Justiceserver

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Everything you need to know about Justiceserver and how it can help your organization serve more clients effectively.

Justiceserver® is a Salesforce®-powered legal case management system from Techbridge® with a design philosophy rooted in the real needs of legal service organizations. The result is a system that is scalable, secure, highly customizable, and capable of growing alongside each program’s mission and progressing with the future of AI technology—without the limitations of closed, proprietary systems that force LSOs to compromise.

Justiceserver® is a Salesforce-based legal case management system designed by Techbridge® for nonprofit legal service organizations. It streamlines client intake, case management, and pro bono coordination while being customizable to the unique workflows and requirements of each organization.

A structured workflow walks staff through conflict and duplicate checks, immigration status or citizenship eligibility, financial eligibility, and capturing client and matter information. Conflict and duplicate check logic uses advanced matching to prevent conflicts of interest and duplicate entries before they are created, while financial eligibility tools apply income and asset thresholds consistently and support compliance.
Case workflows can be tailored to each program, ensuring that staff capture the information relevant to their practice area. Time can be logged via stopwatch, start/end entries, batch entry, or simple hour totals—with support for timesheets, approvals, grant and funding code billing, leave tracking, and configurable timekeeping fields.
Justiceserver leverages Salesforce reporting and dashboards to give organizations real-time visibility into caseloads, performance, and outcomes. Reports can be customized for staff, leadership, and funders, with a no-code, drag-and-drop interface and charts that stay up to date as data changes.
Justiceserver can function as your Clinic Management system with tracking of one-time or recurring clinics dates and information, registrants/attendees, and staffing. Attendees can subsequently be linked to Legal Cases or Other Services that spring out of the clinic. Additionally, with connection to a Salesforce Communities Portal or 3rd party forms platform such as Form Assembly is capable of handling online clinic registration.
Justiceserver captures and reports on non-legal services such as workshops, referrals, or pro se assistance, helping organizations show the full impact of their work beyond traditional representation.
Built-in referral tools allow LSOs to log, manage, and transfer cases between organizations in collaborative networks. A Pro Bono Portal add-on lets LSOs share cases with attorneys and partner organizations outside their internal system while keeping pro bono work connected back to Justiceserver.
Justiceserver is built on Salesforce, benefiting from enterprise-grade security, scalability, and three major platform releases each year. It combines this foundation with practical integrations LSOs rely on, using configurable page layouts, fields, and low-code automations so administrators can adapt the system without extensive development resources.

Justiceserver is positioned to leverage Salesforce’s AI ecosystem, including tools like Prompt Builder, Agentforce, and the Einstein Trust Layer (with additional licensing). These capabilities can be used to summarize notes, generate case overviews, suggest next steps, and support intake and routing while keeping client data secure.

Justiceserver can act as a shared intake and triage hub across multiple organizations. A single system can collect intakes across agencies and route them using eligibility and assignment criteria to support a “no wrong door” approach, with coordinated referrals and configurable data sharing.
Justiceserver is a collaborative community as well as a product. A yearly Justiceserver conference, free monthly office hours, and community forums provide training, roadmap sessions, and peer sharing, with recordings and notes available for ongoing reference.
Yes, Justiceserver works with both Salesforce Nonprofit Success Pack (NPSP) and Nonprofit Cloud (NPC) / Agentforce Nonprofit

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Real-Time Reports & Dashboards

For staff, leaders, and grant funders

Key Benefits:

  • Justiceserver leverages Salesforce’s state-of-the-art reporting and dashboard tools to give organizations real-time visibility into caseloads, performance, and outcomes.

  • Reports can be customized for staff, leadership, and funders.
  • No-code, drag & drop user interface
  • Data visualization in real-time, easy-to-read charts
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Clinics and Other Services

Tracked alongside full cases in one system

Key Benefits:

  • Tracked alongside full cases in one system
  • Dedicated functionality to organize and track legal clinics schedules and outcomes
  • Register clients by calendar or search for open availability
  • Support for volunteers to self-register and manage their own clinic commitments
  • Capture and report on non-legal services provided—such as workshops, referrals, or pro se assistance—ensuring a complete view of organizational impact
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Pro-Bono Management

To engage the broader legal community

Key Benefits:

  • Pro Bono Portal (Add-On Option): LSOs can extend Justiceserver with a standalone portal where attorneys not on Justiceserver can browse or receive case opportunities and track their pro bono work
  • Partner Organization Sharing: The portal also supports sharing cases with partner organizations outside Justiceserver, broadening the reach of volunteer engagement
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Referral Tracking & Case Transfers

Ensures continuity of care across collaborative networks

Key Benefits:

  • Referral Tracking & Case Transfers: Built-in referral tools allow LSOs to log, manage, and transfer cases between organizations in collaborative networks, ensuring continuity of client service
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Flexible Timekeeping

To enable accurate entry and grant tracking

Key Benefits:

  • Flexible Entry Methods: Time can be logged via stopwatch, start/end entries, batch entry, or simple hour totals—accommodating different work styles
  • Comprehensive Features: Includes support for timesheets, approvals, grant/funding code billing, leave tracking, and more. The timekeeping components can also be customized to capture additional information unique to an LSO’s requirements
  • Funding Code Management: Custom wizards can help staff assign work and time to the correct funding streams, reducing errors and ensuring compliance
  • Robust Reporting: Provides visibility into how resources are allocated and used, giving organizations the insight they need to effectively manage grants and funding
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Holistic Case Management

Tailored to each program and team

Key Benefits:

  • Customizable Case Workflows: Case workflows can be tailored to each program, ensuring that staff capture the information relevant to their practice area
  • Outcome & Benefits Tracking: Organizations can track detailed outcomes and benefits delivered to clients, enabling clear measurement of services provided and impact achieved
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Centralized Intake & Eligibility

With advanced conflict and duplicate checks

Key Benefits:

  • Guided Intake Process: Structured workflow for conflict checks, eligibility, and data capture
  • Financial Eligibility: Built-in tools ensure consistent determinations against income and asset thresholds, reducing errors and improving compliance
  • Comprehensive Data Collection: Captures demographics, matter/intake data, and other information required for funders, equity reporting, and internal analysis
  • Online Intake Options: Supports customizable web forms via tools like FormAssembly or other third-party apps, directly integrated with Justiceserver
  • AI Capabilities: Salesforce AI can help score or prioritize intakes, summarize applicant information, or even generate draft intake forms—accelerating intake review
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