This month's release brings a significant update to eSignature capabilities in PracticePanther! Introducing eSignature templates - a powerful way to save time and standardize your document and eSignature workflows.
With eSignature templates you can:
Create reusable templates for frequently used documents, reducing manual steps
Define signer roles (e.g. Attorney, Client) to streamline the template creation and signing process
Include merge codes to automatically populate contact, matter and user information
Customize formatting and layout to ensure documents reflect your firm's needs
Templates help you work faster and more consistently. Spend less time formatting and preparing documents and more time serving your clients. Click here for more information on setting up and using eSignature templates. eSignature capabilities are available on the Business Plan on PracticePanther.
Invoicing
This release also includes enhancements to the Invoices grid, providing better visibility into key billing details. Two additional columns are now available:
Interest - displays the amount of interest accumulated on each invoice
Discount percent - shows the percentage discount applied
When viewing Invoice details, you’ll now see a direct link to applied payments—making it faster to access payment information related to each invoice.
Reporting
We've enhanced the Originating Attorney Report with new columns and data points to provider deeper insight into firm performance.
Added Invoice Date to detailed rows for clearer visibility into invoice, payment and applied dates.
Introduced a combined Collected Time and Flat Fees column to quickly view total collected amounts for all fees.