Features Built Around Your Mission
From the first intake call to the final grant report, Justiceserver gives legal service organizations the right tools to manage every part of their work in one place flexible enough to fit your programs, powerful enough to grow with them.
Intake That Sets Every Case Up for Success
Every case starts with intake, and getting it right matters. Justiceserver guides your team through a structured workflow that handles conflict checks, financial eligibility, and demographic data capture in one consistent process. That means fewer rough starts, fewer downstream issues, and more consistency across staff and offices.
- 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 such as FormAssembly or other third-party apps, directly integrated with Justiceserver
- AI Capabilities
- Leverage Salesforce AI within Justiceserver to score or prioritize intakes, summarize applicant information, or even generate draft intake forms — accelerating intake review
Watch these videos:
- Quick look: Intake wizard
- Quick look: Conflict check & eligibility review
Case Management Built Around the Way You Work
At its core, Justiceserver gives you end-to-end case management tailored to your program and team. Staff get a true 360º client view with related parties, multiple matters, key dates, financial details, and interaction history all in one place. Because no two legal aid programs run exactly the same way, Justiceserver doesn’t force them to. Workflows, page layouts, and picklists can be tailored by each practice area so you can support the way you actually deliver services without forcing everyone into the same process. And with outcome and benefits tracking aligned to nonprofit legal services and compliance needs, Justiceserver helps staff capture the information that actually matters for their work, and detailed outcome tracking gives you a clear picture of the impact you’re delivering to clients.
- 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
- AI Capabilities
- Justiceserver’s AI packages help summarize case notes and
gather actionable insights from them to update key fields or create related records in just a fraction of the time it takes a human
Watch these videos:
- Quick look: AI insight summary from case notes
- Quick look: AI insight actions from case notes
Relate Time Tracking With Grant Funding
Outcome and benefits tracking aligned to nonprofit legal services impact and compliance reporting. Flexible timekeeping — stopwatch, start/end, batch entry — however your attorneys and paralegals actually work. And funding code guidance built right in, to reduce miscoding and improve grant visibility. Justiceserver delivers real-time reporting that gives case workers immediate visibility into their work while equipping leadership with dashboards to monitor performance, funding usage, and program trends.
- 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 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
Reporting That Wins Over Grantors
Reporting is where Justiceserver really shines. You get real-time dashboards for caseload, performance, outcomes, and compliance. You get Salesforce’s native reporting engine (no-code report building, drag-and-drop). This is a game-changer for EDs, grants teams, and compliance officers. When you need a report, you’re not scrambling: You click a button.
- Real-Time Reports
- Justiceserver leverages Salesforce’s state-of-the-art reporting and dashboard tools to give organizations real-time visibility into caseloads, performance, and outcomes
- Personalized Dashboards
- Reports can be customized for staff, leadership, and funders
- Easy Report Building
- Users build reports on-demand with no-code, drag & drop user interface
- Data Visualizations
- View data in real-time on dashboards with easy-to-read charts
Track Clinics & Other Services Alongside Your Cases
We know legal aid is bigger than traditional casework, and Justiceserver reflects that. Track all your other services and clinic work in Justiceserver.
- Track Other Services
- Capture and report on other provided services such as workshops, referrals, or pro se assistance
- Tailor Other Services to Your Process
- Define the other services you deliver beyond legal advice and log time, track funding codes, and capture details used to measure impact
- Clinic Tracking & Scheduling
- Organize and track legal clinics, including schedules, shifts, staff, volunteers, and participants while tracking topics and engagement for reporting
- Clinic Calendar Views
- Register clients by calendar or search for open availability
- Clinic Volunteer Self-Registration
- Support for volunteers to self-register and manage their own clinic commitments when done through the Pro Bono Portal
Ensure Continuity of Care Across Collaborative Networks
For organizations operating in multi-agency models, you also have control over what information is shared and how collaboration happens.
- 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
Pro-Bono Management Engages the Broader Community
For organizations operating in multi-agency service models, you also have control over what information is shared and how collaboration happens.
- Pro Bono Portal
- 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
Learn more at portal.justiceserver.org >
