Search results for file manager

332 articles found

  • AGM Users

    Several attributes of Users are involved in AGM. Hourly Rate Each user has an hourly rate. Each site can be configured such that a log of each user's hourly rate is maintained. Using this hourly rate

  • Field Transfers - Sending Fields to Another Site

    Allows transferring custom fields to another site (including to or from an online intake site) so the values of the custom fields will be included in etransfers. This feature only applies to sites

  • 2025-10-22 Release Notes

    News 🎉 All involved are excited as these nice folks prepare to go live next week: Asian Pacific American Legal Resource Center DNA People's Legal Services Seattle Clemency Project Changes 👉 👉

  • Hyperlink Block

    Display a clickable hyperlink on a profile. The block is available in many, but not all, modules. If it is not available in a module you need it in, file a Help > Support Request from your site with

  • 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

  • 2021-11-10 Release Notes

    News 🎉 Eviction Defense Network is excited to go live next week. Changes and Updates 🕚 Effective for demo sites on 2021-11-11, then on live sites on 2021-11-19. 🕚 LS-80500: If you change the Start

  • 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

  • Applicant/Client/Pronoun

    Purpose: This feature allows agencies to collect applicant/client pronouns in a system field alongside gender. Availability: Available for all sites. If you don't see the options described, file a

  • 2025-07-30 Release Notes

    News Welcome the following organizations as they begin their onboarding journeys of wonder: Bar Foundation of Montgomery County Neighbors Link Community Law Practice Resolutions Northwest Travis

  • Running Reports

    This article covers running reports that have been created by a site's report builders. If you prefer a video, here you go. See the Reports Manual for building and editing reports if your role has

  • Electronic Verification of Time by Users and Supervisors (EVT)

    Purpose: EVT provides electronic confirmation of time by users and electronic verification of time by supervisors or administrative staff per pay period. Cost: $4,100.00. To get this module, file a

  • 2022-09-28 Release Notes

    News Lull. Changes and Updates ⏳ Effective for demo sites on 2022-09-29, then on live sites on 2022-10-07. ⏳ API mavens should visit the always informative API Changelog. New fields for Online Intake

  • 2023-10-04 Release Notes

    News Welcome the City of Southfield as they begin their onboarding journey of wonder. Changes 🔄 Effective on 2023-10-05 for demo sites, then 2023-10-13 for live sites. 🔄 API Mavens should check the

  • 2022-07-20 Release Notes

    News Feel some excitement in the air? That's because 🏁 Housing Justice Center 🏁 is preparing to go live next week. Changes and Updates ⏳ Effective for demo sites on 2022-07-21, then on live sites

  • Medical Record Requests

    Purpose: Allowing tracking requests for medical records made on cases. Cost: None, but the feature may need to be enabled on older sites. Try to add the block to any auxiliary matter form on your

  • Google Gemini API Key Set Up for AI/Machine Learning Tools

    This article describes how to connect your own Google Gemini account to LegalServer to enable LegalServer's artificial intelligence (AI) features. Some features in LegalServer use AI, and this

  • 2020-07-29 Release Notes

    Changes and Updates Unless otherwise noted, you will see these changes on demo sites on 2020-07-30, then on live sites on 2020-08-07. LS-62672: Do you yearn for Quick Case Copy and Create New Case

  • 2023-02-08 Release Notes

    News We are excited that Orange County Tenant Rights program has started onboarding. All live sites with the GIS module will have the new 2023 congressional and state upper/lower boundaries as of

  • SimpleJustice Portal

    Overview The SimpleJustice Portals provide a secure, streamlined interface for external stakeholders—both Outside Attorneys (such as pro bono attorney's) and Clients (Helpseekers)—to interact with

  • 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 👉 👉

  • 2021-07-21 Release Notes

    News The nice folks at Aid to Victims of Domestic Abuse are excited to go live next week 🎉. Changes and Updates 🕚 Effective for demo sites on 2021-07-22, then on live sites on 2021-07-30. 🕚

  • Barcode Scanning

    Purpose: Allow uploading scanned documents to cases via email without needing to manually enter a case's email address. A document printed from a case contains a QR code identifying the case. The

  • 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

  • GAR Self Inspection Tool

    Purpose: Allows a program to generate a random list of cases as required by LSC for the self-inspection, automatically enter the case from the list, keep track of which cases have been inspected and

  • 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. 🔄 🪄

  • Pro Bono Restricted Access Role

    This special user role is designed to allow pro bono users to login to LegalServer but significantly restrict what they can do. They can see a homepage which lists existing cases staff has assigned

  • 2025-03-12 Release Notes

    News No new sites or go lives to report this week. Changes 🔄 Effective 2025-03-13 for demo sites, then 2025-03-21 for live sites. 🔄 🪄 API mavens should review the always informative, interesting,

  • GIS - Geocoding Addresses and Address Validation

    Purpose: The GIS (Geographic Information System) module provides address validation, geocoding (setting latitude and longitude of an address), and setting political boundary fields like legislative

  • 2022-03-30 Release Notes

    News Lots of excitement as these nice folks start onboarding. US geography nerds have two challenges available. No points awarded if you live in, or are adjacent to, one of those counties: 🏗️ Bonner

  • 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

  • Internal Transfers of Cases (between offices within an agency)

    Purpose: The Internal Transfers feature allows cases/matters to be transferred from one office to another (within the same site) without needing to assign them to a specific advocate within that

  • 2024-11-20 Release Notes

    News All involved are excited as Rian Immigrant Center prepares to go live next week. Changes 🔄 Effective 2024-11-21 for demo sites, then 2024-11-29 for live sites. 🔄 🪄 API mavens should review

  • 2024-11-13 Release Notes

    News All involved are giddy with anticipation as Santa Barbara County Employees' Retirement System prepares to go live next week. Changes 🔄 Effective 2024-11-14 for demo sites, then 2024-11-22 for

  • 2024-10-23 Release Notes

    News No news to report this week. Changes 🔄 Effective 2024-10-24 for demo sites, then 2024-11-01 for live sites. 🔄 🪄 API mavens should review the always informative and interesting API Changelog.

  • Docassemble Integration

    Docassemble Integration Purpose: Link LegalServer Cases to Docassemble to generate specific documents from LegalServer data in Docassemble interviews and allow the documents to be saved to

  • Delete Cases

    LegalServer administrators cannot delete cases. The most common method to remove cases is to reject them, optionally using a custom Rejection Reason lookup value. For example, if a case was created

  • Batch Funding Code Update Tool

    Purpose: Allows updating the funding code on multiple cases, outreaches, or timeslips in one process. Cost: None. Requirements: Your user role must have the "Batch Funding Code Updates" permission

  • Pathfinder - Closing

    This content is geared to agencies onboarding with LegalServer. While most of this content is timeless, relevant, and all around useful, not all of it will be applicable if you are currently live

  • Lookup Lists

    Lookup lists are values referenced by lookup fields such as gender, legal problem code, county, etc. The values and settings in a lookup list determine what users see in the dropdown list for a

  • Custom Fields - Adding New Fields to a Site

    Administrators can add new fields to LegalServer if there is information an agency needs to collect that is not covered by an existing system field. Custom Fields Custom Lookup Lists Reporting on

  • 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

  • 2022-07-27 Release Notes

    News Call up your friends at Community Legal Aid and let them know how excited you are that they are going live next week. Changes and Updates ⏳ Effective for demo sites on 2022-07-28, then on live

  • 2024-04-24 Release Notes

    News So much to be excited about as the following sites prepare to go live next week: 🚀 Alliance for Children's Rights 🚀 Legal Aid Justice Center 🚀 LatinoJustice Changes 🔄 Effective 2024-04-25

  • 2025-06-11 Release Notes

    News The anticipation is great as Travis County District Attorney Civil Division prepares to go live on Monday. LegalServer staff have Juneteenth off (Thursday 2025-06-19). A small but determined

  • 2025-06-04 Release Notes

    News Welcome the following organizations as they begin their onboarding journey of discovery and wonder: Housing Justice Project Sage Indigenous Law Center Be excited for all the nice folks at La

  • 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

  • Electronic Case Transfer - Information that is Transferred

    Information in some system fields and selected custom fields is transferred. Site administrators control which custom fields have information transferred. In this article: Custom Fields Notes Created

  • Pathfinder - Actions

    This content is geared to agencies onboarding with LegalServer. While most of this content is timeless, relevant, and all around useful, not all of it will be applicable if you are currently live

  • Recording Actions on A Case

    Once an intake is complete, there are several ways to continue to add and edit information on a case. Your agency may use one or more of the following tools: Auxiliary forms can be used to both

  • 2022-02-02 Release Notes

    News Join us in welcoming the following programs as they prepare to being onboarding: 🏗️ BASTA 🏗️ Jewish Family Service of Seattle 🏗️ The Justice Center at Albany Law School 🏗️ National