Legal Server Integration The integration with Legal Server will allow: Information that is collected routinely can be used as additional filters when searching for resources to use in a case. Staff will be able to upload documents into IKE from LegalServer (ease of use) Integration combines the power of Share Point with advanced search technology, with the power of our CMS, where important, usable information is stored. Why integrate ?
Case Info to be Pulled from LS to IKE’s Metadata Fields Case ID Client Name County of Jurisdiction Gender Legal Problem code/Special Legal Problem code Court Office Advocate Zip code
Create an API Allows Legal Server to talk to IKE All documents that are shared live on the SharePoint server (no need to share all LS docs) Uploading while in IKE: enter LS Case # in tagging form and IKE makes the call to LS to return the designated data If uploading from Legal Server to IKE: The tagging form will auto complete the LS fields
Case Management and Telephones Montana Legal Services Association Legal Services Alabama
Telephone Integration Two Audiences (Advocate and Call Center) Extension tied to the user Identify who is calling, when and what is it related to (Based on Caller ID) Volunteer, Opposing Counsel, Case Real Time Notification in the browser with link to Case, etc.
Telephone Integration, Cont. Record of the call tied to the relationship (automatic or manual) Case Time Slip Volunteer Record Contact (e.g., Opposing Counsel) record Track Call History
Telephone Integration, Cont. Voicemail Integration List of Voicemails displays on homepage Voicemails tied to the case and/or contact record Voice to Text Translation – store as a.wav file and text (note) file
Telephone Integration, Cont. Click to Dial (out) Click on a phone number and have it dial any of your phones from: Call History Voicemail Contact Profile Top Ten Number Called (list)
Telephone Integration, Cont. Other Integration Points Tie Phone Reports to CMS Reports Phone Queue Overflow Call Center Volunteer getting request to take a hotline call in real time Online Intake Integration WebRTC Telephone in the browser Instant Messaging Video Chat
Case Management and OnLine Intake Northwest Justice Project Legal Services Alabama
The NJP Landscape NJP runs CLEAR, a statewide hotline, which screens applicants in Washington for NJP and its partners CLEAR is open from 9:15am to 12:30pm M-F Applicants are “screened” for financial eligibility and case priority by non- attorney screeners - helped by NJP or referred to our partners All civil legal aid providers in WA use Legal Server Referrals- All intake data is e-transferred using Legal Server
“Increase applicants’ access to services, the number of clients served on high-priority issues and NJP’s operational efficiency by developing and implementing a new on-line intake system.” high-priority issues = denial of benefits and eviction and means a callback to the client NJP’s Goal for 2010 TIG Grant
Track all aspects of your volunteers Cases Time Expertise Law Firms Donations Communications Training/CLE Events
Online Registration of Volunteers Let them manage their information External Website(s)
Pro Bono Opportunities Publish opportunities in Real Time Integrating to Law Firm Intranets Volunteers can take or inquire about a case Cut out the middle person Automatically generate a pro bono packet
Pro Bono Obligations People Agree to take cases in exchange for CLE Credit Track Obligations/Satisfaction in CMS
Communications Track Referral Attempts VOIP Integration Track Phone Calls, emails, Etc. Social Media
Integrate helpful tools Document Templates KM Systems Instant Messaging
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