Profiles and Profile Views

Every record in LegalServer is viewed in a profile. A profile is an overview of a group of data about a Case, User, Outreach, Grant, etc. While we focus on case profiles here, you can edit almost all profiles and customize them in your system.

The main case profile is where your agency will see information about the case. This page has a hard-coded snapshot on the left hand side, and rows with tabs containing combinations of list views and fields on each. You can set up profile views to display alternatives to this main profile with a different arrangement of tabs, list views and fields, to highlight different information. You can specify a default profile based on individual user preference, user role, and the case's legal problem code.