Legal Aid Case Management

All the resources your agency needs

Legal Aid Case Management

Legal Files provides the best management tools that advocates have ever had — a legal matter management program that offers comprehensive legal case management AND a front-end intake and eligibility module.

Our software helps you meet your reporting requirements while tracking your outreach and community education efforts. In addition, you can also use Legal Files to track calls for assistance that must be turned away and referred to other programs or agencies.

Created specifically for legal services programs and developed with input from national experts, the unique workflow management features in Legal Files make it a comprehensive tool that replaces your intake and eligibility process and helps you serve more clients, more efficiently — without additional staff or hours.

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Legal Files legal case management software helps legal aid organization
Legal Aid of North Carolina
Gray Wilson

“Legal Files is far more than just a way to store data.”

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.

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Providing Legal Matter Management to Legal Aid Organizations   Legal Files Software is committed to helping legal aid service providers   Law has always been a noble profession. Attorneys fight for truth and justice every day, and nowhere is this more apparent than in legal aid organizations. Whether it’s a law school legal clinic that’s