PracticePanther is a law practice management software that features a clean, easy-to-use dashboard and integrates with a number of different apps to help you sync your calendar, email, and finances, and offers robust document storage.
Training. PracticePanther’s Business Plan comes with unlimited training sessions that can be scheduled from within the software. You can sign up for a variety of training sessions whether you’re a beginner or on your way to being a power users. There are sessions covering the basics, how to automate your practice, how to take advantage of its numerous features, and integration trainings for specific programs like QuickBooks or website integration so you can sync information from intake forms with ease. If you want to figure something out for yourself, PracticePanther has a library of videos and articles with step-by-step tutorials of every single feature. Or if you have an in the moment question, you can open up a chat with its support team directly from the software at any time.
At-a-Glance Dashboard. Track your time, stay on top of your to-dos, and manage your calendar all from the user-friendly dashboard. There, you’ll see all the revenue generated in a defined period, track unpaid invoice amounts, and monitor billable hours you have yet to invoice. You’ll also be able to access extensive reports ranging from A/R aging reports, originating attorney reports, to reports on contracts, matters, expenses, time entries, and flat fees.
Data migration. PracticePanther has a team of dedicated data migration experts to make sure that your existing data is seamlessly integrated into PracticePanther. When you sign up, your dedicated account manager will schedule a call for you with its migration team. From there, they will provide a timeline and details on what they can import for you. You can feel confident that you won’t be losing data or need to reorganize anything when you switch to PracticePanther.
Document management. PracticePanther syncs files across all your devices, helping you track changes, recover deleted files, and view version histories so you can amend errors made along the way with ease. Documents are stored in the cloud so you can edit them anywhere, even offline. You can lock, or even password protect, individual files to make sure others use them exactly how you intended. And if you accidentally delete a file, time entry, contact, or matter, PracticePanther will store the file up to 30 days in the recycle bin. Simply “restore” accidentally deleted files. No worries.
Frequent updates. PracticePanther updates at least once a month, based on suggestions provided by its users. Its support team processes and reviews every suggestion and the development team regularly analyzes the most requested new features to make sure you’re using the software in the way you want and need it most.
PracticePanther offers three different pricing tiers:
- Pricing for their Solo package is $39/month if billed annually, or $49/month if billed monthly.
- Pricing for their Essential package is $59/month if billed annually, or $69/month if billed monthly.
- Pricing for their Business package is $79/month if billed annually, or $89/month if billed monthly.
The fees include training, setup, and future upgrade costs. PracticePanther also offers a 7-day free trial so you can test drive the software to facilitate your practice management software decision making.
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Things You Might Want to Know
Built-in CRM. PracticePanther’s CRM functionalities allow you to build custom intake forms to integrate with your website, manage contacts, matters, documents, and workflows, and create lists and tags to help you give great client service.
Security and a Secure Client Portal. PracticePanther boasts 256-bit encryption and enterprise-level security by Microsoft. It also features HIPAA-compliant file management capabilities through its Box.com integration. This means PracticePanther’s client portal, where you and your clients can check case status, pay bills, upload and view documents, and send and view messages, is secure.
Document templates. You can use templates or create template forms for custom document creation. The templates will automatically fill out information in a matter by automatically transferring data to fields in those templates. You can also create unique workflows to help manage cases, documents, and facilitate data entry for your particular needs.
Integrations. You can sync and integrate PracticePanther with a number of different apps, including Mailchimp, CourtRules, Office 365, among many others, but with its open API and functionalities with Zapier, you can integrate with any program you want. Of particular note are its integrations with LawPay, Google, Outlook, and QuickBooks. Its LawPay integration allows you to set up detailed and customized payment plans for contacts and matters. The Gmail and Outlook integrations automatically find existing contacts and matters so you can associate the email with the right file, or create a new file (task, or time entry) right from your email. The QuickBooks integration lets you sync trust and operating payments, expenses, checks, invoices, and contracts from PracticePanther to QuickBooks and generate reconciliation reports.
Who PracticePanther is For
PracticePanther is a good fit for small to mid-sized firms that like a clean and easy-to-use dashboard that includes at-a-glance finances and calendars to manage their practice. It’s also a good option if you need more robust document storage for your practice. Overall, PracticePanther offers a lot of useful and powerful features on an intuitive interface at a competitive price, well-suited for attorneys looking to build a mobile and automated law practice.
If you’re starting or growing a small or solo law firm and choosing a new law practice management software (or switching from an old one), you absolutely must join Lawyerist Insider. And if you’re interested in getting a powerful snapshot of your firm’s strengths and weaknesses right now, take the Small Firm Scorecard right away!