Justiceserver

The Modern Case Management Platform

Why Justiceserver

Justiceserver combines a proven platform with the flexibility, integrations, AI readiness, and community support legal nonprofits need.

3x

Yearly Updates

Salesforce

Based Platform

What Makes Justiceserver

Different

Built on Salesforce’s trusted platform, designed specifically for legal service organizations

Built on Salesforce for scale, security, and reliability

Justiceserver benefits from Salesforce’s enterprise-grade security and infrastructure, supporting organizations of different sizes while protecting sensitive client data.

Salesforce delivers three major releases each year, and Techbridge keeps Justiceserver aligned so you benefit from both platform innovations and community-driven enhancements.

Flexible and customizable for every practice
Many systems require every team to work the same way. Justiceserver is built so different practices can each have their own data points, workflows, and outcomes while leadership still sees the big picture.

Page layouts tuned for each role.

Low-code automations with Salesforce Flows to automate routine work.

Adaptable structure so you can capture new information as needs change.

Connected to the tools you already use
Justiceserver is designed for openness and integration, becoming the hub of your technology ecosystem.
Common integrations include:

Document assembly and automation tools.

Email, calendaring, and productivity suites.

SMS messaging and client communication platforms.
Call center and hotline solutions.
Online intake and form builders.

Backup, data management, and analytics tools.

Ready to tap Salesforce AI responsibly

Justiceserver is positioned to use Salesforce’s AI ecosystem where it makes sense for your organization, with additional licensing and configuration.

Prompt Builder to summarize notes, generate case overviews, or draft communications.

Agentforce to route intakes, generate tasks, or suggest next steps within your workflows.

Einstein Trust Layer to apply AI safeguards and protect sensitive client data.

Always-improving, community-driven product

Enhancements built for one client are often added to the core product and shared with others.

A shared roadmap lets LSOs pool investment so no one organization carries the full cost of innovation.

Users benefit from Salesforce platform innovation and a community-driven Justiceserver product roadmap.

Built for centralized intake and collaboration
Justiceserver can serve as a shared intake and triage hub across multiple organizations, supporting a “no wrong door” approach.

Central intake that routes matters to the right organization based on eligibility and assignment criteria.

Coordinated referrals so clients do not fall through the cracks when they move between agencies.

Options to share data between Justiceserver instances, with external portals, or via custom APIs.

How Justiceserver compares

A high-level look at how Justiceserver's Salesforce foundation and product approach differ from many other case management systems used by legal service organizations.

Justiceserver advantage
AreaJusticeserver (on Salesforce)Most Other Systems
Platform & ecosystem
Built on Salesforce, with access to a broad ecosystem of integrations, analytics, and AI tools, plus three major platform releases each year.
Often based on proprietary platforms with more limited integration options and slower release cycles.
Flexibility & customization
Configurable page layouts, fields, and low-code automations that administrators can adapt as programs and reporting needs evolve.
Customization often requires vendor development work or complex change requests, slowing down improvements.
Reporting & analytics
Uses Salesforce's reporting engine and dashboards so staff and leadership can build and update reports without coding.
Reporting may be more rigid or require exports to other tools for deeper analysis.
AI readiness
Positioned to use Salesforce's evolving AI capabilities, including Prompt Builder, Agentforce, and Einstein Trust Layer (with additional licensing).
AI features may be proprietary, harder to extend, or less aligned with enterprise security and governance needs.
Community & roadmap
Community-driven enhancements, shared roadmap, and ongoing opportunities to influence future development.
Roadmaps may be more vendor-driven with fewer opportunities for collaborative input.

Trusted by Legal Professionals

Nationwide

See what organizations are saying about their experience with Justiceserver

Ready to See Justiceserver in Action?

Request a demo and see how Justiceserver can support your organization.

Real-Time Reports & Dashboards

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

Clinics and Other Services

Tracked alongside full cases in one system

Key Benefits:

  • 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

Pro-Bono Management

To engage the broader legal community

Key Benefits:

  • 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

Referral Tracking & Case Transfers

Ensures continuity of care across collaborative networks

Key Benefits:

  • 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

Flexible Timekeeping

To enable accurate entry and grant tracking

Key Benefits:

  • 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

Holistic Case Management

Tailored to each program and team

Key Benefits:

  • 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

Centralized Intake & Eligibility

With advanced conflict and duplicate checks

Key Benefits:

  • 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