Search results for workflow

97 articles found

  • 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")

  • 2026-01-07 Release Notes

    News You've read about the first baby to be born in 2026. Now you've read about California Collaborative for Immigrant Justice being the first site to go live in 2026. Changes 👉 👉 Effective

  • 2026-03-11 Release Notes

    News Everyone involved is excited about these nice folks going live next week: Neighbors Link Community Law Practice Queens Defenders Changes 👉 👉 Effective 2026-03-12 for demo sites, then

  • SharePoint Projects

    SharePoint Project Documents The SharePoint Project feature creates a SharePoint folder for a Project and lets staff view and work with documents in that folder from LegalServer. Before You Begin

  • 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,

  • 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

  • 2025-11-12 Release Notes

    News 🎉 Everyone involved is excited as these nice folks prepare to go live next week: Sage Indigenous Law Center Shasta County Virginia Legal Aid Society Changes 👉 👉 Effective 2025-11-13 for demo

  • 2026-07-22 Release Notes

    News We failed to announce last week that NYU School of Law is going live. They did. There was cake and punch. The person responsible for the oversight has been sacked. Now let's all get excited as

  • SharePoint Outreaches

    SharePoint Outreach Documents The SharePoint Outreach feature creates a SharePoint folder for an Outreach and lets staff view and work with documents in that folder from LegalServer. Before You Begin

  • 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

  • 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. Enhanced reminders will include some additional automatic details about

  • 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

  • User Counts, Roles, and Permissions

    Overview LegalServer uses Role Type Identifiers (RTIDs) to categorize user roles, manage permissions, and determine billing. This article explains how role types are assigned, what permissions each

  • 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:

  • 2026-07-08 Release Notes

    News 🚀 Be excited about Western New York Law Center going live next week. 🚀 Welcome all the nice folks at these organizations as they begin their onboarding journeys of wonder and discovery:

  • 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

  • 2026-08-19 Release Notes

    News 🚀 All involved are excited as Catholic Charities Community Services New York prepares to go live next week. Changes 👉 👉 Effective 2026-08-20 for demo sites, then 2026-08-28 for live sites. 👈

  • 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

  • 2026-04-29 Release Notes

    News Everyone involved is excited as these nice folks prepare to go live next week: Legal Aid Society of Orange County Time Served Changes 👉 👉 Effective 2026-04-30 for demo sites, then 2026-05-08

  • 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

  • 2026-02-11 Release Notes

    News LegalServer locations worldwide will be closed on Monday 2026-02-16 for Washington's Day. A small, but determined, crew will be monitoring gauges and dials for signs of trouble. Changes 👉 👉

  • Dropbox Integration

    Purpose: Display a list of files on a case that are 1) in the agency's specified Dropbox Business document store, and 2) reside in or below a top level folder in the “Team Space,” created via API

  • 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

  • API Versioning

    Outline Availability At a Glance Common Concepts Included vs. Premium APIs UUIDs Null Handling API v1 What to Expect Characteristics API v2 Major differences from v1 Example lookup difference API v3

  • 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

  • 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

  • 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

  • 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

  • 2026-05-27 Release Notes

    News Everyone involved is excited as Legal Aid Society of Milwaukee prepares to go live next week. Will there be a stereotypical beer and pretzel party? One hopes so. Changes 👉 👉 Effective

  • Copying a Live Site to Demo

    Over time, changes are often made to live sites that are not also made on an organization's demo site. You may want to update your demo site to match the live site to ease testing of new processes,

  • SharePoint Folder Moving

    Can you move a Case's SharePoint Folder? Yes. You can move the folder from the root directory in one Library to the root directory in another library. However, you have to update the SharePoint Site

  • 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

  • 2026-10-07 Release Notes

    News Welcome the following organizations full of nice people as they begin their onboarding journeys of wonder and discovery: 🚀 District Council 37 Health & Security Plan Trust 🚀 Governors State

  • 2026-08-12 Release Notes

    News It's just too hot for any go lives. Changes 👉 👉 Effective 2026-08-13 for demo sites, then 2026-08-21 for live sites. 👈 👈 🧙 API mavens should review the always-informative, interesting, and