Search results for transform

31 articles found

  • Lookup Transform Index

    Purpose: Allows mapping lookup values to separate admin-created values in reports. Use Case: A funder requires that you only report whether a client's current living situation is Housed, Unhoused or

  • Reports - Multi-Select Fields

    Some lookup fields allow selecting multiple values by holding the Ctrl or Cmd key and clicking. Reports display these fields as a comma separated list of values in one 'cell' in the data table. For

  • 2025-04-16 Release Notes

    News No new onboardings or going lives to report, so we'll do a Q1 update chart: Changes 🔄 Effective 2025-04-17 for demo sites, then 2025-04-25 for live sites. 🔄 🪄 API mavens should review the

  • 2019-10-16 Release Notes

    Effective: 2019-10-17 for demo sites, 2019-10-25 for live sites. Valley Defenders prepares to go live. 70661: Stop the adverse party edit popup window from hiding behind tall banners with bountiful

  • 2019-10-30 Release Notes

    Effective: 2019-10-31 for demo sites, 2019-11-08 for live sites. Massachusetts Advocates for Children prepares for onboarding. New York County Lawyers Association prepares for onboarding. 90940: Fix

  • 2019-09-04 Release Notes

    Effective: 2019-09-05 for demo sites, 2019-09-13 for live sites. Welcome the following organizations as they prepare to begin onboarding: * Foster Care Advocacy Center * Southern Minnesota Regional

  • 2019-10-09 Release Notes

    Effective: 2019-10-10 for demo sites, 2019-10-18 for live sites. 88953: Stop an error when exporting adverse party search results to either Excel or CSV. 91769: Fix the search and select option when

  • 2019-07-10 Release Notes

    Effective: 2019-07-11 for demo sites, 2019-07-19 for live sites. 87338: Add a "Restrict to Organization" option to the Report Part block. Allows embedded reports on organization profiles to return

  • Configuring the HUD ARM Module

    The user-facing HUD configuration steps are: Create a new HUD ARM form in LegalServer Create a new HUD ARM process in LegalServer Add the new HUD ARM process to a menu on the case profile Note: If

  • 2023-08-02 Release Notes

    News We're excitedly preparing for Southwest Louisiana Bar Foundation to go live next week. Changes 🔄 Effective on 2023-08-03 for demo sites, then 2023-08-11 for live sites. 🔄 API Mavens should

  • LSC CARES COVID-19 Reports

    Summary Recipients of CARES act funding for Covid19 related work must report closed case information to LSC quarterly beginning with the second quarter of 2020. Use LegalServer reports to export the

  • 2023-10-25 Release Notes

    News 🚀 Are we excited that Advocates for Basic Legal Equality is going live next week? We are. Everyone is. 🚀 Equally that Legal Aid of Western Ohio is also going live next week? Oh my, yes. 🎷 74

  • 2019-06-12 Release Notes

    Effective: 2019-06-13 for demo sites, 2019-06-21 for live sites. 74201: Make the Zip Code field displayed by the Primary Address block on organization records autofill the city, state, and county

  • GAR Report Module Block

    Purpose: The GAR Report Module block is a collection of report blocks that helps LSC-funded agencies easily see summary data for GAR reporting. Note: These blocks use underlying system reports that

  • Reports - Outcomes

    See below for the original/classic Outcomes V1. Outcomes V2 Case Data > Outcomes V2 (One Per Row) contains multiple fields and subtables where you can pull as much detail as needed. Older reports may

  • 2023-08-23 Release Notes

    News 🚀 Everyone is excited about Southeast Louisiana Legal Services going live next week. Changes 🔄 Effective on 2023-08-24 for demo sites, then 2023-09-01 for live sites. 🔄 API Mavens should

  • 2024-12-04 Release Notes

    News Welcome the nice folks at A New Way of Life as they begin their onboarding journey of wonder and discovery. Changes 🔄 Effective 2024-12-05 for demo sites, then 2024-12-13 for live sites. 🔄 🪄

  • 2023-11-01 Release Notes

    News 🚀 Are we thrilled that Co-Counsel NYC has a shiny new live site and a shiny new online intake site? Of course we are. And they are. Be thrilled with us. Changes 🔄 Effective on 2023-11-02 for

  • Accounting and Payroll Export Reports

    LegalServer does not directly integrate with external payroll systems. A report can typically be built that allows downloading data from your site to a CSV file that can then be uploaded to a payroll

  • How Searches in LegalServer Work

    Note that there are two types of searches in LegalServer: "conflict" searches and "people finder" searches. People finder searches are performed when using the red Search link or Search menu, and can

  • 2024-02-28 Release Notes

    News Summit Legal Aid is the name of the merged Southwestern Pennsylvania Legal Aid and Laurel Legal Aid. The LegalServer news is that we've completed importing Laurel's data into the renamed SPLA

  • 2022-08-24 Release Notes

    News No major non-stealth events to report this week. Changes and Updates ⏳ Effective for demo sites on 2022-08-25, then on live sites on 2022-09-02. ⏳ LS-83305: The "County" field displayed by the

  • HotDocs Templates

    This page covers uploading a template and mapping the fields. See Hotdocs Site Setup for displaying and using templates. Setting up a New Template Someone at the client agency must upload a template

  • 2023-11-15 Release Notes

    News Be excited for Assigned Counsel Program of Erie County as they are live. 🚀 Be giddy with anticipation as Access Justice and Teton County Access to Justice Center prepare to go live next week.

  • Document Template Mapping Tips

    If you have a question about templates, please include in your support ticket or email: A link to the template profile (the page where you can edit fields, etc.). A link to a case that will

  • Document Templates Creating And Editing

    Document templates allow users to generate documents that automatically insert information from a case — such as the client's name, legal problem code, primary advocate, and so on. Templates have

  • 2019-09-11 Release Notes

    Effective: 2019-09-12 for demo sites, 2019-09-20 for live sites. Chicago Commission on Human Relations prepares to go live. Kids in Need of Defense UK prepares to go live. 91344: Fix an issue that

  • 2024-07-10 Release Notes

    News Welcome the following groups of nice people as they begin their onboarding journey of discovery and introspection: ACLU Arizona Greater Hartford Legal Aid Indiana State Public Defender Legal

  • Formula Fields

    Purpose: To have custom fields within LegalServer that are automatically calculated based on the values in other fields. Cost: There is no cost for this feature, please email support@legalserver.org

  • Third Party Integrations

    Purpose: Connect LegalServer to the other tools that you need to enable your staff to work more efficiently, report more effectively, and improve their day. Cost: Dependent on the Module. Resources

  • 2011 Release Notes

    Changes for December 22, 2011 - December 28, 2011 Effective December 29, 2011 for all demo sites Effective January 6, 2012 for sites updated weekly Effective February 3, 2012 for sites updated