---
title: "List case facts against the LSC case-service definitions"
url: "https://ailawframework.com/practice/legal-aid-and-community-legal-practice/code-the-centre-s-service-records-to-the-national-data-standards-before/united-states"
type: "task_jurisdiction_version"
site: "AI Law Framework"
id: "A54-E20261018-3-US"
practice_area: "Legal Aid & Community Legal Practice"
tier: "red"
lawyer_review: "required"
jurisdictions: ["US"]
last_reviewed: "2026-10-22"
---

# List case facts against the LSC case-service definitions

> For each file, list the client, the problem in the file's own words, and whether the work described is advice, a limited action, a settlement, an agency decision, a court decision, or extensive service.…

Canonical page: https://ailawframework.com/practice/legal-aid-and-community-legal-practice/code-the-centre-s-service-records-to-the-national-data-standards-before/united-states  
Last reviewed: 2026-10-22

Site index for agents: https://ailawframework.com/llms.txt

## Key facts

| Fact | Value |
| --- | --- |
| Practice area | [Legal Aid & Community Legal Practice](https://ailawframework.com/practice/legal-aid-and-community-legal-practice.md) |
| Human involvement | Red: Lawyer writes; AI may check, clarify or collect data |
| How AI is used | For each file, list the client, the problem in the file's own words, and whether the work described is advice, a limited action, a settlement, an agency decision, a court decision, or extensive service. Note a second file for the same client and the same problem. Do not assign a closure category or a problem code. |
| What the lawyer must review | You assign any closure category and any problem code that is reported. 45 CFR § 1635.2(a) defines a case as a form of program service in which a recipient employee provides legal assistance to one or more specific clients, including representation in litigation, administrative proceedings, and negotiations, and advice, brief services, and transactional assistance. A matter is an action that contributes to program services but does not involve direct legal advice to or representation of a specific client. The 2017 Case Service Reporting Handbook applies to cases under its section 2.1 and § 1635.2(a). It does not apply to matters, which are reported as Other Services. A case may be recorded only if the client meets the eligibility requirements, the case is within program priorities or is an accepted emergency, the program has accepted the client, the assistance meets a closure category, the assistance is a permissible use of LSC funds, and the problem is one for which LSC funds may be used. The same client and the same legal problem are not reported more than once. Where more than one type of assistance is given in the same calendar year for essentially the same problem, only the highest level is reported. The opened closure categories are Counsel and Advice, Limited Action, Negotiated Settlement Without Litigation, Negotiated Settlement With Litigation, Administrative Agency Decision, Court Decision, Other, and Extensive Service. Chapter IX assigns one numeric legal-problem code to each closed case. The grant term is typically 1 January through 31 December. After it ends, LSC provides 45 days to close cases in which assistance has ceased and is not likely to resume. Case-service information is reported in the Grant Activity Report submitted in the first quarter of the following year. The executive director, or a designee, reviews the report before submission. |
| Written for | United States |
| Applies to | [Code the centre’s service records to the national data standards before reporting](https://ailawframework.com/practice/legal-aid-and-community-legal-practice/code-the-centre-s-service-records-to-the-national-data-standards-before.md) |

## Checking plan

- What the AI does: For each file, list the client, the problem in the file's own words, and whether the work described is advice, a limited action, a settlement, an agency decision, a court decision, or extensive service. Note a second file for the same client and the same problem. Do not assign a closure category or a problem code.
- Basis: Checked against the linked sources on 22 October 2026. Confirm the current instrument before reliance.

## Notes

- Do not assign a closure letter that was not in the opened text. The opened categories are A, B, F, G, H, I, K, and L.
- Chapter IX lists the numeric problem codes. Do not invent a code, and do not use a code the opened list does not contain.
- 45 CFR part 1605, cited for appeals, was not opened. Section 2.4's definition of a client was not opened.

## Sources

- [LSC Case Service Reporting Handbook (2017 edition, as updated)](https://www.lsc.gov/i-am-grantee/grantee-guidance/lsc-reporting-requirements/case-service-reporting/csr-handbook-2017) (checked 2026-10-22)
- [45 CFR § 1635.2, definitions of case and matter](https://www.law.cornell.edu/cfr/text/45/1635.2) (checked 2026-10-22)

## Forms and precedents for this task

| Form or precedent | Kind | AI level | Summary |
| --- | --- | --- | --- |
| [Checklist: code a service to the National Legal Assistance Data Standards before reporting](https://ailawframework.com/precedents/legal-aid-and-community-legal-practice/nlap-service-coding-checklist.md) | Checklist | Green | Close-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.

*Practice guidance for planning and review. Confirm current primary sources and the requirements of the actual matter. This is general information, not legal advice.*