✋ = User Requested Feature
New & Exciting
👪 Additional Invoice Recipients: Invoices can now be sent to multiple recipients by default, streamlining and automating the invoice sending process.
📎 Default Invoice Template: A default invoice template can now be set for matters or contacts, adding flexibility for firms with multiple invoice templates to meet practice area, office, or client needs.
📦 Default Workflow: A new default workflow template is now available for all firms, providing a jump-start in automating the client intake process.
📃 Tags as Grid Columns: Matter and Contact tags are now available as exportable columns on all grids and reports.
✋ Speed and consistency on navigation, searching and invoice generation has been improved.
✋ Users can now save time by navigating to Intake Form Templates directly, instead of going to Intake Form results by default.
Addressed an intermittent issue where an unexpected null error was encountered on the Sale Document Template screen.
A bank's type can no longer be changed between Trust and Operating.
Private matter info remains private even when viewing it through related Time Entries or other records.
Invalid file types will no longer be accepted by the eSignature and Activity file uploaders, including .msi and .zip files.
✋ Header text on invoice templates will no longer automatically pluralize the words redundantly. It will now match the invoice template's input.
Evergreen replenishment payments through PantherPayments now distribute remaining funds between trust and operating accounts after applying the retainer.
The carry forwarded balances of previous invoices that appear on invoice PDFs now update as expected when payments are made to the older invoices.
The Created Date field on invoices no longer pulls data from the day prior.
Creating a multi-matter invoice with two flat rate matters will no longer create duplicate flat fee entries.
Taxes added to an invoice template by default can be removed from the invoice template.
Taxes added to an invoice by default can be removed from the invoice generation modal.
Matter template custom fields now update correctly when populating into Spanish.
Creating and editing invoices will no longer time out.
Fixed rare crash issue on the invoice edit screen when creating or editing invoices.
Invoice tax options can now be properly sorted.
In order to improve the data quality of financial record keeping, the Payee field is now required on all outgoing payments.
Users can now transfer funds between matters.
Canceling a payment plan no longer creates a hanging modal window.
Payment plans Amount Left now update as expected when payments are made.
Fixed an issue with Task Due Dates syncing with Outlook and Lawmatics, resolving a one-day discrepancy.
Matters will now sync to Lawmatics as expected.
LawToolBox has had several changes made that will improve performance and stability.
The Zapier integration has been improved for performance and stability.
Time entries will now round up and display properly to the nearest 2 decimals.
In order to meet regulatory standards, a new field for ‘Average Monthly Transaction Volume’ has been added to the PantherPayments signup process.
The Time Entries by User report now displays one time entry per user.
Transfers are now appearing in the Trust Reconciliation report as expected.
Documents will now be retained in the uploader if the validation for uploading to eSignature fails.
Fixed an issue where a workflow would in some cases be applied to one matter or contact instead of a batch.