Below is a list of new features from 2021! Enjoy!
Native two-way text messaging
This feature will allow firms to communicate with their clients via text messages directly from PracticePanther, and keep everything logged for easy and secure viewing! Users can pick one phone number for their firm during setup and begin texting clients right away. Learn more about the setup process here.
Batch deposit history and transaction fee reports
You can view the "Batch Transaction Fee Report" by clicking "More" at the top of the page, and then "Reports" and selecting the report name. Simply enter a Start and End date based on which transaction fee withdrawal you'd like a report for, and then select the withdrawal with the date of the transaction in question.
After doing so, you can see all the information you need about each related payment and the deducted fees. You'll also have the ability to download the report by clicking the printer icon at the top right of the page.
Grid alignment fix
Grid filters now stick on a user’s page when they navigate throughout PracticePanther and will remain if they log out and back in. Users no longer need to recalibrate their grids to show certain columns or hide others each time they navigate away.
PantherPayments network fee reports
Users can now access network fee reports from the reports tab in PracticePanther. Depending on the type of credit card your client uses to submit a payment, some small card network and payment gateway fees may apply. These fees do not apply to every transaction. You can find a list of possible network fees here, and request a network fee report whenever you would like.
Send a batch of documents with our eSignature update
We have made an update to our eSignature tool which will make it easier for law firms to send batch signature requests. Users now have the ability to send multiple documents to clients in a single batch, which provides a seamless experience to users and signers while significantly increasing their monthly request allotment (5 documents uploaded will now = 1 request instead of 5) Simply click "send documents in single email for signature" to batch your documents.
Invoicing via PDF
Downloaded PDFs now include the “Pay Now” button for clients to collect payment on invoices digitally.
eSignature General Availability
With our eSignature feature now released to the public, PracticePanther users on the Business plan can create, send, and sign documents for electronic signature directly from within PracticePanther. To learn how to activate eSignature, and for a list of FAQs, head to our eSignature tutorial.
A Quicker Matters Grid
Our engineers worked to improve the speed of one of our most-used features, the Matters grid. Users should now see faster load times and a smoother working environment when updating information within the Matters grid.
Batch Reporting in PantherPayments
Users who are enrolled in PantherPayments now have the ability to download the most recent batch transaction fee & eCheck deposit reports in their accounts. PantherPayment's users will start getting charged for eCheck and credit card transaction fees once a month instead of on a per payment basis. You’ll still get the pricing transparency you’ve come to expect from PantherPayments — our flat credit card pricing is not changing and you’ll be able to see real-time fee calculations on your PracticePanther payments reports. You’ll also be able to download a monthly report of all eCheck and credit card transaction fees for the month of May beginning June 1, 2021 (and every month thereafter). Learn more!
Speeding up PracticePanther
We launched a back-end development effort focused on improving the speed and performance of PracticePanther. We are laser-focused on ensuring all our clients have a seamless experience each time they log into the app, and this effort is focused on ensuring you and your team can access any and all information in PracticePanther swiftly.
Updated Integration with Kenect and Better Messaging Experience
Text messages sent through Kenect that are already associated with a Contact or Matter are now displayed in the appropriate Contact and Matter grids within PracticePanther. Additionally, users can now quickly tell if a message was sent via Kenect text messaging or secure messaging through PracticePanther.
With the new OneLink payments feature, you can receive payments from various contacts with one easy-to-setup payment link. Even clients who haven't been entered into PracticePanther yet can make payments to your firm with OneLink.
Learn about customizing your OneLink experience today, and enjoy a smoother collection process tomorrow.
Pay by Account and Routing Numbers
For PantherPayments users, clients now have the ability to pay with a myriad of payment methods. Since PantherPayments was released, clients could pay with a credit card or by securely connecting a checking or savings account via Plaid. Now, clients can merely enter their account and routing numbers when making a payment, which is most helpful for clients who have that information easily accessible!