Uncategorized – Justiceserver

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

Tracked alongside full cases in one system

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

To engage the broader legal community

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

Ensures continuity of care across collaborative networks

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

To enable accurate entry and grant tracking

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

Tailored to each program and team

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

With advanced conflict and duplicate checks

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