Code the centre’s service records to the national data standards before reporting

Key facts

Human involvement
GreenLawyer review
How AI is used
From each closed or reportable service record, propose the service type, law type and problem type codes against the centre’s validated mapping to the National Legal Assistance Data Standards Manual, and flag records whose file notes do not support any code or support more than one.
What the lawyer must review
The principal solicitor or data lead validates the mapping once against the current manual, samples coded records each reporting period, resolves every flagged record, and confirms only de-identified, aggregated data leaves the centre.
Written for / version
US

Open a jurisdiction version of this task to see which instruments apply: US

Who does what

Who does what
RoleWhat they do
AssistanceFrom each closed or reportable service record, propose the service type, law type and problem type codes against the centre’s validated mapping to the National Legal Assistance Data Standards Manual, and flag records whose file notes do not support any code or support more than one.
LawyerThe principal solicitor or data lead validates the mapping once against the current manual, samples coded records each reporting period, resolves every flagged record, and confirms only de-identified, aggregated data leaves the centre.

Checklist

  1. Confirm the client’s personal, financial and safety information goes only into a tool the service has approved for client data, and that the output discloses nothing the client has not agreed to share.
  2. Validate the mapping against the current Data Standards Manual before each reporting period.
  3. Sample a fixed number of coded records against their file notes each period.
  4. Confirm only de-identified, aggregated data is reported outside the centre.

Forms and precedents for this task

Forms and precedents for this task
Form or precedentKindAI useSummary
Checklist: code a service to the National Legal Assistance Data Standards before reportingChecklistAI use GreenClose-of-file check that a legal assistance service is coded to the service types and hearing types in the National Legal Assistance Data Standards Manual, version 3.

Signed-in accounts can read the full text of each one. All precedents.

Sources

These are suggested working checks. Confirm the required checking with the responsible lawyer before work starts; the checking approach does not establish permission to use AI.

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