Legalserver Gets Elevated With Online Intake Module

October 21, 2015

We continue our quest to raise the bar in LegalServer, with a new online intake feature to help save time for legal aid agencies. Instead of the traditional intake process, the online feature allows the applicant to enter data from the Internet instead of a staff member. If an applicant is not eligible for services, LegalServer can either transfer applicant data to another agency or create a customized list of referrals and documentation for assistance.

“The biggest constraint we all have on our ability to provide services is the hours available to complete intake,” said Breckie Hayes-Snow, Deputy Director of Legal Advice & Referral Center. “We are limited by the resources we have to pay staff, and every telephone call takes time. (The Online Intake Module) allows us to handle more applications for assistance. It really is that simple.”

The customizable Online Intake module creates various layers to accommodate survey responses. One major benefit is to screen clients instantly, especially if there is critical deadline, such as a threat of eviction in a housing case. Agencies are able to pre-screen applicants prior to interviewing them and be more familiar with clients prior to appointments. Scheduling appointments is another feature. Agencies using pro bono attorneys can effectively match applicants to attorneys by interest or availability. When applicant information is under review, information is isolated; applicants are not able to see conflicts or financial data. Online Intake forms are available in multiple languages based on the populations and demographics.

LegalServer uses multiple layers of selections for applicants in the survey, called branch logic. Applicants, depending on their responses, will dictate how the flow of questions appears. For example, an applicant inputs his zip code, and the area is outside the area of the program, a screen will appear with other resources available.

LegalServer is a secure system that encrypts all information. Should an agency’s network or phone system crash, the agency’s data are safely stored off site in its own database. Additionally, after surveys are completed a wall is exists to separate applicant data from client data, intake data and client data are not combined until approved.

“Our LegalServer (Online Intake Module) was implemented at the very end of March, 2013,” said Hayes-Snow. “Since the outset of our online intake adventure we have seen a fairly steady up-tick in our total intake numbers. We also currently run at just over 50% of all intake originating online – although last month was over 60%! That increase in overall intake has been consistent since our LegalServer (Online Intake) implementation.”

Our dedicated team works closely with clients to develop an integrated and customized case management system. Online Intake modules can create efficiencies so staff’s time is dedicated to giving advice and less on data entry. LegalServer offers a varied and secure system to aid in processing applicants.

“We credit our online intake with general increases in our intake numbers…The online intake freed applicants from the frustrations of the phone system and from the limitations of an automatic call distribution system,” said Hayes-Snow. “We believe that this has significantly expanded our ability to pursue our goals of meaningful access to justice for our entire client community.”


We host free webinar training to cover both beginner and advanced LegalServer topics.

View the Schedule


case management screenshot

Customized Case Management

Using LegalServer's suite of intuitive and customizable tools, organizations instantly configure their CMS to meet challenges of rapidly-evolving data and case management requirements.

reports screenshot

Reports, Data Visualization & Analytics

Don't just store data -- Leverage Data. Beyond reporting statistical data for funders, LegalServer allows agencies to synthesize, analyze, visualize and predict based on various sets of data routinely collected within the CMS.

services screenshot

External Integration

LegalServer integrates the power of various applications used throughout the legal aid community into a single, unified system that quickly, securely and easily shares resources and data to more effectively deliver legal services.

Who We Are

Since 2001, LegalServer has been helping the legal aid community do more with less with the most comprehensive web-based case management system on the market. Besides learning over the years from our clients on refining common requirements for better case handling, LegalServer personnel have over 50 years of hands on experience working at non-profit legal aid agencies.

Who We Serve

Pro Bono Agencies

Understanding that pro bono attorneys provide vital legal services to thousands of the most vulnerable residents in their community, LegalServer continues to advance the important goals of volunteerism.

More Info →

Client Selection

  • vlpbirmingham logo
  • phillyvip logo
  • cvls logo
  • dcbar logo
  • legalaidocba logo
  • mvlslaw logo

Law Schools & Universities

With modules written specifically to assist professors and students, LegalServer is utilized by some of the largest universities in the United States.

More Info →

Client Selection

  • lawschool-cornell logo
  • stcl logo
  • georgetown logo
  • illinois logo
  • upr logo
  • luc logo

Immigration Clinics

Nonprofit immigration clinics provide critical services to vulnerable low-income immigrants who (often) desperately need assistance navigating the complexities of our legal system.

More Info →

Client Selection

  • supportkind logo
  • aijustice logo
  • americanbar logo
  • firrp logo
  • humanrightsfirst logo
  • immigrantjustice logo

Funding Agencies

LegalServer is not just for legal service providers anymore! LegalServer is now being utilized by funders such as IOLTA agencies and bar foundations to manage their funds as well as the communities they support.

More Info →

Client Selection

  • palegalaid logo
  • flabarfndn logo
  • legalfoundation logo
  • ltf logo
  • ocla logo

Public Defenders

Leveraging cutting edge technology, the LegalServer-PD platform enhances case ​management​ for public defenders as they provide meaningful representation to indigent populations facing criminal charges.

More Info →

Client Selection

  • dclawstudents logo
  • bds logo
  • legalaidbuffalo logo
  • cgla logo

Request a Demo Today and see what LegalServer is all about.

Try It Now