Managing Case Activity in a Structured and Organized Format

Feb 22, 2018

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.

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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!

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

Measuring Legal Aid Outcomes

Feb 02, 2018

Congratulations to the James B. Moran Center for Youth Advocacy, now live with LegalServer!

moran center

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 May 2-4 in San Juan Puerto Rico

Feb 01, 2018

LegalServer National Training will be held May 2, 3, and 4 in San Juan Puerto Rico at the University of Puerto Rico Law School.

law upr building

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.

Legal Aid Automation Helping South Dakota

Jan 29, 2018

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.

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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.

client intake

GBLS Improves Information Gathering and Reporting for LITC

Jan 22, 2018

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.

gbls building

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!

CLSACC Creates Boundaries Between Legal and Counseling Clients

Jan 18, 2018

Congratulations to Community Legal Services and Counseling Center on their GoLive with LegalServer! CLSACC provides free civil legal assistance and affordable counseling services for people with low incomes by leveraging volunteer lawyers and mental health professionals. This interdisciplinary approach provides holistic services to low income residents of Boston and surrounding counties. CLSACC took advantage of LegalServer’s ability to restrict access to case-related information to create boundaries between legal and counseling clients.

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Administrators can restrict access to groups of cases based on office and/or program. A case that is assigned to a restricted office or program can only be viewed by users assigned to certain roles can see it. Anyone with a user role that has the “View All Cases” permission can access the case regardless of any restriction set with this field. Users who are specifically assigned to certain types of cases would only see those case types. Administrators can also set the Restriction Type to Intake, Assignment, or Both, determining what a user can view in a case.

This allows all privilege to be maintained, while providing fully functional case management systems for both counseling and legal advocates. Congratulations again, thank you for all your hard work!

Automated Intake and eTransfer Helps Boston

Jan 14, 2018

Congratulations to the Volunteer Lawyer’s Project Boston joining LegalServer.

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Delivering high quality pro bono civil legal services to eligible clients in the Greater Boston area and partnering with Eastern Region Legal Intake, VLPBoston leverages the ability to create multiple LegalServer intake processes.

client intake screenshot

They ​are ​also utiliz​ing​​ the online intake system to encourage assistance seekers an easy point of entry to the legal services ecosystem in Boston. The seeker is screened by ERLI, then transferred to VLPBoston or Greater Boston Legal Services.

Congratulations again, thank you for all your hard work!

Medical Legal Partnership Helping Legal Aid

Jan 11, 2018

We are excited to welcome Pisgah Legal Services to LegalServer. PLS provides legal services and advocacy to low income individuals and families in Western North Carolina.

PLS has set up a dedicated Medical Legal Partnership prescreening process to track those clients who access services through their MLP program. They are also utilizing the Payroll Leave Module to assist in tracking time off.

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Congratulations again, thank you for all your hard work!

HOPP Reporting Made Easier

Jan 10, 2018

Congratulations to the Center for Elder Law and Justice. CELJ took advantage of LegalServer’s extended system fields dedicated to HOPP reporting to bring HOPP-related into the system, and make reporting easier.

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CELJ provides comprehensive legal services for the elderly, disabled and low income residents of Buffalo, Erie County and the eight surrounding counties.

Congratulations again, thank you for all your hard work!

VLPBrooklyn Leverages LegalServer Pro Bono Tools

Jan 08, 2018

Congratulations to Brooklyn Volunteer Lawyer’s Project joining the LegalServer community.

BrooklynVLP, through the pro bono commitment of the private bar, addresses civil legal problems affecting the fundamental rights of individuals and families in the borough of Brooklyn.

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VLPBrooklyn is making extensive use of the pro bono tools in LegalServer to track pro bono attorney’s work on a case, remind pro bono attorneys of status updates, and track CLE obligations.

Congratulations again, thank you for all your hard work!

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

LegalServer staff have decades of combined experience applying technology solutions for attorneys who help society. Our encouraging and compassionate team will help you improve your processes while enabling you to configure the case management system to match the way you desire operating.

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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