Online Intake Is a Game Changer for Legal Aid Agencies

Nov 01, 2018

The civil legal aid process requires a lot of data entry. Even inputting basic information from prospective Clients takes a lot of time and effort that could be better spent elsewhere.

That’s where LegalServer’s Online Intake module comes in. This feature lets legal aid agencies offer an online application to the public with a separate cloud-based app, where Clients can apply for legal aid services whenever is convenient for them - 24 hours a day, seven days a week. Agencies can then review these Intakes and schedule Services, or even transfer Clients to different organizations based on specific criteria, if desired.

online intake financial information online intake opposing parties information

Here are some legal aid agencies that plan on putting LegalServer’s Online Intake to use in real-world scenarios.

Texas Legal Services Center (TLSC) uses their full team of attorneys, paralegals and support staff to team up with pro bono volunteers and organization partners to deliver a variety of civil legal services to its community. TLSC’s Clients include survivors of sexual assault, veterans, families in need, and medicare beneficiaries. Along with legal services, the center offers integrated assistance for safety planning, consumer advocacy, foreclosure prevention, and medical-legal partnership work.

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TLSC’s Online Intake site allows applicants to reach out for help when it’s convenient for them. Additionally, the electronic case transfer options in LegalServer allows TLSC to review those Intakes, and transfer cases directly to any other LegalServer agency for further assistance.

Asian Americans Advancing Justice - LA

Asian Americans Advancing Justice - LA (AAAJ) is on a mission to advance civil and human rights for all Asian Americans, and to empower communities through education, litigation, and public policy advocacy. Their advocates work hard to ensure that the fast-growing Asian-American community can benefit equally from, and contribute to, the American dream by ensuring access to voting rights, and assisting newly-arrived immigrants to the United States.

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AAAJ works with the Community Partners Network, a national network of organizations serving Asian American and Pacific Islander communities. AAAJ’s use of the Online Intake process and electronic case transfer module allows for quick and effective communication among these groups. Additionally, the SMS features in LegalServer enable AAAJ to keep the lines of communication open with Clients as their Cases update.

Anthony Roh headshot
In-language, online intake would allow us to expand our access gateway for monolingual and limited English proficient Asian Americans in need of legal services; helping to reduce barriers to resources created by limited financial flexibility, limited English proficiency, and/or geographic limitations.
Anthony Roh
Senior Attorney, Services Strategy Director

Central California Legal Services (CCLS) provides free civil legal assistance in a variety of areas including health, housing employment, utilities, and family law, to individuals, families, and organizations in more than six counties in California.

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CCLS took the opportunity with their recent Go-Live to improve the way their staff records time with LegalServer’s dynamic timekeeping modules. They are also working towards bringing their Online Intake process live, to reach more Clients in their service area and eliminate duplicative effort.

To learn more about LegalServer, and how it can transform your agency’s Intake process, contact us today.

Streamlining Pro Bono Case Management with LegalServer

Oct 26, 2018

Keeping track of hundreds of attorneys, their legal specialties, and locations they operate in - not to mention assigning them relevant cases - requires sophisticated software. LegalServer’s Pro Bono Tools were developed hand-in-hand with legal aid experts to simplify and streamline these tasks.

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The Pro Bono Tools module allows users to find the right attorney, match them up with the correct client, and ultimately manage their cases more effectively. The following clients recently went live with their own custom LegalServer implementations, and are enjoying the time-saving benefits of having Pro Bono Tools.

MetroWest Legal Services’ mission is to “provide legal advocacy to protect and advance the rights of the poor, elderly, disabled and other disenfranchised people in our service area and to assist them in obtaining legal, social and economic justice.” The agency provides a variety of services to 45 towns in Massachusetts.

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With LegalServer, MetroWest’s staff gains the flexibility to customize Intake forms to capture relevant information and oversee client Services. Pro Bono Tools help track their pro bono attorneys’ work, making case management and Reporting easier for all involved.

Legal Services of Eastern Missouri (LSEM) assists clients in 21 counties in Eastern Missouri by advancing justice through legal representation, education, and a variety of supportive services. LSEM provides a wide variety of assistance on cases such as Housing, Domestic Violence, Special Education, Public Benefits, Consumer Issues, Senior Cases, Immigration and low-income business and non-profit representation.

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With so many services under one roof, and so many clients to serve, LSEM leverages LegalServer’s Pro Bono Tools reach out to qualified advocates that specialize in the types of legal aid required in specific geographic areas. The result is more effective legal help for Clients that need it most.

Step Up to Justice

Step Up to Justice (SU2J) is on a mission to build connections between clients, attorneys, and community partners in Pima County Arizona, through careful financial stewardship and technology designed to bring civil legal services to clients where and when they need them. SU2J is positioned to fill a gap and expand on existing resources in pro bono legal services, using Pro Bono Tools within LegalServer to advance efforts to secure equal access to justice for all.

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More About LegalServer Pro Bono Tools

Want to learn how Pro Bono Tools can benefit your organization? Reach out to us.

How Legal Aid Organizations Simplify Immigration Case Management

Aug 23, 2018

Immigration attorneys are all too familiar with the complexities of immigration paperwork. With a multitude of immigration related forms from the U.S. Citizenship and Immigration Services (USCIS) and Department of Justice (DOJ), managing these forms and their relation to a client’s case file can be daunting.

LegalServer’s Immigration Forms Module was developed with the input of immigration attorney experts to solve this difficult problem. The Immigration Forms Module is designed to pull in basic client information (name, date of birth, contact information), as well as limited immigration-specific information such as immigration entries, work history, and marital histories that an advocate has collected at intake or through auxiliary forms and processes.

Christy Sobolik headshot
The Immigration Forms feature saves our staff time by allowing them to auto-populate fields rather than manually filling each one out. It is also a helpful tool for working with pro bono attorneys, so we can maximize the time they contribute towards more substantive casework, rather than filling out routine forms.
Christy Sobolik
Engagement Coordinator

Once the form is created, users can edit pre-filled information and/or add additional information that could not be directly mapped from LegalServer. The system receives alerts from USCIS when a form is modified, and makes updates to the forms on LegalServer before the current form expires. Plus, having all immigration forms stored in one place for easy retrieval saves time, and allows advocates to focus on more of the work necessary for helping the client.

immigration form screenshot

Here are three examples of LegalServer clients putting this module to good use every day in their case management implementations.

Proyecto de Acción de los Suburbios del Oeste (PASO)

The Proyecto de Acción de los Suburbios del Oeste (PASO), or West Suburban Action Project, is dedicated to issues impacting the Latino and other communities of color in Chicago’s west suburbs. PASO’s grassroots approach to justice combines empowerment tools, support, education, and immigration legal services by working in close collaboration with partner organizations in the community.

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Along with immigration forms, PASO uses the outreach module in LegalServer to track the community outreach and empowerment that is crucial to their mission.

New Mexico Immigrant Law Center (NMILC)

NMILC is a social justice organization that seeks to address a wide range of legal issues affecting low-income immigrants. NMILC partners with other community organization groups in order to ensure programs are responsive to the emerging needs of the community.

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NMILC uses several dedicated intake processes to collect data for full intake clients, as well as those helped through legal fairs and immigration detention centers outreach. The flexible and customizable intake processes lend themselves well to detailed reporting for various funders.

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

The Immigration Project (TIP)

TIP provides immigration assistance to applicants across Central and Southern Illinois. TIP strives to keep families united, build strong communities, and protect victims of crime.

immigrationproject logo

By analyzing their current data structure and wishlist configuration items, LegalServer was able to provide a more robust, customizable way to collect and report on the various data points necessary for TIP’s work, with the ability to improve and fine-tune those systems in the future.

To learn more about how LegalServer can streamline your immigration forms, contact us.

Join Us in Chicago This October for LegalServer National Training

Aug 06, 2018

The LegalServer community will descend upon the Windy City this fall for a national training event on October 11th and October 12th, 2018. This collaborative experience will be a focused, skill-building, two-day training program.

LegalServer site administrators, online intake builders, report wizards, future report wizards, and leadership are all invited to take part in the two-day event, which will be hosted by LAF Chicago.

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Training Plan

An initial draft of the event agenda is now available. At this special event, you’ll meet fellow LegalServer site administrators, grant managers, and reporters, and receive focused training on new and existing features. You’ll also have access to breakout groups to focus on specific features like grants management, and to provide both advanced and basic training topics.

jon snell

LegalServer developers, including lead developer Jon Snell, will be in attendance as well, collaborating with users to explain existing features and brainstorm on new ones. Here are some sample topics we’ll cover during the training:

Day 1
  • New Tools & Enhancements
  • A Deep Dive Into Customized Profiles & Permissions
  • Introduction to Admin Tools
  • Advanced Problem Solving Breakout
  • Process Management
  • Forecasting & Dashboards
Day 2
  • Report Writing Basics
  • Basic Grants Management
  • Advanced Grants Management
  • Building Reports Workshop
  • Chicago Eviction Project
  • Introduction to APIs
  • API Workshop
  • Advanced Report Writing

Reserve Your Ticket


Attendees are responsible for booking their own lodging. There are several hotels in the Chicago Loop neighborhood within walking distance of LAF, and we suggest booking early for the best prices and options:

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:

LAF Chicago
120 S LaSalle St #900
Chicago, IL 60603

New York’s Legal Aid Community Embraces LegalServer

Aug 01, 2018

Helping Seniors with JASA

For the past fifty years, the Jewish Association Serving the Aging (JASA) has been serving aging New Yorkers, helping them remain in their communities throughout the Bronx, Brooklyn, Manhattan and Queens “with dignity and autonomy.” In 2017 alone, the organization helped over 43,000 seniors, 6,000 of which received counseling and case management, and 2,000 of which received legal assistance.

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By combining multiple data sources into one database, and setting up dedicated funder-specific auxiliary forms within their site, JASA administrators have simplified data entry for their staff, and eliminated duplicative data entry. And speaking of their staff, JASA’s workers were instrumental in getting their customized LegalServer implementation up and running, ensuring the software was tailored precisely to meet their unique needs.

Working Hard for Worker Justice

Also in the Empire State, the Worker Justice Center of New York (WJCNY) pursues justice for low-wage and agricultural workers who have been denied their human rights. With legal representation, community empowerment, and strong advocacy for institutional change, WJCNY is committed to improving the lives and working conditions of some of New York State’s most vulnerable workers.

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WJCNY tracks not only individuals they assist through their detailed intake forms and questionnaires, they also use the Outreaches module in LegalServer to track legal advocacy, site visits, and other non-client matters as well. With LegalServer, WJCNY also anticipates a major cutback in redundancies in their data collection and storage - saving unnecessary effort and allowing the organization to spend more time helping those in need.

IV Ashton headshot
New York State continues to be a national leader in using technology to deliver legal services to its most vulnerable populations. With dozens of legal aid agencies and public defenders using LegalServer throughout New York, we are grateful to play such an important role in improving access to justice for so many people throughout the state.
IV Ashton
CEO & Founder

Cornell Law School's Legal Aid Clinics Rely on LegalServer's Case Management Software

Jul 12, 2018

Cornell Law School is consistently ranked as one of America’s very best law schools. The Ivy League institution has been training future attorneys for over 130 years, offering students the opportunity to work directly with clients facing a variety of legal issues under the supervision of an experienced and decorated faculty.

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When Cornell Law School needed a new case management system, they turned to LegalServer. By pulling Cornell Law’s various clinical programs into one well-organized database, LegalServer is helping the programs better track clients’ and students’ work across clinics and semesters.

Beth Lyon headshot
We are delighted to work with LegalServer. Our eighteen clinical courses allow students to work directly with clients and community partners locally and around the globe, and LegalServer is proving to be a versatile and critical tool in tracking and managing our work.
Beth Lyon
Clinical Professor of Law

Community support was another key factor in Cornell Law’s decision-making process. LegalServer’s leading position in the indigent justice world made it a natural fit, while the software’s ability to follow students throughout their journey from education to practicing law proved an important distinction.

Beth Lyon headshot
We chose LegalServer because we wanted to support a system that in turn supports so many of our legal services partners. LegalServer also helps many of our public interest students move more seamlessly between clinical courses, externships, and their careers with our legal services partners.
Beth Lyon
Clinical Professor of Law

LegalServer is proud to have Cornell Law School as a client, as the institution leverages smarter software to help train the next generation of socially-minded attorneys. Learn how LegalServer can help your law school by setting up a demo today.

Why The Craighead County Public Defender Chose LegalServer

Jun 29, 2018

Public defenders across the country face nearly unlimited demand for their services. That means they need specialized tools to save time, streamline their case workflow, and serve their clients more effectively.

Just as importantly, these benefits need to be wrapped up in a package they can actually afford.

craighead county courthouse

With that in mind, the Craighead County Public Defender, which serves individuals facing criminal charges in Craighead, Arkansas, chose LegalServer to help manage their cases. Through the use of LegalServer’s public defender-specific tools that track charges, sentencing, and arrest information - along with standard case-based and reporting tools - Craighead is better able to maintain its court calendar.

The office can easily record and track the clients assigned to them by the courts, while LegalServer’s high accessibility keeps Craighead’s attorneys connected no matter where they are. The ability to tap case data on a desktop, laptop, tablet, or phone is an important consideration for attorneys that are always on the go.

M. Brian Miles headshot
LegalServer has been a great asset to the Craighead County Public Defender’s Office. It has allowed us the freedom and flexibility to access client files and discovery from virtually anywhere.
M. Brian Miles
Managing Public Defender

Along with efficiency and accessibility, tight budgets are another common issue for public defenders. LegalServer’s pricing structure is tailored specifically to accommodate the unique needs of the indigent justice community, and played a big role in Craighead County’s choice of case management software.

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, and the upfront cost was very affordable.
M. Brian Miles
Managing Public Defender

Efficiency, accessibility, and affordability: these are three pillars of LegalServer’s public defender software. They’re also what led the Craighead County Public Defender to join LegalServer’s growing lineup of public defender clients.

Learn more about how LegalServer works for Public Defenders.

Stepping Up to Represent Children Affected by the Border Crisis

Jun 22, 2018

There’s a humanitarian crisis unfolding at the U.S.-Mexican border. Some progress has been made to halt the practice of separating children from their parents, but there’s so much more work to be done.

Immigrants seeking asylum are still being detained for long periods, families remain separated, and in many cases, there’s no timetable for returning children to their parents.

This problem is nothing new. People have been trying to escape from horrifying conditions in Central America for years, with nearly 70,000 unaccompanied minors and almost 70,000 parents with children arriving at the U.S. southern border to claim asylum in 2014 alone.

Over 300,000 asylum cases are still waiting to be heard, and these people - especially children - require legal representation if they’re going to have any chance at permanent residency.

Several LegalServer clients are stepping up to help, including the South Texas Pro Bono Asylum Representation Project (ProBAR). For the past 15 years, the ProBAR Children’s project has fought for the rights of detained, unaccom­panied children at shelters in South Texas.

Many of these kids are eligible for protection under U.S. law, but they cannot tap resources like the special Immigrant Juvenile visa, U-visa, T-visa, or asylum on their own. A combination of language barriers, the complexities of the U.S. immigration system, and their sheer youth puts them at risk for long detention times, separation from their families, and ultimately, deportation back to the high-risk areas they’re attempting to flee.

Each day, the ProBAR Children’s project fights for the safety, protection, family reunification, and economic opportunity of over 1,000 children at the border. We’re incredibly proud to have them as a LegalServer client, and invite you to make a donation or volunteer your services to this legal aid organization, during this critical period that they need help the most.

IV Ashton headshot
I just want to say thank you to ProBAR’s staff for doing the great work that they do every day to help families at the border. I know that there are thousands of lawyers in our community working tirelessly to make a difference in the lives of their clients, but the work they are doing is especially important right now. Please do not stop fighting for those families!
IV Ashton
CEO & Founder
More LegalServer Clients Helping Immigrant Children

Children's Law Center of DC Goes Live with LegalServer

Jun 21, 2018

Entering the legal system can be a scary proposition for kids. Youngsters require specialized representation to ensure their rights are protected and they’re kept safe.

The Children’s Law Center of DC (CLCDC) has been helping Washington, DC’s children for the past 20 years. Their legal services include guardianship and foster care placements, fighting for access to educational services, and improving housing conditions for children and their families.

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When CLCDC’s team of dedicated problem solvers required a case management system tailored to handle their unique needs, they naturally turned to LegalServer. Having completed a comprehensive onboarding process, Children’s Law Center just went live with their LegalServer implementation, which it will use to help improve outcomes for over 5,000 children and their families each year.

LegalServer is a combined team of attorneys, technologists, developers, and project managers who provide a detailed approach through the transition to a better case management system. Leveraging a proven onboarding process, the LegalServer team spent significant time with CLCDC to understand their specific needs, taking a comprehensive set of case management features built specifically for the legal aid service delivery model, and configuring the system to function in a manner tailored to CLCDC’s workflow, making case handling more efficient and effective.

3 little boys

CLCDC’s team was instrumental in its collaborative efforts to customize the software, enabling hundreds of pro bono lawyers, pediatricians, and city leaders to spend less time on paperwork and more time on what they do best: providing help to kids and families that need it most. CLCDC will continue to work alongside LegalServer’s team to make tracking cases easier and more efficient, as well as collecting data that advocates and decision makers require to meet the needs of their clients.

Congratulations to the Children’s Law Center, and thank you for all your hard work!

Using LegalServer in a Medical-Legal Partnership (MLP) Setting

May 31, 2018

Medical-Legal Partnerships across the country are using LegalServer to manage their cases. However, not all of these organizations are aware of all the features that apply to them.

To address this issue, LegalServer recently recorded a community call with several MLP clients to discuss the features that apply to Medical-Legal Partnerships, and to allow users to brainstorm new ideas for additional features. The session was very valuable for LegalServer administrators, MLP attorneys and paralegals, and anyone else who is involved in MLPs, including with grant writing and reporting. View the video call below.

Mallory Curran headshot
The MLP community has always been extremely open and collaborative, sharing ideas and teaming up to identify solutions to challenges. This tradition continues with our work optimizing LegalServer for MLPs. The MLP Community Call was a great opportunity for MLPs around the country to compare notes on some of the really creative approaches they have taken to customizing LegalServer to suit their purposes.
Mallory Curran

Key LegalServer functions that apply specifically to MLPs include:

  • Recording referrals from healthcare partners, using Prescreens and Callbacks
  • Using branch logic to ask MLP questions during intake
  • Adding and updating MLP information during a case
  • Viewing MLP info on special MLP tabs in a Case Profile View
  • Collecting MLP information on case closure
  • Tracking MLP Consults & Referrals
  • Running reports with MLP-specific information

More Resources for MLPs

You can download a full configuration guide for Medical-Legal Partnerships from the National Center for Medical Legal Partnership.

Want to learn more about how LegalServer impacts Medical-Legal Partnerships? Contact us to setup a demo.

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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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

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