How Community Legal Aid SoCal Saves Time with LegalServer

Sep 18, 2019

With 30 attorneys, 100 staff members, and four locations across Southern California, Community Legal Aid SoCal is one of the largest non-profit legal agencies in the state. To optimize services for clients at such a large scale, CLA SoCal tapped LegalServer to transform its case management game plan.

CLA SoCal logo

Since going live earlier this year, the organization quickly put LegalServer’s configurable Intake tools to use, helping preserve its most precious asset - time. “The Pre-screen form is fantastic in streamlining our intake process,” says John Cross, Database Manager, Community Legal Aid SoCal. “It keeps us from creating intakes and saving data for clients who end up not being clients.”

prescreen module

By cutting down on wasted effort, CLA SoCal is able to dedicate more time to its mission of serving low-income people’s legal needs. But freeing up hours in the day isn’t the only advantage of their tailored case management system.

LegalServer’s easy-to-use Reports - which provide internal insights and generate important data for funders - are proving to be another big benefit. “Before we only had one person who could create and run reports,” explains Cross. “Now it is a lot easier for more people to run multiple reporting scenarios.”

legalserver reports

John Cross headshot
The reporting engine built into LegalServer has made a big difference for us.
John Cross
Database Manager

Over the past two decades, we at LegalServer have learned that combining time savings with better data collection and reporting is a winning strategy. Using this proven approach, CLA SoCal’s impact on its community - through advice, counsel, clinics, workshops, and direct representation - is amplified.

If you’d like to see how LegalServer can empower your agency with better software, please let us know.

It’s Time to Register for LegalServer National Training Chicago 2019!

Sep 04, 2019

The LegalServer user community will return to Chicago this fall for our annual national training event. Tickets are now available for the focused two-day program, which will take place on October 17th and October 18th, 2019.

LegalServer’s National Training is your chance to learn some best practices in configuring and supporting your agency’s instance of LegalServer, and to share knowledge and experience with colleagues. This two-day event will be graciously hosted by Legal Aid Chicago.

Legal Aid Chicago logo

Your Training Plan

Check out the event agenda (subject to revision) to explore some of the topics we’ll cover in Chicago. Special daily breakout groups will allow you to focus on specific features of your choosing, like grants management, the SMS (texting) module, and advanced problem solving topics.

You’ll collaborate with fellow LegalServer site administrators, grant managers, and report writers, receiving focused training on new and existing features. LegalServer developers, including lead developer Jon Snell, will also be in attendance to demonstrate existing features and brainstorm on new ones. Training topics will include:

Day 1
  • Report Writing Fundamentals
  • New Tools & Enhancements
  • Advanced Grants Management
  • SMS (Texting Module)
  • Forecasting & Dashboards
  • Pro Bono Tools
  • Office Hours with LegalServer Staff
Day 2
  • Guided Navigation
  • Coordinated Intake & Referral
  • Online Intake Methods
  • Introduction to APIs & API Workshop
  • Report Writing
  • Advanced Problem Solving
  • Office Hours with LegalServer Staff

Reserve your ticket


Attendees are responsible for booking their own lodging, and we suggest registering early for the best prices and options. Several hotels are available in the Chicago Loop neighborhood where the event will take place, including:

Attendees can also book a hotel located near an “L” train stop (Brown, Orange, Pink, Purple, Blue) for public transportation access to LAF Chicago, which is located at:

Legal Aid Chicago
120 S LaSalle St #900
Chicago, IL 60603

Improved Legal Aid for New York City’s Low-Income Renters

Aug 08, 2019

In 1972, Housing Conservation Coordinators (HCC) was founded to combat the deteriorating housing conditions experienced by tenants in New York City’s Hell’s Kitchen/Clinton neighborhood. Over the years, HCC has expanded and evolved to protect tenants in a rapidly gentrifying neighborhood where landlords now target low-income residents in rent-protected buildings to take advantage of the skyrocketing value - and increasingly unlawful nature - of Manhattan real estate.

HCC logo

In New York City Housing Court, 99% of tenants are unrepresented, and often pressured into signing disadvantageous settlements in the busy hallways of housing court without even seeing a judge.

That’s where HCC steps in, providing free legal services to over 3,000 New York residents annually. Having a knowledgeable housing attorney is crucial for protecting tenants, preserving affordable housing, and building and maintaining strong communities.

LegalServer and HCC

HCC uses LegalServer prescreens to capture the many walk-ins, phone calls, and other inquiries they receive from neighborhood residents, allowing for better reports on the number of folks who benefit from their counsel and expertise every day. The clinics module in LegalServer lets HCC better organize both clients and staff to efficiently manage and allocate resources, optimizing the legal aid they provide.

legal clinics module

In addition to housing services, HCC’s legal representation includes immigration, benefits, elder law, and consumer debt - all efficiently managed via LegalServer. To learn more about how HCC is positively impacting their community, check out their website and follow them on Twitter.

If you’d like to see for yourself how LegalServer can streamline, organize, and automate your work to save you time, please contact us today.

Riseboro Community Partnership Protects Brooklyn's Tenants with LegalServer

Jul 09, 2019

Apartment renters in Brooklyn, New York face many challenges these days. Housing prices are rising quickly - as is the temptation for landlords to unlawfully evict tenants, who are often unaware of their rights under the law.

The Legal Empowerment & Assistance Program (LEAP) at Riseboro Community Partnership is fighting against these trends with efforts to stabilize housing in the community.

RiseBoro logo

RiseBoro’s LEAP attorneys provide direct legal representation and advocacy for tenants who are at risk of eviction as a result of non-payment or holdover proceedings brought by their landlords. Their team also represents tenants in Housing Part actions, for tenants whose landlords fail to make necessary repairs to apartments in disrepair.

RiseBoro, LEAP, and LegalServer

Helping hundreds of residents each year requires a sophisticated approach to case management. LEAP is leveraging LegalServer’s customizable Prescreen and Intake processes to identify eligible clients and quickly match them with an advocate to provide appropriate legal services, which are aimed at preventing homelessness and displacement.

prescreen and intake module

RiseBoro went live with LegalServer in April 2019, and the LegalServer team looks forward to assisting the organization in its important legal work for many years to come.

Follow RiseBoro on Social Media to keep up with their community initiatives:

OneJustice Enhances Pro Bono Efforts with LegalServer

Jun 06, 2019

The LegalServer community is filled with organizations dedicated to providing equal access to justice. These agencies often view legal assistance as a basic human right, not something that’s only available to those who live in the right place, or have the financial means to afford it.

The Pro Bono Justice Project at OneJustice - which recently went live with LegalServer as its case management software solution - leverages the “time, skills, and enthusiasm of experienced legal professionals for the benefit of underserved communities, providing better access to quality legal help for those in need.” The agency’s main focus is to expand access to legal aid programs for California residents across the state, regardless of their ability to pay.

OneJustice logo

OneJustice’s Pro Bono programs deploy teams of law students and attorneys in a variety of ways, including:

  • Justice Bus Project®, which buses legal help to isolated and rural communities,
  • Bay Area Rural Justice Collaborative, which provides assistance to the San Francisco Bay Area via mobile legal clinics,
  • IMPACT LA, which supports survivors of domestic violence via legal assistance clinics, and
  • Immigration Pro Bono Network, a group of private attorneys that provide legal help to immigrants and refugees.

To help handle so many clients and initiatives across a large geographical area, OneJustice leverages LegalServer’s full suite of customizable modules. Pro Bono tools allow the organization to more accurately and efficiently track and manage the Pro Bono attorneys, law students, and law firms who dedicate their time and resources to helping those in need across California.

pro bono software module

Additionally, LegalServer’s Clinics Module gives OneJustice staff a way to quickly and easily schedule and manage client appointments, leveraging Pro Bono resources available for their clients in the best way possible.

Peter James headshot
Working with LegalServer's onboarding team greatly improved our transition to the new system. Our implementation specialist took the time to understand our pro bono program and recommended options to customize LegalServer to our needs. They were always responsive, flexible and ready to find creative solutions. As a result, we had a smooth transition to LegalServer and feel set up for success in the future.
Peter James
Senior Manager of Research & Evaluation

The LegalServer team is proud to be helping OneJustice get more of their important work done. To learn more about the organization’s goals or to volunteer your legal services in California, please visit their website.

Southern Legal Counsel Taps LegalServer for Case Management

May 08, 2019

Southern Legal Counsel (SLC) is a statewide not-for-profit public interest law firm located in Gainesville, Florida. SLC’s mission is to assist individuals and groups with public interest issues who otherwise would not have access to the justice system - and whose cases may bring about systemic reform.

Southern Legal Council logo

The organization uses a range of strategies to achieve its goals, including litigation, policy advocacy, and training and technical assistance to lawyers, lay persons, and organizations. SLC’s legal services are aimed at:

  • Ending homelessness,
  • Improving children’s services,
  • Accessing healthcare,
  • Promoting LGBTQ equality,
  • Challenging discrimination, and
  • Protecting civil rights.

To handle its growing workload, SLC recently turned to LegalServer as its case management system. Several modules were customized to the organization’s needs, staff were trained up, and SLC went live with their new implementation in March 2019.

SLC uses LegalServer to manage individual and impact cases leveraging LegalServer’s Master and Subordinate case feature to work towards systemic impact in their area. SLC will also take advantage of the Referral Hub integration in LegalServer to partner with other Florida agencies to promote meaningful access to justice for all people, regardless of their economic or social condition.

master and subordinate cases

Welcome to the LegalServer community, SLC!

Houston.AI Featured in National Law Journal’s Emerging Technologies List

Mar 04, 2019

In 2015, LegalServer created Houston.AI, a web-based platform to help non-profit legal aid agencies more effectively serve indigent clients. At its core, Houston.AI is a series of microservices that leverages artificial intelligence, machine learning, and expert systems to perform many of the routine tasks that take up so much of attorneys’ time - allowing them to focus on the legal needs of those who cannot afford a lawyer.

Houston.AI logo

The platform was recently featured in the National Law Journal’s 2019 Emerging Technologies list, which is the publication’s inaugural look at the “leading technology companies that are changing the ways that law firms and legal departments operate.”

nationallawjournal logo

The National Law Journal (NLJ) is a monthly magazine founded in 1978 to report legal information of national importance to attorneys. The publication reaches tens of thousands of attorneys each month via its print publication and its website at

IV Ashton headshot
It’s an honor for Houston.AI to be recognized among the top legal technologies in the country by NLJ. We’ve worked hard over the past few years to make the platform accessible and useful for attorneys doing important work that affects so many people.
IV Ashton
CEO & Founder

For more information about how Houston.AI is helping provide meaningful access to justice, head over to its website.

LegalServer Online Training Opportunities for 2019

Feb 11, 2019

Along with our annual in-person national training event, which returns to beautiful Puerto Rico this spring, LegalServer offers several online training opportunities and ways to get questions answered for users and administrators each month - typically on Mondays, Tuesdays, and Fridays.

For your reference, we’ve compiled a handy Training Schedule to keep track of these sessions. If you’re unfamiliar with what these trainings entail, here’s a breakdown of the timing and typical topics.

LegalServer Monday Office Hours

Every Monday (holidays excepted) at 12:00pm Eastern.


A wide-ranging discussion and demonstration of LegalServer tools and potential configurations. This call is a way for site administrators to ask questions or review new ideas live with our staff via web conference.

Please note that program-specific concerns, including feedback, data migration issues, or support tickets should be conducted through email, not during Office Hours.

LegalServer Tuesday Trainings

Every Tuesday at 3:00pm Eastern.


Topics vary, but each monthly schedule is posted prior to the first Tuesday of the month. February 2019 topics include an Introduction to Running Reports, Intake Functionality, Document and Email Templates, and Admin/Report Building.

LegalServer Friday Trainings

Every Friday at 12:00pm Eastern (additional topics at 1:00pm and 2:00pm on third Friday of each month).


First Friday: Onboarding Kickoff Call - Getting started for new clients.

Second Friday: Lifecycle of a Case - Creating a Matter with a prescreen, creating a Case with an Intake, viewing information in a Case Profile, recording Actions on a Case using auxiliary forms, timeslips and case notes, and closing or rejecting a case.

This is a required training for all new onboarding groups.

Third Friday: LegalServer Essentials (3 sessions)

  • 12:00pm - Users, Contacts, Organizations & Outreach Records
  • 1:00pm - Calendar, Grants Management
  • 2:00pm - Document Templates & Pro Bono Tools

Fourth Friday: New Admin Training- Basic site-admin functionality to help you create and maintain customizations on your LegalServer site.

These are required training for all newly onboarding groups.

Recorded Trainings

In addition to live trainings, we have a number of recorded sessions available. You can check these videos out any time on the LegalServer YouTube channel, or browse some sample playlists below.

We hope to see you online for a training soon! If you have any questions about these sessions, or anything else about LegalServer, please let us know.

LegalServer Training Returns to Puerto Rico This Spring

Jan 29, 2019

Following in the footsteps of last year’s successful event, the LegalServer community will return to Puerto Rico for two days of hands-on training and collaboration. Both beginner and advanced administrators and users will receive instruction from LegalServer experts, and have a chance to network with the legal aid community.

jeff tutoring

The event is limited to 50 participants, so please register today!

When & Where


Thursday, April 4, and Friday, April 5, 2019


The Bar Association of Puerto Rico (Colegio de Abogados de Puerto Rico) 808 Avenida Ponce de Leon, San Juan, Puerto Rico

Lodging - Reserve Now

Attendees are responsible for their own lodging. There are many hotels within walking distance of the venue in the Miramar section of San Juan. For the most economical options, travelers may stay anywhere within rideshare distance of The Bar Association of Puerto Rico - including out by the airport.

Here is an example hotel search on Google or on Expedia. We suggest arriving on Wednesday, April 3 and departing on Saturday, April 6.

Flights are Reasonably Priced

Puerto Rico is a great destination, but not an expensive flight.

For many, flights to San Juan are very comparable to or cheaper than flying elsewhere in the United States. If you receive pushback over the perceived “extra” cost, you may want to present a comparison of the fees to fly Puerto Rico vs. other U.S. destinations.

Training Agenda

We plan to run multiple rooms simultaneously, similar to the fall 2018 Chicago training, so this event is appropriate for both new and experienced LegalServer administrators.

A draft agenda will be circulated February 18, 2019. We will describe new and released tools, and have hands-on training and problem solving sessions. The following topics (and more) are likely:

  • Introduction to Reporting
  • Advanced Reporting Workshop
  • Pro Bono Tools
  • Online Intake and Multi-Program Online Intake
  • Branch Logic Workshop
  • New and Upcoming Features
  • Using APIs Workshop

We hope to see you there!

Reserve Your Ticket

Disability Rights Case Management with a Statewide Protection & Advocacy (P&A) Agency

Jan 21, 2019

Established in 1977, Disability Rights Florida (DRF) is the statewide Protection and Advocacy (P&A) agency for individuals with disabilities in the State of Florida. The non-profit’s mission is “to advance the quality of life, dignity, equality, self-determination, and freedom of choice of persons with disabilities through collaboration, education, advocacy, as well as legal and legislative strategies.”

disabilityrightsflorida logo

With multiple funders regularly requesting new data be collected, DRF was in need of a new case management system that would allow for real time editing of forms and fields without relying on the software provider or needing a software developer. With extensive use already throughout the state of Florida, LegalServer was chosen as the case management solution for DRF. Leveraging many existing LegalServer capabilities, DRF’s dedicated site admins worked closely with LegalServer staff during onboarding to create customized tools that meet the unique needs of the Florida P&A.

DRF site administrators now have full control over their case management system, and can configure funder-specific forms and fields to guide intake users through a streamlined process based on the data collection needs of each of eight federally-funded programs (PADD, CAP, PAIMI, PAIR, PAAT, PABSS, PATBI, PAVA). LegalServer’s robust reporting tools further allow admins to create funder-based reports, as well as their own agency-specific administrative reports to track user time, see overall case statistics, and provide crucial agency data about the day-to-day operations of its advocates.

More P&A-specific tools and features that DRF helped spearhead include:

Filtered Dropdown Block

The filtered dropdown block allows site administrators to determine which field values should display for front-end users based on the selected funder. Users will therefore only see permitted choices for fields such as an individual’s disability, living arrangement, legal issue, etc., based on that chosen funding code.

filtered dropdown admin filtered dropdown

Priorities and Objectives Block

This newly-developed tool lets users select agency-specific Priorities and Objectives, filtered by funding source, allowing a P&A agency to better track their annual Goals, Priorities, & Objectives.

Enhanced Functionality for Outreaches and Projects

LegalServer worked with DRF to increase the functionality of the Outreaches module to better meet the needs of the various Projects that a P&A agency works on. It’s now possible to assign teams to outreaches, assign a primary assignment to a given Outreach, and to adjust timekeeping permissions for these records as well.

A special thank-you goes out to the hardworking and dedicated administrators at Disability Rights Florida! With their help, dedication, and expertise, the LegalServer team has been able to create and improve many aspects of our platform to better meet the needs of a statewide Protection & Advocacy agency to better facilitate the crucial work that they do.

If you’d like to contribute to helping Florida’s disabled achieve their goals, consider a donation to DRF.

Who we serve

Why LegalServer

LegalServer case management software enhances performance for non-profit legal aid agencies, university law schools, public defenders and city & county law departments. Our web-based platform improves legal case handling, provides insights to legal staff and management, and helps you make more informed decisions faster.

  • Simplify user interaction with friendly & intuitive functionality
  • Attorneys spend more time on critical thinking to help people
  • Real time graphical and easily editable reporting
  • Easily modify or enhance case management application without needing technical skills
  • Proven methodology for conversion and data migration

Designed to improve the effectiveness of data collection and action by enhancing the process by which data is collected, stored, and used, LegalServer will facilitate better communication, collaboration and reporting.

Many in the LegalServer team are attorneys who have hands on experience taking a powerful case management system and optimally configuring it to you.

Get a Demo of LegalServer

Some of our clients

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vlsh logo
dcbar logo
nhbar logo
denbar logo
mvlslaw logo
phillyvip logo
volsprobono logo
brooklynvlp logo
legalaidocba logo
vlpbirmingham logo
citybarjusticecenter logo

LegalServer clients are making a difference

  • Christopher M. Jones headshot
    LegalServer is easy to administer and customize in-house to meet our specific needs. We easily onboard new users without heavy investments in training.
    Christopher M. Jones
    Executive Director
  • Alice Morey headshot
    LegalServer was relatively easy to learn when we started. Our transition was pretty seamless and the staff has been very happy with LegalServer’s user friendliness and ease of adding fields to case reports when new data is required.
    Alice Morey
    Managing Attorney
  • M. Brian Miles headshot
    We’re getting great value for what we paid for LegalServer. They provided very attractive pricing that met our budgetary constraints.
    M. Brian Miles
    Managing Public Defender
  • Christy Sobolik headshot
    LegalServer's configurability allows us to track a wide variety of information needed for different funders, as well as for internal goal-setting and evaluation.
    Christy Sobolik
    Engagement Coordinator
  • Rebekah Kopec-Farrell, J.D. headshot
    The LegalServer Onboarding and Support staff is very knowledgeable, accessible, and responsive. During Onboarding they clearly understood the dynamics of what we do and worked with us to configure LegalServer in a way that meets our needs.
    Rebekah Kopec-Farrell, J.D.
    Director of Legal Services
  • Peter James headshot
    Working with LegalServer's onboarding team greatly improved our transition to the new system. They were always responsive, flexible and ready to find creative solutions. As a result, we had a smooth transition to LegalServer and feel set up for success in the future.
    Peter James
    Senior Manager of Research & Evaluation

Time Savings Calculator

To estimate the potential time savings that LegalServer can provide your organization, select your number of staff below.

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800 hours of potential annual time savings with LegalServer

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