2025-04-16 Release Notes

News

No new onboardings or going lives to report, so we'll do a Q1 update chart:

Changes

🔄 Effective 2025-04-17 for demo sites, then 2025-04-25 for live sites. 🔄

🪄 API mavens should review the always informative, interesting, and ever changing API Changelog.

🐢 LS-106493: Trying to batch edit your User Roles lookup list does not end well. But it will.

🏥 LS-121227: A Clinic event profile usually displays a list of Appointments for that date, with an Assignment column showing if any user is assigned to an appointment. Wouldn't it be interesting if appointments with no assignment displayed an "Assign to Me" link instead of nothing? It would. It will be.

🔍 LS-126085: Government Generated ID values will now be used in Adverse Party conflict searching.

🛞 LS-126574: ReferralHub sites will be pleased to see the list displayed by the Organization Referral Tracking block get a filter for Referral Date.

🙈 LS-127830: If you uncheck Income Information in Limited Case Intake Data (electronic transfers only), the Data Transfer Summary note will exclude the Zero Income and Senior Income fields.

🔒 LS-127843: "Offices - Edit Offices on the Admin Page" is a new user role permission. You, dear admin, will need it if you ever need to edit office information on the Admin > Offices page.

🗣️ 🌎 LS-128261: Sites with multiple language support doing InCert intakes and collecting financial information will be pleased to see that the income frequency terms (weekly, biweekly, etc.) can now be translated.

📆 LS-128330: If you let people schedule themselves into an appointment slot in your online intake, you want that information to show up in the Scheduled Appointments column for pending transfers, and the calendar events for filled slots. Wants will be met.

🔍 🤖 LS-128334: Searching the Help site for "transform" is a satisfying experience if you are looking for information about lookup export indexes. Shouldn't putting "transform" in the Admin page search box lead you to the Lookup Export Index Management page? It should. It shall.

📝 📝 LS-128386: Highest Education Level is copied by Quick Case Copy when creating a new matter from an existing one. Wouldn't it be grand if New Case for Client and Copy Prescreen did the same? It would be. It will be.

📡 LS-128389: We're adding the Highest Education Level field to the values that transfer in electronic case transfers.


Anniversary Celebration

Who: CLCNY

What They Do: Provide children with a voice in Family Court, ensuring their rights are protected and their well-being is prioritized. Represent young clients in custody, visitation, domestic violence, and child protective matters, guiding them through the legal system with compassion, advocacy, and expertise.

Live with LegalServer: April 2020

Weather: 12/6C (53/43F) Windy.

Honolulu comparison: 27/21C (80/70F) Cloudy.

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