Features
Since Legal Files is both a poverty law case management system and an integrated information/legal document management system, it can be used by legal services organizations, law school clinics, pro bono attorneys and advocacy non-profits.
Eligibility and intake- Financial eligibility calculation
- Two-tiered eligibility wizard
- Inquiry index
- Conflict checking
- Outcome tracking
- Client update report
- Custom questionnaires
Case management- One central location for all information related to each case
- Office-wide contact management
- Document assembly and management
- Document text searching
- File manager
- Practice management
- File notes, including alerts
- Response tracking
- Images attachment
Office management- Calendars — firm-wide, group, individual and case
- Comprehensive in-box
- To-do’s, reminders and alerts with automatic notification
- Group scheduler
- Legal dates and deadlines calculator
- Court docketing
- Timekeeping and activity log
- Automated task scheduling
- Checklists
- Mobile app for the iPad® and iPhone®
- Links to many popular software programs you’re already using
- Track projects, grants & fundraising efforts
- Track demographic information
- Track Pro Bono Attorney information
- Financial eligibility calculation
- Two-tiered eligibility wizard
- Inquiry index
- Conflict checking
- Outcome tracking
- Client update report
- Custom questionnaires
- One central location for all information related to each case
- Office-wide contact management
- Document assembly and management
- Document text searching
- File manager
- Practice management
- File notes, including alerts
- Response tracking
- Images attachment
- Calendars — firm-wide, group, individual and case
- Comprehensive in-box
- To-do’s, reminders and alerts with automatic notification
- Group scheduler
- Legal dates and deadlines calculator
- Court docketing
- Timekeeping and activity log
- Automated task scheduling
- Checklists
- Mobile app for the iPad® and iPhone®
- Links to many popular software programs you’re already using
- Track projects, grants & fundraising efforts
- Track demographic information
- Track Pro Bono Attorney information
Next-Generation Benefits
From easily customizing the platform to managing expenses to accessing your dashboard wherever you are, Legal Files is there to support your day every step of the way.
Rely on a calendar that does it all.
Track key dates & deadlines. Avoid scheduling conflicts. Choose from multiple views.
Calculate financial eligibility easily and quickly.
Easily gather household, income, expense, asset, benefit, funding source and demographic information. A financial summary is automatically calculated to determine eligibility.
Manage the entire eligibility process with ease.
Never re-key information into a second system again. Legal Files helps manage the whole process.
Track the outcome of all your cases.
Stay current with ever-changing reporting requirements by tracking outcomes of your cases and quickly generating reports.
Need up-to-date information now?
Built-in reports, quick-print features and one-button access provide key data.
Stay current with Manage My Day.
Your own customized dashboard with reminders, messages, alerts and more.
Document management features make access a breeze.
Centralize your document store. Create your desired folder structure. Easily search for and retrieve any document you’ve created or attached to a file.
Multiple deployment options to meet your needs.
Host your data on premises or in the Cloud, whichever works best for your office.
Track your time — automatically or manually.
Set a timer to automatically begin recording time when a file is opened, or use the activity log to determine how long you’ve spent in each file and what you’ve accomplished.
Build a more powerful organization.
Reporting features work across different locations. And, our Enterprise solution provides the flexibility needed to use corporate resources with minimal effort and still function as an independent entity.
Manage that email mess!
Save emails and attachments to your case. Keep your inbox uncluttered. Make future retrieval a breeze.
What Our Customers Say
Case Studies
Legal Aid of North Carolina
White
Papers
Critical Steps for a Successful Data Conversion
Moving Legacy Data to Your Case Management System
Matter Management for Legal Departments Essential Features to Maximize Your Return on Investment
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