LegalServer Services

Harness the full potential of LegalServer to streamline operations, reduce administrative burden, and build sustainable case management workflows that support your mission. Our LegalServer services include building and configuring intake workflows, forms, permissions, reporting structures, conditional logic, timekeeping tools, LS5 transition, and other LegalServer modules, tools, and add-ons.

What We Offer

Optimize Staff Efficiency

Your case management system should make staff workload easier, not more complicated. We help legal aid organizations streamline workflows, reduce duplicate work, and improve day-to-day usability within LegalServer.

Strengthen Data and Reporting

Reliable reporting starts with a well-structured system. We help organizations improve forms, workflows, and reporting structures so data is more accurate, consistent, and useful for grants, compliance, and decision-making.

Modernize Intake and Workflows

We modernize your LegalServer environment through custom intakes, workflows, and system design. Our goal is to build scalable, accessible, and efficient systems that support both your staff and clients.

Expert Guidance and Implementation

Our LegalServer services are guided by firsthand legal aid experience, including former legal aid program staff and expert LegalServer administrators. We combine operational insight with technical expertise to build practical systems that support real-world legal aid workflows.

Our LegalServer Services Process

Planning
A2J Tech starts LegalServer Services work by working closely with your team during initial discovery to understand your goals, priorities, and operational needs. From project planning to communication and implementation timelines, we help keep projects organized and moving forward.
Optimization and Workflow Improvement
Then, we move forward to refining existing LegalServer environments as operational needs evolve. This may include simplifying workflows, reducing duplicate data entry, improving usability, strengthening reporting consistency, and streamlining day-to-day staff processes.
Configuration and Implementation
Once we have assessed and refined your workflows, we provide hands-on LegalServer configuration and implementation support tailored to your organization.
Training and Support
We provide ongoing support through testing, documentation, LegalServer user and administrator training, troubleshooting, and implementation guidance. Our goal is to help organizations maintain sustainable and effective LegalServer environments over time.