Product Capabilities

A Decade of Real-World Intake. Forged Into One Platform.

ALIS was built alongside a real legal intake organization — every feature shaped by the people who needed it most.

At a Glance

The Full ALIS Feature Set.

Customizable Email Templates

Create reusable email templates with merge fields pulled directly from case data. Send personalized, consistent communications in seconds with the ability to include attachments and resource lists.

Upload Letter Templates

Generate professional, print-ready letters automatically populated with client and case information through the use of merge fields. Ensure every letter is accurate and on-brand — every time.

Scan to Intake

Any office copier with Scan-to-Email can feed directly into ALIS. Scan documents to existing intakes or create a new intake and automatically attach the scanned documents to it.

Case Routing & Assignment

Rules-based automatic routing can send every submission to the right team and case manager — instantly. Manual triage is also possible, if desired.

Multi-Affiliate Management

Run a national network with dozens of chapters from one administrative dashboard. Each affiliate operates independently, with full visibility from the top.

Role-Based Access Control

Define exactly what each user role can see and do. Admins, case managers, intake staff, read-only reviewers — granular permissions at every level.

Reporting & Analytics

Real-time dashboards showing intake volume, case status, resolution rates, and performance metrics. Export to CSV or PDF for board reports and grant applications.

Audit Trails & Compliance

Every action — viewed, edited, assigned, resolved — is logged with a timestamp and user identity. Immutable audit logs for legal, compliance, and accountability requirements.

Data Security

Encryption at rest and in transit, dedicated server instances (not shared multi-tenant), and strict role-based access controls.

Mobile Responsive

Every form and admin interface is fully responsive. Constituents can submit from any device; case managers can review and act from the field.

Custom Workflow Development

Your own ALIS instance means your own rules. From unique intake channels to bespoke automations, ALIS can be tailored to fit workflows that no off-the-shelf product would accommodate.

Deep Dive

Explore Features in Detail.

Click any category to expand the full feature list.

Reusable email templates for common communications (acknowledgments, status updates, closures)
Merge fields auto-populated from client and case records — name, case number, date, assigned staff, and more
Send email directly from the case record — no switching to an external mail client
Attach resource lists and documents to outbound emails
Per-affiliate template libraries — each office maintains its own set
Preview before sending — review merge field values before delivery
All outbound emails logged to the case timeline automatically
Consistent branding and language across every office and every case

Upload your own letter templates — ALIS merges client and case data automatically
Merge fields pulled from the case record — name, address, case number, assigned staff, and more
Print-ready output formatted for physical mailing or PDF distribution
ALIS dynamically creates a Microsoft Word (.docx) document that is downloaded to your device.
Per-affiliate letter libraries — each office maintains its own set
Generated letters logged to the case timeline automatically
Consistent branding and language — every letter, every office, every time
Eliminates manual letter drafting — accurate responses in seconds, not minutes

Customizable subjects & issues — categorize every intake for fast filtering and reporting
Customizable status codes — define your own workflow stages (e.g. Open/Waiting Review, Offer Made, Closed) and track each intake through the full process
Attach files directly to intake records — documents, scans, recordings, or any file type
Notes and events logged with automatic date & time stamps — a complete activity timeline on every record
Assign intakes to one or more staff members and/or departments — nothing falls through the cracks
Respond via email directly from the record using customizable templates — with attachable resource lists
Previous/Next navigation — move through your intake queue without returning to the list
Full intake history preserved — every change, note, and communication logged in order

Any office copier with Scan-to-Email capability works — no special hardware required
Scanned documents land in the ALIS intake queue immediately
Original scan attached to the intake record automatically
Bridges paper-based intake workflows with digital case management
Ideal for walk-in clients who fill out paper forms at your office
Staff review and complete the digital record from the scan — no double data entry
Routed through the same assignment and workflow rules as online submissions
Maintains a complete audit trail from first contact through resolution

Rules-based automatic routing on submission
Route by form type, answer value, geography, or custom logic
Round-robin or priority-based case assignment
Capacity-aware assignment — distribute caseloads fairly
Email notifications to case manager on assignment
Manual override — reassign cases at any time
Escalation rules for high-priority or time-sensitive cases
Case transfer between staff with full history intact

Unlimited affiliate offices under one national account
National dashboard with aggregate metrics across all affiliates
Each affiliate has its own isolated data workspace
Affiliate-specific form templates and workflows
National admin can push template updates to all affiliates
Affiliate performance benchmarking
Cross-affiliate reporting for national leadership
Standalone server per affiliate — or shared national instance

Pre-built roles: System Admin, Affiliate Admin, Case Manager, Intake Staff, Read-Only
Custom role creation with granular permission sets
Field-level access control — hide sensitive fields from certain roles
Affiliate-scoped access — users see only their affiliate's data
Session management and automatic timeout
Invitation-based user onboarding with role pre-assignment

Real-time intake volume dashboard
Case status breakdown (open, in-progress, resolved, closed)
Average time-to-assignment and time-to-resolution metrics
Case manager workload and performance reports
Date-range filtering for any report
Export to CSV and printable PDF
Scheduled report delivery via email
Custom report builder for unique organizational needs

Every record view, edit, and status change logged
User identity + timestamp on every action
Immutable log — entries cannot be deleted or modified
Audit log export for legal review and compliance reporting
Configurable data retention policies
Granular per-user activity tracking across all intake records

Encryption at rest — all stored data is encrypted at the database and file level
Encryption in transit — all connections secured via TLS/SSL
Dedicated server instance per client — your data is never co-mingled with another organization's
Option to deploy on your own existing server infrastructure
Strict role-based access controls — users see only what their role permits
Automatic session timeout to prevent unauthorized access
Microsoft Entra SSO ready — integrate with your existing identity provider
Automated daily backups — your data is protected against loss

Because every ALIS customer runs their own dedicated instance, your ALIS can be customized to match your exact workflows — not the other way around. If your process doesn't fit a standard template, we build to fit your process.

Custom intake channels beyond the standard web form
Bespoke automation rules triggered by any system event
Custom file type handling and attachment workflows
Integration with third-party systems unique to your organization
Non-standard notification and escalation logic
Custom reporting fields and output formats
Unique role and permission structures
Anything else your mission requires — if it's possible, we'll build it

Where Legal Aid Organizations Come to Get Intake Right.

A 30-minute demo is all it takes to see why legal aid societies and advocacy organizations choose ALIS — and stay.

Request a Demo