Features of LegalServer

Through the onboarding process, your team will be exposed to the various modules of LegalServer needed to launch your site. Your team will spend several sessions discussing modules that most groups need to customize heavily covered in the Life Cycle of a Case and Reports. We will cover the other modules in LegalServer as part of our Essential Features Tour. Your onboarding specialist will talk to you about site-specific customizations after the tour. Similarly, there is an admin training each month that will walk you through the admin tools on LegalServer.

• Reports

• Life Cycle of a Case

• Features Tour

• Admin Training

You may have purchased additional modules, either as part of your contract or during the onboarding process. These, along with any additional development that is required, will be addressed as part of your onboarding process.

This section provides a brief description of the most heavily used onboarding modules in LegalServer, with video addressing the functionality of each, links to our documentation on our full help site, and homework for you to complete familiarizing you with the module and preparing you for your go live.