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January 2017 LegalServer Roundup

Joining LegalServer

In December, we welcomed the San Diego Volunteer Lawyer Program to the LegalServer onboarding process. SDVLP works to meet the needs of vulnerable San Diego residents through the hard work volunteer attorneys.

sdvlp logo.

Going Live

In December we saw Human Rights Initiative and LenoxHill go live on LegalServer. Human Rights Initiative of North Texas provides legal and support services to human rights abuse survivors, as well as advocating for justice and human rights.

hrionline logo.

LenoxHill Neighborhood House employs a multi-disciplinary and holistic approach to legal services for low income residents of New York City.

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This month, we look forward to launching Cresent Care Legal Services on LegalServer. Crescent Care is based out of New Orleans and Baton Rouge and provides legal services to low-income individuals living with HIV and AIDS.


We are excited to announce our 2017 Training Calendar! You can subscribe to the Training Calendar through your existing calendaring system, just as you would any other external calendar.

View the Calendar

This month we are focusing on Running/Building Reports, New User Navigation on LegalServer and LegalServer’s SMS Capacity on our Tuesday Trainings. We will also hold our monthly open Q&A session for admins and report builders on the fourth Tuesday of the month. Our community call topic is LCS/CSR Compliance this month on the last Tuesday in January, please come with your questions and thoughts!


Last month we saw four weekly code releases on the LegalServer platform and over 200 tickets closed. Much of that work was specific to individual programs and data migrations, but you might have noticed some changes. Citizenship status can now appear in the family information block (citizenship by person).

For SMS users, we continue to add features to LegalServer’s relatively new SMS tool. You can now cancel messages that were scheduled to be sent in the future.

Our team has been diving in to update immigration forms, and now has a bigger job with a slew of new forms announced last week.

As many administrators know, there are several ways to connect cases in LegalServer.

  • Associate cases where one client has more than one case.
  • Master/Subordinate cases where the master case is the main case. For instance, you may have a parent with an immigration case (the master case), and several children with subordinate cases that hinge on the outcome of the master case. There is a special view to combine information from these two cases.
  • Related cases are usually for different clients that are connected in some way, but don’t necessarily have a master/subordinate relationship. For example, a special education case for a child who is also the subject of a custody action you are handling for the parent.

All that is background to let you know that as of this month, when you are looking at case A and tag case A as being related to case B, that newly created connection should be visible in case B. Read that slowly and it will make sense, we promise!

Other News

We are looking forward to seeing many of our partners at the LSC TIG conference in San Antonio in January. Lots of our great partners are presenting, so take a gander at the schedule.