2026-02-04 Release Notes

News

Welcome the following nice folks as they being their onboarding journeys of wonder and discovery:

Be excited as these nice folks prepare to go live next week:

Changes

👉 👉 Effective 2026-02-05 for demo sites, then 2026-02-13 for live sites. 👈 👈

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

📜 LS-104094: A Pro Bono Opportunity can be limited to volunteers at selected Opportunity Organizations. If you've pined for that information in your reports, the Case Data > Opportunity Organizations Associated with Case subtable headed your way is sure to spark joy.

🔗 LS-124132: You get URLs for cases that lead to an external site like a discovery document repository, relevant cat GIFs, etc. You display the URL for a case in a custom text field in your Flowblock of wonder. Well done you. But check your Flowblock after this change lands and gaze upon the new Format as URL option. Will that make the URL a clickable link? Spoilers.

🧠 📝 LS-138434: You're previewing a file from the File Manager and notice a Smart Notes button (an AI Feature) in the toolbar. You click that, then Add Smart Note, and then you notice the Add Snip button in the popup. Will that let you draw a box around, say, part of a PDF, then offer to convert that text and save it in your smart note? Spoilers.

⬇️ ⬆️ LS-138556: The Number 18 and Over and Number Under 18 fields have Min and Max limiters on trusty standard forms, but not so much in Guided Navigation. Okay, not at all. GN mavens really want the limiters, so we're adding them.

📋 LS-138952: If an Activity note contains "D&A", would you rather see that or "D&A" in the Activity Log list? We hope you prefer the first one.

🖱️ LS-139027: If you are using Remote Cases, you will very likely enjoy configuring the Service Fields to Include section of the Remote Client Case Profile block. Because drag and drop to enable, disable, and re-order columns is the cat's meow.

📡 LS-139027. More Remote Cases goodness. The Remote Client Cases block that displays a list of, well, remote cases, gets some nice configuration option changes.

🗃️ LS-139363: The old document folder tree let you drag and drop one file at a time from one folder to another on a case. If you missed that option in the new File Manager, surely you'll be pleased to hear that's on the way. But wait, there's more! You will be delighted when you realize you can select multiple files and folders and drag and drop them. A feat the old folder tree could not manage.

⚖️ LS-139459: This ticket makes sure a SimpleJustice volunteer attorney gets added as a clinic user if approved by the SJ admin for that clinic on the clinic opportunity interest list.

⭐ 🔎 ⭐ LS-139566: Deep search on the Admin page is on the way. No need to ask for it (as previously announced). You will be delighted.

LS5

Are you testing LS5? You may find the following useful, interesting, or both.

🕰️ LS-136328: The Case Timely Closed block gets an LS5 makeover.

📋 LS-138832: You have two instances of the My Current Outreach Assignments list view on the home page so your kids can see the outreaches where they are the primary assignment on one tab, and a list of all outreaches they are assigned to on another tab. LS5 is confused by this setup, but we are teaching it to be as smart as the venerable LS4.

🖌️ LS-138979: Conflict search results in LS5 will stop leaving the stars column outside the visible window.

💄 LS-139006: Header elements get a tasteful underline in LS5 for some visual appeal.

💄 LS-139033: LS5 reports Run and Edit modes are getting some style updates.

🥼 LS-139052: Filtering the County lookup list by Service Area in LS5 tells you nicely that there was an error, but the proffered Reload Page button doesn't help, so we're just going to fix the error.

📋 LS-139092: Viewing 1 to 20 of 981 on your Cases list? Looking for the View All link you remember from LS4? You may not be thrilled that your View All link isn't being added to LS5, but surely you will be placated by the page size selector of 500.

⚒️ LS-139116: If a user has not changed their preference from the default "Use Site Setting", and their user role is not set to LS5, they will not get LS5.

📋 LS-139157: The Admin > Electronic Case Transfers page is an empty page of sadness in LS5, but will soon be as bountiful as the LS4 view.

🔗 LS-139365: The Docassemble integration makes use of popups with links inside them that do important things. LS5 will now display those links instead of unclickable text.

🖱️ LS-139385: Sites with EVT or AGM have a handy Pay Period date selector in the Timekeeping Log filters. Now they will have it in LS5 as well.

Anniversary Celebration

Who: LSA

What They Do: Provide free, client-centered civil legal advocacy to low-income people and collaborate with others to find solutions to systemic issues caused by poverty.

Live with LegalServer: February 2013

Weather: 13/1C (56/34F) Cloudy.

Honolulu comparison: 26/18C (79/64F) Mostly sunny.