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 thresholds
- Capture demographics for funder reporting and impact analysis
The Intake Wizard reduces guesswork, improves consistency across staff, and creates a clean handoff for advocates, all within a single streamlined workflow.