On May 3rd and 4th, 2018, the LegalServer team convened with a group of new and experienced users for a live two-day training event in San Juan, Puerto Rico.
The University of Puerto Rico and Servicios Legales de Puerto Rico (SLPR) provided a great space to conduct the training at the Puerto Rico Bar Association, even as the island continues to recover from the devastating effects of last year’s Hurricane Maria. LegalServer is contributing to the recovery efforts by donating its software to SLPR - a nonprofit civil legal aid organization - so they may better serve Puerto Ricans in need.
On day one of the training program, Xander Karsten and Jeff Hogue guided attendees through recently developed and emerging LegalServer tools, and then turned to focused training on existing features. The topics included:
Along with the standard training programs, advanced users enjoyed a breakout session with a deep dive into advanced problem solving. Topics included access restrictions, pro bono management, and other more complex tracking scenarios.
On day two, experienced attendees volunteered to collaborate with local users and administrators of Servicios Legales de Puerto Rico, and shared strategies and best practices in managing reports and designing intake processes. All involved found this activity engaging and rewarding, as experienced users gladly shared their knowledge of the system with Puerto Rico’s civil legal aid community.
Much of the second afternoon was dedicated to Reports. Starting with the basics, users learned about topics such as:
Later, advanced Reporting techniques were covered, including:
The final training topic of the two-day event involved LegalServer’s robust APIs. Users learned how to build a basic API of their own, along with various examples of APIs that are used in the real world by civil legal aid teams and public defenders.
As we reflect on our time in San Juan, we are reminded how important Puerto Rico is to our collective community, and while there remains much that we can do to help, we feel blessed to be a part of an effort to increase access to justice throughout the island. We are thankful for the great work these organizations do and for their incredibly generous hospitality in hosting our National Training!
Thank you, Puerto Rico!
This May, come help us make a difference in still-recovering Puerto Rico, and experience a focused, skill-building, two-day LegalServer training.
The training will be held in person on May 3rd and May 4th, 2018, in San Juan, Puerto Rico, and is designed to provide focused training time for new and experienced LegalServer administrators. Register now to reserve your spot.
Attendees may optionally workshop specific LegalServer/recommended processes with our friends at Servicios Legales de Puerto Rico for a half day on the morning of Friday, May 4.
We will circulate a final agenda on March 30th, 2018. We will also reach out to registrants for your feedback on our classes.
There will be two breakout sessions to address the specific needs and desires of advanced users, and brand-new administrators are welcome.
Our partners at the University of Puerto Rico and Servicios Legales de Puerto Rico worked hard to help us with a training space, given the shuffling that has had to be done with classes and other events after the hurricane. We have a great space, and a backup space reserved!
Attendees are responsible for booking their own lodging. We suggest staying in the Miramar section of San Juan, due to its close proximity to the training site.
Example hotels in Miramar, San Juan:
They are all walking distance to Colegio de Abogados and accessible via public transportation.
Many thanks to Juan Ocasio Bemonte of SLPR and Maria Jimenez of the University of Puerto Rico!
Congratulations to Dakota Plains Legal Services! With offices located on or near Indian reservations in North and South Dakota, DPLS provides legal representation, advocacy, conflict resolution, and community education options to Native American and non-Native clients throughout the community. With a focus on Indian law, family law, health law, housing law, and income maintenance law, DPLS has an especially proud history of effective advocacy addressing the unique needs of their Native American clients.
DPLS is seeing benefits from LegalServer’s Electronic Case Transfer capability. With one online intake site for all of South Dakota, applicants are directed to either Dakota Plains Legal Services, East River Legal Services, or Access 2 Justice South Dakota, depending on the legal issue, income, and location. South Dakota is now automating the intake process for case handling and getting cases in the queue to be worked faster.
Congratulations to the National Women’s Law Center joining the LegalServer community! NWLC is a passionate champion of policies and laws that help women and girls achieve their potential throughout their lives and in their communities. Their committed advocates focus on providing representation to women who are low-income and those who face multiple forms of discrimination.
In addition to the direct services they provide, NWLC also administers the Time’s Up! Legal Defense Fund, which addresses systemic inequality and injustice in the workplace. Time’s Up! partners with leading advocates to “improve laws, employment agreements, and corporate policies…and enable more women and men to access our legal system to hold wrongdoers accountable.”
NWLC uses the Pro Bono tools in LegalServer to match applicants with qualified volunteers. The robust reporting tools available in LegalServer also allow NWLC to manage an ever-growing database of volunteers willing to assist with the increasing demand for legal assistance.
Congratulations to Arch City Defenders going Live with LegalServer! ACD uses a holistic approach to client representation, combining zealous advocacy with an understanding that for most poor people charged with a crime, the criminal case is not the only issue they struggle with. For ACD, a robust understanding of, and connection to, the community served is crucial in providing clients with the seamless access to legal and nonlegal services that best meet their needs.
ACD uses periodic client assessments at intake, closing, and throughout their cases to track progress on a variety of issues that can arise over the life of a case. By closely tracking and reviewing this information in LegalServer, ACD is able to effectively leverage its resources to better meet the changing needs of their clients.
Congratulations to the Aids Resource Center of Wisconsin! Through its integrated medical, social work, and legal programs, ARCW has helped more than 3,300 HIV patients in Wisconsin with the legal advocacy and social services they need for long-term survival.
ARCW's use of the activities module in LegalServer lets advocates record their case activity in a structured and organized format. This data is then easier to analyze in order to determine the most effective strategies for both legal and social work cases. Congratulations again, and thank you for all your hard work!
Congratulations to the James B. Moran Center for Youth Advocacy, now live with LegalServer!
Based in Evanston, IL, JMCYA provides low-income youth and their families with integrated legal and social work services to improve their quality of life at home, at school, and within the Evanston community.
JMCYA’s programmatic approach seeks to combat the school-to-prison pipeline, keeping more kids in school and out of the criminal justice system.
The ability to use LegalServer to track positive outcomes with clients will allow JMYCA to more effectively manage their services and resources as they expand to meet the growing needs of the community.
LegalServer National Training will be held May 2, 3, and 4 in San Juan Puerto Rico at the University of Puerto Rico Law School.
LegalServer is making a substantial donation of services to Servicios Legales de Puerto Rico, and a limited number of opportunities for community members to help us help them will be available.
If you’re interested in attending, or helping with the recovery in Puerto Rico, please contact us.
Hopefully our visit will lead to help for Puerto Rico as they continue to recover from Hurricane Maria.
East River Legal Services, established in 1977, has committed itself to being a leader in providing high-quality, meaningful legal assistance focused on transforming the lives of South Dakota residents for the past 40 years. ERLS oversees and maintains the statewide online intake site for South Dakota.
Having the Online Intake Module and the ability to electronically transfer cases to other LegalServer clients in South Dakota will greatly improve their ability to efficiently provide assistance to the community.
A big welcome to Greater Boston Legal Services joining the LegalServer community. GBLS serves Boston and 31 other cities and towns in the greater Boston region, providing civil legal services to low income and vulnerable individuals and families in need.
They worked with the LegalServer onboarding team to configure their instance of LegalServer- including implementation of the dedicated Low Income Tax Credit blocks and fields to track their LITC work and report it to the IRS. They also work with the Eastern Region Legal Intake in accepting cases electronically transferred from the regional centralized intake process.
Congratulations again, thank you for all your hard work!
Since 2001, LegalServer has been helping the legal aid community do more with less by leveraging the most comprehensive web-based case management system for non-profit civil legal aid.
LegalServer case management software enhances performance for non-profit legal aid agencies, university law schools and public defenders. Through a cloud-based hosted platform we are improving legal case handling and providing insights to legal staff and management for making more informed decisions faster.
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.
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