2026-06-17 Release Notes
News
LegalServer staff are off on Friday 2026-06-19 in recognition of Juneteenth National Independence Day.
Changes
👉 👉 Effective 2026-06-18 for demo sites, then 2026-06-26 for live sites. 👈 👈
🪄 API mavens should review the always-informative, interesting, and ever-changing API Changelog.
📃 LS-95011: Documents generated from templates in LegalServer that are going to be stored in SharePoint get a date added to the file name. What's the best format and place for that date? Beginning of the filename? End? No dashes and a two digit year? With a timestamp? Should saving as DOCX versus RTF make a difference? One standard to rule them all: Highly sortable ISO yyyy-mm-dd date at the front of the filename. What about adding a timestamp, you ask? See the Use Timestamps in Document Template Names setting we're adding to the SharePoint Settings admin page.
⭐ 🗃️ ⭐ LS-138721: File Manager's search will start searching through all the folders on a case looking for that file you misplaced.
🧙♂️ LS-140320: Using Funding Code as the toggle field in a branch logic block is fine, but it can result in duplicate rows in the funding code change log, and thus cause mild to moderate confusion if you stare at the log too long. De-confusion on the way.
⤵️ LS-143173: Details in the API Changelog, but if you use the new Data Export feature surely you will appreciate the ability to request the latest data without having to make two API calls.
🪜 LS-144132: The Generate Note from Email Template block does not play nice if you add it to a form in your multi-step process of wonder. But it will.
↩️ LS-144974: The Redirect Submit block found on many timeslip forms has a "Return to timekeeping section front" option. Wouldn't it be grand if it did what it says? It would be. It will be.
📱 LS-144985: If you don't know that demo sites will only send email to addresses linked to users with the Administrator user role, now you do. We're putting the same limitation on sending SMS texts from demo sites.
🌊 LS-145089: Clinic Events and Clinic Event Appointments in Workflows get several improvements.
📜 LS-145126: More work on the exciting new report edit interface. Several date filter fixes, results table updates, and adjustments to hue, saturation, and tint of colors for a more pleasing visual experience.
⚡ LS-145254: We're adding the SSN Status field (colloquially: ssn_information) from the Applicant SSN block to the system fields included in electronic case transfers.
🎁 LS-145371: The Waiver Requests list is getting a Client Name column, a filter for Client Name, a filter for Case ID, and a fresh sagebrush scent (responsibly sourced from the High Desert of the Great American Southwest).
LS5
Are you testing LS5? You may find the following useful, interesting, or both.
🪵 LS-143914: Activity Log list view in LS5 does not display notes. Note restoration on the way.
🌊 LS-144520: Editing a Workflow Trigger in LS5 should not repeat the fields in the trigger over and over. Repeat, should not. De-repetition being applied. As many times as needed.
🏥 ☎️ LS-144829: The Clinic Event Appointments list view does not show client phone numbers in LS5. Oh but it shall, just you wait and see.
👷 🪚 🔨 🪛 🔧 LS-144890: We unleashed a developer on list views in LS5 with a list of feedback from testers. Lots to like: Tighter spacing, less eliding, sort indicator only on the sorted column, and more.
🛠️ LS-145331: More adjustments so EVT and AGM display and work properly in LS5.
Anniversary Celebration
Justice North (JusticeNorth)
Live with LegalServer: June 2020
Weather: 14/10C (58/50F) 100% chance of rain. 🌧️ ☔
Honolulu comparison: 28/24C (82/76F) 36% chance of rain.