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LegalServer Features

Easily configurable modules tuned to how you desire operating

The features highlighted emphasize superior usability and intuitive navigation, saving time in getting work done faster. LegalServer’s collaborative set-up process will enable only the relevant functionality needed.

Customized Case Management

LegalServer is a highly configurable web-based platform that dynamically responds to the complex, rapidly changing challenges of providing quality, effective advocacy.

“Legalserver’s ease of use is impressive”

Headshot of Tom Frohman.
Tom Frohman, Indiana Legal Services
Customized Case Management screenshot.

Client Intake and new case creation

Built-in tools for client intake configured to best match your specific data entry and workflows.

“Caseworkers are benefiting from having the poverty level assessment tool and the conflict check function”

Headshot of Christy Sobolik.
Christy Sobolik, New Mexico Immigrant Law Center
Client Intake and new case creation screenshot.

Document Management

LegalServer allows users to easily store, search and work with various file types.

“LegalServer makes it easy to see and find the documents relevant to a case and open them right from Legalserver to make any edits”

Headshot of Ashley Holliday.
Ashley Holliday, West Tennessee Legal Services
Document Management screenshot.


Discovery can be uploaded to a case/matter where most useful to the workflow interaction.

Discovery screenshot.


Capturing only the data relevant to the organization, LegalServer's built-in reporting easily generates accurate reports and reliable metrics.

“LegalServer helps us easily track the data we need to put together reports and highlight trends - allowing us to see what is working and where we can focus our energy to see greater impact”

Headshot of Sharon Brown.
Sharon Brown, Kalamazoo Defender
Reports screenshot.


LegalServer provides an advanced suite of tools to track time.

Timekeeping screenshot.

Calendar & Scheduling

The LegalServer calendar provides a centralized way to schedule appointments, events, tasks and deadlines.

Calendar & Scheduling screenshot.

Contract Attorney Case Management

Contract attorney case management software from LegalServer simplifies interaction with outside counsel and private assigned counsel.

“LegalServer allowed for our site to be highly customized to our specific needs relative to a managed assigned counsel office”

Headshot of Shannon Evans.
Shannon Evans, Lubbock Private Defenders Office
Contract Attorney Case Management screenshot.

Texting and Email

LegalServer provides a number of built-in communication tools such as email, text messaging, and internal private web-messaging.

“Clients can take pictures of documents with a smartphone and send it to us in a text message”

Headshot of Alyssa Pietropaolo.
Alyssa Pietropaolo, Neighborhood Legal Services Association
Texting and Email screenshot.

Administrative Tools

LegalServer provides a full suite of tools to administer or modify the system without needing any technical or development (coding) skills.

“LegalServer is easy to administer and customize in-house to meet our specific needs”

Headshot of Christopher M. Jones.
Christopher M. Jones, Florida Legal Services, Inc.
Administrative Tools screenshot.

Grants Management

LegalServer provides an extensive ability to manage grants and funders.

“LegalServer will make tracking data for grant reporting requirements much easier”

Headshot of Christy Sobolik.
Christy Sobolik, New Mexico Immigrant Law Center
Grants Management screenshot.

Immigration Forms

The Immigration Forms module allows agencies to complete specific forms published by U.S. Citizenship and Immigration Services (USCIS) and the Department of Justice (DOJ).

“The Immigration Forms feature saves our staff time by allowing them to auto-populate fields rather than manually filling each one out”

Headshot of Christy Sobolik.
Christy Sobolik, New Mexico Immigrant Law Center
Immigration Forms screenshot.

Social Services Case Management Software

For agencies with holistic services, LegalServer can capture, manage and report all kinds of social services data.

Social Services Case Management Software screenshot.

Case management software for housing agencies

Organizations who specialize in housing services can leverage LegalServer in efforts to eliminate housing discrimination and enforce fair housing laws.

“LegalServer has provided HJC much broader use, designed in a way that functions closely to the work we do at HJC”

Headshot of Zaria Whitlock.
Zaria Whitlock, Housing Justice Center
Case management software for housing agencies screenshot.

Disability Rights Case Management

Protection & Advocacy agencies (P&As) automate work and gain more data driven insights in providing advocacy services for people with disabilities.

“Staff productivity has increased, as they can complete processes much faster than before”

Headshot of Anabel Prudencio.
Anabel Prudencio, Disability Rights Legal Center
Disability Rights Case Management screenshot.