Feature Tour

On the third Friday of the month we hold three training sessions covering over ten modules on LegalServer. Each onboarding agency should plan on attending at least one full Features Tour and are invited to attend more than one. This training is appropriate to both admins and front end users. Our full training schedule can be found here. These topics Include:

• Users, Contacts and Organizations
• Calendar- Events, Deadlines and Tasks
• Documents and Templates
• Grants Management
• Pro Bono Tools
• Outreaches and Clinics
• Profiles and Profile Views

Comprehensive Onboarders

If you have a comprehensive onboard, you will discuss the topics covered in the feature tour as part of your weekly meetings. We can answer any questions, and make any changes you need on these modules.

Limited/Hourly Onboarders

As a limited onboard, you have the choice of how to spend the hours allocated in your contract. While we generally focus on the case-related features (Intake, Recording Actions on a Case as well as Closings and Outcomes) we can discuss the topics in the features tour if there is interest and allocated time.

Currently Live Clients

You are always invited to attend these trainings. If you have any follow up questions or want to know more about anything we cover on this call, please email us at support@legalserver.org. Generally, after your site is live, any customizations you want to make to these features will be up to your team and we are always happy to help support you!