LegalServer FAQs

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Category: LegalServer FAQs

To send an SMS text message from a case in LegalServer:

Go to the Actions Menu and select “Send SMS Text” as shown below.

On the next screen, the client’s mobile number will be filled in if it was noted in the case, or you can simply enter a phone number and message. You can then send the message now or schedule it to be sent at a later time. If you schedule a message and then decide you do not want to send it, you can ask a member of the support staff to cancel sending.

It’s very important that we update our clients’ phone numbers in the case so that return texts find their way into the proper case(s). Please remind your clients to let you know when their phone number changes. You can learn more about SMS messaging in LegalServer from their help pages here.

Here are a few important things to know about LegalServer SMS messaging:

  • CLA & CWJC share one organizational text number for receiving SMS messages, rather than individual numbers associated with staff or cases. Therefore, if you text a client, it is best that you identify yourself at the top of the text so your client knows who is texting.
  • Incoming text messages to us from known numbers will appear as ‘case notes’ in all cases where the client’s/sender’s number is listed, as well as any case that has sent a text to that number regardless of numbers listed on that case.
  • Incoming text messages to us from known numbers will generate an alert message that will appear on the home tab for all staff assigned to the associated case(s).
  • Incoming text messages arriving to us from unknown numbers will not be routed to a case. Therefore, it’s very important to advise our clients to keep us updated with their most current mobile number
  • Support staff using the “Screener’s Home View” will have the ability to review an SMS message log in case you were expecting a message from a client that did not make its way to you. Support staff will also have the ability to cancel scheduled text messages.
  • Images sent to us by SMS(MMS) will appear below the text message in the Case Notes section. If you want to move it into the Documents section of a case, you would need to download it and upload it to the SharePoint Documents section. For now, we cannot send attachments (images, PDFs, etc) using LegalServer SMS. We have asked that this be added.

Category: LegalServer FAQs

Viewing PDFs in a web browser is lame and problematic. See below to avoid problems and not be lame:

  1. Ensure that Adobe Reader is set as the default application for PDF’s in Citrix. To do this, right click on any PDF file on your computer and choose ‘open with’ then ‘Choose Another App’ and in the next window, check ‘Always use this app to open .pdf files’ and select Adobe Acrobat Reader DC
  2. In Chrome, go to the 3 dot “Menu” icon in the top right, then choose “Settings“.
  3. In the “Privacy and Security” section, select “Site Settings“.
  4. Select “Additional content settings”.
  5. Scroll down and select “PDF documents“.
  6. Switch the “Download PDF files instead of automatically opening them in Chrome” to “On“.
  7. PDF files will download in Chrome just like any other file. In the downloaded file in Chrome, click the up facing arrow and choose “Always open with Adobe Reader”, then the file will open in the default PDF viewer after that.
Categories: Citrix, LegalServer FAQs

Click on your User name in the top right of the LegalServer Screen

Click My Profile

You will find your activity in the “User Log” section

Category: LegalServer FAQs