ITC 2025: How to Leverage LegalServer and SharePoint Technologies to Provide Efficient Pro Bono Legal Services

Using tools that are available through technology that is widely used by legal services organizations can help your organization save time and resources. LegalServer and SharePoint have features that can be leveraged to more efficiently share information with pro bono partners, schedule and organize clinics, and prepare forms and appointments for pro se clients. With the help of knowledgeable legal technology consultants, Legal Services of the Hudson Valley (LSHV) began using LegalServer’s Clinic Module to schedule clinic clients and pro bono attorneys, began using LegalServer’s pro bono assignment feature to provide client information to attorneys and collect volunteer time and notes, and began sharing case and training materials through SharePoint’s extranet sites. Georgia Legal Services Program (GLSP) has used the LegalServer Clinic Module and identified limitations and suggestions for areas of improvement for use in pro bono programs.  LSHV also uses Cerenade, software that, through API, integrates with LegalServer, to efficiently complete immigration forms. During this session, LSHV, GLSP, A2J, and LegalServer will demonstrate how these programs can be used to successfully and efficiently manage pro bono case referrals and assist our clients.