2026-09-23 Release Notes

News

🚀 All involved are excited as these sites prepare to go live next week:

• Colorado Poverty Law Project
• Legal Aid Society of Rockland County

Changes

👉 👉 Effective 2026-09-24 for demo sites, then 2026-10-02 for live sites. 👈 👈

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

🧑‍🏭 LS-145196: Workflow reminders get the ability to change the Sender for the email option. A dropdown list of 4 options and a Custom Email field. What's not to like.

🧑‍🏭 LS-145199: Workflow reminders get some new variables, including but not limited to, [judge] and [scheduled_by]. We're also going to make [case_number] recognize if you have Cause Number Identification enabled and replace that variable with a case's cause number.

📅 LS-146294: If you delete a calendar event linked to a case, where should you land? If you said the case profile, you'll like this change. If you said the main Calendar page, not so much.

👥 LS-147257: You put the Add Person block on step 3 of your external auxiliary process of wonder. Of course you did. You basked in your handiwork until you tried the "Save and Add Another" button on step 3 and landed back on step 1. Button retrofit is on the way.

☑️ LS-148363: When doing a Mass Assignment Update, if you are viewing 1 - 20 of 94 results and check the check-all checkbox at the top of the list, how many assignments should be on the next page? If you said 94, you'll like this fix.

👩‍🔬 LS-148712: "Adding a filter in the New Report Edit Interface is ... weird." Normalization is on the way.

🤓 LS-149121: We're updating the expression editor interface. First up are Dynamic Checklists, Workflows, and Advanced Grant Filters. Guided Navigation and others will come later. No changes in functionality, but a cleaner, more pleasant display of your expressions of wonder.

📅 LS-149122: The  New Calendar Interface only showing one of multiple events at the same time is sub-optimal, so we're going to optimize it. We're also going to make the hover text for All Day events/deadlines more chatty.

🧑‍🏭 🏥 LS-149150: In the send message step of your Workflow of wonder you have carefully ordered the fields under “Clinic Event Appointment Fields”. But you are sad when the message doesn't have them in that order. Sadness will be replaced by joy (or at least relief).

💼 ❓ LS-149417: The Case Specific Questions block has stopped changing the form(s) displayed if you pick a different Legal Problem Code. You an click on a blank are of the page and it updates, but no one expects that, or knows to do that, and it is just generally wrong. So we're going to fix it.

📅 LS-149453: If you aren't enamored with the New Calendar Interface colors, you'll be pleased that we're fixing the edit colors page so it plays nice with the new interface.

🐑 LS-149467: New Report Edit Interface has no links to Export to CSV or Excel. Linkage will be added.

🖍️ LS-149691: The Edit Calendar Colors page is getting a facelift if you are using the New Calendar Interface. This is in addition to the fixes mentioned above in LS-149453.

🌬️ LS-149786: Apply and Refresh does not refresh the data if you change a filter on an embedded report if the New Report Interface is enabled. Refreshments will be served.

🏥 LS-149772: If you choose to Show Actions Dropdown on the Clinic Event Appointments list view, but don't fill in any actions, we won't show you an errant "required stuff missing" warning.

LS5 Interface

🖱️ LS-145140: "Select None" and "Select All" in report filters in edit mode are tiny links instead of proper buttons as in LS4. Buttons, no bows, on the way.

👩‍🔬 LS-145364: The LS5 default Lookup Name "is" filter on the Custom Lookup list page would be better as a "contains" filter. And so it will be.

👩‍🔬 LS-145366: Name and other filters on the System Field lists are "contains" filters in LS4 but default to exact match "Name is" in LS5. Style "contains" it will be.

🖍️ LS-145812: The Prescreens list is not showing case numbers in red in LS5 despite the Site Setting being enabled and a prescreen having the Emergency field set to Yes. Red crayon located and will be used.

💰 LS-147086: A custom money field displays a full width box for data entry when on a Branch Logic form in LS5. LS4 width will be applied.

💼 LS-147114: Case/Matter - Cases list view has an Additional Assignments filter in LS4, but not LS5. LS4 filter parity will be achieved.

⬇️ LS-148380: The Actions Dropdown column in the Case/Client Alerts - Multiple Dismiss block is either code or a + button that does not work in LS5 because srSearch is not defined. Definition being added.

📌 LS-148576: Pinned Notes field in Flowblock is configured to be a clickable link, and it is when viewed in LS4. Not so much in LS5. LS4 click parity on the way.

⌨️ LS-148786: Date fields and textarea fields on branch logic forms show as full width in LS5. LS4 wideness being applied.

🖱️ LS-149077: Setting the Timekeeping Object block to Editable does not show a clickable link in LS5 on a timeslip profile like LS4. LS5 will be encouraged to look at editable configurations.

🖱️LS-149117: You can un-relate (dis-relate? de-relate?) a Related Case. Except when you can't because of a rare, but annoying, error. Error will not darken your door again after this change lands.

📅 LS-149120: Calendar Event List error in LS5 filtering on Date is before Today and other variations. Error removal on the way.

☎️ LS-149165: LS5 phone fields are too narrow." Fair comment, so we're giving them room to display in all their glory.

🟰 LS-149444: When does 1 not equal 1? When you only have 1 hour of leave time left and you try to enter a 1 hour leave timeslip.

🌐 LS-149166: "There are a number of places where a required field warning appears at the top of the page, but not on the field itself." We're fixing all of those places. And by "all", we mean most of them. Or least a bunch of them.

🔃 LS-149491: Running a Guided Navigation dialogue in LS5 with "Set To Read Only" active ignores conditional expressions on the elements in the dialogue and executes them. Ignorance being removed.

🔙 LS-149529: Using the Backspace or Delete key to edit the text of  an Instruction element in the LS5 Form Edit Interface deletes the Instruction element from the form. Key recognition being added.

☑️ LS-149677: The check-all checkbox on the Calendar Event List isn't working in LS5. But it will.

🌊 LS-149715: Should the LS5 Flowblock configurator offer a "Dynamic Process to Launch" selector for fields like LS4 does? In a word, yes. So it will.

☑️ LS-149753: The check-all checkbox on page two of Mass Assignment Updates is not working in LS5. But it will.

🤸 LS-149854: If a list has no results to display, then you remove a filter that does display results, the nice list refresh animation isn't doing it's thing. But it will.

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