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”
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”
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”
Discovery
Discovery can be uploaded to a case/matter where most useful to the workflow interaction.
Integrated Search
LegalServer makes it easy to find case, person or related information within the system
Reports
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”
Calendar & Scheduling
The LegalServer calendar provides a centralized way to schedule appointments, events, tasks and deadlines.
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”
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”
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”
Grants Management
LegalServer provides an extensive ability to manage grants and funders.
“LegalServer will make tracking data for grant reporting requirements much easier”
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”
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”
Disability Rights Case Management Software
Automate work and gain more data-driven insights in providing advocacy services for people with disabilities.
Social Services Case Management Software
For agencies with holistic services, LegalServer can capture, manage and report all kinds of social services data.