LegalServer Review - why 4 stars?

Shlomi Lavi / updated: Jan 21, 2024

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What is LegalServer?

LegalServer is a web-based case management platform that helps non-profit, public defense, and government agencies improve legal services. It was established in 2002 and is headquartered in Chicago, Illinois, United States. The platform is designed to enhance the process by which data is collected, stored, used, and reported. LegalServer provides a vast array of tools to enable providing the best possible legal assistance without worrying about technology-related challenges. The features below emphasize superior usability with seamless interoperability and intuitive navigation, saving time in getting work done faster.

One of the key features of LegalServer is its ability to provide meaningful data-driven insights to specifically help non-profit, public defense, and government agencies improve legal services. Leveraging a configurable system, advocates enjoy simplified and user-friendly interaction to organize and automate work. Staff and management are able to see real-time reporting to help make more informed decisions faster with insights to continually improve processes. LegalServer’s collaborative set-up process will enable only the functionality needed, hiding features from the user that aren’t relevant.

Another feature of LegalServer is its highly configurable web-based platform that dynamically responds to the complex, rapidly changing challenges of providing quality, effective advocacy. LegalServer includes tools for client intake and qualification that can be configured to best match your specific data entry workflow and processes. LegalServer allows users to easily store, search, and work with various file types. LegalServer provides a full suite of tools to administer or modify the system without needing any technical or development (coding) skills. By capturing only the data relevant to the organization, LegalServer has the ability to produce accurate and reliable metrics. Robust built-in reporting easily generates accurate reports and reliable metrics. LegalServer provides agencies the ability to track a wide variety of case outcomes.

LegalServer was created by and continues to be enhanced by attorneys. LegalServer Onboarding Specialists have worked as attorneys, advocates, or technical leads for a public defender, government agency, or non-profit legal services organization. LegalServer United States employs 10 employees. LegalServer clients are making a difference with over 450 implementations since 2002, each day LegalServer helps thousands of attorneys manage tens of thousands of cases.

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Who is it best for?

LegalServer clients include hundreds of organizations that are realizing big efficiency improvements from using LegalServer. LegalServer is used by non-profit, public defense, and government agencies.

Here are some examples of LegalServer’s clients:

1. Kalamazoo Defender: Kalamazoo Defender is a non-profit organization that provides legal services to low-income individuals in Kalamazoo County, Michigan. They use LegalServer to manage their cases and improve their legal services.
2. Florida Legal Services, Inc.: Florida Legal Services, Inc. is a non-profit organization that provides legal services to low-income individuals in Florida. They use LegalServer to manage their cases and improve their legal services.
3. Legal Aid Society of Orange County: Legal Aid Society of Orange County is a non-profit organization that provides legal services to low-income individuals in Orange County, California. They use LegalServer to manage their cases and improve their legal services.
4. Legal Aid Society of Columbus: Legal Aid Society of Columbus is a non-profit organization that provides legal services to low-income individuals in Columbus, Ohio. They use LegalServer to manage their cases and improve their legal services.
5. Legal Aid Society of Middle Tennessee and the Cumberlands: Legal Aid Society of Middle Tennessee and the Cumberlands is a non-profit organization that provides legal services to low-income individuals in Middle Tennessee and the Cumberland Plateau. They use LegalServer to manage their cases and improve their legal services.

Main features and functionalities

Here are several ways in which LegalServer can help your business thrive:

1. Efficient Case Management: LegalServer provides a streamlined and intuitive case management system, allowing your team to organize and track cases more efficiently. The customizable fields and workflows ensure that the platform adapts to the unique needs of your business, reducing the time spent on administrative tasks and increasing the focus on providing quality legal assistance.

2. Enhanced Collaboration: Collaboration is key in any legal environment, and LegalServer facilitates seamless communication among your team members. Whether your staff is working in the same office or remotely, the platform ensures that everyone stays connected. This feature not only improves teamwork but also enables better coordination, leading to more effective client representation.

3. Data-Driven Decision Making: LegalServer empowers your business with robust reporting and analytics tools. By harnessing the power of data, you can gain insights into case trends, measure the impact of your services, and make informed decisions. This data-driven approach not only enhances accountability but also helps you refine your strategies, ensuring that your business is continually improving and delivering the best possible outcomes for your clients.

4. Increased Accessibility and Flexibility: In today fast-paced world, accessibility is crucial. LegalServer is designed to be accessible from anywhere with an internet connection, providing your team with the flexibility to work from the office, courtroom, or even in the field. This mobility ensures that you can provide timely and efficient legal services, regardless of your physical location.

5. Secure Documentation and Compliance: LegalServer prioritizes the security of your data and documents. With built-in security measures, you can trust that sensitive information is protected. This is particularly important in legal environments where client confidentiality and data privacy are paramount. Additionally, LegalServer helps your business stay compliant with legal regulations, reducing the risk of legal complications.

6. Cost-Effective Solution: Investing in LegalServer is not just an expense; it is a strategic investment in the efficiency and effectiveness of your business. By streamlining processes, reducing administrative overhead, and improving collaboration, LegalServer can contribute to cost savings in the long run, making it a financially sound decision for your business.

What is the actual cost?

The cost of license starts at $4,500 per license. ITQlick pricing score is 4 out of 10 (10 is most expensive). Access ITQlick pricing guide for LegalServer. You can also find here pricing information from LegalServer's website.

Pros

• Tailored for Legal Aid Organizations: LegalServer stands out with its specialized focus on legal aid organizations and nonprofits. Unlike some competitors that cater to a broader customer base, LegalServer features and workflows are specifically designed to address the unique needs and challenges faced by those providing legal services to vulnerable populations.
• Emphasis on Collaboration and Communication: LegalServer excels in promoting seamless collaboration and secure communication within legal teams. While other case management solutions may offer collaboration features, LegalServer places a strong emphasis on fostering teamwork and coordination, ensuring that legal professionals can work together efficiently to deliver optimal outcomes for their clients.
• Data-Driven Decision Making: LegalServer distinguishes itself with robust reporting and analytics tools that enable data-driven decision-making. This emphasis on leveraging data for insights sets it apart from competitors, empowering organizations to measure outcomes, identify trends, and continuously refine their strategies. This commitment to data-driven practices enhances accountability and supports informed decision-making for improved client services.

Cons

• Niche Focus May Limit Versatility: While LegalServer specialization in legal aid organizations is a strength, it may also be viewed as a limitation for businesses with diverse legal needs. Competitors with a broader focus might offer features that cater to a wider range of legal scenarios, potentially making them more versatile for law firms with varied practice areas.
• Learning Curve for New Users: LegalServer feature-rich platform may have a steeper learning curve for new users compared to some competitors that prioritize simplicity in their interfaces. While the depth of features is an asset, it may require additional time and training for staff to fully harness the platform capabilities.

How it stacks up?

Access a head to head analysis of LegalServer vs alternative software solutions.

Frequently Asked Questions (FAQs)