Search results for workflow

63 articles found

  • Workflows

    Automated Workflows Purpose: Trigger actions when a specific set of conditions are met. Status: Available Cost: $4,200 one time cost and then $100/month Viewing Workflows Static Pages Listviews Admin

  • Gavel (formerly Documate)

    Gavel, formerly Documate Purpose: Link LegalServer Cases to Gavel to generate specific documents from LegalServer data. Cost: $2500 one time pus $50 per month. Gavel.io (formerly Documate) serves as

  • Natural Language Understanding

    Purpose: This is a feature to ask questions of a client or applicant and interpret natural language responses. This allows for asking the questions via SMS and Voice in addition to the standard web

  • 2025-03-05 Release Notes

    News Welcome all the nice people at the following organizations as they begin their onboarding journeys of discovery and delightful surprises: Legal Aid Society of Eastern Virginia Veterans Legal

  • 2024-01-03 Release Notes

    News Welcome Travis County Law Library & Self-Help Center as they begin their onboarding journey of discovery. Everyone is excited as the following sites prepare to go live next week: Civil Survival

  • Disposition and Case Status Compared

    Disposition and Case Status are similar but distinct fields on cases/matters. Disposition is a system field that tracks an application from the prescreen/intake stage through the open/closed case

  • 2024-04-17 Release Notes

    News 🚀 Everyone is excited as the City of Southfield prepares to go live next week. Changes 🔄 Effective 2024-04-18 for demo sites, then 2024-04-26 for live sites. 🔄 🪄 API Mavens should check the

  • 2023-12-06 Release Notes

    News Welcome the following organizations as they begin their onboarding journey of discovery: Contra Costa Senior Legal Services Education Law Center Memphis Area Legal Services Changes 🔄 Effective

  • 2025-01-29 Release Notes

    News Everyone involved is excited that Alliance of Local Service Organizations is preparing to go live next week. Changes 🔄 Effective 2025-01-30 for demo sites, then 2025-02-07 for live sites. 🔄 🪄

  • 2023-02-15 Release Notes

    News Double the excitement as the Los Angeles Center for Law and Justice goes live with their primary and online intake sites. More excitement as the Chicago Commission on Human Relations expands

  • 2023-07-05 Release Notes

    News 👋 Welcome your friends, family, and colleagues at the following organizations as they begin their Onboarding Journey of Discovery: County of Santa Barbara County Counsel Livingston County

  • 2024-06-12 Release Notes

    News Excitement levels are high as the following prepare to go live next week: Education Law Center Lawyers’ Committee for Civil Rights of the San Francisco Bay Area Changes 🔄 Effective 2024-06-13

  • 2022-09-07 Release Notes

    News No major events, happenings, or goings on to note this week. Changes and Updates ⏳ Effective for demo sites on 2022-09-08, then on live sites on 2022-09-16. ⏳ LS-67815: The Create Assignment

  • 2024-09-04 Release Notes

    News Don't forget about the National Training at the end of this month. SOLD OUT Changes 🔄 Effective 2024-09-05 for demo sites, then 2024-09-13 for live sites. 🔄 🪄 API mavens should review the

  • 2022-12-21 Release Notes

    News LegalServer staff can opt to not work on Friday 2022-12-23 and Monday 2022-12-26. We expect most will opt-in, except for the two who are "on call" and will be ready to respond to any major

  • 2023-09-20 Release Notes

    News All involved are excited as The Carl Maxey Center (Sandy Williams Justice Center) prepares to go live. Changes 🔄 Effective on 2023-09-21 for demo sites, then 2023-09-29 for live sites. 🔄 API

  • 2023-09-13 Release Notes

    News Slow news week. Changes 🔄 Effective on 2023-09-14 for demo sites, then 2023-09-22 for live sites. 🔄 API Mavens should check the always informative API Changelog for news and updates. 📞

  • Waivers (Income and Asset Eligibility)

    Purpose: The Waiver block can be used one or more times on a financial information form to allow a waiver request based on income, or assets, or the rarely used non-liquid assets. If a matter is

  • 2022-08-17 Release Notes

    News No major events to report this week. Changes and Updates ⏳ Effective for demo sites on 2022-08-18, then on live sites on 2022-08-26. ⏳ LS-86374: The Generic Outgoing API block on a branch logic

  • 2023-09-27 Release Notes

    News Welcome Earl Carl Institute for Legal and Social Policy as they begin their onboarding journey of joy and discovery. Changes 🔄 Effective on 2023-09-28 for demo sites, then 2023-10-06 for live

  • 2025-02-26 Release Notes

    News Quiet lakes hold hidden depths. Changes 🔄 Effective 2025-02-27 for demo sites, then 2025-03-07 for live sites. 🔄 🪄 API mavens should review the always informative, interesting, and ever

  • 2024-01-24 Release Notes

    News Welcome these nice folks as they begin their onboarding journeys of delight: Florida Health Justice Project Rian Immigrant Center Statewide Legal Services of Connecticut Changes 🔄 Effective on

  • 2024-04-10 Release Notes

    News 🚀 Everyone is excited as The Network: Advocating Against Domestic Violence prepares to go live next week. Changes 🔄 Effective 2024-04-11 for demo sites, then 2024-04-19 for live sites. 🔄 🪄

  • 2025-07-09 Release Notes

    News Welcome the July Cohort as they begin their onboarding journeys of discovery and wonder, and prepare to bask in the warm, comforting presence of Team Onboarding: Butte County Counsel's Office

  • 2023-07-12 Release Notes

    News No go lives or new onboardings this week. Check this space next week. Changes 🔄 Effective on 2023-07-13 for demo sites, then 2023-07-21 for live sites. 🔄 API Mavens should check the always

  • 2023-07-19 Release Notes

    News Mid-year graph of our growing community: Points of interest: 32 of those sites are public defenders. 151 are online intake sites. Changes 🔄 Effective on 2023-07-20 for demo sites, then

  • 2025-04-02 Release Notes

    News There are just a few more weeks left to register for the LegalServer Spring Training and connect with our trainers who we hear are "knowledgeable and friendly, a united team full of positive

  • 2025-04-23 Release Notes

    News All concerned are all atwitter about Ulster County Public Defender's Office preparing to go live on Monday. Changes 🔄 Effective 2025-04-24 for demo sites, then 2025-05-02 for live sites. 🔄 🪄

  • 2023-03-29 Release Notes

    News Welcome Legal Aid Justice Center as they begin their onboarding journey of discovery and fulfillment. Wayne County Indigent Defense Services Department prepares to go live. Some are excited.

  • 2023-05-24 Release Notes

    News A skeleton crew will be watching for emergencies on Monday (US Memorial Day), but most staff have the day off. Many to tend to their imus. Changes 🔄 Effective on 2023-05-25 for demo sites, then

  • 2024-01-31 Release Notes

    News 🚀 Welcome Office of the St. Clair Public Defender as they begin their onboarding journey of delight. If you are venturing to LSC's ITC24TechCon shindig (despite the dearth of cosplay and

  • SimpleJustice Pro Bono Opportunities - Training Administration

    Administrators - Trainings In LegalServer, administrators can create an outreach record for users to view in the SimpleJustice Cases view, review expressions of interest for those outreaches, and

  • 2024-07-17 Release Notes

    News All involved are excited as the following prepare to go live next week: 🏁 Children's Law Center of Massachusetts 🏁 Snohomish County Office of Public Defense (Edit: Delayed until 2024-08-19)

  • 2024-09-25 Release Notes

    News 100 of your friends and colleagues will be at the LegalServer Fall 2024 National Training on Thursday and Friday. And yes, they will get to see (and possibly interact with) Chris Schwartz in

  • 2023-03-22 Release Notes

    News Excitement level is high as Law Foundation of Silicon Valley prepares to go live. Changes and Updates 🔄 Effective for demo sites on 2023-03-23, then on live sites on 2023-03-31. 🔄 API Mavens

  • Help and Training

    General Questions If this site doesn't answer your question, you should contact a site administrator or other resource inside your organization. Site administrators (staff within your organization

  • 2025-06-18 Release Notes

    News All involved are giddy with excitement as Project R.E.S.T. prepares to go live. Registration for the Fall Training in San Diego opens on Summer Equinox + 2. Changes 🔄 Effective 2025-06-19 for

  • 2022-06-29 Release Notes

    News Excitement is high as Rutgers Law School Child Advocacy Clinic starts onboarding. No one wanted to go live next week (possibly related to the US July 4 holiday). Changes and Updates ⏳ Effective

  • 2024-05-08 Release Notes

    News Many of your colleagues left NTS2024 last week feeling informed, empowered, and joyful. Rumor has it that the in-person fall training will be in or around Philadelphia PA (or Lancaster County).

  • 2024-11-06 Release Notes

    News Welcome the following nice folks as they begin their onboarding journeys of discovery and wonder: Alliance of Local Service Organizations City of Annapolis ("America's Sailing Capital")

  • 2023-02-22 Release Notes

    News Excitement is high as these organizations go live with LegalServer: 🏁 Children’s Law Center of California 🏁 Imperial County Public Defender 🏁 National Immigration Project of the National

  • 2024-06-26 Release Notes

    News Everyone is excited as Massachusetts Fair Housing Center prepares to go live next week. Speaking of go lives, it's time for the mid-year chart: Changes 🔄 Effective 2024-06-27 for demo sites,

  • Enhanced Reminders for Tasks, Deadlines, and Events

    Enhanced reminders provide greater control over reminders and allow sending multiple reminders for a task, deadline, or event. Important Note If you are switching from standard to Enhanced Reminders,

  • 2024-08-21 Release Notes

    News No new sites or upcoming go lives to report, so we'll include this image Leah worked very hard on: If that call to action entices you, here you go: Register Today Changes 🔄 Effective 2024-08-22

  • 2022-08-10 Release Notes

    News 🏁 Congratulate the nice folks at Southern Nevada Senior Law Program for going live. (This should have been noted in last week's Release Notes; the person responsible has been sacked.) 🚀

  • 2023-01-25 Release Notes

    News Changes and Updates â³ Effective for demo sites on 2023-01-26, then on live sites on 2023-02-03. â³ API Mavens should visit the always informative API Changelog. Also see LS-95846 below. â­

  • 2024-02-21 Release Notes

    News 🚀 Anticipation levels are at 11 as KIND in Europe prepares to go live next week. 🚀 Changes 🔄 Effective 2024-02-22 for demo sites, then 2024-03-01 for live sites. 🔄 API Mavens should check

  • 2024-11-27 Release Notes

    News Welcome all the nice folks at these organizations as they begin their onboarding journeys of wonder and discovery: New Hampshire Judicial Council Travis County Office of Parental Representation

  • 2025-05-14 Release Notes

    News Excitement all around as these sites prepare to go live on Monday: Housing Opportunities Made Equal of Virginia Travis County Workforce Development (Reentry Resources) Changes 🔄 Effective

  • New Site Administrators

    This page is designed to highlight topics that are most immediately relevant to new site administrators. We also have a LegalServer Youtube Channel. For information on free and paid training options: