Release 26.05 (May)

Refreshed look for contacts, clients, and disbursements

Release 26.05 introduces refreshed pages for managing contacts, clients, and disbursements, continuing the rollout of the updated Legalsense interface. Over the coming releases, more pages throughout Legalsense will gradually adopt this refreshed look and feel.

The updated pages in this release include:

• the disbursement search page
• the contact list page
• the contact detail and edit pages
• the new client setup and edit flow

Some list pages now also include a more/less toggle, keeping the filter panel compact by default while still providing quick access to additional filters when needed.
 

Improved select (dropdown) field behavior

All select (dropdown) fields in the refreshed interface have been updated to support searching by typing and clearing the selected value using the cross icon. See the examples below.

Please note that on the disbursement search page, the Is billed and Is billable filters are now empty by default. As a result, the initial search returns all disbursements. Select a value in either filter to narrow down the results.

Integrations

Direct link to the iManage workspace from a matter: A clickable link to the matter's iManage workspace appears on the matter detail page when an integration with iManage (Cloud) is configured. Clicking the link opens the workspace in iManage so you can move between Legalsense and the documents directly. See also iManage.

NetDocuments invoice sync handles existing workspace folders: The NetDocuments invoice sync proceeds when the configured destination folder is already present in the workspace. This makes the sync resilient to manually created or pre-existing folders that match the configured name. See also NetDocuments Integration Guide.
 

For more information about Legalsense features, visit our knowledge base. The changes in the API can be viewed here: API changelog release 26.05.