Skip to content

LegalServer Feature

Document Management

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

All documents, regardless of file formats (scanned images and electronic files such as PDF, Word, Excel, PowerPoint, audio, video), are easily stored, managed, and retrieved from within LegalServer’s single, centrally managed repository. Within each case a hierarchy of folders and subfolders can be created.

  • Optical Character Recognition (OCR)
  • Easily attach emails and documents to a case
  • Store Discovery
  • Built-in document and email templating
  • Drag and drop documents
  • Email documents directly to the case file
  • Document packet generation
  • Create document permissions for restricted access
  • Integrate with third party document management systems such as Microsoft SharePoint

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, General Counsel
West Tennessee Legal Services

LegalServer document templates let us generate automated documents that populate with the client’s name, address, and other information, so sending letters is easy and quick.

Headshot of Vivian R. Hessel, J.D..
Vivian R. Hessel, J.D., Chief Information Officer
Legal Aid Chicago