PracticePanther

This week's update contains a few key changes that will improve the quality of client communication and ease of use with PracticePanther. 

New merge codes, #Contact.OperatingUnappliedCredit# and #Matter.OperatingUnappliedCredit#, have been added to merge code options, enhancing the ability to display accurate billing details on invoices, emails to end clients and other document templates. 

- These codes display the amount of unapplied credit on the operating bank account related to the Contact or Matter. 
- <a href="http://support.practicepanther.com/en/articles/9185543-operating-credit-merge-codes">To learn more about this feature, check out our Help Center article!</a>

- New merge codes, #Contact.OperatingUnappliedCredit# and #Matter.OperatingUnappliedCredit#, have been added to merge code options, enhancing the ability to display accurate billing details on invoices, emails to end clients and other document templates. 
  - These codes display the amount of unapplied credit on the operating bank account related to the Contact or Matter. 
  - <a href="http://support.practicepanther.com/en/articles/9185543-operating-credit-merge-codes">To learn more about this feature, check out our Help Center article!</a>

Intake forms can now be shared easily and reliably via the PracticePanther mobile application.

- Intake forms can now be shared easily and reliably via the PracticePanther mobile application.

The modern matters grid now properly sorts Contacts alphabetically, supporting quick   and easy access to information. 

- The modern matters grid now properly sorts Contacts alphabetically, supporting quick   and easy access to information. 

Release Notes - April 11, 2024

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Track the progress of all tickets related to your company.

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Invoices

Intake Forms

Matters Grid