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.
“Legal Files is far more than just a way to store data.”
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.
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.
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.
WHAT OUR CUSTOMERS SAY
Legal Services Programs in ConnecticutKathy Daniels, IT Administrator
“We have been using Legal Files for years and it has become an invaluable tool for our advocates. I repeatedly hear about the time savings and value of…