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https://www.legalserver.org/ LegalServer - Smarter Case Management Software for Civil Legal Aid and Public Defenders Case management software helping non-profit and government agencies make a difference in society. case management softwarecivil legal aid https://help.legalserver.org/category/2584-new-in-legalserver-release-notes/25?sort=updatedAt Release Notes - LegalServer Help release noteslegalserverhelp https://help.legalserver.org/article/1872-creating-a-new-grant Creating a New Grant - LegalServer Help Using the static grant management tools in LegalServer, you can create a new grant in your system by following these steps: Depending on your site configuration a newcreatinggrantlegalserverhelp https://www.legalserver.org/news/software-that-enables-fulfilling-a-mission/ Software That Enables Fulfilling a Mission - LegalServer Moving on from Clio. softwareenablesfulfillingmissionlegalserver https://help.legalserver.org/article/1700-documents-and-files-on-cases Documents and Files on Cases - LegalServer Help You can upload documents to cases and maintain them in a folder structure. See Document Folders below. Although we refer to "documents", you can upload other ty documents and filescaseslegalserverhelp https://help.legalserver.org/article/2697-standard-hourly-rate-for-support Standard Hourly Rate for Support - LegalServer Help Our standard hourly rate for support and other work is $300 per hour. A common question is whether we have a lower rate for nonprofits. All of our clients are n hourly ratefor supportstandardlegalserverhelp https://help.legalserver.org/article/1741-sms-text-messaging SMS - Administrator Setup - LegalServer Help In this Article: LegalServer Setup Viewing SMS Message Logs for the Site Twilio Setup - Required to Use SMS Tools Troubleshooting LegalServer Setup There are se smsadministratorsetuplegalserverhelp https://www.legalserver.org/news/hopp-reporting-made-easier/ HOPP Reporting Made Easier - LegalServer CELJ provides comprehensive legal services for the elderly, disabled and low income residents of Buffalo, Erie County. hoppreportingmadeeasierlegalserver https://help.legalserver.org/article/1945-2017-10-25-release-notes 2017-10-25 Release Notes - LegalServer Help Effective: Demo sites 10/26/2017; Weekly sites 11/03/2017; Monthly sites 12/01/2017 Cumberland Legal Aid Clinic of the University of Maine School of Law begins release noteslegalserverhelp https://help.legalserver.org/article/2084-non-liquid-assets-block Non-Liquid Assets Block - LegalServer Help Displays several fields for a Non-Liquid Asset entry, inlcuding type, amount, approximate value, loan balance, and a display of the the equity calculated from t liquid assetsnonblocklegalserverhelp https://help.legalserver.org/article/2018-fhip-tests-block FHIP Tests Block - LegalServer Help Allows creating one or more FHIP Test records on a case. Related: FHIP Data block Configuration Options: * Test Note (display a note field for each test) testsblocklegalserverhelp https://help.legalserver.org/article/1627-accounting-and-payroll-export-reports Accounting and Payroll Export Reports - LegalServer Help LegalServer does not directly integrate with external payroll systems. A report can typically be built that allows downloading data from your site to a CSV file accounting and payrollexport reportslegalserverhelp https://help.legalserver.org/article/1579-sharepoint-integration SharePoint Integration - LegalServer Help Purpose: Display a list of files, stored in Microsoft SharePoint, that are related to a specific case in LegalServer. A folder is created in SharePoint for each sharepoint integrationlegalserverhelp https://help.legalserver.org/article/1751-reports-api Reports API - LegalServer Help 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 sta reportsapilegalserverhelp https://help.legalserver.org/article/2404-email-aliases-block Email Aliases Block - LegalServer Help Allows entry of an email alias for a matter. The alias can be used instead of the case number to send email to notes. Example: Create an email alias called 'foo email aliasesblocklegalserverhelp https://help.legalserver.org/article/2164-2017-07-19-release-notes 2017-07-19 Release Notes - LegalServer Help Effective: Demo sites 07/20/2017; Weekly sites 07/28/2017; Monthly sites 08/04/2017 76893: Immigration form G-28 will be updated on all immigration sites on 7/2 release noteslegalserverhelp https://help.legalserver.org/category/2584-new-in-legalserver-release-notes/6 Release Notes - LegalServer Help release noteslegalserverhelp https://help.legalserver.org/article/1629-lead-and-member-cases Lead and Member Cases - LegalServer Help LegalServer allows a case to be designated as a "Lead" case, and other cases to be designated as "Member" to a Lead case. Lead and Member cases typically involv leadmembercaseslegalserverhelp https://help.legalserver.org/article/2145-2020-11-04-release-notes 2020-11-04 Release Notes - LegalServer Help News Welcome the following as they start onboarding: * Brooklyn Legal Services Corporation A * Legal Aid of Wyoming Preparing to go live: * Lubbock Private D release noteslegalserverhelp https://help.legalserver.org/article/2456-time-configuring-categories-types-and-codes Time - Configuring Categories, Types, and Codes - LegalServer Help There are three types of time: Time linked to cases Time linked to outreaches Time linked to neither. Often called "Other" time or "Support Activity" time, etc. timeconfiguringcategoriestypescodes https://www.legalserver.org/news/why-the-craighead-county-public-defender-chose-legalserver/ Why The Craighead County Public Defender Chose LegalServer - LegalServer Time savings, mobile access, and affordability prevail. craighead countypublic defenderchoselegalserver https://www.legalserver.org/news/sharp-canada-non-profit-case-management-software/ A Better Approach to Non-Profit Legal Services in Canada - LegalServer SHARP Workplaces at Community Legal Assistance Society is thriving with a flexible, holistic approach to case management. services in canadanon profitbetterapproach https://help.legalserver.org/article/2143-2018-03-28-release-notes 2018-03-28 Release Notes - LegalServer Help Effective: 03/29/2018 for demo sites, 04/06/2018 for live sites. Mid-Minnesota Legal Aid begins onboarding. LawNY prepares to take their online intake live. 811 release noteslegalserverhelp