folio-identify-service-type

name	folio-identify-service-type
description	Identify the type of legal service needed for a matter using the FOLIO ontology's services taxonomy (5 top-level types — Advisory, Transactional, Dispute, Regulatory, Bankruptcy/Restructuring). Use when the user describes a legal matter and needs to determine what category of legal service applies — for engagement scoping, matter intake, practice group routing, or legal operations classification.

Identify a Legal Service Type with FOLIO

Identify the type of legal service needed using the FOLIO ontology's services taxonomy branch.

Workflow

Given a description of a legal matter, follow these steps:

1. Search for matches: Use folio:search_concepts with key terms from the matter to find candidate service types in FOLIO.

2. Browse the services taxonomy: Use folio:get_taxonomy_branch("services") to review all 5 top-level service categories:

   • Advisory Service: Advice to a single party without adversarial event
   • Transactional Practice: Two or more parties creating a contract
   • Dispute Service: Conflict/adversarial event
   • Regulatory Services: Filing with a governmental entity
   • Bankruptcy and Financial Restructuring: Liquidation or restructuring

3. Drill into the best match: Use folio:get_children(iri) on the most promising service category to find specific service subtypes.

4. Get full details: Use folio:get_concept(iri) on the best match to retrieve the complete definition, translations, identifiers, and cross-references.

Output Format

Return each applicable service type as:

• FOLIO Label: The official FOLIO concept name
• FOLIO IRI: The concept's unique identifier (e.g., https://folio.openlegalstandard.org/...)
• Definition: The FOLIO definition of this service type
• Relevance: primary (main service needed) or secondary (may also be involved)
• Reasoning: Brief explanation of why this service type applies

Most matters map to a single primary service type, but complex matters may involve multiple (e.g., a merger with regulatory approval involves both Transactional and Regulatory).