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Product Feature

Document Management

LegalServer allows users to easily upload, search and view documents in a client profile. Establish a centralized hierarchy of folders and sub-folders.

Organize and manage folder titles. Upload documents in a variety of file types to project folders.

Forms, templates and standard documents can be created and saved. Document templates can be created with Microsoft Word and downloaded to pull case information into pre-mapped configured fields.

  • Centralized document management
  • Easily attach emails and documents to a case
  • Customized folder and sub-folder structure
  • Built-in document templating
  • Email templates
  • Immigration forms
  • Document packet generation to send packets of information to clients, pro bono attorneys, contract attorneys, or third party experts
  • Integrate with third party document management systems

“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