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LEGAL SERVER
Frequently Asked Questions
How do I customize the print out information from a case profile in a printer-friendly way?
Click on the Admin Tab
Under Process Management, click on Site-Specific Profile Page Management
Click on Profiles Tab
There will be three options for printing that can be edited. They are: Print Opening Info w/Case Notes, Closed Case Info w/Case Notes, and Print Opening Info - no case notes
Click on Edit
You will see a list of fields that are enabled and a list of fields that are disabled. You can enable, disable, and add any field you like to show in your printed case profile page
Save the changes made and go to a case profile page. In the case profile page, the Print tab is at the bottom of the page, right after the Data Error tab
How do I change the color, font family, font size, and the amount of information I want to be displayed on a page?
Go To Preferences (located in top right corner, in gray, 2 down from Search) and choose your preferences for the following:
Choose your Color Theme
Choose your Font Family
Choose your Font Size (suggestion: do not go higher than 14)
Suggestion: Change number of results to show on a list to 200 (if less, results will appear on multiple pages)
Preferred Intake Type (how you get a case). Set to whatever makes sense to you
How do I treat clients that were given some type of info, advice, or brief service?
If the information, advice, or brief service was given to the client by an attorney or a paralegal (under an attorneys supervision), you should close this case in the advice or brief service category. If the information, advice, or brief service was given to the client by a non-legal person, you should close this case in the community advocacy category.
P.S. A case should be rejected and not closed if the client did not receive legal help. There are more details about closing cases in Andreas memo and the attachments that were sent to you on June 30th.
How do I reject a case?
A case can only be rejected once an intake has been completed and accepted. On the case profile screen, you will find a link under Actions called reject case.
It is important not to confuse rejecting a case with rejecting a Matter. A Matter is rejected when an Intake was not completed and accepted. This can happen at any time during the intake process by clicking on Reject Application under Options on the right side the screen.
You also can reject an electronic case transfer from CLEAR. You can do it right way, when you see the first information sent by CLEAR (in this case, you would be rejecting the transfer) or you can do it after you accepted the transfer and started the full intake (in this case, you would be rejecting a Matter).
How do I look/filter for a case?
There are two easy ways to search cases in Legal Server:
Clicking on the Search link on the right top side of the screen.
Clicking on the Cases tab, youll see on the right side a Show Filters link. Click on this link and you will be able to search for a case. If you are searching for a case by client name make sure all the other filters are set to All.
The second option gives you more options for how to search for a case.
What is the difference between case status and case disposition?
Legal Server uses two concepts to categorize a case. Each is completely different from the other and it is critical that users understand both concepts.
Case Statuses are controlled by the Site Administrators (in Lookups) and refer to the stage a case may be in (e.g., the procedural posture). Some organizations use the Case Statuses to flag cases so that certain people (e.g., supervisors) can filter for specific cases by the case's status. It is an easy way to further classify a case.
Case Dispositions are used to classify a case as either Open or Closed. There are three additional Dispositions but they refer to Matters (Active Matter or Incomplete Intake, Rejected Matter, or Pending Case). These are the only 5 Dispositions in Legal Server. Site Administrators cannot add or modify Dispositions.
Can I see other staff calendars in Legal Server?
Yes. Click on the Calendar tab and click on show/hide filter. Here youll be able to view calendar by: a Person, an Office, a Program, and Front Desk Calendar.
You also can set how you prefer to view your calendar. If you click on the Preferences link on the top right side of your screen, you will be able to set your calendar by: a Person, an Office, a Program, and Front Desk Calendar.
How do I assign a case to a pro bono attorney?
In the case file page, click on Recommend Pro bono/other user link, under the Action tab and click on Show Filters to select the pro bono attorney you want to assign this case.
How do I enter pro bono time to a case?
Legal Server categorizes time into three types:
Client Time
Non-Client Time
Other Matter Time
Client time can be directly linked to client-related data. Non-client time cannot be linked to client-related data. This can range from general administrative duties to vacation time. Finally, users can track any time spent on other matters as well.
There are two ways you can add pro bono attorney time to a case: through the case profile page and the timekeeping module.
Adding time through the case profile page:
In this page click on Add new pro bono time under the Actions tab
Adding time through the Timekeeping:
Under the Timekeeping tab, click on Add pro bono client time. In the Case/Matter field start typing the client name or case number that either one will show-up. Fill out the rest of the fields.
Note: The timekeeping module has three tabs designed to help users track and enter their time.
Timekeeping Log
The timekeeping log is where users can view the time they have entered into Legal Server. The filters typically default the range for the date of service to the past 24 hours, however that is configurable in the timekeeping settings of the admin tab.
Cases
The cases tab is where users can view a list of their cases and use links to add time directly to them.
Recently Accessed Cases/Matters
This tab gives users a list of their recently accessed cases. It includes when they last accessed the case, the current status of the case, and links to add time directly to the case.
My organization does not reject a case unless the case is outside of our criteria, is over income, out of our jurisdiction or we find out that the client already has an attorney and is trying to get some free advice. So we dont like to say that we are rejecting a case.
The Legal Foundation understands that for the purposes of how cases are closed in Legal Server, reject is a term of art that does not relate to whether your program accepted the client and tried to offer legal help.
Do I need to go back and change cases that have been closed during the reporting period using the old set of closing codes?
The answer is NO. You do not need to do that. The change to the new set of closing codes is prospective please use it for cases closed going forward.
Note: YOU CAN GET MORE INFORMATION ABOUT LEGAL SERVER UNDER THE HELP TAB IN YOUR SYSTEM.
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