---
title: "Close a legal-aid case file against the program's own outcome fields"
url: "https://ailawframework.com/practice/legal-aid-and-community-legal-practice/prepare-a-community-legal-centre-file-closing-and-outcome-record/united-states"
type: "task_jurisdiction_version"
site: "AI Law Framework"
id: "A54-B5-28-US"
practice_area: "Legal Aid & Community Legal Practice"
tier: "yellow"
lawyer_review: "required"
jurisdictions: ["US"]
last_reviewed: "2026-10-22"
---

# Close a legal-aid case file against the program's own outcome fields

> Copy the program's own closing fields and put beside each field the fact in the file that would fill it, or a blank if the file has no fact. Invent no outcome code.

Canonical page: https://ailawframework.com/practice/legal-aid-and-community-legal-practice/prepare-a-community-legal-centre-file-closing-and-outcome-record/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 | Yellow: Lawyer and AI draft together |
| How AI is used | Copy the program's own closing fields and put beside each field the fact in the file that would fill it, or a blank if the file has no fact. Invent no outcome code. |
| What the lawyer must review | You complete the closing record. Under 45 CFR § 1620.2(a), a case is a program service in which an attorney or paralegal provides legal services to one or more specific clients, including representation in litigation, administrative proceedings and negotiations, and including advice, brief services, transactional assistance, and assistance with individual Private Attorney Involvement cases. A matter, under § 1620.2(b), does not involve direct legal advice to or representation of a specific client. Examples of matters include community education, written materials about legal rights, and intake when no case is undertaken. The closing record uses the program's own fields. Legal Services Corporation case-service reporting codes were not opened. Do not add a code that is not in the program's list. Model Rule 1.6 applies to what leaves the file. |
| Written for | United States |
| Applies to | [Prepare a community legal centre file-closing and outcome record](https://ailawframework.com/practice/legal-aid-and-community-legal-practice/prepare-a-community-legal-centre-file-closing-and-outcome-record.md) |

## Checking plan

- What the AI does: Copy the program's own closing fields and put beside each field the fact in the file that would fill it, or a blank if the file has no fact. Invent no outcome code.
- Basis: Checked against the linked sources on 22 October 2026. Confirm the current instrument before reliance.

## Notes

- Do not invent a Case Service Reporting code, a problem code, or a closing code. Those manuals were not opened.
- Advice and brief services to a specific client are a case under § 1620.2(a), not a matter.

## Sources

- [45 CFR § 1620.2, definitions of case and matter](https://www.law.cornell.edu/cfr/text/45/1620.2) (checked 2026-10-22)
- [45 CFR § 1620.3, establishing priorities for cases and matters](https://www.law.cornell.edu/cfr/text/45/1620.3) (checked 2026-10-22)
- [ABA Model Rule 1.6, Confidentiality of information](https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_1_6_confidentiality_of_information/) (checked 2026-10-22)

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