Docassemble Integration
Docassemble Integration
Purpose: Link LegalServer Cases to Docassemble to generate specific documents from LegalServer data in Docassemble interviews and allow the documents to be saved to LegalServer.
Cost: $2500 plus $50/month. This feature is currently in Beta.
Your organization will need to have configuration access to their own Docassemble server.
Configuration
Docassemble Configuration
Your Docassemble Server will need to use a custom Docassemble package to connect with LegalServer. The package is available here: https://github.com/networkninja/docassemble-LegalServerLink. This will create a custom endpoint to get data about the different available interviews.
This is described more fully in the Readme file for that Docassemble package.
The Docassemble Package will allow for API access from Docassemble to LegalServer cases. We strongly suggest making sure that any interviews using this package are limited in scope or restricted to logged in staff users accessing Docassemble.
LegalServer Configuration
Users will need some additional User Role Permissions. Users who can configure interviews will need the new Edit Docassemble Templates permission. Users who can use the interviews will need the new Generate Docassemble Templates permission.
In the Admin Menu, there is now a section for Docassemble Settings.
This allows you to identify the URL and the API Key for your Docassemble server.
Once those are saved, there is a listview here of available interviews from the custom endpoint in Docassemble. You can click the refresh icon to reload the list:
The refresh icon is the leftmost icon in the top right of the listview.
All new Docassemble Interviews display as inactive.
LegalServer Interview Configuration
When configuring the Interview, the key elements are Title and Active. You can also map it to specific problem codes, offices, programs, etc.
Unlike the Gavel module, you cannot map any variables from LegalServer to Docassemble. There are four built in variables that will be sent and Docassemble can make API calls to LegalServer to retrieve the remaining information.
LegalServer User Interface
On a case profile, there is now a Docassemble Interviews listview:
If a user clicks the Launch the Docassemble Interview link, LegalServer sends the variables to Docassemble's Redis stash and provides a link for the interview to be continued. A modal popup with the link opens:
You can click the link to start the interview. Note that in the url arguments of the link is a reset parameter to ensure that a user is starting a new session in Docassemble.
External Links
One thing to note is that there are instances where a user may want to copy the link and share it with a client or other individual. In that case, the interview needs to be identified as "External" in the Docassemble configuration. When the modal displays in that case, there is not a clickable hyperlink but rather a html link to copy and paste elsewhere:
Note that this popup has a horizontal scroll bar.
Usage
Once the data makes its way from LegalServer to Docassemble, the sky is the limit. You can use Docassemble to get additional information from clients, sign documents, generate letters or pleadings, or anything else you want to connect it to.
The Docssemble Link package includes a function to save documents back to LegalServer in a case note format. That is documented in our API.