Justiceserver

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Real-Time Reports & Dashboards

For staff, leaders, and grant funders

Key Benefits:

  • Justiceserver leverages Salesforce’s state-of-the-art reporting and dashboard tools to give organizations real-time visibility into caseloads, performance, and outcomes.

  • Reports can be customized for staff, leadership, and funders.
  • No-code, drag & drop user interface
  • Data visualization in real-time, easy-to-read charts
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Clinics and Other Services

Tracked alongside full cases in one system

Key Benefits:

  • Tracked alongside full cases in one system
  • Dedicated functionality to organize and track legal clinics schedules and outcomes
  • Register clients by calendar or search for open availability
  • Support for volunteers to self-register and manage their own clinic commitments
  • Capture and report on non-legal services provided—such as workshops, referrals, or pro se assistance—ensuring a complete view of organizational impact
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Pro-Bono Management

To engage the broader legal community

Key Benefits:

  • Pro Bono Portal (Add-On Option): LSOs can extend Justiceserver with a standalone portal where attorneys not on Justiceserver can browse or receive case opportunities and track their pro bono work
  • Partner Organization Sharing: The portal also supports sharing cases with partner organizations outside Justiceserver, broadening the reach of volunteer engagement
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Referral Tracking & Case Transfers

Ensures continuity of care across collaborative networks

Key Benefits:

  • Referral Tracking & Case Transfers: Built-in referral tools allow LSOs to log, manage, and transfer cases between organizations in collaborative networks, ensuring continuity of client service
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Flexible Timekeeping

To enable accurate entry and grant tracking

Key Benefits:

  • Flexible Entry Methods: Time can be logged via stopwatch, start/end entries, batch entry, or simple hour totals—accommodating different work styles
  • Comprehensive Features: Includes support for timesheets, approvals, grant/funding code billing, leave tracking, and more. The timekeeping components can also be customized to capture additional information unique to an LSO’s requirements
  • Funding Code Management: Custom wizards can help staff assign work and time to the correct funding streams, reducing errors and ensuring compliance
  • Robust Reporting: Provides visibility into how resources are allocated and used, giving organizations the insight they need to effectively manage grants and funding
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Holistic Case Management

Tailored to each program and team

Key Benefits:

  • Customizable Case Workflows: Case workflows can be tailored to each program, ensuring that staff capture the information relevant to their practice area
  • Outcome & Benefits Tracking: Organizations can track detailed outcomes and benefits delivered to clients, enabling clear measurement of services provided and impact achieved
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Centralized Intake & Eligibility

With advanced conflict and duplicate checks

Key Benefits:

  • Guided Intake Process: Structured workflow for conflict checks, eligibility, and data capture
  • Financial Eligibility: Built-in tools ensure consistent determinations against income and asset thresholds, reducing errors and improving compliance
  • Comprehensive Data Collection: Captures demographics, matter/intake data, and other information required for funders, equity reporting, and internal analysis
  • Online Intake Options: Supports customizable web forms via tools like FormAssembly or other third-party apps, directly integrated with Justiceserver
  • AI Capabilities: Salesforce AI can help score or prioritize intakes, summarize applicant information, or even generate draft intake forms—accelerating intake review
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