All PracticePanther Release Notes

PracticePanther

Release Notes - June 16, 2025

June 16, 2025 This release date was parsed from the original source when it was added (Aug 27, 2025). Original Source

Archive inactive bank accounts to preserve history; transfer balances across contacts/matters; AR Aging gets more filters; Productivity shows billable, non-billable & total hours.

• Archiving Inactive Bank Accounts and Credit Cards

  You can now archive bank accounts that are no longer in use. Archiving helps you keep your account list organized by hiding inactive accounts from being utilized while preserving their historical data for reporting and reconciliation purposes. Archived accounts can be unarchived at any time, if needed.

PracticePanther

Release Notes - April 8, 2025

April 8, 2025 This release date was parsed from the original source when it was added (Sep 4, 2025). Original Source

• Enhanced experience for a faster and more flexible check printing process!

  This week's release features a new update that simplifies the way you manage and print checks directly within PracticePanther. • Additional filter options: Quickly narrow your search to the relevant check payments • Streamlined print queue management: Easily add or remove payments from your print queue, ensuring only the right checks are printed Learn more about the new check printing view in our Help Center!

PracticePanther

Release Notes - February 25, 2025

February 25, 2025 This release date was parsed from the original source when it was added (Sep 4, 2025). Original Source

The Payments grid is redesigned for flexible searching and filtering. Accounts now include Credit Card and Bank Accounts, with clearer expense tracking; Withdrawals replaces Take M

• New Payments Grid

  The Payments grid has been redesigned to offer you greater flexibility in searching and filtering across your firm's payments. You can tailor your view to easily find and organize payments across your firm’s accounts. Key Enhancements: • Amount Filter - Easily filter payments above, below, or within a specific Payment Amount ($) range • Saved Reports - Save and quickly access key payment views for streamlined tracking

PracticePanther

Release Notes - October 21, 2024

October 21, 2024 This release date was parsed from the original source when it was added (Sep 4, 2025). Original Source

• Enhanced eSignature Flexibility

  - Cancel – Made a typo or forgot a field after sending a request? No worries! Now, you can simply hit “Cancel” to withdraw the eSignature request and notify the recipient. - Resend – No more worrying that your client missed your signature request. Easily resend the request with just a click to give them a fresh reminder. - Select Contacts – You can now send eSignature requests directly to the Contact you're working with, not just the Company Contact.

PracticePanther

Release Notes - September 5, 2024

September 5, 2024 This release date was parsed from the original source when it was added (Sep 4, 2025). Original Source

• Deposit Slips Enhancements

  In this week's update, we have introduced new enhancements to Deposit Slips to provide improved organization and management of payments! Deposit Slips are a convenient feature in PracticePanther that will save you time and effort as you organize your payments into batches, reflecting the reality of making a deposit at your preferred bank. Deposit Slips feature includes: • Deposit Slips History - You can now view a history of previously created deposit slips, organizing these consolidated deposits into a trackable view • Deposit Slips Details - View a new page that shows all the information relating to your deposit slip, including the associated payments, number of payments and total amount of the deposit • Updated Deposit Slips Creation - Use a new streamlined process to quickly and easily locate and add payments to a deposit slip For more information about Deposit Slips and how they work, check out this Help Center article!

PracticePanther

Release Notes - August 22, 2024

August 22, 2024 This release date was parsed from the original source when it was added (Sep 4, 2025). Original Source

Invoice Edit Screen is easier to navigate with dedicated sections for Time Entry, Flat Fee, and Expense. Clone tasks to create incomplete duplicates, including Conditional and Recu

• Invoice Edit Screen Update

  The Invoice Edit Screen has been enhanced to make it easier to navigate and use: • Each Line Item type (Time Entry, Flat Fee, Expense) now has its own separate scrollable section, making it easier to move across the entire invoice. ◦ Note: Each section will only have a scroll bar when there are more than 8 line items. • Descriptions for each line item are now scrollable on hover if they are longer than 3 lines, so you can easily view and edit the description of a row. Alternatively you can select (click) the description of a line item and present it in a larger window for easy review. • Each Line Item type (Time Entry, Flat Fee, Expense) are now filterable by each column. Use the column headers at the top of each section to filter based on description, billed by user, item and more!

PracticePanther

Invoice Template Prioritization

August 8, 2024 This release date was parsed from the original source when it was added (Sep 4, 2025). Original Source

• Invoice Template Prioritization

  This option provides the ability to prioritize contact or matter invoice templates during the batch billing process. Using this setting will streamline your monthly invoicing by allowing your firm to create one batch billing process, as opposed to requiring a separate batch for each different invoice template that your firm utilizes. Invoices generated will utilize the specific invoice templates defined for the contacts or matters. Docs

PracticePanther

Release Notes - July 25, 2024

July 25, 2024 This release date was parsed from the original source when it was added (Sep 4, 2025). Original Source

Navigate large data easily with more items per page in Recent Activity, and use the new 'Originated by' filter on the Matters grid for quicker, targeted searches.

• 1,000 Items per Page on Recent Activity

  The Recent Activity section of the dashboard can now support many more items per page, making it easy to view or manage large volumes of data when tracking firm-wide activity.

PracticePanther

Release Notes - July 11, 2024

July 11, 2024 This release date was parsed from the original source when it was added (Sep 4, 2025). Original Source

• Report Graph Toggle

  We've added a new toggle to our Reports that allows you to optionally display the report graph as needed. This allows users to be primarily focused on the important report data and display the associated graph only as needed.

PracticePanther

Release Notes - June 27, 2024

June 27, 2024 This release date was parsed from the original source when it was added (Sep 4, 2025). Original Source

Clone Flat Fees & Expenses to quickly create similar records, boosting efficiency. Now you can view non-billable flat fee amounts for precise financial tracking with time entries.

• Cloning Flat Fees & Expenses

  Now, you can clone Flat Fees and Expenses, effortlessly creating new records based on existing ones. This time-saving feature simplifies data entry for similar entries.