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332 articles found

  • Document Templates

    Document templates allow users to generate documents that insert information from a case — such as the client's name, legal problem code, primary advocate, and so on. Templates have criteria so that

  • CalendarRules Integration

    Purpose: Calculate docket information through the CalendarRules API. View relevant dates and deadlines and create calendar records in Legal Server from any of the returned events. Cost: None. If you

  • SMS Text Messaging

    Purpose: Allow sending SMS text messages from cases, and to text reminders of calendar events, tasks, and deadlines. Cost: $1,200 one-time setup fee. $50/month maintenance. To get this module, file a

  • 2017-01-11 Release Notes

    Effective: Demo sites 01/12/2016; Weekly sites 01/20/2017; Monthly sites 02/03/2017 Community Legal Services and Counseling Center begins the onboarding process. 72525: The Restricted Programs/Office

  • 2017-02-22 Release Notes

    Effective: Demo sites 02/22/2016; Weekly sites 03/03/2017; Monthly sites 04/07/2017 68732: On the Edit Multiple Users Simultaneously page, changed the "Activate/Deactivate" option to the clearer

  • Snapshot Top Block

    This block is designed to replace the side bar element when viewing a case. This block is in maintenance mode. No new development is planned. See Flowblock for the modern alternative. This block may

  • Field X is not being Transferred in Electronic Case Transfers

    Troubleshooting steps to take for a report of a field's value not being transferred in electronic case transfers. Confirm What Was Sent Each case that is transferred has a case note showing what data

  • APIs (Application Programming Interfaces)

    LegalServer offers a rich array of APIs. The primary documentation is at our API Documentation site. If you are brand new and looking for a starting point, check out Getting Started on the API

  • Mass Calendar Updates

    Purpose: Change multiple events, tasks, and deadlines from one user to another user. NB: The link to perform updates will only appear for users whose role has the "Allow Mass User Updating"

  • 2021-07-28 Release Notes

    News The nice folks at Pegasus Legal Services for Children are excited to go live next week 🥳. Changes and Updates 🕚 Effective for demo sites on 2021-07-29, then on live sites on 2021-08-06. 🕚

  • 2022-06-08 Release Notes

    News Much excitement as these nice folks prepare to go live next week: 🏁 Community Legal Services 🏁 The Waterfront Project Changes and Updates ⏳ Effective for demo sites on 2022-06-09, then on live

  • 2018-10-31 Release Notes

    Effective: 2018-11-01 for demo sites, 2018-11-09 for live sites. Feldman and Lee begin onboarding. 81959: Add a new "Default Sort Order" configuration option to the Activity Log list view to allow

  • CSR Eligibility V2 Block

    Provides a means of setting the CSR Eligible field for a case based on a case's LSC Eligible field and other factors. Useful for LSC-funded agencies to help classify cases for Case Service Reports.

  • Medical Record Requests Block

    Displays a list of any existing medical record requests on a case and a button that lets you add a new request. Site administrators will typically place the block on an auxiliary form called by an

  • Pro Bono Batch Referral Attempts

    This feature allows you to record a referral attempt on multiple cases and for multiple attorneys at the same time. Cost: To be determined. Status: Beta testing. File a ticket from your site (Help

  • 2015-12-09 Release Notes

    Changes for December 3, 2015 - December 9, 2015 Effective: Demo 12/10/2015; Weekly 12/18/2015; Monthly 01/01/2015 68219: Fixed the Address Hover in search results feature so that it shows the

  • LegalServer Documents vs. SharePoint Integration

    LegalServer Document functionality continues to improve. Document editing in LegalServer natively is available via a free integration with Microsoft Office for the Web Integration. This requires

  • 2022-01-12 Release Notes

    News 🏁 Excitement level is high as the nice folks at Cowlitz County Office of Public Defense prepare to go live next week. Changes and Updates ⏳ Effective for demo sites on 2022-01-13, then on live

  • Forecasting

    Purpose: The forecasting tools are a collection of blocks that provide rich visualizations of data to help agencies analyze their current and expected effort on cases and projects in a variety of

  • 2020-01-22 Release Notes

    News The LegalServer All Staff Meeting is on Monday Jan 27th and Tuesday Jan 28th, with many folks traveling much of Wednesday Jan 29th. Release Notes will return on Feb 5th. Changes/Updates

  • Calendar Export Format

    Purpose: Configure the External Calendar Feed with specific field arrangements. Cost: TBD. Status: Beta testing. Check for the Admin > Calendar Management > Edit Calendar Export Format page on your

  • 2020 01 22 Release Notes

    LegalServer Help - 2020-01-22 Release Notes News The LegalServer All Staff Meeting is on Monday Jan 27th and Tuesday Jan 28th, with many folks traveling much of Wednesday Jan 29th. Release Notes will

  • Time and Attendance Record

    Purpose: Produces a printable 'timesheet' with signature lines. Time for the selected range of dates is totaled by date in columns and rows grouped by Case, Outreach, and Non-client time, and by

  • Reports - Custom Column Expressions

    Purpose: An advanced feature that allows entering SQL expressions into a report column to display the results of calculations, date subtractions and additions, and much more. You cannot update data

  • 2023-10-18 Release Notes

    News 🚀 The joy has been palpable as Capital Area Immigrants' Rights Coalition went live this week. 🚀 All involved are highly excited about Wyoming Coalition Against Domestic Violence and Sexual

  • 2020-01-08 Release Notes

    Bet Tzedek is excited to be going live with LegalServer this week. Legal Services of Central New York is equally excited to be going live next week. Welcome the following organizations as they

  • Document Selection Block

    Presents a drag and drop interface of available documents and templates on a case that produces a "packet" (a PDF file of the selected documents) that can be printed or optionally emailed. Often used

  • SharePoint Configuration Options

    SharePoint Configuration Options LegalServer Config Flags There are multiple config flags that are typically enabled in a new setup of this integration. These can be turned on or off individually by

  • Bulk Litigation Edit Block

    Allows editing multiple Litigation Records on a single case at the same time. Designed to be placed on a case/matter auxiliary form. This is similar to the Bulk Edit Services Block. Status: Needs to

  • Applicant Name Block

    Displays the First, Middle, Last, and Suffix name fields on a form. On a profile page, displays the client's name as a clickable link to the client profile page, followed by an "Edit" link that

  • Field Validation

    Purpose: Allows custom validation on most text fields collected on forms and in Guided Navigation segments. Cost: This feature is in Beta and Cost is TBD. File a Support Request from your site to get

  • 2020-05-13 Release Notes

    News The Advocates for Human Rights prepares to go live. Inland Counties Legal Services prepares to take their online intake live. Welcome Judicare of Anoka County as they begin onboarding. Changes

  • 2019-06-19 Release Notes

    Effective: 2019-06-20 for demo sites, 2019-06-29 for live sites. Catholic Charities of the Archdiocese of Washington DC prepares to go live. Community Justice Program prepares to go live. University

  • Bulk Edit Services

    Purpose: There may be times when you want to edit lots of Service records at the same time. This allows you to do that. Cost: TBD. This feature is in Beta. To join the Beta, please file a ticket from

  • 2023-08-16 Release Notes

    News Excitement: Rocky Mountain Immigrant Advocacy Network goes live next week. 🚀 Sadness: Kākoʻo Maui Changes 🔄 Effective on 2023-08-17 for demo sites, then 2023-08-25 for live sites. 🔄 API

  • 2012 Release Notes

    Changes for December 27, 2012 - January 02, 2013 Effective: Demo 01/03/2013; Weekly 01/11/2013; Monthly 02/01/2013; Quarterly 04/05/2013 57129: The "Next Page" configuration option on the "Submit

  • 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

  • 2015-02-11 Release Notes

    Changes for February 5, 2015 - February 11, 2015 Effective: Demo 02/12/2015; Weekly 02/20/2015; Monthly 03/06/2015; Quarterly 04/03/2015 61481: Added a "Date Added" column to the list displayed by

  • Area Median Income Calculation

    Purpose: Calculate HUD's Area Median Income (AMI) category for cases by manually entering and maintaining AMI tables. Note: HUD offers an API to calculate AMI. All the cool kids use it instead of the

  • SimpleJustice Knowledge Resources Administration

    SimpleJustice dynamically consumes data associated with this feature in LegalServer and displays it for the appropriate users. Other features in LegalServer, such as Guided Navigation, may also be

  • Cause Number

    Cause Number is a text field that sites can use for any descriptive text about a case. An advantage over other text fields is that it can be included in the (often red) Search menu. See the settings

  • Changing a Site's URL

    A site's URL (https://abc.legalserver.org) can be changed to ourshinynewname.legalserver.org, but it is billable work and requires planning. Site administrators can change the Site Logo and Site Name

  • Zip Codes

    The list of US Zip Codes in LegalServer is used by some of the Address blocks to automatically insert the city, county, and state when a user enters a zip code. Administrators maintain zip codes in

  • 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:

  • 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

  • 2021-08-25 Release Notes

    News Excited to go live next week are: 🎉 Dallas Eviction Advocacy Center 🎉 Rural Law Center of New York Excited to have already gone live is: 🎉 Chicago Alliance Against Sexual Exploitation (Ed:

  • 2015-10-07 Release Notes

    Changes for October 1, 2015 - October 7, 2015 Effective: Demo 10/08/2015; Weekly 10/16/2015; Monthly 11/06/2015 No ticket: Minimum password length is now 8 characters, up from 6. The new minimum will

  • 2021-01-13 Release Notes

    News Bannock County Public Defender is excited to be going live. Changes and Updates Unless otherwise noted, you will see these changes on demo sites on 2021-01-14, then on live sites on 2021-01-22.

  • 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

  • Services (Service Units and Phases)

    This module allows recording multiple Service records on a case. Each record can have a Title, Type, Funding Code, etc. Cost: No cost, available for all sites. If you are on an older site and do not