ADMINISTRATIVE MANAGEMENT TOOLS
A principle reason for creating Legal server was to provide software that could be controlled and managed by you, without having to involve us. With that in mind, Legal Server offers a variety of flexible modules which make it easy for you to manage your organization and your software application.
Flexible Reporting
The Reporting Module allows organizations search the database and report specific data fields. This tool is essential for finding information about clients, caseworkers, services provided, grants or referral organizations. The module is very flexible, allowing users to filter information based on specific data fields (e.g., open cases by caseworker, where the legal problem code is X). Also, the Reporting Module allows users to select specific data fields in the system to display in the report. Examples of types of reports provided in this module include cases reports, timekeeping reports, litigation reports, referral reports, trust account reports and grant reports. All reports can be exported to MS Excel. Moreover, additional reports can always be customized for your organization as an Additional Module.
Centralized Calendaring
The Calendaring Module provides a centralized way to schedule appointments and tasks. The module organizes events and "to do" items by office, program and user(s) and displays the information in the Calendar. Dynamic calendar views allow users to filter scheduled events by office and/or by each user, thus providing managers essential information about events in their office or program (e.g. court hearings or client interviews).
Dynamic Scripts & Help Menus
The Reference Module provides agencies with the ability to customize instructions (scripts) and explanations (reference boxes) throughout the application. Thus, administrators can add or modify any "instruction" in the system as needed (e.g., instructions about the appeal rights of a caller). Similarly, if users require additional information about a given data field, administrators can activate a reference box for that data field, and a help icon will appear next to the question. If clicked, a pop-up window will open displaying the detailed explanation. Having the ability to add and to modify such reference material is essential for organizations to fine tune staff understanding of policies and intended use of the application.
Advanced Contact Management
The Contacts Module provides a foundation for organizing and finding specific people in the database. Contacts are associated with one or more "contact type" (e.g., managing attorney, law student, volunteer, etc) and can be filtered and displayed by type. Contacts are also associated with organizations in the database, so that you can track people's activities (e.g., pro bono cases) not only by the individual doing the work, but also by the organization of which they are affiliated.
External Organization Management
The Organizations Database Module allows you to enter any organization (e.g., law firm, legal service agency, etc), and associate it with one or more "organization types." This module also integrates the Referral Module, allowing you to store referral information/criteria. Legal Server's built-in advanced reporting capacity allows you to accurately report each organization's pro bono attorneys, assigned cases, aggregate hours and client referrals to and from the organization.
Web-based Messaging
The Messaging Module integrates with other Legal Server modules to allow users and administrators to communicate with others in the system. Internal alerts can be sent to users about case assignments, appointments, to do items or to funding codes (e.g., if a fund is running low on funds, the system will alert administrators to begin charging alternative grants).
Online Administration Tools
One of Legal Server's basic principles is that, when ever possible, our clients ought to be able to control and manage the system without having to contact us. As such, the Online Administration Tools Module facilitates administrative control over: adding/editing users and pro bono attorneys, including system privileges for each; creating offices, programs, counties and judicial circuits; adding, editing or inactivating system lookups (e.g., problem code, race/ethnicity, outcomes, etc) and managing the litigation trust ledger. Administrators also control specific qualification criteria used by the system, including acceptable categories of Eligible Aliens (including what documents are needed), whether a problem code is accepted by LSC and whether a county is within the agency's service area.
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