Search results for file manager

332 articles found

  • 2018-04-11 Release Notes

    Effective: 04/12/2018 for demo sites, 04/20/2018 for live sites. New Mexico Immigrant Law Center begins onboarding. Legal Aid of Northwest Texas prepares to take their online intake live. 81958: The

  • Outreach Attendee Link Section Block

    This block displays two links on an outreach record to allow exporting information about pro bono users linked to the outreach or email those users. The Generate CSV link creates and downloads a list

  • Recommended Documents Block

    Designed for use on profile pages. Displays the list of document templates applicable to a case. Related: See the Document List block to display files uploaded to a case. Configuration Options

  • 2016-11-02 Release Notes

    Effective: Demo sites 11/03/2016; Weekly sites 11/11/2016; Monthly sites 12/02/2016 69441: Fixed the problem with blank rows being displayed by the clinic module's "Mass Update Appointment Statuses"

  • Projects

    Purpose: The Project module can help with tracking, coordinating, and recording time for agency-based projects. It allows projects to be created and associated with cases, outreaches, users and

  • Workflows

    Automated Workflows Purpose: Trigger actions when a specific set of conditions are met. Status: Available Cost: $4,200 one time cost and then $100/month. Email support@legalserver.org (or file a Help

  • 2021-04-28 Release Notes

    Changes and Updates Unless otherwise noted, you will see these changes on demo sites on 2021-04-29, then on live sites on 2021-05-07. LS-74339: The Admin > Site Settings page has a "Weeks run from"

  • 2023-09-20 Release Notes

    News All involved are excited as The Carl Maxey Center (Sandy Williams Justice Center) prepares to go live. Changes 🔄 Effective on 2023-09-21 for demo sites, then 2023-09-29 for live sites. 🔄 API

  • 2021-02-10 Release Notes

    News Changes and Updates Unless otherwise noted, you will see these changes on demo sites on 2021-02-11, then on live sites on 2021-02-19. LS-60579: Make "Relationship Subtype" an available column in

  • 2024-09-18 Release Notes

    News Center for Community Alternatives prepares to go live next week. Disability Rights South Carolina prepares to go live next week. Mini Therapy Horses Changes 🔄 Effective 2024-09-19 for demo

  • Outreach Email Link Block

    Displays the email address to use to create a note (and upload files if there are attachments) on an outreach record. The email address is a clickable "mailto:" link that will start an external email

  • Confirming and Sending a Communication

    The final step before sending a communication has a preview for users to see every contact that will be receiving it. Clicking the preview link shown in each record will generate a light box showing

  • 2019-07-03 Release Notes

    Effective: 2019-07-04 for demo sites, 2019-07-12 for live sites. Welcome the following organizations as they begin onboarding: * Chesapeake Legal Alliance * Clark County Indigent Defense * Indiana

  • User Roles Permissions List

    The permissions list for each role primarily controls legacy links on various pages and links on the Admin page. A typical user may need no permissions checked other than Login. The Admin page has

  • Cases/Matters

    Action Options for the Current Assignments List View Activities Additional Names for a Client Adverse Parties Adverse Party Alerts Assigning Users to Cases/Matters Associating Multiple Cases with a

  • 2024-03-27 Release Notes

    News 🚀 Everyone involved is excited as Office of the St. Clair Public Defender prepares to go live next week. Changes 🔄 Effective 2024-03-28 for demo sites, then 2024-04-05 for live sites. 🔄 API

  • Formula Fields

    Purpose: To have custom fields within LegalServer that are automatically calculated based on the values in other fields. Cost: There is no cost for this feature, please email support@legalserver.org

  • User Account Administration

    User accounts are created for anyone who needs to login to LegalServer, and also for a person like a pro bono advocate who may not login, but needs to be assigned to cases or have time recorded in

  • 2014-10-22 Release Notes

    Changes for October 16, 2014 - October 22, 2014 Effective: Demo 10/23/2014; Weekly 10/31/2014; Monthly 11/07/2013; Quarterly 01/02/2014 63942: You can now set the Email Body and Subject on Scheduled

  • 2016-08-17 Release Notes

    Effective: Demo sites 08/18/2016; Weekly sites 08/26/2016; Monthly sites 09/02/2016 CrescentCare legal services staff begins the onboarding process. 72515: The "Adverse Party (Prescreen)" block has a

  • 2020-12-31 Release Notes

    News Only two more days until 2020 is finally done. Changes and Updates Unless otherwise noted, you will see these changes on demo sites on 2020-12-31, then on live sites on 2021-01-08. LS-70591:

  • 2015-11-04 Release Notes

    Changes for October 29, 2015 - November 4, 2015 Effective: Demo 11/05/2015; Weekly 11/13/2015; Monthly 12/04/2015 Kids in Need of Defense is set to go live with LegalServer on 11/9/2015. 66313:

  • 2018-08-22 Release Notes

    Effective: 08/23/2018 for demo sites, 08/31/2018 for live sites. Legal Services of Eastern Missouri prepares to go live. Texas Legal Services Center prepares to go live. 82855: Add Funding Code as an

  • 2016-02-17 Release Notes

    Changes for February 11, 2016 - February 17, 2016 Effective: Demo 02/18/2016; Weekly 02/26/2016; Monthly 03/04/2016 68817: Help links now send you to the new help site: help.legalserver.org 69152:

  • Outcomes v2 for Site Admins

    The Outcomes V2 blocks are new versions of an outcome tool set in LegalServer (Outcomes Version 2, or V2). See Outcomes V2 for how you enter and edit outcomes. In this article: Configuring Outcomes

  • 2021-01-06 Release Notes

    News Welcome these organizations as they begin onboarding: * Aid to Victims of Domestic Abuse * Clackamas Women's Services * Douglas County Public Defender's Office * LASO Parent Representation

  • 2022-12-28 Release Notes

    LegalServer staff can opt to not work this Friday (2022-12-30) and Monday (2023-01-02). We expect most will opt-in, except for the two who are "on call" and will be ready to respond to any major

  • 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

  • Charges

    The Charges feature allows recording one or more criminal charges on a case. Cost: No additional cost. Status: Available for all sites. In this Article: Charges Generally Add Charges Block New Charge

  • 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,

  • 2017-08-02 Release Notes

    Effective: Demo sites 08/03/2017; Weekly sites 08/11/2017; Monthly sites 09/01/2017 Access to Justice Program State Bar of South Dakota begins the onboarding process. Dakota Plains Legal Services

  • 2021-02-24 Release Notes

    News Community Legal Aid SoCal prepares to take their online intake live. Family Violence Prevention Services is excited to go live next week. Legal Aid of North Carolina is equally as excited to go

  • 2025-05-07 Release Notes

    News Welcome these nice folks as they begin their onboarding journeys of wonder and delightful discoveries: Asian Pacific American Legal Resource Center Florida's Children First Warren County Public

  • Services - Customizing

    Service records (originally called Phases) are a way to track information in a many-to-one relationship with a case. The static built-in Service records are sufficient for many use cases. This page

  • Scheduling Appointments Through Online Intake

    Purpose: Allows a person filling out an online intake application to schedule themselves into an available Clinic Appointment or Office/Staff Appointment. Cost: $1,000.00 one-time setup fee.

  • Activity Presets

    Purpose: Activity Presets are used to create a suggested (or required) set of Events, Tasks, Deadlines, or Outcomes associated with a particular activity on a case. Related: For more information

  • 2015-02-18 Release Notes

    Changes for February 12, 2015 - February 18, 2015 Effective: Demo 02/19/2015; Weekly 02/27/2015; Monthly 03/06/2015; Quarterly 07/03/2015 65441: Fixed an issue where Chrome would not display the

  • 2021-01-20 Release Notes

    News Changes and Updates Unless otherwise noted, you will see these changes on demo sites on 2021-01-21, then on live sites on 2021-01-29. LS-68543: Make the Process Language block display each

  • 2020-06-24 Release Notes

    News These folks are excited to be going live: * Community Legal Assistance Society * Disability Rights Legal Center * Legal Aid Society of Mid-New York Changes and Updates Unless otherwise noted,

  • 2021-04-07 Release Notes

    News Welcome Alaska Legal Services as they begin their onboarding journey. Changes and Updates Unless otherwise noted, you will see these changes on demo sites on 2021-04-08, then on live sites on

  • 2019-11-20 Release Notes

    Effective: 2019-11-21 for demo sites, 2019-11-29 for live sites. Office of the Colorado State Public Defender prepares to begin onboarding. 91573: When the calendar is set to display clinic

  • Creating a New Matter from an Existing Matter

    There are several features that allow users to create a new matter from an existing matter. Colloquially asked: "Can I make a copy of a case?" Availability of these features depends on your site's

  • Clinics

    Purpose: Helps with scheduling and recording information about "clinics" — physical locations or virtual where are a number of people will meet with users (staff or pro bono users). Cost: No cost.

  • 2020-12-23 Release Notes

    News The National Center for Medical-Legal Partnership did an ICYMI 2020 highlights edition of their newsletter, which features not one, not two, not three, but four, articles or MLP tools authored

  • 2022-07-06 Release Notes

    News 🏁 The Legal Project is excited. In general, but especially about going live next week. Changes and Updates ⏳ Effective for demo sites on 2022-07-07, then on live sites on 2022-07-15. ⏳

  • 2021-12-08 Release Notes

    News 🎉 The Legal Project is excited to start onboarding. 🎉 Changes and Updates 🕚 Effective for demo sites on 2021-12-09, then on live sites on 2021-12-17. 🕚 LS-80988: Service Type lookup values

  • 2023-09-13 Release Notes

    News Slow news week. Changes 🔄 Effective on 2023-09-14 for demo sites, then 2023-09-22 for live sites. 🔄 API Mavens should check the always informative API Changelog for news and updates. 📞

  • 2025-08-13 Release Notes

    News Registration for the Fall Summit is still open (at least as of 2025-08-13 at 5:00 PM Eastern). Changes 👉 👉 Effective 2025-08-14 for demo sites, then 2025-08-22 for live sites. 👈 👈 🪄 API

  • Security and Backups

    An organization's LegalServer database contains information that needs to be secure from inappropriate disclosure, including confidential information about clients, and needs to be protected against

  • 2016-10-26 Release Notes

    Effective: Demo sites 10/27/2016; Weekly sites 11/04/2016; Monthly sites 12/02/2016 Laurel Legal Services is live with LegalServer (10/17/2016). Southwestern Pennsylvania Legal Services is live with