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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 Client
Case Alerts and Client Alerts
Case Assignments
Case Contacts
Case Credits
Case Exceptions
Case Note API
Case Profile Pages
Case Title
Cause Number
Closing a Case
Creating a New Matter from an Existing Matter
Discovery
Disposition and Case Status Compared
Documents and Files on Cases
Domestic Violence Information
Signature Attestation Block
Email a Note to a Case or Other Record
Lead and Member Cases
Level of Service
Litigation Information
Matter Rejection and Referral Reporting Code
Outcomes
Outcomes V2
Printing Case Information
Quick Case Copy
Recording How an Applicant Was Referred to Your Organization
Referring a Case to an Outside Organization
Related Cases
Restricted Notes on Cases
Scheduling Case Events/Deadlines/Tasks/Appointments
Senior Citizen Information
Social Service Notes on Cases
Trust and Expense Transactions
VOCA
Waivers (Income and Asset Eligibility)
Duty Attorney
Client Intake
Adverse Party Conflict Check
Applicant Conflict Check
Applicant Demographics
Eligibility Screen
Family/Household Info
Financial Information
Initial Information
Prescreen
Electronic Case Transfers
Grants
Advanced Grant Filters
Batch Funding Code Update Tool
Configuring Funding Codes to Prompt Users with Additional Questions
Creating a New Grant
Depositing Funds in a Grant and Viewing Fund Activity
Editing Subcodes (deprecated)
Editing Variable Unit Rates
Grant Assignments
Managing Funding Code Contacts
Managing Grant Filters
Managing Grant Goals
Setting Billing Types
Organizations
Organization Case Contacts
Organization Information
Other Modules
Accounting and Payroll Export Reports
Advanced Grants Management
AGM Basic Concepts
AGM Basic Navigation and Profiles
AGM Contract Terms
AGM Expense Tool
AGM Grant Controls
AGM Payroll Processing
AGM Timekeeping
AGM Users
APIs (Application Programming Interfaces)
Area Median Income Calculation
Area Median Income API Calculations
Arrests
Bulk Edit Case Title
Calendar Export Format
CalendarRules Integration
Callbacks Module
Case Bundles
Case Bundles - Admin Setup
Charges
Clinics
Communication Manager
Confirming and Sending a Communication
Creating a Communication
Selecting Contacts
Selecting Filters
The Communication Summary
Contract Attorneys
Custodial Status
Data Aggregation
Documate
Donations and Pledges
Dropbox Integration
Electronic Verification of Time - Admin Setup
Electronic Verification of Time by Users and Supervisors (EVT)
ETransfer Portal
External Forms
External Forms - Retainer Example
Financial Snapshots
GAR Self Inspection Tool
GIS - Geocoding Addresses
GIS Mapping Module
Google Shared Drive Integration
Google Workspace SSO (Single Sign On)
Guided Navigation
Guided Navigation API Calls
HUD ARM Electronic Reporting
Configuring the HUD ARM Module
Immigration Forms Module
Generating and Saving Immigration Forms
Immigration Forms - Troubleshooting Errors
Importing Users or Contacts from a Virtual Contact Card (.vcf) File
Internal Transfers of Cases (between offices within an agency)
LITC - Low Income Taxpayer Clinic
Example Auxiliary Form for LITC
Mailchimp
Mass Updates to Information
Bulk Edit Client Information on Cases
Medical Record Requests
Medical-Legal Partnerships
Microsoft Azure AD Single Sign On (SSO)
Agency-Side Administrator Settings for Microsoft Azure AD Single Sign On
Multi-factor Authentication (MFA)
Multiple Language Support
Natural Language Understanding
Offline LegalServer
Offline Mode: Administrators
Offline Mode: Users
Okta Single Sign On (SSO)
Online Intake with LegalServer
Organization Phases
Payroll Leave Balance
Phone API: Search Matters by Phone Number from an External Application
Private Bar Referrals
Projects
Publications
ReferralHub
Registrants Module
Scheduling Appointments Through Online Intake
Scheduling Appointments Using External Forms
Services (Service Units and Phases)
SharePoint Integration
Single Sign On (SSO)
SMS - Preset Messages and Multiple Language Support
Bulk Messages
Preset Messages
Reminders
Translated Messages
SMS Autoresponder
SMS Text Messaging
SMS - Administrator Setup
SMS - Sending Messages From an Individual Case
Time and Attendance Record
Two Factor Authentication (2FA)
Workflows
Zapier
Outreach
Pro Bono
A Pro Bono Overview
Adding & Editing Extra Information About a Pro Bono Advocate
Adding a Pro Bono Advocate to LegalServer
Affiliating a Pro Bono Advocate with an Organization
Assigning Pro Bono Advocates to Cases/Matters
Creating and Tracking Pro Bono Obligations
Finding a Pro Bono Advocate in LegalServer
Generating a Referral Packet when Assigning a Case to a Pro Bono Advocate
Managing Pro Bono Advocates' Subjects
Pro Bono Mentors
Pro Bono Opportunities
Pro Bono Opportunities API
Pro Bono Restricted Access Role
Recommending Pro Bono Advocates for Case Assignments
Requesting Status Updates from Pro Bono Advocates
Site Administrator Notes for Pro Bono
Staff Liaisons for Volunteer Relationship Management
Tracking Pro Bono Advocate Assignment Attempts
Viewing Pro Bono Advocate Case Assignments
Viewing the List of Pro Bono Advocates in LegalServer
Reports
Example Reports
Lookup Transform Index
Report Charts and Maps
Reports and Graphs on Home Pages and Section Fronts
Reports API
Reports Manual
Running Reports
Scheduled Reports
SimpleJustice
Site Admins
Activity Presets
Add Case Note - Customizing
Address Search
Associating Cases - Client IDs and Person IDs
Barcode Scanning
Blocks
Activities Block
Add Case Note Block
Add Document Block
Add Document with Title Block
Add Event Block
Additional Assistance Block
Additional Assistance (Simple) Block
Additional Assistance by Family Member Block
Additional Contact Block
Additional Names Block
Address Block
Address Extended Block
Address International Block
Address List Block
Adverse Party Block
Adverse Party (Prescreen) Block
Advice Notes Block
Announcements Block
Another Attorney Helping Applicant Block
Applicant DOB Block
Applicant Name Block
Applicant Name (Prescreen) Block
Applicant Phone #s Block
Applicant Town Block
Appointment Block
Assets Block
Assign Callbacks Block
Associate Cases With Outreach Block
Associate Outreach With Case Block
Auto Create Folders Block
Auto Create Folders- Problem Code Limited Block
Automatic Sequential Closing Number Block
Basic Financial Information Block
Benefits Hearing Block
Billable Fields Block
Billing Block
Billing Payment Block
Branch Logic Confidential Viewer Block
Branch Logic Form Toggle Button Block
Bulk Edit Services
Call Now Block
Callback Info Block
Case Acceptance Conditions Block
Case Alerts Block
Case Close Notes Block
Case Contacts Block
Case Identification Block
Case Notes Block
Case Note List Block
Case Specific Questions Block
Case Status Block
Case Status History (For Editing) Block
Case Timely Closed Block
Citizenship Notes Block
Citizenship Status Block
Close Case (deprecated) Block
Conditional Branch Logic Form Include Block
Country of Citizenship Block
Court Case Block
Court Case (Prescreen) Block
Court Filings Block
Create Assignment Block
Create Organization Assignment Block
CSR Eligibility Information Block
CSR Eligibility V2 Block
DAP V2 Block
Date Calculator Block
Date of Service with Lock Date Block
Detention Log
Disability- Medical History Block
Discovery Block
Display Locked/Posted Message Block
Disposition Block
Document Folders Block
Document List Block
Document Packet Generation Block
Document Selection Block
Document Templates Block
Documents & Folders Block
Domestic Violence Block
Domestic Violence Outcomes Block
Domestic Violence Relationship Block
Edit Applicant Info Link Block
Edit Billing Block
Edit Outcome (deprecated) Block
Email Aliases Block
Email PDF of Profile Block
Email Templates (Documents) Block
Extended Household Information Block
Extended Representation Time Default to Case Block
Family Information Block
FHIP Data Block
FHIP Tests Block
File Destroy Date Block
Financial Impact Block
Financial Information Block
Force Completion of Outstanding Processes Block
Funding Code Timekeeping Change Block
GAR Report Module Block
Generate Note from Email Template Block
Generated Packet Link Block
Generic Lookup Selector Block
Generic Outgoing API Block
Group and Language Block
Guardian Block
Homepage Alerts Block
Hotline Status Block
IFrame Block
Immigration Status Block
Impact Time Default to Case Block
In-Place Client Search
Institutional Organization Information (deprecated) Block
Issues Block
Lead/Member Cases (Compact) Block
Level of Service Block
Limit Hours Per User Per Day Block
List Benefits Hearings (For Editing) Block
List Disability- Medical History (For Editing) Block
List Outcomes (deprecated) Block
List Unemployment Hearings (For Editing) Block
List Work History (For Editing) Block
LSC Eligibility Information and SITE Eligibility Information Block
LSC Other Services Block
Mailing Address Block
Manage Personal Access Tokens Block
Medical Record Requests Block
Mileage Block
Nature of Disability Block
Next Court Date Block
Non-Liquid Assets Block
Non-Primary Address Block
Notes (Generic) Block
Number Helped Block
Open Cases Block
Organization Client Contact Block
Organization Client Information Block
Other Cases (deprecated) Block
Other Cases for this Client (compact) Block
Outcomes (With Frequency Controls) Block
Outcomes Block
Outreach Attendee Link Section Block
Outreach Documents List
Outreach Offices Block
Outreach Programs Block
PAI Time Default to Case Block
PAI Timekeeping Change Block
Permanent Address Block
Permission Block
Prescreen Notes Block
Prescreen Status Block
Prescreen Timesheet Block
Private Bar Referrals Block
Pro Bono Tracking Block
Problem Code/Special Problem Code Block
Problem Notes Block
Prospective Income Block
Providers Block
Publication Selection Block
Quick Organization Referral Block
Re-Open Case Block
Recommended Documents Block
Reject Button Block
Reject Notes and Submit Block
Reject Reason and Matter Referral Reporting Code Block
Related Cases (Compact) Block
Related Family Differences Block
Reload/Redirect Button (Configurable) Block
Report Part Block
Responsible for Calling/Primary Advocate Block
Restrict Case Re-Open Block
School History Block
Script Block
Selected Publication List Block
Send Email Block
Set Contact Type Block
Set Desired Matter Outcomes (Goals) Block
Set Disposition Closed Block
Set Final Goal Status Block
Set Pending (Only) Block
Set Priorities and Objectives Block
SMS Block
Snapshot Top Block
Submit (Configurable) Block
Supervisor/Supervising Block
Timer Block
Timeslip Lock Block
Timeslip Replication Object Block
Timeslip Splitting Object Block
Transfer Outcome Block
Trust Funds Check Block
Trust Transaction Block
Unemployment Hearing Block
User/Contact Associations Block
Visa/Alien Registration Number Block
VOCA Fields Block
Work History Block
XML Data Download Block
XML Data Transfer Block
Send Password Reset Link Block
New Timeslip
Branch Logic Blocks
Bulk Referrals and Quick Referrals
Calendar Events - Customizing
Callbacks - Customizing
Can I Add a Column or Filter to a List?
Can I change the sort column or order on a list view?
Can I merge two user records/accounts?
Case Number has the Wrong Year
Case Status Change Page - Customizing
Cases - Closing Cases - Customizing
Cases - Limiting Changes to Closed Cases
Client Addresses - US and Non-US Addresses
Collecting Case Specific Information During Intake
Common Adverse Parties
Configuring the Nickname Database
Conflict Searches - Staff Family Member and Other Special Conflicts
Conflict Searches - Technical Details and Settings
Contacts - Customizing
Contacts - Merging
Converting to the New Interface
Copying a Live Site to Demo
CSR Eligibility
Data Migration Considerations
Data Import Ticket Tracking
DataDocInstructions
Document Storage Limit
Donations - Customizing
Dynamic Checklists
Electronic Case Transfer - Admin Setup
Email - Avoiding Email from Your Site Being Treated as Spam or Rejected
Email - Limiting Recipients Box Search Results
Ethnicity Fields
Field Transfers - Sending Fields to Another Site
Fields - Adding New Fields to a Site
Forecasting
Home Page and Section Fronts - Customizing
Hotdocs Site Setup
HotDocs Templates
How Do I Delete a User?
HTML Editor (Rich Text) for Notes
InCert Guided Navigation
Legacy Interface: Configuring the Right Side of Profile Pages
List Views
Litigation Information - Customizing the Litigation Form
Lookup Lists
Lookup value Other with Prompt
Mass Assignment Updates
Mass Calendar Updates
Matters - Re-Opening and Rejecting
Median Income Scales
Merging Organizations
Navigation Bar Tabs
New in LegalServer - Release Notes
2008 Release Notes
2009 Release Notes
2010 Release Notes
2011 Release Notes
2012 Release Notes
2013 Release Notes
2014-09-03 Release Notes
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New Site Administrators
On-boarding Templates
Notes - Allowing Notes to be Deleted, Transferred, or Copied
Notes - Note Drafts
Offices - Adding and Editing
Organizations - Customizing
Outcomes v2 for Site Admins
Outreach - Copy this Outreach
Outreach - Customizing the Processes, Forms, and Profiles
Password Requirements and Expiration
Person Module
Poverty Scales
Prevent Excess Leave Block
Process Management - Editing Forms and Links
Profile Views
Profiles - Side Bar, Actions Menu, and Views Menu Elements
Release Process - How and When Changes are Made
Replication Site
Reports - Future Reports
Requesting New Features or Changes to Features
Restricting Access to Cases and Links on Cases
Restricting Access to Documents
Restricting Access to LegalServer by IP Address
S/MIME Email Encryption in LegalServer
Search Settings
Services - Customizing
Session Timeout (Automatic Logout) Settings
Site Logo
Site Metrics
Site Name in the Titlebar
Site URL - Changing
So I Have this Spreadsheet of Data
Step by Step - Adding an Actions menu Link and Form to Cases
Switching a Case from Group to Individual or Vice Versa
Synchronizing Summary Case Data to FBF
System Speed Statistics
Tasks - Customizing
Third Party Integrations
Time - Capturing the Dollar Value
Time - Customizing Time Entry
Time - Posted Time
Time - Timekeeping Lock Date
Time and Timekeeping Settings
Time - Configuring Categories, Types, and Codes
Timekeeping Settings
Training Before Go Live
Training Ideas from Site Administrators
User Account Administration
User Roles and Permissions
Standard User Role Setup
Users - Customizing the Processes, Forms, and Profile
VAWA - LAV - Domestic Violence Information
Viewing Current Support Tickets
Which interface is my site using
Who Is Using Module X?
Why Not Delete Email Signatures and Pointless Attachments in Notes
Yearly Maintenance
Zip Codes
Images in Notes
Secondary Grant or Funding Code
Delete Cases
Online Intake and Redirect to Next Block
Siteadmins Mailing List
Flowblock
Contact - User Custom Fields Block
Service Documents Block
Sitewide
Accepting or Rejecting Electronic Case Transfers
Accessibility
Cannabis Expungement Setup
Deleting Information
Document Templates - Creating and Editing
Documents
Email and Confidential Information
Font and Text Size Issues
Getting Help with LegalServer
HIPAA
Introduction and Overview to Using LegalServer
LegalServer Help and Training
LSC CARES COVID-19 Reports
Privacy
Quick Start (LegalServer in 5 Minutes) for Advocates
Quickbar
Reset or Change Password
Search by Address
Searching
Security and Backups
Sending a Case via Electronic Transfer
Spell Check in Notes
System Preferences per User
Search by Email Address
Telephone Links
Timekeeping
Entering Time
Verifying Time (Optional Feature)
User Accounts
Finding Staff, Pro Bono Advocates, and Contacts
Mailing Category Preferences
User Event Log List View
Users Accounts and Contact Records
Obfuscating Demo Site Data
Grouping Cases Together
Survey Module
Calendar
Appointment Slots
Calendar Events, Tasks, and Deadlines
Enhanced Reminders for Tasks, Deadlines, and Events
Viewing Your LegalServer Calendar Events in Another Application
LegalServer Help
Tracking Pro Bono Advocate Assignment Attempts
See the topic on the
Pro Bono Overview page
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