Legal Aid Case Management Solutions

Case Management for Advocates

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 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.

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.

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

Paul Reed Global Excel Management Inc.

The system does everything we need and more. If you need a matter management system, make sure to consider Legal Files.

Darcy Jablonski CannonDesign

Originally, I thought to myself, well, anything is going to be better than what we have. Once we found Legal Files, the thinking became, I am extremely excited…

Crystal Clean Samantha Corso | Legal Operations Manager

“We all use Legal Files for different things, and yet it meets all of our needs.”

ShopCore Properties, LP Linda Madway, SVP & General Counsel

“We selected Legal Files because we are geared toward an in-house practice. Other software programs seemed like they were designed only for use in a law firm.”

Legal Services Programs in Connecticut Kathy 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…

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