LegalServer is web-based case management software built for nonprofit and government legal organizations, including civil legal aid, public defense, and government law offices. The maker says it is not designed for for-profit law firms. Organizations can configure intake, workflows, and case types without coding. Functions include client intake, case creation, document management, integrated search, reporting, timekeeping, calendar scheduling, document automation, client portals, billing and payments, and trust accounting. Built-in communications support email, text messaging, and private internal web messaging. LegalServer offers a flexible API framework and integrations with Microsoft tools, Google Workspace, Dropbox, Docassemble, Gavel, Zapier, Okta, Twilio, Salesforce, and others. Hosting runs on Amazon Web Services, with a Government Cloud option. Listed safeguards include SOC 2 Type II, CJIS, and NIST compliance, encryption, daily backups, role-based access controls, and audit logging. Onboarding includes configuration help, migration, and training; support includes documentation, expert office hours, and a user community.
Who it is for
LegalServer is intended for civil legal aid programs, public defenders, and government law offices. It is not built for the profitability requirements of for-profit firms; pro bono attorneys and volunteers can access it for free.
What is good
- Configurable workflows without coding
- Client portals and document automation
- Integrated communications
- API and listed business integrations
- Government Cloud option
What to know first
- Not built for for-profit law firms
- Pricing is available on request
- No mobile apps
Verdict
LegalServer focuses its case management tools on nonprofit and public-sector legal work. Its configurable workflows, integrations, security controls, and onboarding services support organizations with specialized legal operations.
Compared on legal practice management software
- Client intake
- Yes
- Client portal
- Yes
- Document automation
- Yes
- Time tracking
- Yes
- Billing and payments
- Yes
- Trust accounting
- Yes
- Mobile apps
- No
