Below is a list of new features kicking off 2019! Enjoy!
1. Show Hard Costs and Soft Costs on Originating Attorney Report
The Originating Attorney Report will now include a detailed breakdown showing specifically which of your payments stemmed from Hard Costs and which from Soft Costs making the Originating Attorney Report even more powerful!
For more information on the Originating Attorney Report, click here!
2. Google Drive Integration
If you have Gmail, you probably already have access to Google Drive! Google Drive is a one stop shop for managing your documents, and now you can connect it with PracticePanther! As contacts are made in PracticePanther, folders will automatically generate for those contacts in Google Drive. This also gives you access to your clients documents right from within their contact in PracticePanther!
For more information on setting up the Google Drive integration, click here!
3. OneDrive Integration
If you are using Windows 10, chances are you already have a OneDrive account setup! If not, setting one up is easy to do right here. OneDrive allows you to manage your documents in the cloud as well as directly from your computer. Now, you can connect your OneDrive account to PracticePanther. This allows folders to automatically generate in OneDrive for contacts made in PracticePanther. This also gives you access to your clients documents right from within their contact in PracticePanther!
For more information on setting up the OneDrive integration, click here!