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LegalServer Feature

Client Intake and new case creation

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

During Onboarding we will work closely with you to configure LegalServer to your desired intake and new case creation process. For public defenders this could mean integrating with the court system.

An optional online intake with language translation capability can be added to an existing public facing website or Intranet.

Adapt LegalServer to your desired workflow and process, making the system easier to use and quicker to train users.

  • Centralized conflict search
  • Capture anything pertaining to a case and required reporting
  • Help text to guide a user through process
  • Easily assign cases with visibility into attorney workloads

Caseworkers are benefiting from having the poverty level assessment tool and the conflict check function. These features expedite processes we were previously doing manually.

Headshot of Christy Sobolik.
Christy Sobolik, Engagement Coordinator
New Mexico Immigrant Law Center

LegalServer's Online Intake is fantastic!

Headshot of John Cross.
John Cross, Database Manager
Community Legal Aid SoCal