Legal Services National Technology Assistance Project

Data Analysis Tool For All

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Resources

You have access to vast amounts of data that you can use to better understand your clients, their legal needs, and the services you provide. The volume of available data can be overwhelming, so this section provides advice about which data are the easiest to access and the most informative.

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Internal Data: Case Management System (CMS)

Your case management system contains a wealth of information, giving you a unique opportunity to deeply understand your clients and the services you provide. By leveraging the CMS data fields available, you can uncover valuable insights to improve your organization's impact.

Key Data Fields to Gather

Case Data Fields

  • Unique Case Identifier
  • Legal Problem Code
  • Problem Code Category
  • Intake Type
  • Intake Date
  • Date of Earliest (Open, Intake, Prescreen)
  • Open Date
  • Close Date
  • Rejection Date
  • Case Disposition
  • Case Status
  • Close Reason
  • Rejection Reason
  • Assigned Office
  • Outcome(s)
  • Poverty Percentage
  • Adults in Household
  • Children in Household
  • Domestic Violence Involved
  • Pro Bono Involved

Client Data Fields

  • Unique Client Identifier
  • Age at Intake
  • Gender
  • Race
  • Ethnicity
  • Disabilities
  • Veteran Status
  • Citizenship Status
  • Language
  • Living Arrangement
  • County
  • Zip Code