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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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        • 2023 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

Reports

Example Reports

Lookup Transform Index

Report Charts and Maps

Reports and Graphs on Home Pages and Section Fronts

Reports API

Reports Manual

Running Reports

Scheduled Reports

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