2025-07-02 Release Notes
News
It's time for the mid-year chart:
In the course of human events, revolutions happen, and may be celebrated, so it is that LegalServer staff will have the day off this Friday (July 4th). A small but determined crew will be monitoring the OpsCenter boards.
Changes
🔄 Effective 2025-07-03 for demo sites, then 2025-07-11 for live sites. 🔄
🪄 API mavens should review the always informative, interesting, and ever changing API Changelog.
🙏 LS-129121: You added the LSC Eligibility Information block and the SITE Eligibility Information block to your Guided Navigation dialogue of non-linear wonder, but were chagrined when you configured said blocks and your changes weren't saved. Save them we will.
🧙♂️ LS-130469: When SharePoint is enabled on your site, editing and saving information on the Sub-Actors page when generating a document from a template triggers the conversion process prematurely, which moves the generated document to SharePoint and deletes the LegalServer document, leaving the hapless user with a white page of sadness about a document not existing. Not content with fixing this problem, the developer noticed the same could happen with the Google Drive integration and fixed it there as well. Employee of the Month indeed.
🫷🏼 LS-130484: You've told your staff to fill out the notes field when making an electronic case transfer. But all forms of human behavior modification have only partially succeeded. Reach 100% compliance via the shiny new Require a note when Transferring a case setting in the Outgoing Transfers section of the Admin > Configure Case Transfers page.
📡 LS-130777: The system Veteran field is included in electronic case transfers. Great. But wouldn't it be grand if you could see it on the pending case transfer profile page so you know if the person is a Veteran before you start an intake or reject? It would be, it will be.
🏗️ LS-131097: The Online Financial Information - Detailed block's Assets will now play nice if you have configured any Asset lookup values to Show Balance/Loan + Equity.
📧 🌠 LS-131114: If the site you send an electronic case transfer to rejects the transfer, the primary advocate on the sent case gets an email about that. If that's not the best person to be informed, check out the shiny new Rejected Transfer Email Recipients in the Outgoing Transfers section of the Admin > Configure Case Transfers page. Have the email sent to the address(es) you enter instead of the primary advocate.
📫 LS-131200: You put the Address block in your Guided Navigation dialogue of wonder, checked the box to "Keep/Insert Zip Code +4 when validating addresses", then despaired when you noticed that didn't save. Prepare to replace your despair with hope.
👩🏼🔧 LS-131365: You can link a case and a Project. Wouldn't it be grand if you could show that in reports? If you think so, you'll be pleased by the new Case Data > Associated Project subtable and the Project > Associated Case/Matter subtable.
2️⃣ LS-131795: Note Drafts aren't being deleted when a note is ultimately saved, and aren't being linked to the case they are on. Two problems, two fixes.
🏢 LS-131827: The Office Location filter in the Recommended Documents block will be the office in the current primary assignment. Always. It will fall back to a deprecated office field in the rare cases there is not a current primary assignment on a case.
🌸 LS-131903: The HUD API does not return "State" results for Washington DC addresses, but it does return "Area" results, so we'll start showing those Area results.
🗝️ LS-132033: API mavens will be pleased to know v2 endpoints will be generally available without needing to plead with support staff for access thereto. To be clear, this does not allow access to the Premium APIs without paying for that.
⤵️ LS-132120: The Matter Discovery Log list view gets a default sort on Date Served, most recent at the top (colloquially: DESC sort). For rows with the same Date Served, they will be sorted descending by the internal ID number - representing the order the records were entered.
🔢 LS-132121: If your site has Cause Number Identification enabled, the Case Identification block will now display the case's cause number instead of the case number.
🚒 👨🏼🚒 LS=131746: People using OFTW (colloquially: the Microsoft Office for the Web integration) have been plagued by clicks displaying "Microsoft Word - Sorry we ran into a problem. Please try again." Valiant efforts have been made to prevent this, and your clicks should start inducing feelings of joy. Demo sites get relief tomorrow and live sites on Friday.
🚒 👨🏼🚒 LS-131853: Sites using the Dropbox integration have been experiencing varying levels of sadness getting files to display on cases. The situation should have been much better since 2025-07-01 at 3:58 PM Eastern.
Anniversary Celebration
Who: NOPBP
What They Do: Work with pro bono lawyers in many different civil legal service areas to meet the needs of the clients in the area we serve.
Live with LegalServer: July 2023
Weather: 32/26C (89/78F) Light thunderstorms and rain.
Honolulu comparison: 28/23C (83/74F) Partly cloudy.