Civil Legal Aid Case Management Software
#1 Platform used by legal aid
Since 2001, LegalServer has been helping the non-profit civil legal aid community be more efficient and effective by leveraging the power of a comprehensive web-based case management system. LegalServer is designed to improve legal aid services by enhancing the process by which data is collected, stored, used and reported. LegalServer will facilitate better communication, collaboration and reporting among staff and with volunteers, clients and funders.
- Effectively manage all case types
- Simplify reporting for multiple different funders
- Automate processes and gain useful insights
- Identify strengths and target areas for improvement
- Demonstrate improved outcomes
- Free access for pro bono attorneys and volunteers
LegalServer characteristics that make a difference
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- Dedicated Onboarding Specialist enables only what’s needed
- Weekly site configuration assistance with minimal time commitments
- Careful and precise data migration
- Detailed system training
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- Intuitive navigation saves valuable time
- Intelligent search to quickly find important information
- Conforms to the preferred workflow and user role within the organization
- Administrative simplicity to make changes and customizations without writing software code
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- Web-based with data hosted at Amazon Web Services
- Flexible APIs to integrate with other internal and external systems
- Measure, track, and analyze information in real-time with built-in dashboards and reports
- Artificial Intelligence
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- Dedicated full-service team of support staff
- Weekly office hours to meet with LegalServer experts
- Online support and help documentation
- Collaborative user community
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- Amazon Web Services data hosting with Government Cloud option
- SOC 2 Type II, CJIS, NIST Compliance
- Daily data back-up with stringent RTO/RPO objectives
- Data encryption — at rest and in transit
- Role based access control with audit logging
The LegalServer Onboarding team leadership was excellent during the development of our CMS.
With LegalServer our process and reporting is greatly improved, automating what was many manual tasks prior. We have more accurate reporting, and are able to track data more consistently. It is now much easier and faster for users to pull relevant reports in real time.
Why LegalServer
LegalServer is built exclusively for civil legal aid, public defense, and government law offices. We're not a general case management tool adapted for law, and we're not built for the profitability demands of for-profit law firms. Every screen, workflow, and report reflects our exclusive focus.
Built for your kind of practice
- Created and continually enhanced by attorneys — not software generalists guessing at legal workflows
- Every deployment is supported by a dedicated LegalServer team who understands the nuances of your practice areas
- Join a community of 550+ organizations sharing similar configurations, workflows, and lessons learned — you're not starting from zero
Case management shaped by how your work actually happens
- Intake, workflows, and case types configured specific to you, without writing code, so it adapts to your workflow instead of forcing you to adapt to it
- Track caseloads against benchmarks by case type, so workload and capacity are always visible
- Securely collaborate across staff and programs without losing track of who owns what
Reporting for the metrics that matter
- Easily generate built-in reports with manager-specific views, without manual data compiling
- Track outcomes and trends across cases to show impact, not just activity
- See how the office is performing, with the detail managers need to make fully informed decisions
Civil Legal Aid
Most LegalServer agencies provide multiple types of legal services and use LegalServer to improve the management and delivery of legal help to vulnerable people in need.
My experience has been excellent. LegalServer feels more like a part of the civil legal aid delivery system than a vendor.
We’ve customized our Home Page for work groups to see specific information pertinent to their cases. Built-in reports are configured precisely to the data elements we need to provide funders, managers, and staff.
Pro Bono Agencies
Understanding that pro bono attorneys provide vital legal services to thousands of the most vulnerable residents in their community, LegalServer continues to advance the important goals of volunteerism.
“Working with LegalServer's onboarding team greatly improved our transition to the new system. Our implementation specialist took the time to understand our pro bono program and recommended options to customize LegalServer to our needs. They were always responsive, flexible and ready to find creative solutions. As a result, we had a smooth transition to LegalServer and feel set up for success in the future.”
Immigration Clinics
Nonprofit immigration clinics provide critical services to vulnerable low-income immigrants who (often) desperately need assistance navigating the complexities of our legal system.
“Working with the LegalServer team was great. It was incredibly helpful to have them lead weekly calls for configuring the site to our specifications. We appreciated the team's willingness and availability to answer our questions.”
Disability Rights
LegalServer's extensibility includes robust solutions for agencies who focus on protection and advocacy for individuals with disabilities with an easy way to quickly modify data collection requirements from grant providers.
“LegalServer staff were deeply involved from beginning to end during Onboarding, strove to understand the requirements of our organization’s data, and developed modules customized to address our unique needs. LegalServer remains committed to helping us when needed and we couldn’t be happier that we chose them.”
Law Schools & Universities
LegalServer can adapt to the multiple clinics found in a University Law School, providing professors and students the ability to collaborate on cases specific to their domain.
“We are delighted to work with LegalServer. Our eighteen clinical courses allow students to work directly with clients and community partners locally and around the globe, and LegalServer is proving to be a versatile and critical tool in tracking and managing our work.”
Time Savings Calculator
LegalServer’s time-saving features allow organizations to eliminate many manual tasks by streamlining and automating as much of their workflows as possible.
800 Hours of potential annual time savings with LegalServer