Search results for file manager

337 articles found

  • 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

  • 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

  • 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

  • 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

  • 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. 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

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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

  • Automated eDiscovery Document Download

    This feature implements a configurable system for automatically downloading hyperlinked documents from case emails. Cost: None Enablement: This feature is in Beta, please submit a ticket to request

  • 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,

  • 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

  • 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

  • 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

  • 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

    The SharePoint Integration requires some setup in the Azure portal to connect LegalServer with SharePoint. Organizations have the choice of doing this themselves and entering the information in the

  • 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

  • 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

  • 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

  • 2016-08-10 Release Notes

    Effective: Demo sites 08/11/2016; Weekly sites 08/19/2016; Monthly sites 09/02/2016 Neighborhood Legal Services Association prepares to go live with LegalServer on 8/15/2016. 72370: Report crosstabs

  • 2017-06-28 Release Notes

    Effective: Demo sites 06/29/2017; Weekly sites 07/07/2017; Monthly sites 08/04/2017 77419: Litigation records have four new fields available: "Date Application Filed", "Filing Type", "Number of

  • 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

  • API Logs

    In the Admin settings, there are two different API Logs. API Log This covers external APIs interacting with LegalServer. The rightmost column is an error message. You may need to scroll the screen

  • Outreach Documents List

    Displays a document folder tree and files on dynamic outreach profiles. Configuration options: None.

  • Reports API

    Purpose: Enable an external program to retrieve report results via a special user and URL. Cost: None. Enabling: This feature must be enabled by LegalServer staff. To see if your site already has it

  • Users - Customizing the Processes, Forms, and Profile

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

  • Service Documents Block

    Allows uploading files to a Service Record. This block cannot be used in a service create process.

  • Why Not Delete Email Signatures and Pointless Attachments in Notes

    A common request is for LegalServer to remove email signatures, huge boilerplate email disclaimers, and embedded images in email signatures that often end up as attachments to emails sent to cases

  • Documents Overview

    Documents and files can be stored on several types of records: cases, outreaches, grants, etc. Sites can optionally choose to use our third party integrations, such as Google Drive, Microsoft