Intake Contact Review

Staff workflow prototype

She left a safe number and a safe email address, exactly as asked. The next morning she applied online, and neither one is on that record.

One published instruction on this journey attaches the word safe to a contact detail, and it is the voicemail one: state your name, a safe telephone number and a safe email address. Whether the online branch asks for the same thing sits behind a Next button that was not pressed, so this prototype says it does not know. On R-4008 the voicemail and the online application carry two different numbers, two different answers about leaving a message, and one email address that only exists on the first of them. This desk holds both records side by side, says which route the applicant controls, puts the question to the person who can answer it, and hands the file to a person. It determines no eligibility, answers no legal question, finds no route safe and contacts nobody.

Measured here, end to end on one application: run one and watch. That covers the documentary work before an intake specialist calls back. It makes no eligibility determination, accepts and declines nothing, and states no deadline.

1. Observed public material

The entry points, questions and published instructions read on the public intake journey on 2026-09-15, each with its status: observed, partly observed, not accessible, or added. Nothing was submitted and nothing behind the Next button was opened.

2. Simulation

Ten invented applications, invented applicants and telephone numbers, and the invented internal policy of an invented program. Every clause of it is labelled simulation policy, not this organization's policy.

3. Public rules, verbatim

45 CFR 1611, 1620 and 1626 and the 2026 income appendix, quoted from eCFR with the source and the date. Real rules, never paraphrased, never attributed to the organization.

What this shows

The problem
One person reaches a legal aid program twice, through two different public entry points, and nothing carries what she said from the first to the second. Somebody has to work out which contact details still hold, who can answer what is missing, what the public rules actually require, and what is reserved for a person, before anybody calls back.
The result
The run below is real and is recorded: the application read value by value, the contact and income checks run in code, the questions split between the applicant and the person whose telephone is on the file, the public rule quoted verbatim, and a handoff sheet that names every decision it does not take.
Where it sits
It prepares a staff handoff and hands over a sheet that can be copied out. Standalone demonstration. It connects to nothing, writes into nothing, and is not a form.
What is simulated, and what is not covered
The program, the ten applications, the applicants and the internal policy are invented, and that policy is one invented program's own, not anybody's law. The observed journey dictionary is real and is marked entry by entry; the steps behind the Next button were not opened and nothing is guessed about them. There is no scanned document and no optical character recognition here, no telephone system and no recording of any call, no connection to any case management system, and no eligibility determination, no acceptance or refusal of representation, no legal advice, no conflicts check, no deadline and no finding that a contact route is safe. The tool layer refuses all of those, and refuses a figure that is not written in a section it was cited from.
What a pilot would need from your side
A sample of real intake records with the names removed, the intake policy in whatever form it exists today, and one person who can say whether an answer is right.
Who built it
Frederic de Lavenne de Choulot, The AI Pipe. Built as a demonstration, not sold as a legal, eligibility or compliance product.

Simulated intake activity

The library

Fictional desk. Do not paste real applicant, client or case records.
Enter to send, shift and enter for a new line. Live tool use over ten invented applications, the observed journey dictionary and the public rules.