Online Intake

Presentation Recordings

“Online Triage and Intake, One Year Later” – LSC Technology Initiative Grant Conference 2016

LegalServer Online Intake at Legal Services of Greater Miami

Drupal Triage and Intake – VT, CT, and ME

Case Studies

Legal Services Corporation (multiple states)

Online Triage and Intake Toolkit – A toolkit for Legal Aid Organizations (June 2018)

Includes an introduction to understanding online triage and intake; development of logic triage tools (triage trees); consideration of user accessibility needs; usability tests; how to launch triage tools; collection and analysis of data; triage tool maintenance; case studies (Maine, Michigan, New Mexico); and other resources.

Replicable Online Intake Projects – Legal Services Corporation (LSC) Technology Initiative Grant Final Reports Technology Initiative Grant Projects Funded by Year

Legal Services Corporation (LSC) is the single largest funder of civil legal aid for low-income Americans in the nation. Established in 1974, LSC operates as an independent 501(c)(3) nonprofit corporation that promotes equal access to justice and provides grants for high-quality civil legal assistance to low-income Americans. LSC distributes more than 90% of its funding to 133 independent nonprofit legal aid programs with more than 800 offices. LSC produced a report with findings from Utah, Massachusetts, Ohio, and Washington.


If you want to check out others’ intake forms as you consider creating your own, PLEASE use TEST as your name so they know you are not a potential client.

San Diego Volunteer Lawyer Program (SDVLP) – WordPress, contact form plugin, Zapier, and Kemp’s Caseworks

San Diego Volunteer Lawyer Program provides equal access to the justice system by serving as a bridge between indigent and other disadvantaged people in San Diego County and the volunteer lawyers and others who are willing to donate their time and resources. Vision Statement:  That all people in San Diego County enjoy equal justice and access to legal services without regard to economic status.

Disability Rights Legal Center (DRLC) – Drupal Webform ModuleLexisNexis Time Matters

Disability Rights Legal Center is a 501C-3 non-profit, public interest advocacy organization that champions the civil rights of people with disabilities as well as those affected by cancer and other serious illnesses. DRLC is a leader in bringing cutting-edge cases to court and in winning victories to protect and to expand the rights of people to help eliminate discrimination and other legal barriers.

Legal Aid Society of Orange County & Community Legal Services of Southeast Los Angeles County (LASOC ) – custom

The mission of Legal Aid Society of Orange County and Community Legal Services of southeast Los Angeles County is to provide civil legal services to seniors and low-income individuals and to promote equal access to the justice system through advocacy, legal counseling, innovative self-help services, in-depth legal representation, economic development and community education.

Inland Counties Legal Services (ICLS) – Adobe Flash

Inland Counties Legal Services, Inc. is a nonprofit organization providing legal services to low-income persons residing in Riverside and San Bernardino Counties. ICLS targets services to seniors in the greatest social or economic need. Legal services are provided by attorneys, or paralegals under the direct supervision of an attorney. Services include advice and counsel, limited action (includes negotiations and preparation of legal documents), as well as direct representation before administrative law and civil courts. Legal assistance is provided in areas including housing, family, consumer/civil, public benefits, elder abuse, citizenship clinics, bankruptcies (selected), healthcare access, and domestic violence.


Illinois Legal Aid Online (Statewide Online Access System)Drupal Webform ModuleLegalServer

Illinois Legal Aid Online (ILAO) connects people who cannot afford a lawyer to the information, lawyers, resources, solutions to find the best resolutions to their legal problems. ILAO was formed in 2001 by 12 partner organizations as a unique and unprecedented statewide collaboration of legal services providers, funding entities, the private bar, and law schools. Learn more about ILAO.

Ethics (online legal communications)

Encouraging ethical practices is an important way for the State Bar [of California] to prevent and discourage attorney misconduct. This is where you’ll find many resources, including ethics opinions, education programs and research tools that can aid attorneys in the course of practicing law. The State Bar of California Ethics (Rules and Resources)

Attorney Blogging

Under what circumstances is “blogging” by an attorney a “communication”1/
subject to the requirements and restrictions of the Rules of Professional Conduct and related provisions of the State Bar regulating attorney advertising? Formal Opinion No. 2016-196

Publicly Available Confidential Information (Facebook and Other Social Media)

What duties does a lawyer owe to current and former clients to refrain from disclosing potentially embarrassing or detrimental information about the client, including publicly available information the lawyer learned during the course of his representation? Public Opinion No. 2016-195

Confidential Information and Unsolicited Email Correspondence

If an attorney receives from a non-party a confidential written communication between opposing counsel and opposing counsel’s client, what should the attorney do if the attorney reasonably believes that the communication may not be privileged because of the crime-fraud exception to the attorney-client privilege? Formal Opinion No. 2013-188

Confidentiality and Technology

Does an attorney violate the duties of confidentiality and competence he or she owes to a client by using technology to transmit or store confidential client information when the technology may be susceptible to unauthorized access by third parties? Formal Opinion No. 2010-179

Electronically Stored Information (ESI)

What are an attorney’s ethical duties in the handling of discovery of electronically stored information? Formal Opinion No. 2015-193

View Additional State Bar of California Formal Ethics Opinions here.

Los Angeles County Bar Association Professional Responsibility and Ethics Committee: Formal Opinion No. 514

Prepares written opinions and responses to questions concerning lawyers’ ethical duties and responsibilities. Reviews and comments upon proposed State Bar ethics opinions and proposed amendments to ethics rules. Monitors and comments upon legislation and proposals concerning professional responsibility and conduct. Also proposes amendments to rules of professional responsibility, and sponsors and assists other committees in providing MCLE programs on professional responsibility. Los Angeles County Bar Association (ACBA) Professional Responsibility and Ethics Committee

Legal Information Institute: California Legal Ethics : (Discontinued in 2013)

This digital library contains both the codes or rules setting standards for the professional conduct of lawyers and commentary on the law governing lawyers, organized on a state by state basis. Major law firms and legal academics, working on a pro bono basis, contributed narratives on the law of lawyering of their states. As of Jan. 2006 the library included narratives from 22 jurisdictions, including most of those with the largest lawyer populations.  It also included the codes of professional responsibility for those jurisdictions, numerous other states, and the European Community.

The American Bar Association’s ethics materials are included in the library to permit the rules of a particular state to be compared with the ABA model provisions, including the extensive 2002 revisions, and with related provisions in other states.

As of March 1, 2013,  The Legal Information Institute announced LII was no longer able to maintain the information in the American Legal Ethics Library at a level of completeness and accuracy given its staffing needs. Please check back for updates.


Access to Justice Author (A2J)

Access to Justice Author (A2J Author®) is a cloud based software tool that delivers greater access to justice for self-represented litigants by enabling non-technical authors from the courts, clerk’s offices, legal services organizations, and law schools to rapidly build and implement user friendly web-based document assembly projects.

Kemp’s Case Works (Kemp’s)

The mission of Kemp’s Case Works (KCW) has been the design and installation of case management systems for advocates helping low income people. KCW also provides consulting, technology support, and training. The primary product of KCW is the comprehensive Prime Case Management System (Prime). Prime is available in Server or Cloud Hosted editions.

Prime assists Legal Services, Legal Aid Offices, Law School Clinics, Domestic Violence Shelters, Senior Legal Services Programs, Fair Housing Associations, Children’s Rights Programs, HIV Law Clinics, Gay and Lesbian Programs, NAACP Offices, pro bono attorneys, and advocacy non-profits with the delivery of high quality, effective and efficient legal services. Not static, it constantly evolves and continues to provide new tools to providers so they can better serve clients.


Since 2001, LegalServer has been helping the legal aid community do more with less by leveraging the power of the most comprehensive web-based case management system. Besides learning over the years from our clients on refining common requirements for better case handling, LegalServer personnel have over 50 years of combined hands on experience working at non-profit legal aid agencies.

LegalServer is designed to improve the effectiveness of data collection by enhancing the process by which data is collected, stored, used and reported. LegalServer will facilitate better communication, collaboration and reporting among staff, volunteers and funders.