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      • Configuring Funding Codes to Prompt Users with Additional Questions
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      • Editing Subcodes (deprecated)
      • Editing Variable Unit Rates
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      • Accounting and Payroll Export Reports
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        • AGM Basic Concepts
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      • APIs (Application Programming Interfaces)
      • Area Median Income Calculation
      • Area Median Income API Calculations
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      • Case Bundles - Admin Setup
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        • Confirming and Sending a Communication
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      • ETransfer Portal
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      • External Forms - Retainer Example
      • Financial Snapshots
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      • GIS Mapping Module
      • Google Shared Drive Integration
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      • Guided Navigation
        • Guided Navigation API Calls
      • HUD ARM Electronic Reporting
        • Configuring the HUD ARM Module
      • Immigration Forms Module
        • Generating and Saving Immigration Forms
        • Immigration Forms - Troubleshooting Errors
      • Importing Users or Contacts from a Virtual Contact Card (.vcf) File
      • Internal Transfers of Cases (between offices within an agency)
      • LITC - Low Income Taxpayer Clinic
        • Example Auxiliary Form for LITC
      • Mailchimp
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        • Bulk Edit Client Information on Cases
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        • Agency-Side Administrator Settings for Microsoft Azure AD Single Sign On
      • Multi-factor Authentication (MFA)
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      • Offline LegalServer
        • Offline Mode: Administrators
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      • Okta Single Sign On (SSO)
      • Online Intake with LegalServer
      • Organization Phases
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      • Phone API: Search Matters by Phone Number from an External Application
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      • Scheduling Appointments Through Online Intake
      • Scheduling Appointments Using External Forms
      • Services (Service Units and Phases)
      • SharePoint Integration
      • Single Sign On (SSO)
      • SMS - Preset Messages and Multiple Language Support
        • Bulk Messages
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      • SMS Autoresponder
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        • SMS - Administrator Setup
        • SMS - Sending Messages From an Individual Case
      • Time and Attendance Record
      • Two Factor Authentication (2FA)
      • Workflows
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    • Outreach
    • Pro Bono
      • A Pro Bono Overview
      • Adding & Editing Extra Information About a Pro Bono Advocate
      • Adding a Pro Bono Advocate to LegalServer
      • Affiliating a Pro Bono Advocate with an Organization
      • Assigning Pro Bono Advocates to Cases/Matters
      • Creating and Tracking Pro Bono Obligations
      • Finding a Pro Bono Advocate in LegalServer
      • Generating a Referral Packet when Assigning a Case to a Pro Bono Advocate
      • Managing Pro Bono Advocates' Subjects
      • Pro Bono Mentors
      • Pro Bono Opportunities
      • Pro Bono Opportunities API
      • Pro Bono Restricted Access Role
      • Recommending Pro Bono Advocates for Case Assignments
      • Requesting Status Updates from Pro Bono Advocates
      • Site Administrator Notes for Pro Bono
      • Staff Liaisons for Volunteer Relationship Management
      • Tracking Pro Bono Advocate Assignment Attempts
      • Viewing Pro Bono Advocate Case Assignments
      • Viewing the List of Pro Bono Advocates in LegalServer
    • Reports
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      • Reports API
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    • SimpleJustice
    • Site Admins
      • Activity Presets
      • Add Case Note - Customizing
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      • Associating Cases - Client IDs and Person IDs
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      • Blocks
        • Activities Block
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          • Adverse Party (Prescreen) Block
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        • Associate Cases With Outreach Block
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          • Auto Create Folders- Problem Code Limited Block
        • Automatic Sequential Closing Number Block
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          • Billing Payment Block
        • Branch Logic Confidential Viewer Block
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        • Bulk Edit Services
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        • Domestic Violence Outcomes Block
        • Domestic Violence Relationship Block
        • Edit Applicant Info Link Block
        • Edit Billing Block
        • Edit Outcome (deprecated) Block
        • Email Aliases Block
        • Email PDF of Profile Block
        • Email Templates (Documents) Block
        • Extended Household Information Block
        • Extended Representation Time Default to Case Block
        • Family Information Block
        • FHIP Data Block
        • FHIP Tests Block
        • File Destroy Date Block
        • Financial Impact Block
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        • Force Completion of Outstanding Processes Block
        • Funding Code Timekeeping Change Block
        • GAR Report Module Block
        • Generate Note from Email Template Block
        • Generated Packet Link Block
        • Generic Lookup Selector Block
        • Generic Outgoing API Block
        • Group and Language Block
        • Guardian Block
        • Homepage Alerts Block
        • Hotline Status Block
        • IFrame Block
        • Immigration Status Block
        • Impact Time Default to Case Block
        • In-Place Client Search
        • Institutional Organization Information (deprecated) Block
        • Issues Block
        • Lead/Member Cases (Compact) Block
        • Level of Service Block
        • Limit Hours Per User Per Day Block
        • List Benefits Hearings (For Editing) Block
        • List Disability- Medical History (For Editing) Block
        • List Outcomes (deprecated) Block
        • List Unemployment Hearings (For Editing) Block
        • List Work History (For Editing) Block
        • LSC Eligibility Information and SITE Eligibility Information Block
        • LSC Other Services Block
        • Mailing Address Block
        • Manage Personal Access Tokens Block
        • Medical Record Requests Block
        • Mileage Block
        • Nature of Disability Block
        • Next Court Date Block
        • Non-Liquid Assets Block
        • Non-Primary Address Block
        • Notes (Generic) Block
        • Number Helped Block
        • Open Cases Block
        • Organization Client Contact Block
        • Organization Client Information Block
        • Other Cases (deprecated) Block
        • Other Cases for this Client (compact) Block
        • Outcomes (With Frequency Controls) Block
        • Outcomes Block
        • Outreach Attendee Link Section Block
        • Outreach Documents List
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        • PAI Time Default to Case Block
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        • Permission Block
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        • Private Bar Referrals Block
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        • Problem Code/Special Problem Code Block
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        • Providers Block
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        • Quick Organization Referral Block
        • Re-Open Case Block
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        • Reject Reason and Matter Referral Reporting Code Block
        • Related Cases (Compact) Block
        • Related Family Differences Block
        • Reload/Redirect Button (Configurable) Block
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        • Set Desired Matter Outcomes (Goals) Block
        • Set Disposition Closed Block
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        • Set Priorities and Objectives Block
        • SMS Block
        • Snapshot Top Block
        • Submit (Configurable) Block
        • Supervisor/Supervising Block
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        • Transfer Outcome Block
        • Trust Funds Check Block
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        • VOCA Fields Block
        • Work History Block
        • XML Data Download Block
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        • Send Password Reset Link Block
        • New Timeslip
      • Branch Logic Blocks
      • Bulk Referrals and Quick Referrals
      • Calendar Events - Customizing
      • Callbacks - Customizing
      • Can I Add a Column or Filter to a List?
      • Can I change the sort column or order on a list view?
      • Can I merge two user records/accounts?
      • Case Number has the Wrong Year
      • Case Status Change Page - Customizing
      • Cases - Closing Cases - Customizing
      • Cases - Limiting Changes to Closed Cases
      • Client Addresses - US and Non-US Addresses
      • Collecting Case Specific Information During Intake
      • Common Adverse Parties
      • Configuring the Nickname Database
      • Conflict Searches - Staff Family Member and Other Special Conflicts
      • Conflict Searches - Technical Details and Settings
      • Contacts - Customizing
      • Contacts - Merging
      • Converting to the New Interface
      • Copying a Live Site to Demo
      • CSR Eligibility
      • Data Migration Considerations
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      • Document Storage Limit
      • Donations - Customizing
      • Dynamic Checklists
      • Electronic Case Transfer - Admin Setup
      • Email - Avoiding Email from Your Site Being Treated as Spam or Rejected
      • Email - Limiting Recipients Box Search Results
      • Ethnicity Fields
      • Field Transfers - Sending Fields to Another Site
      • Fields - Adding New Fields to a Site
      • Forecasting
      • Home Page and Section Fronts - Customizing
      • Hotdocs Site Setup
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      • How Do I Delete a User?
      • HTML Editor (Rich Text) for Notes
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      • List Views
      • Litigation Information - Customizing the Litigation Form
      • Lookup Lists
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      • New in LegalServer - Release Notes
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        • 2022 Release Notes
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          • 2022-11-02 Release Notes
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          • 2022-12-07 Release Notes
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          • 2022-12-28 Release Notes
        • 2023 Release Notes
          • 2023-01-04 Release Notes
          • 2023-01-11 Release Notes
          • 2023-01-18 Release Notes
          • 2023-01-25 Release Notes
          • 2023-02-01 Release Notes
          • 2023-02-08 Release Notes
          • 2023-02-15 Release Notes
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      • New Site Administrators
        • On-boarding Templates
      • Notes - Allowing Notes to be Deleted, Transferred, or Copied
      • Notes - Note Drafts
      • Offices - Adding and Editing
      • Organizations - Customizing
      • Outcomes v2 for Site Admins
      • Outreach - Copy this Outreach
      • Outreach - Customizing the Processes, Forms, and Profiles
      • Password Requirements and Expiration
      • Person Module
      • Poverty Scales
      • Prevent Excess Leave Block
      • Process Management - Editing Forms and Links
        • Profile Views
        • Profiles - Side Bar, Actions Menu, and Views Menu Elements
      • Release Process - How and When Changes are Made
      • Replication Site
      • Reports - Future Reports
      • Requesting New Features or Changes to Features
      • Restricting Access to Cases and Links on Cases
      • Restricting Access to Documents
      • Restricting Access to LegalServer by IP Address
      • S/MIME Email Encryption in LegalServer
      • Search Settings
      • Services - Customizing
      • Session Timeout (Automatic Logout) Settings
      • Site Logo
      • Site Metrics
      • Site Name in the Titlebar
      • Site URL - Changing
      • So I Have this Spreadsheet of Data
      • Step by Step - Adding an Actions menu Link and Form to Cases
      • Switching a Case from Group to Individual or Vice Versa
      • Synchronizing Summary Case Data to FBF
      • System Speed Statistics
      • Tasks - Customizing
      • Third Party Integrations
      • Time - Capturing the Dollar Value
      • Time - Customizing Time Entry
      • Time - Posted Time
      • Time - Timekeeping Lock Date
      • Time and Timekeeping Settings
        • Time - Configuring Categories, Types, and Codes
        • Timekeeping Settings
      • Training Before Go Live
      • Training Ideas from Site Administrators
      • User Account Administration
      • User Roles and Permissions
        • Standard User Role Setup
      • Users - Customizing the Processes, Forms, and Profile
      • VAWA - LAV - Domestic Violence Information
      • Viewing Current Support Tickets
      • Which interface is my site using
      • Who Is Using Module X?
      • Why Not Delete Email Signatures and Pointless Attachments in Notes
      • Yearly Maintenance
      • Zip Codes
      • Images in Notes
      • Secondary Grant or Funding Code
      • Delete Cases
      • Online Intake and Redirect to Next Block
      • Siteadmins Mailing List
      • Flowblock
      • Contact - User Custom Fields Block
      • Service Documents Block
    • Sitewide
      • Accepting or Rejecting Electronic Case Transfers
      • Accessibility
      • Cannabis Expungement Setup
      • Deleting Information
      • Document Templates - Creating and Editing
      • Documents
      • Email and Confidential Information
      • Font and Text Size Issues
      • Getting Help with LegalServer
      • HIPAA
      • Introduction and Overview to Using LegalServer
      • LegalServer Help and Training
      • LSC CARES COVID-19 Reports
      • Privacy
      • Quick Start (LegalServer in 5 Minutes) for Advocates
      • Quickbar
      • Reset or Change Password
      • Search by Address
      • Searching
      • Security and Backups
      • Sending a Case via Electronic Transfer
      • Spell Check in Notes
      • System Preferences per User
      • Search by Email Address
      • Telephone Links
    • Timekeeping
      • Entering Time
      • Verifying Time (Optional Feature)
    • User Accounts
      • Finding Staff, Pro Bono Advocates, and Contacts
      • Mailing Category Preferences
      • User Event Log List View
      • Users Accounts and Contact Records
    • Obfuscating Demo Site Data
    • Grouping Cases Together
    • Survey Module
  • Calendar
    • Appointment Slots
    • Calendar Events, Tasks, and Deadlines
    • Enhanced Reminders for Tasks, Deadlines, and Events
    • Viewing Your LegalServer Calendar Events in Another Application
LegalServer Help

Organizations

Organization Information - General information on Organization records

Linking an organization to a case as an Organization Case Contact

Recording How an Applicant Was Referred to Your Organization

Referring a Case to an Outside Organization

For Site Administrators:

Merging Organizations

Organizations - Customizing

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