point is to move from isolated pilots to durable capacity: tools that can be trusted, maintained, and integrated into real workflows, with clear guardrails for privacy, security, and quality.

To do that, the Summit is designed to push work at three linked levels of strategy.

The 3 levels of straegy

Strategy Level 1: Internal Org Strategy around AI

First is internal, organizational strategy: what each institution needs to do internally — data governance, procurement standards, evaluation protocols, staff training, change management, and the operational “plumbing” that makes AI usable and safe.

Strategy 2: Ecosystem Strategy

Second is ecosystem strategy, that covers how different A2J organizations can collaborate to increase capacity and impact.

Thinking through an Ecosystem approach to share capacity and improve outcomes

This can scope out what we should build together — shared playbooks, common evaluation and certification approaches, interoperable data and knowledge standards, and shared infrastructure that prevents every jurisdiction from reinventing fragile, costly solutions.

Strategy 3: Towards Big Tech & A2J

Third is strategy vis-à-vis big tech: how the justice community can engage major AI platform providers with clear expectations and leverage — so the next wave of product decisions, safety defaults, partnerships, and pricing structures actually support access to justice rather than widen gaps.

As more people and providers go to Big Tech for their answers and development work, how do we get to better A2J impact and outcomes?

The Summit is ultimately about making a coordinated, public-interest plan now — so that by 2030 we have a legal help ecosystem that is more trustworthy, more usable, more interoperable, and able to serve far more people with far less friction.

The Modern A2J Toolbox: A Growing set of AI-Powered Solutions

Equipping justice professionals with the right technology is a cornerstone of modernizing access to justice. The Summit provided a tour of AI tools available to the community, ranging from comprehensive legal platforms designed for large-scale litigation to custom-built solutions tailored for specific legal aid workflows. This tour of the growing AI toolbox revealed an expanding arsenal of capabilities designed to augment legal work, streamline processes, and extend the reach of legal services.

Research & Case Management Assistants

Teams from many different AI and legal tech teams presented their solutions and explained how they can be used to expand access to justice.

  • Notebook LM: The Notebook LM tool from Google empowers users to create intelligent digital notebooks from their case files and documents. Its capabilities have been significantly enhanced, featuring an expanded context window of up to 1 million tokens, allowing it to digest and analyze vast amounts of information. The platform is fully multilingual, supporting over 100 languages for both queries and content generation. This enables it to generate a wide range of work products, from infographics and slide decks to narrated video overviews, making it a versatile tool for both internal analysis and client communication.
  • Harvey: Harvey is an AI platform built specifically for legal professionals, structured around three core components. The Assistant functions as a conversational interface for asking complex legal questions based on uploaded files and integrated research sources like LexisNexis. The Vault serves as a secure repository for case documents, enabling deep analysis across up to 10,000 different documents at once. Finally, Workflows provide one-click solutions for common, repeatable tasks like building case timelines or translating documents, with the ability for organizations to create and embed their own custom playbooks.
  • Thomson Reuters’ CoCounsel: CoCounsel is designed to leverage an organization’s complete universe of information — from its own internal data and knowledge management systems to the primary law available through Westlaw. This comprehensive integration allows it to automate and assist with tasks across the entire client representation lifecycle, from initial intake and case assessment to legal research and discovery preparation. The platform is built to function like a human colleague, capable of pulling together disparate information sources to efficiently construct the building blocks of legal practice. TR also has an AI for Justice program that leverages CoCounsel and its team to help legal aid organizations.
  • VLex’s Vincent AI: Vincent AI adopts a workflow-based approach to legal tasks, offering dedicated modules for legal research, contract analysis, complaint review, and large-scale document review. Its design is particularly user-friendly for those with “prompting anxiety,” as it can automatically analyze an uploaded document (such as a lease or complaint) and suggest relevant next steps and analyses. A key feature is its ability to process not just text but also audio and video content, opening up powerful applications for tasks like analyzing client intake calls or video interviews to rapidly identify key issues.

AI on Case Management & E-Discovery Platforms

  • Legal Server: As a long-standing case management system, Legal Server has introduced an AI assistant named “Ellis.” The platform’s core approach to AI is rooted in data privacy and relevance. Rather than drawing on the open internet, Ellis is trained exclusively on an individual client organization’s own isolated data repository, including its help documentation, case notes, and internal documents. This ensures that answers are grounded in the organization’s specific context and expertise while maintaining strict client confidentiality.
  • Relativity: Relativity’s e-discovery platform is made available to justice-focused organizations through its “Justice for Change” program. The platform includes powerful generative AI features like AIR for Review, which can analyze hundreds of thousands of documents to identify key people, terms, and events in an investigation. It also features integrated translation tools that support over 100 languages, including right-to-left languages like Hebrew, allowing legal teams to seamlessly work with multilingual case documents within a single, secure environment.

These tools represent a leap in technological capability. They all show the growing ability for AI to help legal teams synthesize info, work with documents, conduct research, produce key work product, and automate workflows. But how do we go from tech tools to real-world impact, solutions that are deployed at scale and get to high performance numbers? The Summit moved from tech demos to case studies to get to accounts of how to get to value and impact.

From Pilots to Impact: AI in Action Across the Justice Sector

In the second half of Day 1, the Summit moved beyond product demonstrations to showcase a series of compelling case studies from across the justice sector. These presentations offered proof points of how organizations are already leveraging AI to serve more people, improve service quality, and create new efficiencies, delivering concrete value to their clients and communities today.

  • Legal Aid Society of Middle Tennessee & The Cumberlands — Automating Expungement Petitions: The “ExpungeMate” project was created to tackle the manual, time-consuming process of reviewing criminal records and preparing expungement petitions. By building a custom GPT to analyze records and an automated workflow to generate the necessary legal forms, the organization dramatically transformed its expungement clinics. At a single event, their output surged from 70 expungements to 751. This newfound efficiency freed up attorneys to provide holistic advice and enabled a more comprehensive service model that brought judges, district attorneys, and clerks on-site to reinstate driver’s licenses and waive court debt in real-time.
  • Citizens Advice (UK) — Empowering Advisors with Caddy: Citizens Advice developed Caddy (Citizens Advice Digital Assistant), an internal chatbot designed to support its network of advisors, particularly new trainees. Caddy uses a Retrieval-Augmented Generation (RAG), a method that grounds the AI’s answers in a private, trusted knowledge base to ensure accuracy and prevent hallucination. A key feature is its “human-in-the-loop” workflow, where supervisors can quickly validate answers before they are given to clients. A six-week trial demonstrated significant impact, with the evaluation found that Caddy halved the response time for advisors seeking supervisory support, unlocking capacity to help thousands more people.
  • Frontline Justice — Supercharging Community Justice Workers To support its network of non-lawyer “justice workers” in Alaska, Frontline Justice deployed an AI tool designed not just as a Q&A bot, but as a peer-to-peer knowledge hub. While the AI provides initial, reliable answers to legal questions, the system empowers senior justice workers to review, edit, and enrich these answers with practical, on-the-ground knowledge like local phone numbers or helpful infographics. This creates a dynamic, collaborative knowledge base where the expertise of one experienced worker in a remote village can be instantly shared with over 200 volunteers across the state.
  • Lone Star Legal Aid — Building a Secure Chatbot Ecosystem Lone Star Legal Aid embarked on an ambitious in-house project to build three distinct chatbots on a secure RAG architecture to serve different user groups. One internal bot, LSLAsks, is for administrative information in their legal aid group. Their internal bot for legal staff, Juris, was designed to centralize legal knowledge and defeat the administrative burden of research. A core part of their strategy involved rigorous A/B testing of four different search models (cleverly named after the Ninja Turtles) to meticulously measure accuracy, relevancy, and speed, with the ultimate goal of eliminating hallucinations and building user trust in the system.
  • People’s Law School (British Columbia) — Ensuring Quality in Public-Facing AI The team behind the public-facing Beagle+ chatbot shared their journey of ensuring high-quality, reliable answers for the public. Their development process involved intensive pre- and post-launch evaluation. Before launch, they used a 42-question dataset of real-world legal questions to test different models and prompts until they achieved 99% accuracy. After launch, a team of lawyers reviewed every single one of the first 5,400 conversations to score them for safety and value, using the findings to continuously refine the system and maintain its high standard of quality.

These successful implementations offered more than just inspiration; they surfaced a series of critical strategic debates that the entire access to justice community must now navigate.

Lessons Learned and Practical Strategies from the First Generation of AI+A2J Work

A consistent “lesson learned” from Day 1 was that legal aid AI only works when it’s treated as mission infrastructure, not as a cool add-on. Leaders emphasized values as practical guardrails: put people first (staff + clients), keep the main thing the main thing (serving clients), and plan for the long term — especially because large legal aid organizations are “big ships” that can’t pivot overnight.

Smart choice of projects: In practice, that means choosing projects that reduce friction in frontline work, don’t distract from service delivery, and can be sustained after the initial burst of experimentation.

An ecosystem of specific solutions: On the build side, teams stressed scoping and architecture choices that intentionally reduce risk. One practical pattern was a “one tool = one problem” approach, with different bots for different users and workflows (internal legal research, internal admin FAQs, and client-facing triage) rather than trying to make a single chatbot do everything.

Building for Security & Privacy forward solutions: Security and privacy were treated as design requirements, not compliance afterthoughts — e.g., selecting an enterprise cloud environment already inside the organization’s security perimeter and choosing retrieval-augmented generation (RAG) to keep answers grounded in verified sources.

Keeping Knowledge Fresh: Teams also described curating the knowledge base (black-letter law + SME guidance) and setting a maintenance cadence so the sources stay trustworthy over time.

Figure out What You’re Measuring & How: On evaluation, Day 1 emphasized that “accuracy” isn’t a vibe — you have to measure it, iterate, and keep monitoring after launch. Practical approaches included: (1) building a small but meaningful test set from real questions, (2) defining what an “ideal answer” must include, and (3) scoring outputs on safety and value across model/prompt/RAG variations.

Teams also used internal testing with non-developer legal staff to ask real workflow questions, paired with lightweight feedback mechanisms (thumbs up/down + reason codes) and operational metrics like citations used, speed, and cost per question. A key implementation insight was that some “AI errors” are actually content errors — post-launch quality improved by fixing source content (even single missing words) and tightening prompts, supported by ongoing monitoring.

Be Ready with Policies & Governance: On deployment governance, teams highlighted a bias toward containment, transparency, and safe failure modes. One practical RAG pattern: show citations down to the page/section, display the excerpt used, and if the system can’t answer from the verified corpus, it should say so — explicitly.

There was also a clear warning about emerging security risks (especially prompt injection and attack surfaces when tools start browsing or pulling from the open internet) and the need to think about cybersecurity as capability scales from pilots to broader use. Teams described practical access controls (like 2FA) and “shareable internal agents” as ways to grow adoption without losing governance.

Be Ready for Data Access Blocks: Several Day 1 discussions surfaced the external blockers that legal aid teams can’t solve alone — especially data access and interoperability with courts and other systems.

Even when internal workflows are ready, teams run into constraints like restrictions on scraping or fragmented, jurisdiction-specific data practices, which makes replication harder and increases costs for every new deployment. That’s one reason the “lessons learned” kept circling back to shared infrastructure: common patterns for grounded knowledge, testing protocols, security hardening, and the data pathways needed to make these tools reliable in day-to-day legal work.

Strategic Crossroads: Key Debates Shaping the Future of the AI+A2J Ecosystem

The proliferation of AI has brought the access to justice community to a strategic crossroads. The Summit revealed that organizations are grappling with fundamental decisions about how to acquire, build, and deploy this technology. The choices made in the coming years will define the technological landscape of the sector, determining the cost, accessibility, and control that legal aid organizations have over their digital futures.

The Build vs. Buy Dilemma

A central tension emerged between building custom solutions and purchasing sophisticated off-the-shelf platforms. We might end up with a ‘yes and’ approach, that involves both.

The Case for Building:

Organizations like Maryland Legal Aid and Lone Star Legal Aid are pursuing an in-house development path. This is not just a cost-and-security decision but a strategic choice about building organizational capacity.

The primary drivers are significantly lower long-term costs — Maryland Legal Aid reported running their custom platform for their entire staff for less than $100 per month — and enhanced data security and privacy, achieved through direct control over the tech stack and zero-data-retention agreements with API providers.

Building allows for the precise tailoring of tools to unique organizational workflows and empowers staff to become creators.

The Case for Buying:

Conversely, presentations from Relativity, Harvey, Thomson Reuters, vLex/Clio, and others showcased the immense power of professionally developed, pre-built platforms. The argument for buying centers on leveraging cutting-edge technology and complex features without the significant upfront investment in hiring and maintaining an in-house development team.

This path offers immediate access to powerful tools for organizations that lack the capacity or desire to become software developers themselves.

Centralized Expertise vs. Empowered End-Users

A parallel debate surfaced around who should be building AI applications. The traditional model, exemplified by Lone Star Legal Aid, involves a specialized technical team that designs and develops tools for the rest of the organization.

In contrast, Maryland Legal Aid presented a more democratized vision, empowering tech-curious attorneys and paralegals to engage in “vibe coding.”

This approach envisions non-technical staff becoming software creators themselves, using new, user-friendly AI development tools to rapidly build and deploy solutions. It transforms end-users into innovators, allowing legal aid organizations to “start solving their own problems” fast, cheaply, and in-house.

Navigating the Role of Big Tech in Justice Services

The summit highlighted the inescapable and growing role of major technology companies in the justice space. The debate here centers on the nature of the engagement.

One path involves close collaboration, such as licensing tools like Notebook LM from Google or leveraging APIs from OpenAI to power custom applications.

The alternative is a more cautious approach that prioritizes advocacy for regulation, taxation and licensing legal orgs’ knowledge and tools, and the implementation of robust public interest protections to ensure that the deployment of large-scale AI serves, rather than harms, the public good.

These strategic debates are shaping the immediate future of legal technology, but the summit also issued a more profound challenge: to use this moment not just to optimize existing processes, but to reimagine the very foundations of justice itself.

AI Beyond Automation: Reimagining the Fundamentals of the Justice System

The conversation at the summit elevated from simply making the existing justice system more efficient to fundamentally transforming it for a new era.

In a thought-provoking remote address, Professor Richard Susskind challenged attendees to look beyond the immediate applications of AI and consider how it could reshape the core principles of dispute resolution and legal help. This forward-looking perspective urged the community to avoid merely automating the past and instead use technology to design a more accessible, preventative, and outcome-focused system of justice.

The Automation Fallacy

Susskind warned against what he termed “technological myopia” — the tendency to view new technology only through the lens of automating existing tasks. He argued that simply replacing human lawyers with AI to perform the same work is an uninspired goal. Using a powerful analogy, he urged the legal community to avoid focusing on the equivalent of “robotic surgery” (perfecting an old process) and instead seek out the legal equivalents of “non-invasive therapy” and “preventative medicine” — entirely new, more effective ways to achieve just outcomes.

Focusing Upstream

This call to action was echoed in a broader directive to shift focus from downstream dispute resolution to upstream interventions. The goal is to leverage technology and data not just to manage conflicts once they arise, but to prevent them from escalating in the first place. This concept was vividly captured by Susskind’s metaphor of a society that is better served by “putting a fence at the top of the cliff rather than an ambulance at the bottom.”

The Future of Dispute Resolution

Susskind posed the provocative question, “Can AI replace judges?” but quickly reframed it to be more productive. Instead of asking if a machine can replicate a human judge, he argued the focus should be on outcomes: can AI systems generate reliable legal determinations with reasons?

He envisioned a future, perhaps by 2030, where citizens might prefer state-supported, AI-underpinned dispute services over traditional courts. In this vision, parties could submit their evidence and arguments to a “comfortingly branded” AI system that could cheaply, cheerfully, and immediately deliver a conclusion, transforming the speed and accessibility of justice.

Achieving such ambitious, long-term visions requires more than just technological breakthroughs; it demands the creation of a practical, collaborative infrastructure to build and sustain this new future.

Building Funding and Capacity for this Work

On the panel about building a National AI + A2J ecosystem, panelists discussed how to increase capacity and impact in this space.

The Need to Make this Space Legible as a Market

The panel framed the “economics” conversation as a market-making challenge: if we want new tech to actually scale in access to justice, we have to make the space legible — not just inspiring. There could be a clearer market for navigation tech in low-income “fork-in-the-road” moments. The panel highlighted that the nascent ecosystem needs three things to become investable and durable:

  • clearly defined problems,
  • shared infrastructure that makes building and scaling easier, and
  • business models that sustain products over time.

A key through-line in the panel’s commentary was: we can’t pretend grant funding alone will carry the next decade of AI+A2J delivery. Panelists suggested we need experimentation to find new payers — for example, employer-funded benefits and EAP dollars, or insurer/health-adjacent funding tied to social determinants of health — paired with stronger evidence that tools improve outcomes. This is connected to the need for shared benchmarks and evaluation methods that can influence how developers build and how funders (and institutions) decide what to back.

A Warning Not to Build New Tech on Bad Processes

The panel also brought a grounding reality check: even the best tech will underperform — or do harm — if it’s layered onto broken processes. Tech projects where tech sat on top of high-default systems contributed to worse outcomes.

The economic implication was clear: funders and institutions should pay for process repair and procedural barrier removal as seriously as they pay for new tools, because the ROI of AI depends on the underlying system actually functioning.

The Role of Impact Investing as a new source of capital

Building this ecosystem requires a new approach to funding. Kate Fazio framed the justice gap as a fundamental “market failure” in the realm of “people law” — the everyday legal problems faced by individuals. She argued that the two traditional sources of capital are insufficient to solve this failure: traditional venture capital is misaligned, seeking massive returns that “people law” cannot generate, while philanthropy is vital but chronically resource-constrained.

The missing piece, Fazio argued, is impact investing: a form of patient, flexible capital that seeks to generate both a measurable social impact and a financial return. This provides a crucial middle ground for funding sustainable, scalable models that may not offer explosive growth but can create enormous social value. But she highlighted a stark reality: of the 17 UN Sustainable Development Goals, Goal 16 (Peace, Justice, and Strong Institutions) currently receives almost no impact investment capital. This presents both a monumental challenge and a massive opportunity for the A2J community to articulate its value and attract a new, powerful source of funding to build the future of justice.

This talk of new capital, market-making, and funding strategies started to point the group to a clear strategic imperative. To overcome the risk of fragmented pilots and siloed innovation, the A2J community must start coalescing into a coherent ecosystem. This means embracing collaborative infrastructure, which can be hand-in-hand with attracting new forms of capital.

By reframing the “market failure” in people law as a generational opportunity for impact investing, the sector can secure the sustainable funding needed to scale the transformative, preventative, and outcome-focused systems of justice envisioned throughout the summit.

Forging an AI+A2J Ecosystem: The Path to Sustainable Scale and Impact

On Day 2, we challenged groups to envision how to build a strong AI and A2J development, evaluation, and market ecosystem. They came up with so many ideas, and we try to capture them below. Much of it is about having common infrastructure, shared capacity, and better ways to strengthen and share organic DIY AI tools.

A significant risk facing the A2J community is fragmentation, a scenario where “a thousand pilots bloom” but ultimately fail to create lasting, widespread change because efforts are siloed and unsustainable. The summit issued a clear call to counter this risk by adopting a collaborative ecosystem approach.

The working groups on Day 2 highlighted some of the key things that our community can work on, to build a stronger and more successful A2J provider ecosystem. This infrastructure-centered strategy emphasizes sharing knowledge, resources, and infrastructure to ensure that innovations are not only successful in isolation but can be sustained, scaled, and adapted across the entire sector.

Throughout the summit, presenters and participants highlighted the essential capacities and infrastructure that individual organizations must develop to succeed with AI. Building these capabilities in every single organization is inefficient and unrealistic. An ecosystem approach recognizes the need for shared infrastructure, including the playbooks, knowledge/data standards, privacy and security tooling, evaluation and certification, and more.

Replicable Playbooks to Prevent Parallel Duplication

Many groups in the Summit called for replicable solutions playbooksthat go beyond sharing repositories on Github and making conference presentations, and getting to the teams and resources that can help more legal teams replicate successful AI solutions and localize them to their jurisdiction and organization.

A2J organizations don’t just need inspiration — they need proven patterns they can adopt with confidence. Replicable “how-tos” turn isolated success stories into field-level capability: how to scope a use case, how to choose a model approach, how to design a safe workflow, how to test and monitor performance, and how to roll out tools to staff without creating chaos. These playbooks reduce the cost of learning, lower risk, and help organizations move from pilots to sustained operations.

Replicable guidance also helps prevent duplication. Right now, too many teams are solving the same early-stage problems in parallel: procurement questions, privacy questions, evaluation questions, prompt and retrieval design, and governance questions. If the field can agree on shared building blocks and publish them in usable formats, innovation becomes cumulative — each new project building on the last instead of starting over.

A Common Agenda of What Tasks-Issues to Build Solutions for

Without a shared agenda, the field risks drifting into fragmentation: dozens of pilots, dozens of platforms, and no cumulative progress. A common agenda does not mean one centralized solution — it means alignment on what must be built together, what must be measured, and what must be stewarded over time. It creates shared language, shared priorities, and shared accountability across courts, legal aid, community organizations, researchers, funders, and vendors.

This is the core reason the Legal Design Lab held the Summit: to convene the people who can shape that shared agenda and to produce a practical roadmap that others can adopt. The goal is to protect this moment from predictable failure modes — over-chill, backlash, duplication, and under-maintained tools — and instead create an ecosystem where responsible innovation compounds, trust grows, and more people get real legal help when they need it.

Evaluation Protocols and Certifications

Groups also called for more, easier evaluation and certification. They want high-quality, standardized methods for evaluation, testing, and long-term maintenance.

In high-stakes legal settings, “seems good” is not good enough. The field needs clear definitions of quality and safety, and credible evaluation protocols that different organizations can use consistently. This doesn’t mean one rigid standard for every tool — but it does mean shared expectations: what must be tested, what must be logged, what harms must be monitored, and what “good enough” looks like for different risk levels.

Certification — or at least standard conformance levels — can also shift the market. If courts and legal aid groups can point to transparent evaluation and safety practices, then vendors and internal builders alike have a clear target. That reduces fear-driven overreaction and replaces it with evidence-driven decision-making. Over time, it supports responsible procurement, encourages better products, and protects the public by making safety and accountability visible.

In addition, creating legal benchmarks for the most common & significant legal tasks can push LLM developers to improve their foundational models for justice use cases

Practical, Clear Privacy Protections

A block for many of the possible solutions is the safe use of AI with highly confidential, risky data. Privacy is not a footnote in A2J — it is the precondition for using AI with real people. Many of the highest-value workflows involve sensitive information: housing instability, family safety, immigration status, disability, finances, or criminal history. If legal teams cannot confidently protect client data, they will either avoid the tools entirely or use them in risky ways that expose clients and organizations to harm.

What is needed is privacy-by-design infrastructure: clear rules for data handling, retention, and access; secure deployment patterns; strong vendor contract terms; and practical training for staff about what can and cannot be used in which tools. The Summit is a place to align on what “acceptable privacy posture” should look like across the ecosystem — so privacy does not become an innovation-killer, and innovation does not become a privacy risk.

More cybersecurity, testing, reliability engineering, and ongoing monitoring

Along with privacy risks, participants noted that many of the organic, DIY solutions are not prepared for cybersecurity risks. As AI tools become embedded in legal workflows, they become targets — both for accidental failures and deliberate attacks. Prompt injection, data leakage, insecure integrations, and overbroad permissions can turn a helpful tool into a security incident. And reliability matters just as much as brilliance: a tool that works 80% of the time may still be unusable in high-stakes practice if the failures are unpredictable.

The field needs a stronger norm of “safety engineering”: threat modeling, red-teaming, testing protocols, incident response plans, and ongoing monitoring after deployment. This is also where shared infrastructure helps most. Individual organizations should not each have to invent cybersecurity practices for AI from scratch. A common set of testing and security baselines would let innovators move faster while reducing systemic risk.

Inter-Agency/Court Data Connections

Many groups need to call up and work with data from other agencies — like court docket files and records, other legal aid groups’ data, and more — in order to get highly effective, AI-powered workflows

Participants called for more standards and data contracts that can facilitate systematic data access, collection, and preparation. Many of the biggest A2J bottlenecks are not about “knowing the law” — they’re about navigating fragmented systems. People have to repeat their story across multiple offices, programs, and portals. Providers can’t see what happened earlier in the journey. Courts don’t receive information in consistent, structured ways. The result is duplication, delay, and drop-off — exactly where AI could help, but only if the data ecosystem supports it.

Many of the biggest A2J bottlenecks are not about “knowing the law” — they’re about navigating fragmented systems. People have to repeat their story across multiple offices, programs, and portals. Providers can’t see what happened earlier in the journey. Courts don’t receive information in consistent, structured ways. The result is duplication, delay, and drop-off — exactly where AI could help, but only if the data ecosystem supports it.

Data Contracts for Interoperable Knowledge Bases

Many local innovators are starting to build out structured, authoritative knowledge on court procedure, forms and documents, strategies, legal authorities, service directories, and more. This knowledge data is built to power their local legal AI solutions, but right now it is stored and saved in unique local ways.

This investment in local authoritative legal knowledge bases makes sense. LLMs are powerful, but they are not a substitute for authoritative, maintainable legal knowledge. The most dependable AI systems in legal help will be grounded in structured knowledge: jurisdiction-specific procedures, deadlines, forms, filing rules, court locations, service directories, eligibility rules, and “what happens next” pathways.

But the worry among participants is that all of these highly localized knowledge bases will be one-off for a specific org or solution. Ideally, when teams are investing in building these local knowledge bases, it can follow some key standard rules so it can perform well and it can be updated, audited, and reused across tools and regions.

This is why knowledge bases and data exchanges are central to the ecosystem approach. Instead of each organization maintaining its own isolated universe of content, we can build shared registries and common schemas that allow local control while enabling cross-jurisdiction learning and reuse. The aim is not uniformity for its own sake — it’s reliability, maintainability, and the ability to scale help without scaling confusion.

More training and change management so legal teams are ready

Even the best tools fail if people don’t adopt them in real workflows. Legal organizations are human systems with deeply embedded habits, risk cultures, and informal processes. Training and change management are not “nice to have” — they determine whether AI becomes a daily capability or a novelty used by a handful of early adopters.

What’s needed is practical, role-based readiness support: training for leadership on governance and procurement, training for frontline staff on safe use and workflow integration, and support for managers who must redesign processes and measure outcomes. The Summit is a step toward building a shared approach to readiness — so the field can absorb change without burnout, fragmentation, or loss of trust.

Building Capability & Lowering Costs of Development/Use

One of the biggest barriers to AI-A2J impact is that the “real” version of these tools — secure deployments, quality evaluation, integration into existing systems, and sustained maintenance — can be unaffordable when each court or legal aid organization tries to do it alone. The result is a familiar pattern: a few well-resourced organizations build impressive pilots, while most teams remain stuck with limited access, short-term experiments, or tools that can’t safely touch real client data.

Coordination is the way out of this trap. When the field aligns on shared priorities and shared building blocks, we reduce duplication and shift spending away from reinventing the same foundational components toward improving what actually matters for service delivery.

Through coordination, the ecosystem can also change the economics of AI itself. Shared evaluation protocols, reference architectures, and standard data contracts mean vendors and platform providers can build once and serve many — lowering per-organization cost and making procurement less risky. Collective demand can also create better terms: pooled negotiation for pricing, clearer requirements for privacy/security, and shared expectations about model behavior and transparency.

Just as importantly, coordinated open infrastructure — structured knowledge bases, service directories, and interoperable intake/referral data — reduces reliance on expensive bespoke systems by making high-value components reusable across jurisdictions.

The goal is not uniformity, but a commons: a set of shared standards and assets that makes safe, high-quality AI deployment feasible for the median organization, not just the best-funded one.

Conclusion

The AI + Access to Justice Summit is designed as a yearly convening point — because this work can’t be finished in a single event. Each year, we’ll take stock of what’s changing in the technology, what’s working on the ground in courts and legal aid, and where the biggest gaps remain. More importantly, we’ll use the Summit to move from discussion to shared commitments: clearer priorities, stronger relationships across the ecosystem, and concrete next steps that participants can carry back into their organizations and collaborations.

We are also building the Summit as a launchpad for follow-through. In the months after convening, we will work with participants to continue progress on common infrastructure: evaluation and safety protocols, privacy and security patterns, interoperable knowledge and data standards, and practical implementation playbooks that make adoption feasible across diverse jurisdictions. The aim is to make innovation cumulative — so promising work does not remain isolated in a single pilot site, but becomes reusable and improvable across the field.

We are deeply grateful to the sponsors who made this convening possible, and to the speakers who shared lessons, hard-won insights, and real examples from the frontlines.

Most of all, thank you to the participants — justice leaders, technologists, researchers, funders, and community partners — who showed up ready to collaborate, challenge assumptions, and build something larger than any single organization can create alone. Your energy and seriousness are exactly what this moment demands, and we’re excited to keep working together toward a better 2030.

Categories
AI + Access to Justice Current Projects

AI+A2J Summit 2025

The Stanford Legal Design Lab hosted the second annual AI and Access to Justice Summit on November 20-21, 2025. Over 150 legal professionals, technologists, regulators, strategists, and funders came together to tackle one big question: how can we build a strong, sustainable national/international AI and Access to Justice Ecosystem?

We will be synthesizing all of the presentations, feedback, proposals and discussions into a report that lays out:

  • The current toolbox that legal help teams and users can be employing to accomplish key legal tasks like Q&A, triage and referrals, conducting intake interviews, drafting documents, doing legal research, reviewing draft documents, and more.
  • The strategies, practical steps, and methods with which to design, develop, evaluate, and maintain AI so that it is valuable, safe, and affordable.
  • Exemplary case studies of what AI solutions are being built, how they are being implemented in new service and business models, and how they might be scaled or replicated.
  • An agenda of how to encourage more coordination of AI technology, evaluation, and capability-building, so that successful solutions can be available to as many legal teams and users as possible — and have the largest positive impact on people’s housing, financial, family, and general stability.

Thank you to all of our speakers, participants, and sponsors!

Categories
Class Blog Design Research

3 Kinds of Access to Justice Conflicts

(And the Different Ways to Design for Them)

by Margaret Hagan

In the access to justice world, we often talk about “the justice gap” as if it’s one massive, monolithic challenge. But if we want to truly serve the public, we need to be more precise. People encounter different kinds of legal problems, with different stakes, emotional dynamics, and system barriers. And those differences matter.

At the Legal Design Lab, we find it helpful to divide the access to justice landscape into three distinct types of problems. Each has its own logic — and each requires different approaches to research, design, technology, and intervention.

3 Types of Conflicts that we talk about when we talk about Access to Justice

1. David vs. Goliath Conflicts

This is the classic imbalance. An individual — low on time, legal knowledge, money, or support — faces off against a repeat player: a bank, a corporate landlord, a debt collector, or a government agency.

These Goliaths have teams of lawyers, streamlined filing systems, institutional knowledge, predictive data, and now increasingly, AI-powered legal automation and strategies. They can file thousands of cases a month — many of which go uncontested because people don’t understand the process, can’t afford help, or assume there’s no point trying.

This is the world of:

  • Eviction lawsuits from corporate landlords
  • Mass debt collection actions
  • Robo-filed claims, often incorrect but rarely challenged

The problem isn’t just unfairness — it’s non-participation. Most “Davids” default. They don’t get their day in court. And as AI makes robo-filing even faster and cheaper, we can expect the imbalance in knowledge, strategy, and participation may grow worse.

What Goliath vs. David Conflicts need

Designing for this space means understanding the imbalance and structuring tools to restore procedural fairness. That might mean:

  • Tools that help people respond before defaulting. These could be pre-filing defense tools that detect illegal filings or notice issues. It could also be tools that prepare people to negotiate from a stronger position — or empower them to respond before defaulting.
  • Systems that detect and challenge low-quality filings. It could also involve systems that flag repeat abusive behavior from institutional actors.
  • Interfaces that simplify legal documents into plain language. Simplified, visual tools to help people understand their rights and the process quickly.
  • Research into procedural justice and scalable human-AI support models

2. Person vs. Person Conflicts

This second type of case is different. Here, both parties are individuals, and neither has a lawyer.

In this world, both sides are unrepresented and lack institutional or procedural knowledge. There’s real conflict — often with emotional, financial, or relational stakes — but neither party knows how to navigate the system.

Think about emotionally charged, high-stakes cases of everyday life:

  • Family law disputes (custody, divorce, child support)
  • Mom-and-pop landlord-tenant disagreements
  • Small business vs. customer conflicts
  • Neighbor disputes and small claims lawsuits

Both people are often confused. They don’t know which forms to use, how to prepare for court, how to present evidence, or what will persuade a judge. They’re frustrated, emotional, and worried about losing something precious — time with their child, their home, their reputation. The conflict is real and felt deeply, but both sides are likely confused about the legal process.

Often, these conflicts escalate unnecessarily — not because the people are bad, but because the system offers them no support in finding resolution. And with the rise of generative AI, we must be cautious: if each person gets an AI assistant that just encourages them to “win” and “fight harder,” we could see a wave of escalation, polarization, and breakdowns in courtrooms and relationships.

We have to design for a future legal system that might, with AI usage increasing, become more adversarial, less just, and harder to resolve.

What Person Vs. Person Justice Conflicts Need

In person vs. person conflicts, the goal should be to get to mutual resolutions that avoid protracted ‘high’ conflict. The designs needed are about understanding and navigation, but also about de-escalation, emotional intelligence, and procedural scaffolding.

  • Tools that promote resolution and de-escalation, not just empowerment. They can ideally support shared understanding and finding a solution that can work for both parties.
  • Shared interfaces that help both parties prepare for court fairly. Technology can help parties prepare for court, but also explore off-ramps like mediation.
  • Mediation-oriented AI prompts and conflict-resolution scaffolding. New tools could have narrative builders that let people explain their story or make requests without hostility. AI prompts and assistants could calibrate to reduce conflict, not intensify it.
  • Design research that prioritizes relational harm and trauma awareness.

This is not just a legal problem. It’s a human problem — about communication, trust, and fairness. Interventions here also need to think about parties that are not directly involved in the conflict (like the children in a family law dispute between separating spouses).

3. Person vs. Bureaucracy

Finally, we have a third kind of justice issue — one that’s not so adversarial. Here, a person is simply trying to navigate a complex system to claim a right or access a service.

These kinds of conflicts might be:

  • Applying for public benefits, or appealing a denial
  • Dealing with a traffic ticket
  • Restoring a suspended driver’s license
  • Paying off fines or clearing a record
  • Filing taxes or appealing a tax decision
  • Correcting an error on a government file
  • Getting work authorization or housing assistance

There’s no opposing party. Just forms, deadlines, portals, and rules that seem designed to trip you up. People fall through the cracks because they don’t know what to do, can’t track all the requirements, or don’t have the documents ready. It’s not a courtroom battle. It’s a maze.

Here many of the people caught in these systems do have rights and options. They just don’t know it. Or they can’t get through all the procedural hoops to claim them. It’s a quiet form of injustice — made worse by fragmented service systems and hard-to-reach agencies.

What Person vs. Bureaucracy Conflicts Need

For people vs. bureaucracy conflicts, the key word is navigation. People need supportive, clarifying tools that coach and guide them through the process — and that might also make the process simpler to begin with.

  • Seamless navigation tools that walk people through every step. These could be digital co-pilots that walk people through complex government workflows, and keep them knowledgeable and encouraged at each step.
  • Clear eligibility screeners and document checklists. These could be intake simplification tools that flag whether the person is in the right place, and sets expectations about what forms someone needs and when.
  • Text-based reminders and deadline alerts, to keep people on top of complicated and lengthy processes. These procedural coaches can keep people from ending up in endless continuances or falling off the process altogether. Personal timelines and checklists can track each step and provide nudges.
  • Privacy-respecting data sharing so users don’t have to “start over” every time. This could mean administrative systems that have document collection & data verication systems that gather and store proofs (income, ID, residence) that people need to supply over and again. It could also mean bringing their choices and details among trusted systems, so they don’t need to fill in another form.

This space is ripe for good technology. But it also needs regulatory design and institutional tech improvements, so that systems become easier to plug into — and easier to fix. Aside from user-facing designs, we also need to work on standardizing forms, moving from form-dependencies to structured data, and improve the tech operations of the systems.

Why These Distinctions Matter

These three types of justice problems are different in form, in emotional tone, and in what people need to succeed. That means we need to study them differently, run stakeholder sessions differently, evaluate them with slightly different metrics, and employ different design patterns and principles.

Each of these problem types requires a different kind of solution and ideal outcome.

  • In David vs. Goliath, we need defense, protection, and fairness. We need to help reduce the massive imbalance in knowledge, capacity, and relationships, and ensure everyone can have their fair day in court.
  • In Person vs. Person, we need resolution, dignity, and de-escalation. We need to help people focus on mutually agreeable, sustainable resolutions to their problems with each other.
  • In Person vs. Bureaucracy, we need clarity, speed, and guided action. We must aim for seamless, navigable, efficient systems.

Each type of problem requires different work by researchers, designers, an policymakers. These include different kinds of:

  • User research methods, and ways to bring stakeholders together for collaborative design sessions
  • Product and service designs, and the patterns of tools, interfaces, and messages that will engage and serve users in this conflict.
  • Evaluation criteria, about what success looks like
  • AI safety guidelines, about how to prevent bias, capture, inaccuracies, and other possible harms. We can expect these 3 different conflicts changing as more AI usage appears among litigants, lawyers, and court systems.

If we blur these lines, we risk building one-size-fits-none tools.

How might the coming wave of AI in the legal system affect these 3 different kinds of Access to Justice problems?

Toward Smarter Justice Innovation

At the Legal Design Lab, we believe this three-type framework can help researchers, funders, courts, and technologists build smarter interventions — and avoid repeating old mistakes.

We can still learn across boundaries. For example:

  • How conflict resolution tools from family law might help in small business disputes
  • How navigational tools in benefits access could simplify court prep
  • How due process protections in eviction can inform other administrative hearings

But we also need to be honest: not every justice problem is built the same. And not every innovation should look the same.

By naming and studying these three zones of access to justice problems, we can better target our interventions, avoid unintended harm, and build systems that actually serve the people who need them most.

Categories
AI + Access to Justice Current Projects

Justice AI Co-Pilots

The Stanford Legal Design Lab is proud to announce a new initiative funded by the Gates Foundation that aims to bring the power of artificial intelligence (AI) into the hands of legal aid professionals. With this new project, we’re building and testing AI systems—what we’re calling “AI co-pilots”—to support legal aid attorneys and staff in two of the most urgent areas of civil justice: eviction defense and reentry debt mitigation.

This work continues our Lab’s mission to design and deploy innovative, human-centered solutions that expand access to justice, especially for those who face systemic barriers to legal support.

A Justice Gap That Demands Innovation

Across the United States, millions of people face high-stakes legal problems without any legal representation. Eviction cases and post-incarceration debt are two such areas, where legal complexity meets chronic underrepresentation—leading to outcomes that can reinforce poverty, destabilize families, and erode trust in the justice system.

Legal aid organizations are often the only line of defense for people navigating these challenges, but these nonprofits are severely under-resourced. These organizations are on the front lines of help, but often are stretched thin with staffing, tech, and resources.

The Project: Building AI Co-Pilots for Legal Aid Workflows

In collaboration with two outstanding legal aid partners—Legal Aid Foundation of Los Angeles (LAFLA) and Legal Aid Services of Oklahoma (LASO)—we are designing and piloting four AI co-pilot prototypes: two for eviction defense, and two for reentry debt mitigation.

These AI tools will be developed to assist legal aid professionals with tasks such as:

  • Screening and intake
  • Issue spotting and triage
  • Drafting legal documents
  • Preparing litigation strategies
  • Interpreting complex legal rules

Rather than replacing human judgment, these tools are meant to augment legal professionals’ work. The aim is to free up time for higher-value legal advocacy, enable legal teams to take on more clients, and help non-expert legal professionals assist in more specialized areas.

The goal is to use a deliberate, human-centered process to first identify low-risk, high-impact tasks for AI to do in legal teams’ workflows, and then to develop, test, pilot, and evaluate new AI solutions that can offer safe, meaningful improvements to legal service delivery & people’s social outcomes.

Why Eviction and Reentry Debt?

These two areas were chosen because of their widespread and devastating impacts on people’s housing, financial stability, and long-term well-being.

Eviction Defense

Over 3 million eviction lawsuits are filed each year in the U.S., with the vast majority of tenants going unrepresented. Without legal advocacy, many tenants are unaware of their rights or defenses. It’s also hard to fill in the many complicated legal documents required to participate in they system, protect one’s rights, and avoid a default judgment. This makes it difficult to negotiate with landlords, comply with court requirements, and protect one’s housing and money.

Evictions often happen in a matter of weeks, and with a confusing mix of local and state laws, it can be hard for even experienced attorneys to respond quickly. The AI co-pilots developed through this project will help legal aid staff navigate these rules and prepare more efficiently—so they can support more tenants, faster.

Reentry Debt

When people return home after incarceration, they often face legal financial obligations that can include court fines, restitution, supervision fees, and other penalties. This kind of debt can make it hard for a person to get to stability with housing, employment, driver’s licenses, and family.

According to the Brennan Center for Justice, over 10 million Americans owe more than $50 billion in reentry-related legal debt. Yet there are few tools to help people navigate, reduce, or resolve these obligations. By working with LASO, we aim to prototype tools that can help legal professionals advise clients on debt relief options, identify eligibility for fee waivers, and support court filings.

What Will the AI Co-Pilots Actually Do?

Each AI co-pilot will be designed for real use in legal aid organizations. They’ll be integrated into existing workflows and tailored to the needs of specific roles—like intake specialists, paralegals, or staff attorneys. Examples of potential functionality include:

  • Summarizing client narratives and flagging relevant legal issues
  • Filling in common forms and templates based on structured data
  • Recommending next steps based on jurisdictional rules and case data
  • Generating interview questions for follow-up conversations
  • Cross-referencing legal codes with case facts

The design process will be collaborative and iterative, involving continuous feedback from attorneys, advocates, and technologists. We will pilot and evaluate each tool rigorously to ensure its effectiveness, usability, and alignment with legal ethics.

Spreading the Impact

While the immediate goal is to support LAFLA and LASO, we are designing the project with national impact in mind. Our team plans to publish:

  • Open-source protocols and sample workflows
  • Evaluation reports and case studies
  • Responsible use guidelines for AI in legal aid
  • Collaboration pathways with legal tech vendors

This way, other legal aid organizations can replicate and adapt the tools to their own contexts—amplifying the reach of the project across the U.S.

“There’s a lot of curiosity in the legal aid field about AI—but very few live examples to learn from,” Hagan said. “We hope this project can be one of those examples, and help the field move toward thoughtful, responsible adoption.”

Responsible AI in Legal Services

At the Legal Design Lab, we know that AI is not a silver bullet. Tools must be designed thoughtfully, with attention to risks, biases, data privacy, and unintended consequences.

This project is part of our broader commitment to responsible AI development. That means:

  • Using human-centered design
  • Maintaining transparency in how tools work and make suggestions
  • Prioritizing data privacy and user control
  • Ensuring that tools do not replace human judgment in critical decisions

Our team will work closely with our legal aid partners, domain experts, and the communities served to ensure that these tools are safe, equitable, and truly helpful.

Looking Ahead

Over the next two years, we’ll be building, testing, and refining our AI co-pilots—and sharing what we learn along the way. We’ll also be connecting with national networks of eviction defense and reentry lawyers to explore broader deployment and partnerships.

If you’re interested in learning more, getting involved, or following along with project updates, sign up for our newsletter or follow the Lab on social media.

We’re grateful to the Gates Foundation for their support, and to our partners at LAFLA and LASO for their leadership, creativity, and deep dedication to the clients they serve.

Together, we hope to demonstrate how AI can be used responsibly to strengthen—not replace—the critical human work of legal aid.

Categories
AI + Access to Justice Current Projects

AI + Access to Justice Summit 2024

On October 17 and 18, 2024 Stanford Legal Design Lab hosted the first-ever AI and Access to Justice Summit.

The Summit’s primary goal was to build strong relationships and a national, coordinated roadmap of how AI can responsibly be deployed and held accountable to close the justice gap.

AI + A2J Summit at Stanford Law School

Who was at the Summit?

Two law firm sponsors, K&L Gates and DLA Piper, supported the Summit through travel scholarships, program costs, and strategic guidance.

The main group of invitees were frontline legal help providers at legal aid groups, law help website teams, and the courts. We know they are key players in deciding what kinds of AI should and could be impactful for closing the justice gap. They’ll also be key partners in developing, piloting, and evaluating new AI solutions.

Key supporters and regional leaders from bar foundations, philanthropies, and pro bono groups were also invited. Their knowledge about funding, scaling, past initiatives, and spreading projects from one organization and region to others was key to the Summit.

Technology developers also came, both from big technology companies like Google and Microsoft and legal technology companies like Josef, Thomson Reuters, Briefpoint, and Paladin. Some of these groups already have AI tools for legal services, but not all of them have focused in on access to justice use cases.

In addition, we invited researchers who are also developing strategies for responsible, privacy-forward, efficient ways of developing specialized AI solutions that could help people in the justice sphere, and also learn from how AI is being deployed in parallel fields like in medicine or mental health.

Finally, we had participants who work in regulation and policy-making at state bars, to talk about policy, ethics, and balancing innovation with consumer protection. The ‘rules of the road’ about what kinds of AI can be built and deployed, and what standards they need to follow, are essential for clarity and predictability among developers.

What Happened at the Summit?

The Summit was a 2-day event, split intentionally into 5 sections:

  • Hands-On AI Training: Examples and Research to upskill legal professionals. There were demo’s, explainers, and strategies about what AI solutions are already in use or possible for legal services. Big tech, legal tech, and computer science researchers presented participants with hands-on, practical, detailed tour of AI tools, examples, and protocols that can be useful in developing new solutions to close the justice gap.
  • Big Vision: Margaret Hagan and Richard Susskind opened up the 2nd day with a challenge: where does the access to justice community want to be in 2030 when it comes to AI and the justice gap? How can individual organizations collaborate, build common infrastructure, and learn from each other to reach our big-picture goals?
  • AI+A2J as of 2024: In the morning of the second day, two panels presented on what is already happening in AI and Access to Justice — including an inventory of current pilots, demo’s of some early legal aid chatbots, regulators’ guidelines, and innovation sandboxes. This can help the group all understand the early-stage developments and policies.
  • Design & Development of New Initiatives. In the afternoon of the second day, we led breakout design workshops on specific use cases: housing law, immigration law, legal aid intake, and document preparation. The diverse stakeholders worked together using our AI Legal Design workbook to scope out a proposal for a new solution — whether that might mean building new technology or adapting off-the-shelf tech to the needs.
  • Support & Collaboration. In the final session, we heard from a panel who could talk through support: financial support, pro bono partnership support, technology company licensing and architecture support, and other ways to build more new interdisciplinary relationships that could unlock the talent, strategy, momentum, and finances necessary to make AI innovation happen. We also discussed support around evaluation so that there could be more data and more feeling of safety in deploying these new tools.

Takeaways from the Summit

The Summit built strong relationships & common understanding among technologists, providers, researchers, and supporters. Our hope is that we can run the Summit annually, to track progress in tackling the justice gap with AI and to observe what progress has been made, year-to-year. It is also to see the development of these relationships, collaborations, and scaling of impact.

In addition, some key points emerged from the training, panels, workshops, and down-time discussions.

Common Infrastructure for AI Development

Though many AI pilots are going to have be local to a specific organization in a specific region, the national (or international) justice community can be working on common resources that can serve as infrastructure to support AI for justice.

  • Common AI Trainings: Regional leaders, who are newly being hired by state bars and bar foundations to train and explore how AI can fit with legal services, should be working together to develop common training, common resources, and common best practices.
  • Project Repository: National organizations and networks should be thinking about a common repository of projects. This inventory could track what tech provider is being used, what benchmark is being used for evaluation, what AI model is being deployed, what date it was fine-tuned on, and if and how others could replicate it.
  • Rules of the Road Trainings. National organizations and local regulators could give more guidance to leadership like legal aid executive directors about what is allowed or not allowed, what is risky or safe, or other clarification that can help more leadership be brave and knowledgeable about how to deploy AI responsibly. When is an AI project sufficiently tested to be released to the public? How should the team be maintaining and tracking an AI project, to ensure it’s mitigating risk sufficiently?
  • Public Education. Technology companies, regulators, and frontline providers need to be talking more about how to make sure that the AI that is already out there (like ChatGPT, Gemini, and Claude) is reliable, has enough guardrails, and is consumer-safe. More research needs to be done on how to encourage strategic caution among the public, so they can use the AI safely and avoid user mistakes with it (like overreliance or misunderstanding).
  • Regulators<->Frontline Providers. More frontline legal help providers need to be in conversation with regulators (like bar associations, attorneys general, or other state/federal agencies) to talk about their perspective on if and how AI can be useful in closing the justice gap. Their perspective on risks, consumer harms, opportunities, and needs from regulators can ensure that rules are being set to maximize positive impact and minimize consumer harm & technology chilling.
  • Bar Foundation Collaboration. Statewide funders (especially bar foundations) can be talking to each other about their funding, scaling, and AI strategies. Well-resourced bar foundations can share how they are distributing money, what kinds of projects they’re incentivizing, how they are holding the projects accountable, and what local resources or protocols they could share with others.

AI for Justice Should be Going Upstream & Going Big

Richard Susskind charged the group with thinking big about AI for justice. His charges & insights inspired many of the participants throughout the Summit, particularly on two points.

Going Big. Susskind called on legal leaders and technologists not to do piecemeal AI innovation (which might well be the default pathway). Rather, he called on them to work in coordination across the country (if not the globe). The focus should be on reimagining how to use AI as a way to make a fundamental, beneficial shift in justice services. This means not just doing small optimizations or tweaks, but shifting the system to work better for users and providers.

Susskind charged us with thinking beyond augmentation to models of serving the public with their justice needs.

Going Upstream. He also charged us with going upstream, figuring out more early ways to spot and get help to people. This means not just adding AI into the current legal aid or court workflow — but developing new service offerings, data links, or community partnerships. Can we prevent more legal problems by using AI before a small problem spirals into a court case or large conflict?

After Susskind’s remarks, I focused in on coordination among legal actors across the country for AI development. Compared to the last 20 years of legal technology development, are there ways to be more coordinated, and also more focused on impact and accountability?

There might be strategic leaders in different regions of the US and in different issue areas (housing, immigration, debt, family, etc) that are spreading

  • best practices,
  • evaluation protocols and benchmarks,
  • licensing arrangements with technology companies
  • bridges with the technology companies
  • conversations with the regulators.

How can the Access to Justice community be more organized so that their voice can be heard as

  • the rules of the road are being defined?
  • technology companies are building and releasing models that the public is going to be using?
  • technology vendors decide if and how they are going to enter this market, and what their pricing and licensing are going to look like?

Ideally, legal aid groups, courts, and bars will be collaborating together to build AI models, agents, and evaluations that can get a significant number of people the legal help they need to resolve their problems — and to ensure that the general, popular AI tools are doing a good job at helping people with their legal problems.

Privacy Engineering & Confidentiality Concerns

One of the main barriers to AI R&D for justice is confidentiality. Legal aid and other help providers have a duty to keep their clients’ data confidential, which restricts their ability to use past data to train models or to use current data to execute tasks through AI. In practice, many legal leaders are nervous about any new technology that requires client data — -will it lead to data leaks, client harms, regulatory actions, bad press or other concerning outcomes?

Our technology developers and researchers had cutting-edge proposals for privacy-forward AI development, that could deal with some of these concerns around confidentiality. THough these privacy engineering strategies are foreign to many lawyers, the technologists broke them down into step-by-step explanations with examples, to help more legal professionals be able to think about data protection in a systematic, engineering way.

Synthetic Data. One of the privacy-forward strategies discussed was synthetic data. With this solution, a developer doesn’t use real, confidential data to train a system. Rather, they create a parallel but fictional set of data — like a doppelganger to the original client data. It’s structurally similar to confidential client data, but it contains no real people’s information. Synthetic data is a common strategy in healthcare technology, where there is a similar emphasis on patient confidentiality.

Neel Guha explained to the participants how synthetic data works, and how they might build a synthetic dataset that is free of identifiable data and does not violate ethical duties to confidentiality. He emphasized that the more legal aid and court groups can develop datasets that are share-able to researchers and the public, the more that researchers and technologists will be attracted to working on justice-tech challenges. More synthetic datasets will both be ethically safe & beneficial to collaboration, scaling, and innovation.

Federated Model Training. Another privacy/confidentiality strategy was Federated Model Training. Google DeepMind team presented on this strategy, taking examples from the health system.

When multiple hospitals all wanted to work on the same project: training an AI model to better spot tuberculosis or other issues on lung X-rays. Each hospital wanted to train the AI model on their existing X-ray data, but they did not want to let this confidential data to leave their servers and go to a centralized server. Sharing the data would break their confidentiality requirements.

So instead, the hospitals decided to go with a Federated Model training protocol. Here, an original, first version of the AI model was taken from the centralized server and then put on each of the hospital’s localized servers. The local version of the AI model would look at that hospital’s X-ray data and train the model on them. Then they would send the model back to the centralized server and accumulate all of the learnings and trainings to make a smart model in the center. The local hospital data was never shared.

In this way, legal aid groups or courts could explore making a centralized model while still keeping each of their confidential data sources on their private, secure servers. Individual case data and confidential data stay local on the local servers, and the smart collective model lives at a centralized place and gradually gets smarter. This technique can also work for training the model over time so that the model can continue to get smart as the information and data continue to grow.

Towards the Next Year of AI for Access to Justice

The Legal Design Lab team thanks all of our participants and sponsors for a tremendous event. We learned so much and built new relationships that we look forward to deepening with more collaborations & projects.

We were excited to hear frontline providers walk away with new ideas, concrete plans for how to borrow from others’ AI pilots, and an understanding of what might be feasible. We were also excited to see new pro bono and funding relationships develop, that can unlock more resources in this space.

Stay tuned as we continue our work on AI R&D, evaluation, and community-building in the access to justice community. We look forward to working towards closing the justice gap, through technology and otherwise!

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AI + Access to Justice Current Projects

AI+A2J Research x Practice Seminar

The Legal Design Lab is proud to announce a new monthly online, public seminar on AI & Access to Justice: Research x Practice.

At this seminar, we’ll be bringing together leading academic researchers with practitioners and policymakers, who are all working on how to make the justice system more people-centered, innovative, and accessible through AI. Each seminar will feature a presentation from either an academic or practitioner who is working in this area & has been gathering data on what they’re learning. The presentations could be academic studies about user needs or the performance of technology, or less academic program evaluations or case studies from the field.

We look forward to building a community where researchers and practitioners in the justice space can make connections, build new collaborations, and advance the field of access to justice.

Sign up for the AI&A2J Research x Practice seminar, every first Friday of the month on Zoom.