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Legal Aid: Set Up Contracts

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Important: This feature is only available if the account location is set to England or Wales and Legal Aid is active on your Clio account. The Legal Aid billing feature is available to all plan types.

Legal Aid provides assistance to individuals who cannot afford legal representation and access to the court system. In England and Wales, the Legal Aid Agency (LAA) administers Legal Aid for most criminal, civil, and some family law cases.

Working with the LAA is essential for UK firms, as Legal Aid covers legal fees for eligible clients. Approximately 2,100 law firms in the UK are registered Legal Aid practitioners.

Note: While Clio's LAA Submission template CSV may look different from the available template provided by the UK Government website, all the required information by the LAA is provided by Clio when the CSV is generated.

Set up Legal Aid Contracts

Legal Aid contracts allow your firm to provide legal services to clients who qualify for assistance under the Legal Aid Agency (LAA). These contracts outline the terms for handling cases where legal fees are covered for eligible individuals. Setting up your legal aid contracts in Clio ensures your firm can work with the LAA for applicable cases.

Note: Before setting up Legal Aid, you must set your country to the United Kingdom in your Settings.
Important: At this time, the Legal Aid feature supports only the CSV format required by the CWA (Contracted Work and Administration) portal. This format is compatible with Civil Controlled and Criminal Controlled practice areas. For civil-certificated cases, you will need a file compatible with CCMS submission, which Clio does not currently support.
  1. Go to Settings > Firm Preferences > Legal Aid (England & Wales).
  2. Click Add LAA Configuration.
  3. Enter the required information.
    • To create Civil Controlled matters, enter a Civil schedule reference number.
  4. Click Save.

 

Set Legal Aid submission generation

You can set the default date filter and bill approval status for the submission generation of legal aid bills using the steps below.

    1. Go to Settings > Firm Preferences > Legal Aid (England and Wales).
    2. Under Legal Aid submission generation, select your date filter preference for legal aid bills.
    3. Under Bill Approval, select whether bills should be automatically approved upon submission or remain unapproved. 

 

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