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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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.

Stay current with Manage My Day.

Your own customized dashboard with reminders, messages, alerts and more. 

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.

Litigation Management for Insurance Companies

Need up-to-date information now?

Built-in reports, quick-print features and one-button access provide key data.

Legal Files relieves stress of contract management

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.

Matter Management for Corporate

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.

Case Management for Advocates

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.

Case Management Software for Investigators

Manage that email mess!

Save emails and attachments to your case. Keep your inbox uncluttered. Make future retrieval a breeze. 

What Our Customers Say

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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Case Studies

Legal Aid of North Carolina
Legal Aid of North Carolina chooses Legal Files for full function case management and automated...
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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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