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LegalServer Feature

Client Intake & Qualification

LegalServer includes tools for client intake and qualification that can be configured to best match your specific data entry workflow and processes.

During Onboarding we will work closely with you to configure LegalServer to your desired intake process.

Users are presented with only the relevant information pertaining to a specific type of case as needed for data collection and reporting.

Adapt LegalServer to your workflow and process, making the system easier to use and quicker to train users. Branch logic configurations help in asking for data that is relevant based on what the user has already entered.

Optional online intake with language translation capability can be added to an existing public website.

  • Dynamic client/case intake
  • Prescreen allows for a pre-eligibility check before starting an actual intake process
  • Dynamic branch logic guides the user through automated decision tree
  • Centralized conflict search on clients, adverse parties, and non-adverse parties
  • Conflict checking includes looks like/sounds like searching and a nickname database
  • Capture anything pertaining to a case and required reporting
  • Quickly determine client eligibility & qualification
  • Help text to guide a user through process
  • Address confirmation with the US Postal Service Address Validation API

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