2026-10-07 Release Notes
News
- Welcome the following organizations full of nice people as they begin their onboarding journeys of wonder and discovery:
🚀 District Council 37 Health & Security Plan Trust
🚀 Legal Aid Society of Salt Lake
- LegalServer staff are off on Monday, October 12th, for Indigenous Peoples’ Day. As usual, a small but determined coterie will be watching for fires.
- The Try LS5 button lands on live sites this Friday, 2026-10-09. See the email sent to the Siteadmins list earlier today for the full story. You, dear site admins, will be able to turn off the button on the Admin > Site Settings page on Friday as well.
Changes
👉 👉 Effective 2026-10-08 for demo sites, then 2026-10-16 for live sites. 👈 👈
🧙 API mavens should review the always-informative, interesting, and ever-changing API Changelog.
⚡ LS-98020: If a form sets a Top Charge and a case already has a Top Charge, the Top Charge flag on the existing charge will be removed in favor of the charge the form is adding. To be clear, the existing charge is not removed or otherwise changed - just the Top Charge flag is removed.
⭐ LS-142524: Your preference for Calendar View can be "A Program" or "An Office", but you have no option to choose which program or office. But you will. And don't worry, the default will still be your office or program as set in your user record.
👥 LS-143141: Create New Case from Family Member might not end well depending on settings and information on the case creating from. It's complicated, so we're just going to stop it from happening.
📦 LS-146153: Dropbox-ers may be excited when Admin > Document Settings > Dropbox Settings > Predefined Subfolders starts showing up.
🧑⚖️ LS-146233: We're adding a read only field named "Primary Advocate User Type". You can use it on a case profile, but more likely you'll be excited to see it available in Gavel template mapping.
🫵 LS-147502: Sharepoint-ers may be excited to see the new "Put Copied Note Attachments in “Copied Note Documents” Folder" setting. A helpful Help Text icon explains it all.
📜 LS-148054: The New Report Interface will remind you, in a polite, non-shouty way that when you apply changes on the Attributes tab you still need to save changes on the report itself to make the changes permanent.
⭐ LS-148055: The New Report Interface will be moving Active and Roles out of purgatory into the Attributes tab. Super extra bonus: The Roles list is roomier and much easier to navigate and select things than in the non-new interface.
🛠️ LS-148060: The Disposition block gets some new configuration options: Office Default Overrides Existing Value, Program Default Overrides Existing Value, and Default funding code Overrides Existing Value. Impose your default will at will.
⭐ LS-149591: The New Report Interface will make editing lookup-style filters are more pleasant experience.
⭐ LS-149592: The New Report Interface gets an overhaul on the Additional Display Formats tab. Especially notable is how much cleaner and clearer editing a Report API element is. Prettier side panels than a Ford Country Squire.
🔪 LS-149800: Crosstabs embedded on a home page overlap each other and are unreadable. Over being removed from the lapping.
🚚 LS-150109: Dragging and dropping a file onto the tree view of the Google Drive Documents List uploads the file - but get a spurious error and the file doesn't show up until you refresh the page. Not the experience you want, so we're fixing it.
🛠️ LS-150139: The Activities block gets a new "Allow Pro Bono Users" option, in case you want to let such users create activity records on cases or have staff be able to select such users on the form.
🚚 LS-150214: The Google Drive Documents List will start sporting an "Upload Files" button. We're also making some Accessibility improvements to the links and buttons.
🙈 LS-150272: Should you keep getting warnings about your time after someone has verified it? Not really, so we'll stop doing that.
📫 LS-150330: The Contact Home Address block on a user profile does not display Apt/Suite with the other address pieces. But it will.
📜 LS-150333: System Users reports get a Matter Assignments (One row per Assignment) subtable, and a Cases subtable under that, so you can, for example, embed such a report on user profiles and include fields that aren't available in the Assignments list view.
🚒 🧑🚒 LS-150293: Adding or editing Workflows on some sites did not spark joy. Fix pushed out on 2026-10-02 at 10:59 AM Eastern.
🚒 🧑🚒 LS-150320: The new expression editor is losing selections in a Grant Filter. Fix pushed out on 2026-10-03 at 1:21 PM Eastern.
LS5 Interface
🪜 LS-142153: Can't jump forward in a process using "Steps" in LS5 even though you can jump forward using left-hand side bar list of forms in LS4. Steps will be taken.
☑️ LS-143207: "Check All" checkbox on the list of unread Messages does not select any messages in LS5. Select them all it shall.
🧮 LS-143991: External form "Calculator" link below Expiration Date does not work in LS5. Batteries are being replaced.
🖨️ LS-146656: Print Profile is not honoring some read-only fields in branch logic in LS5. Honor will be shown.
⏳ LS-149030: "Totals by" cards display twice in LS5 on a static Timekeeping section front. Once is enough, so that's what we'll do.
☑️ LS-149074: Sorting the Mass Assignment Updates list loses the checkboxes to select things in LS5. De-losing is being applied.
5️⃣ LS-149588: Internal Transfers block displays unusable LS4-style filters in LS5. Usable filters on the way.
🔤 LS-149993: Organization names turn into numbers after you select more than one in LS5 in the Quick Organization Referral block. We're restocking the box of letters available to LS5.
📅 LS-150085: No side bar in LS5 means you can't delete an event/appointment slot. Quick Actions button(s) at the top of the form on the way.
🖊️ LS-150108: Editing an Instruction element on a form in LS5 and flipping Rich Text Editor between Yes and No can hide your text, making you fear it has been lost. Fear reduction on the way.
⌨️ LS-150200: The "." key (period, full stop, you know, the thing you put at the end of sentences) does not open the Actions menu in LS5 as it does in LS4. LS4 parity will be achieved.
🌊 5️⃣ LS-150372: Finalize editing in-place for simple fields in Flowblocks in LS5. Watch the side panels open, let you do your thing, then close.
🔍 LS-150571: LS5 Search was not finding older cases on some sites. Problem will be fixed on all sites on 2026-10-09 and search indexes updated shortly thereafter.
Anniversary Celebration
De Novo (clsacc)
Live with LegalServer: October 2017
Weather: 19/3C (67/37F) 0% chance of rain.
Honolulu comparison: 27/24C (81/76F) 0% chance of rain.