Can We Batch Upload Cases?
You can create cases from an external application via our APIs.
You can also mass update and bulk edit various information. We list these features here: Mass / Bulk Edit Information.
If you have an existing LegalServer site and need to update a few standard fields for a large number of cases, contact support and ask about our Core Data Upload option. Pricing varies based on the number and nature of fields, and you or your data consultant will need to conform the submitted data to a strictly standardized set of spreadsheets.
For agencies who also act as grantors or aggregators of reports from subgrantees, a custom feature is available, our CSV Upload Multi-Agency Reporting tool. If you need to receive regular, carefully standardized and validated reports from many agencies, some of which do not use LegalServer, ask our support team about the CSV Upload Multi-Agency Reporting tool.
If all of the subgrantees or collaborating agencies use LegalServer, use the Sync to Central tool.