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Social Service Notes on Cases and Restricted Case Notes

This week we’re excited to announce two new features on LegalServer- Social Service Notes on Cases and Restricted Case Notes.

Screenshot of how to add a note to a social service.

These features allow teams to restrict and log views of certain case notes that are separate from the typical notes a legal advocate would keep on a case. This is particularly helpful for agencies that utilize social workers or social work students in their service delivery.

Screenshot showing how notes can be restricted.