Pathfinder - Pro Bono Tools

This content is geared to agencies onboarding with LegalServer. While most of this content is timeless, relevant, and all around useful, not all of it will be applicable if you are currently live with LegalServer.

LegalServer has a variety of ways to help you track pro bono attorneys, assignments and cases, as well as tools to organize and track obligations, opportunities and updates. Your admin can set up any of these tools at any time, during on-boarding your on-boarding team will help enable them on your site. If you wait until after your go live there are detailed instructions on our help site to assist you in enabling them on your live and demo sites.

Where to Start

• Identify which pro bono tools you would like to use on your site
• Communicate this selection to your LegalServer contact who will enable the tools on your site
• Test the tool and provide any feedback needed