Below is a list of new updates and feature launches for 2022! Check back regularly as we add to this page once each update goes live.
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For users who want to view columns on our new Matters grid with specific column sizes, they can now do so and not have to worry about those changes not staying the same when they come back to the grid! Set it once and forget it.
Users will now also be able to easily search and filter their matters by a custom-created date range.
Allows LEDES billing users to customize the information that is downloaded within each LEDES invoice.
Free Trial Accounts - Fixes bug that auto-logouts free trial users during the welcome wizard.
An “Assigned To” filter has been added to the matters grid for simple navigation.
All new trial accounts created in PracticePanther, or current accounts with 0 invoice reminders, will automatically start with 3 default invoice reminders which can later be customized here. If an invoice has been sent from PracticePanther and remains outstanding, these email reminders will be sent out to the client the invoice was sent to.
Trust Invoice Templates
In March, we added a “Deposit To” field to invoices, allowing you to determine which bank accounts your invoice should point to. Now, you can set the bank account at the invoice template level here. We recommend making an invoice template for each bank account you want your invoices to be able to deposit into!
Batch LEDES Downloads
For firms using LEDES billing, we’ve made downloading multiple LEDES files way easier and faster than ever before. Simply check the left-side boxes for each invoice in your invoices grid, then click “Download Multiple LEDES Files”. This will download a single zip file, containing every LEDES file for each invoice you checked.
On the Contact and Matter details pages, the Notes tab now has filters to help users find what they are looking for.
LEDES status option - Fix for saving LEDES option at the contact level
Event and Task Notifications - Bug fix for re-enabled accounts which were not receiving notifications
Trust bubble inaccurate - Bug fix for calculation of failed and canceled payments in the dashboard view.
Bank Account Listings - Bug fix for inactive bank accounts that were being listed as payment options.
PracticePanther today launched a one-way integration with Trust accounting software, TrustBooks. Users of both PracticePanther and TrustBooks can automatically sync matter, deposit, and payment withdrawal data between platforms. Access the integration in TrustBooks account settings or learn more here.
Archived Bank Accounts
Archived bank accounts are no longer usable with new online payments functions including invoices, retainer, setting up payment plans or new OneLink templates. Existing OneLink templates and existing payment request links will associate themselves with another active bank of the same type. In the event that another trust account is unavailable, the existing links will direct the payer to an error message informing them to request a new link from their attorney.
Users can now print SMS conversation history to PDF.
PantherPayments users can now see which bank account funds were deposited into from paid invoices in the “Deposit to” field in the invoice grid.
Credit notes - Small fix where the date on credit notes was off by one day.
Invoice information- Fix where invoice information and amount were not displayed on the user's side. Now includes a “Invoices to Pay” section.
Workflows- Fixed an issue where editing tasks that were not completed were incorrectly triggering due dates for conditional tasks.
The Matters grid has been reconfigured to perform faster and provide new functionality. Now, you can filter the grid by multiple statuses in one search query.
March 18, 2022
When sending out an invoice, customers now have the ability to choose which bank account they’d like funds deposited into — including both trust and operating accounts. If you need help adding bank accounts, you can view our help article here.
We’ve added the “start timer” play button inside contacts and matters. If users are already in a contact or matter, and want to start a timer from there, they can do so. The best part is that the timer automatically links to the contact or matter without the user needing to manually make that change.
Batch report calendar - A small fix to the calendar selection of our batch deposit report for PantherPayments users.
February 24, 2022
We’ve built-in greater transparency to the invoicing process. To bolster your paper trail, all invoices that are sent will be accompanied by a status, leaving a record that it was sent by SMS or email.
In a further effort to speed up the PantherPayments application process, applicants will no longer be able to enter a P.O. Box as their physical address. Allowing applicants to enter a P.O. Box previously resulted in unnecessary follow-up from compliance who would need to collect more information.
Payment Plan Dates - Some customers were experiencing date discrepancies when working with recurring payments, this has been addressed.
February 15, 2022
Performance Enhancements to the Timer
Keeping accurate time is crucial to your firm’s success. We’ve enhanced our timer so that it runs smoother in the background, allowing operations to continue with no need for buffering or refreshing.
Speeding up PantherPayments Applications
The key to a quick PantherPayments application turnaround is including all relevant information for our compliance team. We’ve added a step to the process to ensure that applicants are including both a front and back image of their legal ID card.
Support button blocker - We’ve cleaned up the support button visual so combing through reports is easier and faster.
Network Fee Report modal - When navigating to a Network Fee Report, customers who clicked on the title rather than the Network Fee button itself were taken to a new page that would not allow the user to pull their report. Now, by clicking the title or the button, the Network Fee Report modal fires.
Editing invoices - When editing the "quantity" of line items within an invoice using the pencil editor, edits we’re not being reflected properly on the matter and the invoice. This issue has been resolved.
January 20, 2022
With the newest upgrade to our built-in eSignature feature, you can now send and track as many signature requests as you want. If you already have eSignature activated on the Business Plan, no further steps are needed to begin!
To learn more about how eSignature works, or how to activate it in your account, you can head to our eSignature tutorial.
Send a text to get paid
We’ve updated our native text messaging feature to give you more ways to get paid!
There is now a “$” button inside conversation windows, which allows users to view a list of Invoices that can be quickly selected and sent via text message to contacts.
Learn more about the native texting feature here.