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Features Overview

A robust platform that scales easily with over 25 customizable modules.

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Comprehensive LegalServer™ Process

The LegalServer™ project life-cycle is an organic process which engages your agency during every phase of the project to most efficiently satisfy specific business objectives and requirements. This comprehensive project life-cycle approach results in scalable solutions for all business environments. The LegalServer™ Process includes:

  • Initiation & Pre-discovery Phases

  • Data Migration & Report Analysis

  • Interview & Discovery

  • New Development

  • Quality Assurance & Testing

  • User Training

  • Final Implementation (Go Live!)

Advanced Client Intake & Qualification Features

Using LegalServer's™ customization tools, organizations can easily build and maintain client intake and qualification procedures to satisfy their ever-changing reporting requirements. Specific tools include:

  • Customized intake processes & forms

  • Client eligibility determination & verification

  • Unified collection of important case data

  • Centralized conflict checking

  • Online Client Intake tools NEW!

  • Opposing party and household information

  • Rules based questions

  • Electronic case transfer

Comprehensive Timekeeping, Grant Management and Billing Tools

LegalServer™ offers a number of multi-dimensional modules to help agencies effortlessly track their time; manage their grants and bill clients, including:

  • Integrated timekeeping

  • Grant management tools

  • Client billing modules

  • Integrated payroll module NEW!

  • Staff & Volunteer timekeeping

  • Standard funder/time reports

Powerful Reporting Capabilities

Reports are made easy with LegalServer™. Use standard reports, saved reports or create new reports from scratch. LegalServer's™ intuitive reporting tools allow you to get the information you need when you need it.

  • Customized report building tools

  • Intuitive user-interface

  • Numerous report formats (tabular, crosstab, etc)

  • Integrated web-based GIS reporting NEW!

  • Export information to Excel and CSV formats

  • Free weekly report training sessions

Extensive Case Management Tools

Case management systems should be a tool for users, not a task! Managing your cases has never been easier. LegalServer™ case management features were designed by legal aid attorneys for legal aid attorneys.

  • Integrated case notes & timekeeping

  • Email to and from a case

  • Schedule appointments and tasks

  • Store and create documents

  • Integrated with HUD HMIS NEW!

  • Manage case contacts, including volunteers

  • Track case activity

  • Manage client trust accounts & expenses

Additional Advanced Tools

LegalServer™ has many additional features, including:

  • Integrated volunteer & client scheduling

  • Cutting-Edge Document Automation

  • Integration with HotDocs (desktop and web-based) NEW!

  • Centralized Document Management

  • Integration with statewide websites

  • Extensive pro bono management

  • Client referrals to other agencies

  • Non-client matters (projects)

Additional Services Available

In addition to the core functionality, LegalServer™ also additional services, including:

  • Monthly maintenance & support packages

  • Monthly hosting packages

  • Free weekly training seminars

  • Subscription to LegalServer updates

  • Monthly GIS packages NEW!

  • Updated immigration documents

  • Statewide aggregate reporting

  • Direct integration to HUD & other funders NEW!

Marci Trick

Marci Trick is a PMI certified Project Management Professional (PMP). This global certification ensures one's expertise in project management knowledge, application and analysis. Ms. Trick brings a wealth of experience which encompasses statewide implementations and individual client rollouts for hundreds of agencies throughout the world. Every LegalServer™ project is managed using the PMI proven framework, to achieve positive, sustainable solutions, and quality customer relations.

Explore: Benefits

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Modules Data Sheet

Download a full description of all modules.