LegalServer

Review of LegalServer Software: system overview, features, price and cost information. Get free demos and compare to similar programs.

Overview

About LegalServer

LegalServer is an online case management solution designed to help law firms manage and store legal documents, video or audio files, transcripts and emails on a unified platform. It enables lawyers and paralegals to segment caseloads by subject matter and assign them to colleagues. It comes with a screening tool, which allows attorneys to automatically maintain a record of each client and perform pre-eligibility checks on them. The application offers a pro bono management module, which lets advocates capture information related to volunteers, open cases and internal communications. Additionally, LegalServer provides a reporting functionality to generate customizable reports, which can be exported into MS Excel format. LegalServer facilitates integration with various third-party platforms, such as Twilio, Google Maps and more. Pricing is available on request and support is extended via phone, email, documentation and other online measures.

LegalServer Screenshots

LegalServer Features

Features of LegalServer
Billable & Non-Billable Hours
Calendar Management
Case Notes
Client Portal
Communication Management
Conflict Management
Electronic Signature
Task Management
Trust Accounting
Workflow Management

LegalServer Integrations

Google Maps logo
Google Maps
Slack logo
Slack
Salesforce Sales Cloud logo
Salesforce Sales Cloud
RStudio Desktop logo
RStudio Desktop
Microsoft Teams logo
Microsoft Teams
Microsoft Power BI logo
Microsoft Power BI

Customer Reviews

See why people love LegalServer

5 Star
20%
4 Star
40%
3 Star
40%
2 Star
0%
1 Star
0%

Vivian H.

Verified User

Legal Services · 51-200 employees

Used daily for more than 2 years
Dec 22, 2025

LegalServer Rocks!

Legal Services

What they liked
  • LegalServer is very customizable and easy to use
  • This is important for my nonprofit organization because we can adapt LegalServer to track the information we need for grant reports, case management, staff supervision, and program evaluation
  • I love the Help site and virtual training sessions because our interns use them to learn how to configure LegalServer and then set up new fields, forms, processes, and more
Room for improvement
  • There isn't anything that comes to mind
  • Sometimes it's hard to keep up with the new developments that are going on - but that's a positive in my opinion

James S.

Verified User

Education Management · 10000+ employees

Used other for less than 6 months
Dec 22, 2025

Basic but Effective

LS has most of the features you would expect to see, but some of them could be executed better (calendar, messaging, file navigation, etc). The software uses a lot of drop-down triangles/arrows, which feels outdated and clunky. It has a couple of nice features such as each case getting its own email address so you CC anything and it imports it directly. It is overall a solid program with a few quirks/frustrations.

What they liked

LS has a relatively simple to understand layout and is pretty straightforward in terms of navigation; the learning curve is light

Room for improvement
  • Feels a little outdated and needs a much better calendar system
  • Visually, it does not look like a modern program

Pablo A.

Verified User

Computer Networking · Self-Employed

Used daily for less than 12 months
Dec 22, 2025

LegalServer

Very poor experience. If you want to spend money on a fancy website, then purchase LegalServer. It will be easy for you to create reports with any other tool . Please check Kemps Case Management. It is cheap, easy to learn, very well design and with real customer support. The database is yours and you can put together any reports with simple tools like MS Access. Please stay away from this people. They just want your money. No worth it at all.

What they liked
  • For me the only pros are: 1) it is online 2) it is easy to use
Room for improvement
  • *It is very expensive for a case management system *The lawyers that they use as employees believe that they are IT professionals but they are just lawyers *The customer support is very basic *The online training is just videos *Reporting is very confusing (remember that this software is usually used by legal aid offices that have 3 or 4 employees only / usually with low pay and training) *I have been in conference calls/online meetings with them and other users and the employees have been disrespectful with users several times
  • *Data migration is pretty much on you
  • It will require for you to dedicate time for you to be able to identify every field, double check them, etc
  • They will not work with you on that aspect
  • They are just expect for you to do the job for them * Monthly fees for maintaining very small databases are outrageous and very difficult to pay for small non-profits legal aids offices
  • *The software is made with open source tools which basically may put you in a bad situation if they need support
  • *With the money that they ask you upfront you can easy pay for a custom made system with local resources
  • *Report tool is very annoying and poorly designed
  • * The naming convention of the fields is horrendous
  • *They claim that they are different than Kemps but they just just design everything out of that system

Shelby Y.

Verified User

Law Practice · 501-1000 employees

Used daily for less than 6 months
Dec 22, 2025

LegalServer get the job done

Verified reviewer

What they liked

Overall, LegalServer has everything I need to keep track of my client's documents and my time in one place

Room for improvement
  • LegalServer could use an update for its interface

Eli C.

Verified User

Legal Services · 11-50 employees

Used monthly for less than 2 years
Dec 22, 2025

Overall positive experience but needs an update

Verified reviewer

What they liked
  • Fairly easy to use system for record keeping and report generation
  • Our team can easily followup and close and archive cases with ease
Room for improvement

Their interface could use some updating and their reporting can be fairly manual but overall its a pleasant experience

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Decision Context

LegalServer

LegalServer

3.8
Pricing
Starting at $300.00 per month

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