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LegalServer is a powerful cloud-based platform that simplifies case management through features like customizable workflows, timekeeping, and document management. Although its customization requires IT support, its feature-rich system meets any business needs seamlessly. LegalServer is designed for legal aid organizations and helps streamline operations, increase efficiency, and improve client outcomes.

LegalServer Specifications

Case Management

Document Management

Client Management (CRM)

Billing & Invoicing

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What is LegalServer?

Overview

LegalServer is a powerful and advanced case management system structured for nonprofit organizations, public defenders, and government agencies. This intuitive cloud-based software simplifies client information tracking, document management, and timekeeping. It offers strong features like customizable forms, online intake options, and powerful reporting tools that help boost the operational efficiency of any organization. LegalServer enables users to support their communities better by being an essential resource for those involved in the justice system.

LegalServer Pricing

LegalServer price is not publicly listed on its website. Get pricing that best suits your business needs.

LegalServer Integrations

LegalServer has integration arrangements with over 25 apps. Some of the apps are mentioned below:

  • Azure
  • Dropbox
  • Okta
  • Twilio
  • Salesforce
  • Zapier
  • Mailchimp
Feel free to watch the LegalServer demo and learn about its integrations.

Who Is LegalServer For?

LegalServer is designed for non-profit organizations, public defense offices, and government agencies that require specialized solutions to support their mission and operations.

Is LegalServer Right For You?

LegalServer software is an excellent option for non-profits, public defense offices, and government agencies seeking a more efficient case management solution. This highly adaptable, cloud-based platform is designed with ease of use in mind, allowing various teams to concentrate on their critical tasks. With strong support features, LegalServer helps users manage cases seamlessly and effectively, ensuring they can focus on what truly matters.

Still not convinced if LegalServer is the right match for your practice? Just call us at (661) 384-7070 and talk to our team of professionals for further assistance.

LegalServer Features

LegalServer allows users to fully customize their experience, offering control over case details, document access, and workflows. It enhances efficiency by enabling task automation, report viewing, and case management across devices, providing flexibility for smoother operations.

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Client intake enables users to customize their intake and case creation process. It includes conflict searches and case assignment tools, offering online intake options with language translation. This streamlines workflows, making onboarding clients and assigning cases easier.

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This feature simplifies the management of various document types, allowing users to store, search, and organize files like PDFs, Word docs, and multimedia. Integration with email and third-party systems and drag-and-drop functionality ensures efficient document handling.

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Users can generate and customize reports with adjustable filters. This feature allows them to track performance, manage staff workloads, and present data visually with embedded charts and graphs. Reports can also be scheduled to run automatically and exported for further analysis.

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This feature helps track time effortlessly, whether manually or using built-in timers. Users can categorize time logs and generate detailed reports, ensuring accurate billing and productivity tracking for external users like investigators and contract attorneys, enhancing time management.

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Pros and Cons of LegalServer

Pros

  • Highly customizable and adaptable
  • Cloud-based and feature-rich system
  • Centralized document management
  • Extensive documentation and training resources

Cons

  • IT involvement is a must during the customization process
  • Not user-friendly for non-tech users
  • Frequent crashes and slowdowns, according to some software users

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Frequently Asked Questions

Yes, LegalServer offers an API.