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Request for Proposal

Request for Proposals AI-Powered Intake & Referral Assistant

Legal Aid Society of Mid-New York, Inc.

Posted: 5/14/26

Closing Date: 6/30/26

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The Legal Aid Society of Mid-New York (LASMNY) is soliciting proposals from qualified vendors to design and implement a secure, internally facing AI-powered Intake & Referral Assistant (IRA) to support intake staff. IRA will serve as a decision-support and knowledge access tool that centralizes complex organizational rules related to financial eligibility, grant and funding criteria, and geographic case routing into a single conversational interface. IRA will be used exclusively by LASMNY staff and will not interface directly with clients.

Project Objectives 

  1. Improve consistency and reliability of intake determinations.
  2. Strengthen adherence to LSC and grant-specific compliance requirements.
  3. Reduce cognitive load and training time for intake staff.
  4. Provide clear, explainable guidance while preserving human decision-making authority.
Files
lasmny_ai_intake_chatbot_rfp_final.pdf
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