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Practice-area template

Legal Aid

Publicly funded eligibility and applications.

Typically starts with: A client asks for publicly funded help.

The matter, end to end

A workflow built for legal aid.

01 Intake
02 Eligibility check
03 Evidence
04 Application
05 Approval / refusal
06 Case work / close

Information & documents

  • Income
  • Benefits
  • Matter type
  • Eligibility evidence

How it ends

  • Legal aid granted
  • Refused
  • Private quote offered
  • Case closed

What we watch for

  • !Eligibility evidence missing
  • !Scope not covered
  • !Urgent case

This is a starting point, not a straitjacket.

The Legal Aid template gives your firm sensible defaults from day one — then you tailor the intake questions, checklist, tasks and statuses to match exactly how your team runs the work.

See it on your matters

Related practice areas

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