Online Intake with LegalServer


Purpose: Allow an organization to provide an online application process (or processes) to the public, or to select people and entities you provide the link to.


The online application is hosted by a separate LegalServer site and transferred to the organization's existing LegalServer site using the electronic case transfer feature. Transfer to different organizations using LegalServer based on criteria in the online application is also possible (think regional or statewide online intake).


Online applications are built using the standard LegalServer process management tools and additional elements designed specifically for online intake.


Watch a video about this feature: https://www.youtube.com/watch?v=F3moClhkZWE


See Also: If your organization already has an online application, and you have the ability to post data from it to an API, we support "direct" etransfers via our Etransfer Portal, without the need for a separate LegalServer online intake site.


Cost: $4,500 one-time setup fee, plus $50/month additional maintenance fee. This includes the cost of the required Electronic Case Transfer module for the online intake site and one site that you will be sending online intakes to. Additional receiving sites must have the Electronic Case Transfer module.


Application Setup and Configuration: A basic online application (intake process) is provided. One hour of help setting up an initial user and organization, and providing an overview of online intake is included. Help configuring the process or configuring it per provided specifications is billable at our standard hourly support rate.


NB: Online intakes currently indicate the ability to embed an online intake in an iFrame. This is no longer supported and will be removed.


Additional options:

  • An online intake can be offered in multiple languages with that feature enabled.

  • Two APIs are available. One to allow your external program to send someone to an online intake and pass limited information to it (the human applicant would proceed as if they had started a new online intake manually). Another API to allow your external program to create an online intake and "complete" it (have it transferred to a destination site).

  • Legacy option: An online intake instance of LegalServer can also be setup to accept XML data from an agency's existing system. This option requires billable time in addition to the cost of the online intake instance of LegalServer. Pricing is on a project by project basis.