New features

New Features and Updates Released!

We’re excited to announce 10 of our latest features designed to automate your firm so you can get more done in less time. Most updates came from member requests so we thank you for the support, feature requests, and feedback. Keep them coming!

P.S. Stay tuned for a major Accounting update coming soon!

1. Create time entries from any activity

When adding or editing an activity (task, event, call, note), you can now click the down arrow to “Save and add time entry” with the contact, matter, duration, and description already filled out. Try it!

Recommended: Enable images to view this email.

2. Add interest to invoices

You can now add single or compound interest to any invoice! When creating an invoice, set the invoice due date on top, then click “Add Interest” at the bottom. Create an invoice to try it.

Recommended: Enable images to view this email.

3. Full conflict search by Activities

Use the top left search bar to search through all the text in any activity including a task or event’s description, emails, call logs, notes, & more.

Recommended: Enable images to view this email.

4. Carry forward balances by contact or matter

If someone owes you money across numerous invoices, you can consolidate it into one invoice by contact or matter. Turn it on.

Recommended: Enable images to view this email.

5. Show total time billed on invoices

Summarize the number of hours billed per person on the bottom of your invoices. Click here, click “Show More Options”, and select the box “Show summary by user?”

Recommended: Enable images to view this email.

6. Calendar conflict checks

When adding a new event, you will now get alerted if there are other events scheduled for the same date and time. Go to your Calendar and add a new event to try it!

Recommended: Enable images to view this email.

7. Transparent intake forms for your site

Your intake forms now have a transparent background to match any background on your website. Click here to add a new intake form or watch our tutorial video.

Recommended: Enable images to view this email.

8. Faster search for contacts & matters

Even though it only took around 10 seconds to search through 20,000 contacts or matters, it now takes only 1-3 seconds, a 300% improvement!

Recommended: Enable images to view this email.

9. Link relationships to individual contacts

Now you can link a matter to an individual contact inside a company. Go into any Matter, click on the Relationships tab, and add a new relationship to try it now. Watch the video.

Recommended: Enable images to view this email.

10. See events on the sidebar calendar

On the right sidebar calendar, you will now see blue circles underneath the dates with events.

Recommended: Enable images to view this email.
Get ready for 2 major feature announcements in the next 2 weeks!

VIEW ALL UPDATES

The following two tabs change content below.
Eddy Bermudez

Eddy Bermudez

Eddy grew up in Miami, Florida and went to graduate school at the University of Chicago where he studied postcolonial and feminist literature with an emphasis on food studies. Bermudez worked as an Adjunct Professor for both Miami Dade College and St. Thomas University and a Lecturer for the University of Miami. He is currently the Content Marketer and Chief Imaginist for PracticePanther.