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pro-se-ai-toolkit

Decentralize legal. Balance the power vacuum. Get this into the hands of the people.

The open framework for pro se litigants using AI to organize a case, draft motions, and verify citations before filing β€” without walking into the AI sanctions trap that's already snared multiple represented attorneys.

This is the open-source companion to CourtDocs.io (the hosted commercial version). Same verification protocol, two access points: run it yourself with any AI coding agent, or use the polished hosted product.

πŸ“– The story behind it: STORY.md. The legal frame: DISCLAIMER.md. Read both.


Why This Exists

Lawyers cost $300–$500/hour. Pro se litigants outnumber represented parties in family court, eviction court, small claims, and most state civil dockets. The system was built for represented parties; the procedural rules assume a lawyer on the other end.

AI changes the math β€” a motion that took a paralegal three hours costs minutes. But AI hallucinates: it generates fake cases, fabricated quotes, and overstated propositions, and it does so confidently. Pro se litigants who use AI without a verification system are walking into a sanctions trap.

This toolkit closes that gap. Not by being more careful β€” by making the failure mode structurally impossible.


What You Get

If you're worried about... The toolkit gives you
AI fabricating a quote attributed to a real case Mandatory source-text-and-hash verification before any cite goes in a filing
Citing a case that's been reversed Layer 5+ subsequent-history workflow before any operative authority is filed
AI rubber-stamping its own verification Blind cross-check protocol β€” independent session, no peeking
Disorganized files, missed deadlines A drop-in case folder scaffold tuned for pro se work
Your court issuing an AI warning order An incident response playbook for that exact scenario
Inconsistent agent behavior across sessions A CLAUDE.md template that loads case context every session

This is the Scrivener's Exception model in software: you select the document, you provide the facts, software formats and verifies, you review and sign. See DISCLAIMER.md for the legal frame.


Choose Your Path

Path A β€” You've used Claude Code, Cursor, or a terminal. Follow the 30-minute setup below. You'll have a working pro se case folder with verification gates by the end.

Path B β€” You've only used ChatGPT in a browser. The full toolkit's value requires Path A. Three options for you:

  1. Use the protocol manually. Read docs/CITATION_VERIFICATION_GATE.md and apply it as a paper checklist with whatever AI you already use. You won't get the scripts, but you get the most important thing.
  2. Use CourtDocs.io instead. Hosted, polished, no setup. Same verification protocol, point-and-click UI. Paid, but no install required.
  3. Get consulting help to set up Path A with someone walking you through it.

Don't bounce. The verification protocol is more important than which path you pick.


Path A: 30-Minute Setup

Realistic time: 30 min if you're comfortable with a terminal, 60–90 min if you're new to it. The CLAUDE.md customization is the longest single step.

Prerequisites

  • A working AI coding agent (Claude Code recommended; Codex / Cursor / Aider also work)
  • Git installed
  • Python 3.10+ (for the verification scripts)
  • A free CourtListener API token β€” sign up at https://www.courtlistener.com/sign-in/

1. Clone the toolkit

git clone https://github.com/Traviseric/pro-se-ai-toolkit.git
cd pro-se-ai-toolkit

2. Read the disclaimer

DISCLAIMER.md β€” non-negotiable. Five minutes. Read STORY.md and docs/CITATION_VERIFICATION_GATE.md when you have time, but those aren't blockers to setup.

3. Copy the case template into a new folder for your case

The case folder will contain private content. Don't put it inside this repo.

# Mac/Linux
cp -r case-template ~/MyCase

# Windows (PowerShell)
Copy-Item -Recurse case-template C:\MyCase

4. Customize CLAUDE.md in your case folder (15–30 min done well)

Open case-template/CLAUDE.md.template β€” your starting point. Fill in:

  • Your case caption (number, court, parties, judge / magistrate)
  • Your jurisdiction's procedural rules
  • Key deadlines (convert relative dates to absolute YYYY-MM-DD)
  • Your one-paragraph theory of the case

This file is your AI agent's memory. Every session reads it. Done well, the agent won't ask you basic case questions every time.

5. Set up your CourtListener token

# Mac/Linux
export COURTLISTENER_TOKEN='your-token-here'

# Windows (PowerShell, persistent across sessions)
[System.Environment]::SetEnvironmentVariable('COURTLISTENER_TOKEN', 'your-token-here', 'User')

Verify with python scripts/fetch_case_text.py "410 U.S. 113". You should get back the text of Roe v. Wade. If you don't, see docs/COURTLISTENER_API_PATTERN.md.

6. (Optional) Bootstrap your AI agent setup

If your agent setup feels rough β€” context times slow, agent ignoring conventions β€” start at the sister repo: github.com/Traviseric/best-practices. Tool-agnostic foundations (CLAUDE.md, pre-commit gates, MCP optimization). Skip if your setup already works.

7. Open your AI agent in your case folder

cd ~/MyCase
claude    # or: codex / cursor / aider

Ask it: "What case are we working on? What's the current focus?" The agent should answer from your CLAUDE.md. If not, the file isn't loading β€” check the path.

You're ready. Draft your first motion using the verification gate and the pre-filing checklist.


What's Inside

pro-se-ai-toolkit/
β”œβ”€β”€ README.md                       # You are here
β”œβ”€β”€ DISCLAIMER.md                   # The legal frame β€” Scrivener's Exception model
β”œβ”€β”€ STORY.md                        # Why this exists
β”œβ”€β”€ QUICKSTART.md                   # Setup walkthrough (deeper than the 30-min above)
β”œβ”€β”€ CLAUDE.md                       # Pin for agents working on this repo
β”œβ”€β”€ LICENSE                         # MIT
β”œβ”€β”€ docs/
β”‚   β”œβ”€β”€ CITATION_VERIFICATION_GATE.md       # The core process
β”‚   β”œβ”€β”€ CITATION_ERROR_TAXONOMY.md          # Four classes of AI citation errors
β”‚   β”œβ”€β”€ COURTLISTENER_API_PATTERN.md        # Working API integration with token auth
β”‚   β”œβ”€β”€ SUBSEQUENT_HISTORY_CHECK.md         # Layer 5+ good-law verification
β”‚   β”œβ”€β”€ BLIND_CROSS_CHECK_PROTOCOL.md       # Independent verification for high-stakes filings
β”‚   β”œβ”€β”€ RECTIFICATION_PROTOCOL.md           # When you find a defect in something already filed
β”‚   β”œβ”€β”€ PRE_FILING_CHECKLIST.md             # Pre-flight for every filing
β”‚   β”œβ”€β”€ AI_WARNING_INCIDENT_RESPONSE.md     # If your court issues an AI warning order
β”‚   └── SETTING_UP_YOUR_AGENT.md            # Links the foundational agent setup
β”œβ”€β”€ templates/                              # Per-filing artifacts
β”‚   β”œβ”€β”€ CITATION_VERIFICATION_REPORT.md
β”‚   β”œβ”€β”€ RECTIFICATION_PLAN.md
β”‚   β”œβ”€β”€ citation_manifest.csv
β”‚   └── fact_claim_manifest.csv
β”œβ”€β”€ case-template/                          # Drop-in scaffold for a new case
β”‚   β”œβ”€β”€ README.md.template
β”‚   β”œβ”€β”€ CLAUDE.md.template
β”‚   β”œβ”€β”€ .claudeignore
β”‚   β”œβ”€β”€ 1_FILED/  2_MOTIONS/  3_EXHIBITS/
β”‚   β”œβ”€β”€ _CITATION_SOURCES/                  # Verification system, seeded
β”‚   └── deadlines/
└── scripts/
    β”œβ”€β”€ fetch_case_text.py                  # CourtListener case fetcher
    β”œβ”€β”€ extract_citations.py                # Pull citations from a draft
    └── run_pre_filing_gate.ps1             # Mechanical pre-flight check

The Verification Rule

If you remember nothing else from this repo, remember this:

No motion gets filed unless every legal citation and every material factual assertion has (1) a saved source file in the filing's _CITATION_SOURCES/ folder, (2) a SHA-256 hash of that source recorded in the manifest, and (3) a completed verification report comparing the filing's claims against the saved source.

The shortcut β€” "the case exists, so the citation is fine" β€” is what gets pro se litigants sanctioned. Real cases get cited for fake quotes. Real cases get cited for propositions they don't actually support. The only defense is comparing the filing against the actual source, locally, before the filing leaves your computer.

Full process: docs/CITATION_VERIFICATION_GATE.md.


How to Audit a Project (Yours or a Friend's)

Open your AI agent in any case folder and paste:

Read the citation verification gate at:
https://raw.githubusercontent.com/Traviseric/pro-se-ai-toolkit/main/docs/CITATION_VERIFICATION_GATE.md

Then audit THIS case folder against the protocol. Check:
1. CLAUDE.md β€” exists? case caption complete? verification rules referenced?
2. Folder structure β€” _CITATION_SOURCES per filing? saved_sources populated?
3. Manifests β€” citation_manifest.csv and fact_claim_manifest.csv per filing?
4. Reports β€” CITATION_VERIFICATION_REPORT.md complete for every filed paper?
5. Any cite without a saved source and SHA-256 hash?

Give me a scorecard (1–10 per area) and specific recommendations.

The audit prompt itself is a copy of the protocol β€” your AI is auditing the case against the same standard you'll use to file new motions.


Going Further

Need Resource
Hosted, polished version with UI CourtDocs.io β€” paid skill packs for motions, exhibits, family court, small claims, financial forensics
Set up the toolkit with help Travis Eric β€” Consulting
Foundational AI agent setup github.com/Traviseric/best-practices β€” tool-agnostic principles for CLAUDE.md, pre-commit gates, MCP optimization
Community AI Builders Lab on Skool (general AI development; not legal-specific)

Contributing

PRs welcome β€” especially:

  • Jurisdiction-specific adapters (state-by-state procedural rule cheat sheets)
  • Working API patterns for other free legal research tools (Justia, Caselaw Access Project, Google Scholar)
  • Template improvements based on real use
  • Failure-mode case studies β€” anonymized stories of AI verification breakdowns and how to prevent them

What I won't merge:

  • Anything that frames the toolkit as legal advice
  • Anything that lowers the verification bar (e.g., "skip the SHA-256 step, the URL is fine")
  • Anything jurisdiction-specific without a clear "for this jurisdiction only" label

License

MIT. Use freely. Not legal advice. See DISCLAIMER.md.

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Open framework for pro se litigants using AI to draft motions and verify citations before filing. Scrivener's Exception model. Companion to CourtDocs.io.

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