Frequently Asked Questions

Got Questions? We Have Answers

Everything you need to know about Justiceserver and how it can help your organization serve more clients effectively.

What is Justiceserver?

Justiceserver® is a Salesforce®-powered legal case management system from Techbridge® with a design philosophy rooted in the real needs of legal service organizations. The result is a system that is scalable, secure, highly customizable, and capable of growing alongside each program’s mission and progressing with the future of AI technology—without the limitations of closed, proprietary systems that force LSOs to compromise.

Who is Justiceserver designed for?

Justiceserver® is a Salesforce-based legal case management system designed by Techbridge® for nonprofit legal service organizations. It streamlines client intake, case management, and pro bono coordination while being customizable to the unique workflows and requirements of each organization.

How does Justiceserver support intake management?

A structured workflow walks staff through conflict and duplicate checks, immigration status or citizenship eligibility, financial eligibility, and capturing client and matter information. Conflict and duplicate check logic uses advanced matching to prevent conflicts of interest and duplicate entries before they are created, while financial eligibility tools apply income and asset thresholds consistently and support compliance.

What does Justiceserver provide for case management and timekeeping?

Case workflows can be tailored to each program, ensuring that staff capture the information relevant to their practice area. Time can be logged via stopwatch, start/end entries, batch entry, or simple hour totals—with support for timesheets, approvals, grant and funding code billing, leave tracking, and configurable timekeeping fields.

How does Justiceserver handle reporting and dashboards?

Justiceserver leverages Salesforce reporting and dashboards to give organizations real-time visibility into caseloads, performance, and outcomes. Reports can be customized for staff, leadership, and funders, with a no-code, drag-and-drop interface and charts that stay up to date as data changes.

What clinic management capabilities are included?

Justiceserver can function as your Clinic Management system with tracking of one-time or recurring clinics dates and information, registrants/attendees, and staffing. Attendees can subsequently be linked to Legal Cases or Other Services that spring out of the clinic. Additionally, with connection to a Salesforce Communities Portal or 3rd party forms platform such as Form Assembly is capable of handling online clinic registration.

How are other services beyond legal representation tracked?

Justiceserver captures and reports on non-legal services such as workshops, referrals, or pro se assistance, helping organizations show the full impact of their work beyond traditional representation.

How does Justiceserver support referrals and pro bono engagement?

Built-in referral tools allow LSOs to log, manage, and transfer cases between organizations in collaborative networks. A Pro Bono Portal add-on lets LSOs share cases with attorneys and partner organizations outside their internal system while keeping pro bono work connected back to Justiceserver.

What are Justiceserver’s key technical differentiators?

Justiceserver is built on Salesforce, benefiting from enterprise-grade security, scalability, and three major platform releases each year. It combines this foundation with practical integrations LSOs rely on, using configurable page layouts, fields, and low-code automations so administrators can adapt the system without extensive development resources.

How does Justiceserver approach AI?

Justiceserver is positioned to leverage Salesforce’s AI ecosystem, including tools like Prompt Builder, Agentforce, and the Einstein Trust Layer (with additional licensing). These capabilities can be used to summarize notes, generate case overviews, suggest next steps, and support intake and routing while keeping client data secure.

How does Justiceserver support centralized intake and multi-agency collaboration?

Justiceserver can act as a shared intake and triage hub across multiple organizations. A single system can collect intakes across agencies and route them using eligibility and assignment criteria to support a “no wrong door” approach, with coordinated referrals and configurable data sharing.

What opportunities exist for community engagement around Justiceserver?

Justiceserver is a collaborative community as well as a product. A yearly Justiceserver conference, free monthly office hours, and community forums provide training, roadmap sessions, and peer sharing, with recordings and notes available for ongoing reference.

Does Justiceserver work with Salesforce NPSP & Nonprofit Cloud / Agentforce Nonprofit?

Yes, Justiceserver works with both Salesforce Nonprofit Success Pack (NPSP) and Nonprofit Cloud (NPC) / Agentforce Nonprofit

Still Have Questions?

Our team is ready to help. Get in touch and we'll answer any questions you have about Justiceserver.