Search results for workflow

71 articles found

  • 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:

  • 2025-12-10 Release Notes

    News All involved are excited that Legal Aid Society of Eastern Virginia is going live next week. Changes 👉 👉 Effective 2025-12-11 for demo sites, then 2025-12-19 for live sites. 👈 👈 🪄 API

  • 2024-03-06 Release Notes

    News Welcome the following nice folks as they begin their onboarding journey of wonder as the bountiful March Cohort: ACLU of Wisconsin Center for Community Alternatives Legal Services Corporation of

  • 2025-11-19 Release Notes

    News 🎉 Everyone involved is excited about New Hampshire Judicial Council going live next week. 🎉 Changes 👉 👉 Effective 2025-11-20 for demo sites, then 2025-11-28 for live sites. 👈 👈 🪄 API

  • 2025-11-26 Release Notes

    News 🎉 All involved are excited as these nice folks begin their onboarding journeys of discovery: Disability Rights Texas Sutter County Counsel 🦃 Most LegalServer staff will be off on Thursday

  • Lawfully Pro - Immigration Information Integration

    Purpose: Help track visa applications and immigration cases, and automatically sync DOL, USCIS, NVC, and EOIR case status updates into LegalServer. You can streamline your immigration workflows,

  • 2022-08-31 Release Notes

    News Welcome these organizations as they began their onboarding journey to a case management system of wonder and delight: 🚀 Mid-Missouri Legal Services 🚀 Washington Innocence Project 🚀 Wyoming

  • 2023-03-08 Release Notes

    News We are very excited as LOTUS Legal Clinic prepares to go live. Changes and Updates â³ Effective for demo sites on 2023-03-09, then on live sites on 2023-03-17. â³ API Mavens should visit the

  • 2023-08-09 Release Notes

    News Call your friends, family, and colleagues at Acadiana Legal Service Corporation and let them know how excited you are to hear they are going live next week. 🚀 Changes 🔄 Effective on 2023-08-10

  • 2014-11-26 Release Notes

    Changes and Updates ⏳ Effective for demo sites on 2022-11-03, then on live sites on 2022-11-11. ⏳ API mavens should visit the always informative API Changelog. You might find some new lookups

  • 2023-11-08 Release Notes

    News Welcome the following organizations as they begin their onboarding journeys of discovery and delightful surprises: Snohomish County Office of Public Defense West Virginia Public Defender

  • 2023-12-20 Release Notes

    News LegalServer staffing will be at roughly 50% tomorrow (2023-12-21) as the Druids among us celebrate the solstice. A small but determined cohort of staffers will be watching things on Monday and

  • 2025-10-29 Release Notes

    News 🎉 All involved are excited as the nice folks at OFD prepare to go live next week! 🚨 LS5 launches on demo sites in just one week! Head over to our help site

  • LITC - Low Income Taxpayer Clinic

    Purpose: This topic is intended for site administrators and other agency staff with overall responsibility for administering LITC programs. This topic covers approaches to collecting LITC

  • 2025-09-03 Release Notes

    News Welcome all these nice people as they begin their onboarding journeys of discovery: Keeping Families Connected Minnesota Legal Aid Society of Milwaukee Post Conviction Project Queens Defenders

  • Third Party Integrations

    Purpose: Connect LegalServer to the other tools that you need to enable your staff to work more efficiently, report more effectively, and improve their day. Cost: Dependent on the Module. Resources

  • Contractor Module

    Purpose: The Contractor module simplifies interaction with outside counsel, private assigned counsel, and third party investigators or experts. Also referred to as Managed Assigned Counsel, Alternate

  • Example Reports

    This page contains a list of example reports. To get one on your site: Click the report name to download the XML file. Your browser may try to preview the file (and it will look like gibberish); if