CSR Eligibility

LegalServer provides several tools to help LSC-funded agencies determine which cases should be reported on Case Service Reports according to the CSR Handbook. As with any regulatory requirement, it is up to each agency to decide how to collect information according to its needs and policies. For example, an agency could determine CSR eligibility by simply putting the "CSR Eligible" field on cases and setting that manually, or use all the blocks and fields described below in the sections on the CSR blocks. Or some other method.

LSC Eligibility

A case is not reportable unless it is (or was) LSC eligible. The LSC Eligibility Information block can be used to set the LSC Eligible field for a case. Agencies not funded by LSC (directly or indirectly) can use this block to determine whether a case should be referred to an LSC-funded agency and/or as a data point when sharing information with partner agencies.

CSR Eligibility Information Block

This CSR Eligibility Information block provides a simple method of setting the CSR Eligible field. Refer to the linked help page for more information.

CSR Eligibility v2 Block

The CSR Eligibility v2 block is designed to determine whether a case is CSR eligible, based on the data in other fields and blocks.

The block displays a column for CSR Eligibility, a column for LSC/CSR Compliant, and a column describing each test: