Pathfinder - Grants

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.

The Grants Management Module allows you create and track funding streams and assign funding codes to a case, outreach or a timeslip. Once you create a record in the grants management module you can add documents, contacts, events/tasks or deadlines, specific reports and other attributes to the grant. You can require that a specific auxiliary process be completed before closing a case with a specific funding code. You can also restrict the funding codes that are availble on a case, outreach or timeslip based on grant filters.

Where to Start

• Create a grant and review the information you need to enter- determine what values you will use in each lookup, if any additional information needs to be collected and what can be eliminated.
• Make the necessary customizations or communicate customizations to your LegalServer Onboarding Staff.
• Confirm that imported rejection data appears as expected on your site. Please note- you may need to add fields to grant respective profiles to see all the information. If you are NOT importing data related to grants, create a list of funders, grants and funding codes, with the necessary information to be added during go live weekend.