Getting Started
On what kind of device can you access LegalServer?
Any device with an internet connection
Where can you find a list of all open or pending cases that you’re currently assigned to?
My Assignments tab
How many bowser tabs of LegalServer can you have open at once?
As many as you want!
What browser can you use to access LegalServer?
Most modern browsers
Where would you go to see your “to do” list in LegalServer?
My Tasks tab
Where can you find the timer?
Top right of any page in LegalServer - Clock icon
Where would you go to see cases assigned to you that haven't had any activity (note, timeslip, etc.) in 60+ days?
Stale Cases tab
Where can you find the link to begin prescreen?
Top right corner of home page - actions menu (rocket icon)
Where should you enter real client data going forward - the LegalServer Demo Site or the LegalServer Live Site?
LegalServer live site
How do you navigate to the case profile from the My Assignments tab?
Click the case number
How can you filter listviews throughout LegalServer?
Click the "Filter" link and choose your filter parameters
Log into the LegalServer demo site - what is the announcement at the top of your home screen?
Welcome to LegalServer!
Come on in and look around!
How would you add a note or timeslips to a case record directly from the home page?
My Assignments Tab - Actions Dropdown
Search for "Ineda Help" in the LegalServer demo site. What kind of legal issue does Ineda have?
01 Bankruptcy/Debtor Relief