Disposition Block

The Disposition block is placed at the end of an intake so it can be rejected, set to pending, or accepted as a case, depending on the configuration options chosen.

It is also used on dynamic re-open case forms.

LegalServer automatically calculates and stores Initial Monthly Income and Initial Percentage of Poverty (as required by certain funders) when a form with this block is submitted.

Configuration Options

Default Disposition
Advocate defaults to current user - the primary advocate if accept or pending is selected
Static Advocate Default (overrides) - default primary advocate to a specific user if accept or pending is selected
Prompt for Office - if you uncheck this option you must select an office in the next option.
Default Office
Prompt for Program - if you uncheck this option you must select a program in the next option.
Default Program
Prompt for funding code - display funding code field if accept is selected
Restrict Office checkbox - initially restrict funding codes available based on the office
"Please select" option for funding codes - do not preselect the first available funding code
Show Funding Code Only When Invalid
Show Timeslips
Default Funding Code - select a specific default funding code
Default Case Status (must be shown) - does not set Case Status unless "Show Case Status" is also enabled
Show Case Status
Require Case Status
Show Case Status Notes
Show Case Status Start Date
Default Case Status Start Date to current date/time (Effective 2023-12-29, this option will go away and be replaced with "Note: New case status records will have a start date that defaults to the current date/time.")
Show Case Status Due Date
Default Case Status Due Date to Today - sets the Due Date even if not shown
Show Accept and Close - opens a case and immediately starts the close case process
Show Pro Bono Assignment and Timeslip Option - select a pro bono user and create a pro bono assignment during the Accept and Close process, and optionally create a timeslip for the pro bono user. NB: This only displays pro bono users with Login Active set to "Yes".
Process to Close When Accepting and Closing
Ask for Close Reason - allows a case to be closed without displaying a close case form
Make Close Reason Field Static
Default Close Reason
Show Reject Disposition
Show Refer and Reject
Show Refer and Close
Show Schedule Office - allow scheduling into an Office appointment slot
Schedule Office Label - text to display for the previous option
Show Schedule Staff - allow scheduling into a Staff appointment slot
Schedule Staff Label - text to display for the previous option
Caseworker Label - text to display for the Primary Advocate dropdown list
Show Additional Assignment - allow another assignment to be made, in addition to the primary assignment. NB: If the "Prompt for Office" and "Prompt for Program" options above are unchecked (to hide those fields), they will be hidden and defaulted for this assignment as well as the primary assignment.
Show Schedule Clinic - allow scheduling into a clinic appointment slot
Schedule Clinic Label - text to display for the previous option
Show Set Pending and Schedule Clinic
Show Set Pending and Schedule Office
Pending, Schedule Office Label
Show Set Pending and Schedule Staff
Pending, Schedule Staff Label
Prompt for LSC Matters Referral Reporting Code - if a refer option is available and selected
Default Date Opened to Today (overriding)
Default Date Opened to Intake Date (overriding)
Prompt for Reject Funding Code
Prompt for Pending Funding Code
Reject Process
Options to change the subject and 'signature' text of emails for Reject, Pending, and Accept if the user chooses to email a note.