For legal services organizations (LSOs), keeping case information connected across intake, eligibility, casework, and closing is a persistent challenge. Staff spend time searching for updates instead of helping people. Information gets scattered across spreadsheets, email threads, and notes that don’t talk to each other. Through Justiceserver, we give legal aid organizations one place to manage… Continue reading Quick Look: Managing Cases
Category: Videos
If a picture is worth a thousand words, then a video is worth a million.
Budget-Friendly DocGen App for Justiceserver
Looking for a Document Generation App that won’t break your budget? TB-Docs from Techbridge works seamlessly with Justiceserver and helps you generate polished Word documents or PDFs directly from any Salesforce record. With the click of a button, you get simple document generation to create reusable document templates such as letters, agreements, reports, and more.… Continue reading Budget-Friendly DocGen App for Justiceserver
INTAKE Conflict Check & Eligibility Review — Take a Quick Look
Justiceserver streamlines one of the most important parts of legal aid intake: Conflict checks and financial eligibility review. In this video, see how Justiceserver helps staff identify potential conflicts, duplicate records, related parties, and organizations early in the intake process — all within a connected workflow. You’ll also see how Justiceserver supports financial eligibility by capturing household… Continue reading INTAKE Conflict Check & Eligibility Review — Take a Quick Look
AI Insights: ACTION for Case Notes
Ready to take your legal services case notes insights even further than just summarizing? Justiceserver’s AI packages can transform your case notes into actionable insights, saving you valuable time. Automate the updating of specific key fields and create related records, all in an instant. Plus, you get peace of mind knowing your sensitive client data… Continue reading AI Insights: ACTION for Case Notes
AI Insights: Summary for Case Notes
Justiceserver’s AI packages are built to save you time. See how Justiceserver’s AI Insights Summary from Case Notes can transform your workload. What used to take fifteen minutes to manually review and summarize related Case Notes can now be finished in about twenty seconds with this AI package — all while keeping your data safe within Salesforce,… Continue reading AI Insights: Summary for Case Notes
INTAKE WIZARD — Take a Quick Look
In this video, we walk through the Justiceserver Intake Wizard and how it helps legal teams: Capture complete client data in a guided, step-by-step format Align legal problem codes with LSC standards for instant reporting readiness Identify potential conflicts automatically Prevent duplicate records Track deadlines and court appearances Calculate financial eligibility based on your program’s… Continue reading INTAKE WIZARD — Take a Quick Look