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LegalServer Add-On Modules

Additional value-add capabilities

With a robust and comprehensive set of features built-in to LegalServer, some organizations choose to include additional capabilities that aren't included in the base platform.

SMS Text Messaging

Communicate with clients to and from a case via SMS text messages. Send text message reminders regarding calendar events, tasks, and deadlines. Collect information for a case via text. Integrated with Twilio.

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SMS Text Messaging screenshot.

Online Intake

The Online Intake Module publishes intake forms externally such that potential applicants can apply online for services.

Online Intake screenshot.

Multiple Language

Users can apply for services in their native foreign language via LegalServer’s Online Intake, with answers translated to English in the primary site.

Multiple Language screenshot.

Electronic Case Transfer

Included with Online Intake, or sold separately, cases may be electronically transferred from any LegalServer instance to another LegalServer instance using web-services.

Electronic Case Transfer screenshot.

Geographic Information System (GIS)

The GIS Module validates client address data using the US Postal Service’s Address Validation API. Address data in LegalServer can also be geocoded to report and visual map cases in specific congressional districts, state legislative districts, etc.

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Geographic Information System (GIS) screenshot.

Advanced Grants Management

For agencies who need more than the built-in Standard Grants Management, the Advanced Grants Management (AGM) is a set of interrelated tools that facilitate the complicated task of managing funding streams, contract terms and specific grant obligations and restrictions.

Advanced Grants Management screenshot.

Contract Attorney

The Contract Attorney Module sets allocations to contract attorneys who handle specific cases for which they are compensated. Enter different types of time recorded to a case, expenses like filing fees etc., with approval process.

Contract Attorney screenshot.

Client Billing

The Client Billing Module sets fees for services and associates those fees with client invoices. Once a client pays, indicate how much of the invoice was paid. The Client Billing Module includes a Billing Listview and specific billing reports.

Client Billing screenshot.

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 Module is designed to pull in basic client information that an advocate has collected at intake or through auxiliary forms and processes.

Immigration Forms screenshot.

Electronic Verification of Time (EVT)

Utilizing a subset of Advanced Grant Management (AGM), Electronic Verification of Time (EVT) provides electronic confirmation of time by users and electronic verification of time by supervisors or administrative staff per pay period

Dropbox Integration

LegalServer will automatically search and show on a case profile relevant documents, video, audio etc. stored in Dropbox. Users will see a list of documents that match specified case data, and click a hyperlink on the case to open the file that resides in Dropbox.

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Office 365 OneDrive, Sharepoint Search API Integration

LegalServer will automatically search and show on a case profile relevant documents stored in a designated SharePoint or Office 365 scope. Users will see a list of documents that match specified case data, and click a hyperlink to open and edit a document in SharePoint or Office 365.

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Google Team Drive Integration

LegalServer will automatically search and show on a case profile relevant documents stored in a designated Google Team Drive. Users will see a list of Team Drive documents that match specified case data, and click a hyperlink to open and edit a document in Google Docs.

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Single Sign-On with Office 365

Users can access LegalServer via Office365 single sign-on provided Microsoft Azure Active Directory is enabled.

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Single Sign-On with Google Workspace

Users can access LegalServer via Google Workspace single sign-on provided Workspace with API features must is enabled.

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Single Sign-On with Okta

Users can access LegalServer via the Okta single sign-on, provided an Okta subscription is enabled.

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Accounting/Payroll Export

The Accounting & Payroll Module exports data in a standardized comma separated value (.csv) format to then upload that data to a third party accounting or payroll software.

Payroll Leave Balances

The Payroll Leave Balances Module tracks each staff person’s Leave Balances within LegalServer based on the time entered through the timekeeping module. Staff can view their earned leave time, as well as see each transaction that adjusts Leave Time.

HotDocs and LHI Integration

The HotDocs Integration Module allows LegalServer to integrate with HotDocs templates with common information known within the system. Leverage legal documents, forms and templates already created at LawHelp Interactive.

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HUD Integration

The HUD Integration (ARM 5.0) Module allows agencies to electronically submit data to HUD (form 9902 data) using HUD’s ARM 5.0 Electronic Reporting System directly from within LegalServer.

Offline Mode

Offline LegalServer is primarily designed to provide read-only information about cases needing service while the internet is out due to a prolonged outage.