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351 articles found

• 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

• Batch Funding Code Update Tool

  Purpose: Allows updating the funding code on multiple cases, outreaches, or timeslips in one process. Cost: None. User Role Permission Needed: Grant: Batch Updates Similar Feature: For updating

• 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

• 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

• Email a Note to a Case or Other Record

  You can send an email to a case or other record. A properly addressed email will be converted to a note, and any attachments uploaded to the record. Use the same care you do with sending email in

• Online Intake with LegalServer

  Purpose: Provide online applications to the public, social workers, or anyone you provide the link to. Watch a video about this feature: https://www.youtube.com/watch?v=F3moClhkZWE Cost $4,500

• 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

• 2023-05-10 Release Notes

  News 🎉 Mizzou Law Veterans Clinic is live with LegalServer. 🎉 Changes 🔄 Effective on 2023-05-11 for demo sites, then 2023-05-19 for live sites. 🔄 API Mavens should visit the always informative

• 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

• HUD ARM Electronic Reporting

  Purpose: Allows recording data need for reporting to HUD and electronically submitting that data in the format required by HUD. Cost: $4,200.00, plus an additional $150/month added to your site's

• 2024-03-13 Release Notes

  News No news to report this week. Changes 🔄 Effective 2024-03-14 for demo sites, then 2024-03-22 for live sites. 🔄 API Mavens should check the always interesting and informative API Changelog. You

• 2024-03-20 Release Notes

  News 🚀 Everyone involved is excited as Earl Carl Institute for Legal and Social Policy prepares to go live next week. Changes 🔄 Effective 2024-03-21 for demo sites, then 2024-03-29 for live sites.

• 2024-09-11 Release Notes

  News Welcome the following groups of nice people as they begin their onboarding journeys of wonder and discovery: BronxWorks Consumer Bankruptcy Assistance Project Greater Bakersfield Legal

• Flowblock

  The Flowblock block displays information on a case profile in a configurable way that uses horizontal space more efficiently. It is designed to be accessible to screen readers and to adapt well to

• 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

• 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

• Immigration Forms

  Purpose: The Immigration Forms module allows agencies to complete specific forms published by U.S. Citizenship and Immigration Services (USCIS) and the Department of Justice (DOJ). The list of

• Advanced Grant Filters

  Grant filters allow you to set conditions under which a grant is made available for a case, outreach, or timeslip. Cost: None. Basic Grant Filters: Allow multiple AND conditions. Veteran = Yes AND

• Add Outreach Note Block

  Displays the fields needed to create an outreach case note. Provides more flexibility than the static add outreach note form. Status: Available on live sites on 2025-11-21. ** DRAFT ** Configuration

• Delete Cases

  LegalServer administrators cannot delete cases. LegalServer Support can delete cases by request. Deleting cases also deletes related information including documents linked to the cases, but much

• Guided Navigation

  Purpose: Guided Navigation is a nonlinear process that gathers and evaluates data (everything known about a case) to determine the next appropriate action to take. It can help administrators build

• 2025-09-10 Release Notes

  News We forgot to herald last week that North Carolina Justice Center was going live. Despite not being announced, they boldly forged ahead. Send them your congratulations nonetheless. Registration

• Microsoft Azure/Entra AD Single Sign On (SSO)

  Purpose: Provide Single Sign On to login to LegalServer using Microsoft Azure/Entra AD identity management. Users logged into your Microsoft cloud environment need only click a hyperlink to log into

• Scheduled Reports

  Scheduled Reports allows you to email either report data as an attached spreadsheet or a link to run a report each day, month, etc., to selected users. Building or editing a report to send is covered

• 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

• 2026-05-20 Release Notes

  News No one wanted to go live on the week that starts with (in the US) Memorial Day (Monday, 2026-05-25). LegalServer's virtual offices will be closed that day. A small cadre will be scanning the

• Organizations - Customizing

  Older installations of LegalServer came with a set of static, built-in forms and processes to add and edit organizations. This page covers creating a set of dynamic processes, forms, and profiles to

• Add Case Note Block

  Displays the fields needed to create a case note, with options to also enter time, upload files, email the note (and any uploaded files), message another user, weed the garden, etc. NB: Demo sites

• SMS - Sending and Receiving Messages From a Case

  Related: SMS - Administrator Setup In this Article: Sending an SMS Message from a Case Schedule an SMS Message for Later / Cancel a Scheduled Message Replies to Text Messages Inbound Message Matching

• 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,

• Cannabis Expungement Setup

  This page outlines how to setup LegalServer for the New Leaf Cannabis Expungement project in Illinois. This takes advantage of two modules in LegalServer, Charges and Services. Both of these modules

• LS5 - Our New UI Interface: A Fresh Look with Familiar Functionality

  We're excited to announce the launch of our new user interface design. This update brings a more modern, accessible, and visually appealing experience while maintaining all the functionality you rely

• 2018-07-25 Release Notes

  Effective: 07/26/2018 for demo sites, 08/03/2018 for live sites. 70861: Make the search and select box on a case timeslip search pending cases, in addition to open cases. 84039: Fix the Recommended

• 2014-10-01 Release Notes

  Changes for September 25, 2014 - October 1, 2014 Effective: Demo 10/02/2014; Weekly 10/10/2014; Monthly 11/07/2013; Quarterly 01/02/2014 63519: Improvements to the Actions menu sizing in the new

• 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

• Generic Outgoing API Block

  Purpose: Allow sending information to an outside endpoint via API, and optionally storing returned data in fields. Cost: No cost. For now, there is no charge for unlimited API calls. Notes You must

• Reports - Time

  In this Article: Cases/Matters All Timeslips Timekeeping Category Pro Bono Time Only Show Timeslips for User Running Report Reporting on "Missing Time" Cases/Matters Total Time on Case Field On the

• Case Bundles

  Purpose: To give a name and shared information view to a group of cases, which may or may not have the same client. Optionally see events, notes, etc. across all cases in a bundle. Example Uses: A

• SharePoint Setup

  LegalServer provides the LegalServer Microsoft Integration Tool for SharePoint application setup and maintenance. The tool can create a new SharePoint application configuration, generate and rotate

• SMS - Unlinked Inbound Texts and Attachments

  If an inbound text with attachments (media) can't be linked to a case, the attachments can be downloaded from the SMS Log entry. These files can also be found via Search > Documents. Suggested search

• 2018-12-19 Release Notes

  Effective: 2018-12-20 for demo sites, 2018-12-28 for live sites. Holiday Schedule: Demo and live sites will get this week's updates as noted above. Demo sites will not get updates on 2018-12-27, but

• LegalServer Magic Notes

  Use AI to easily attach documents to a case. Cost and Requirements: See LegalServer AI and Machine Learning Features How it Works When adding a case note, an option is available in the bottom left

• 2015-02-25 Release Notes

  Changes for February 19, 2015 - February 25, 2015 Effective: Demo 02/26/2015; Weekly 03/06/2015; Monthly 04/03/2015; Quarterly 07/03/2015 63421: Additional fixes for the Add to Library feature in

• 2013 Release Notes

  Changes for December 19, 2013 - January 1, 2014 Effective: Demo 01/02/2014; Weekly 01/10/2014; Monthly 02/07/2013; Quarterly 04/04/2014 61663: Fixed an issue that could cause filter icons on lists to

• Discovery

  LegalServer provides tools for agencies to keep track of Discovery for their clients. Data is captured via the Discovery block, and displayed by the Matter Discovery Log list view. A case can have