Lawyerist affinity partner badge.

Discount Available to new customers

PracticePanther offers a discount to new customers through our Affinity Benefits program. The details of this discount are only available to members. Learn more about the Affinity Benefits program or if you are a member of Insider or Lab.

practicepanther logo

PracticePanther

PracticePanther Rating:
3.7/5

Features

  • Customer Experience & Support - 9/10
    9/10
  • Pricing & Value - 8.75/10
    8.8/10
  • Security - 10/10
    10/10
  • Innovation & Future-Proofing - 9.5/10
    9.5/10
Comments Rating 3.2 (5 reviews)
Details

Rating Breakdown

Our Rating: 4.7/5

Our rating is based on our subjective judgment. Use our resources—including our rating and community ratings and reviews—to find the best fit for your firm.

Community Rating: 3.2/5 (based on 5 ratings)

The community rating is based on the average of the community reviews below.

Composite Rating: 3.7/5

The composite rating is a weighted average of our rating and the community ratings below.

PracticePanther is all-in-one Law Practice Management Software (LPMS) with selective integrations and robust document storage.

Who PracticePanther is For

PracticePanther is a good fit for small to mid-sized firms looking for a clean and easy-to-use dashboard. It includes at-a-glance finances, calendars to manage deadlines, and an intuitive, built-in document assembly platform. It also boasts substantial document storage and integration with Box.com. Overall, the platform offers useful and powerful features, and an intuitive interface, at a competitive price. It is well-suited for attorneys looking to build a mobile and automated law practice without a lot of complexities. On the other hand, attorneys who are looking for substantial document creation, may want to review options other than PracticePanther.

PracticePanther Features

Practice Panther Law Practice Management Software
Website
www.practicepanther.com
Starting Cost
$39/user/month
Apps
  • Android
  • iOS
  • Web
Installation
  • Cloud
Core Features
For law practice management software, the following are essential features, and you should therefore expect to see a check in every box in this section.
Case/Matter Management
Matter management is the defining feature of law practice management software, of course. However, some software is targeted at specific practice areas and may implement case management in different ways in order to manage information specific to those practice areas.
Client/Contact Management
Managing clients and other contacts is a core feature of law practice management software.
Task Management
Basic task management includes creating tasks with due dates that can be associated with cases/matters and assigned to different lawyers. Some products stick to pretty basic task management, while others offer enough features to make any Getting Things Done devotee happy.
Calendar
As with email, this feature means a full calendar client, not just an integration with Outlook or Google Calendar.
Timekeeping
Timekeeping is a core feature of practice management software, essential for lawyers who bill by the hour but useful even for those who don't.
Additional Features
Conflict Checking
An actual conflict checker is more than just a search box. This applies to software that actually has a conflict checking feature. Implementation varies, but at a minimum you should be able to search the entire database for matching names. It should check for conflicts accurately and intuitively, allow for a lateral hire to input their conflict database into the system, work quickly when new clients call, and comply with the rules of professional conduct for checking conflicts.
Email Client
Does it include a full email client? (Alternative solutions that don't amount to an email client, like plugins for Outlook or Gmail, do not earn a check for this feature. See software integrations, below.))
Text Messaging
Can you send and receive text messages and associate them with your matters?
Document Management
Basic document management allows you to add documents and associate them with your cases/matters.
Document Assembly
Loading your firm’s document templates into your law practice management software can save time and ensure consistency. This check means basic document assembly suitable for form letters, invoices, etc. For advanced document assembly, you’ll probably need additional software.
Secure Client Portal
Basic Bookkeeping
This means basic checkbook register–style bookkeeping, which is more limited than full accounting. You should be able to keep track of your operating accounts and reconcile your balances, but you may still need full accounting software.
Trust Accounting
This means you can track your client trust accounts, including expenses and payments. It is normal to see trust accounting without basic bookkeeping or full accounting, in which case you will need something else for accounting.
Full Accounting
Some software includes full double-entry accounting features, making additional accounting software unnecessary.
Billing & Invoicing
Does the software allow you to send bills or invoices?
Online Payments
Payment processing is increasingly offered either as an included or add-on feature, especially with cloud-based law practice management software.
Software Integrations
  • Box
  • Dropbox
  • Gmail
  • Google Calendar
  • LawPay
  • MailChimp
  • Microsoft Office 365
  • Microsoft Outlook
  • QuickBooks Online
  • Zapier
Open API

Additional Details about PracticePanther

Training

PracticePanther’s Business Plan pricing offers unlimited training sessions, which can be scheduled with ease from within the software. These sessions range from simple beginner tasks to complex power user automations. You can even find lessons on integrating the program with your website.

If you’re inclined to learn on your own, the large library of videos and articles have step-by-step tutorials on every single feature. Or, if you’d like a little more direction, you can always open up a chat with the support team right out of the application.

Data Migration

PracticePanther has a team of dedicated data migration experts to make sure that your existing information is seamlessly integrated into their platform. When you sign up, your dedicated account manager will schedule a call for you with the migration team. From there, PracticePanther’s team will review your current information, and provide a timeline and details on what they can import for you. Because of their involvement, you can feel confident that you won’t be losing data or need to reorganize anything when you make the switch.

Built-in CRM

PracticePanther ships with integrated Client Relationship Management (CRM) functionalities. This allows you to build custom intake forms to help manage your contacts, matters, documents, and workflows more efficiently. Your office can even integrate these forms into the firm’s website. Among other things, this will allow you to connect with potential clients at any time of day.

Security

PracticePanther boasts 256-bit encryption and enterprise-level security by Microsoft. It also features HIPAA-compliant file management capabilities through its Box.com integration.

5 PracticePanther Community Reviews

  1. Avatar Ronald K. says:

    No Support, Lotsa Problems and No Refund

    I was behind the times–still using a computer based PM, so four months ago I started looking for a cloud based application. I had two requirements: 1) it would have to sync with my bankruptcy software (50% of my practice); and 2) I wanted a seemless way of saving emails to contacts/matters since this is a major form of communication for me.

    At the time, PP was marketing an easy sync with Jublilee–one of the three or four major petition preparing software packages on the market. In fact it has a canned webinar on its site about the “exciting news” that it integrates with Jublilee. If you watch the webinar closely (after the fact I did several times) you can actually see where the sync doesn’t seem to work and the PP guy tries to excuse the lack of a result as “it sometimes takes a few moments.”

    The truth is, the sync doesn’t work AND PP doesn’t give a shit. I tried to get it to work for four months. IT NEVER FULLY WORKED. Moreover, if you contact PP support, their response was: “talk to Jublilee.” (BTW, I was generally pleased with Jublilee’s efforts to try and resolve my sync problem.) When PP wasn’t telling me to “talk to Jublilee” they would refer me to a canned answer in their “Q & A” database that really had nothing to do with my problem.

    As to my second requirement that I be able to save emails to a client or matter— if you are using Microsoft Outlook 365, there is an “add-in” that you have to download from Microsoft’s website that allows you to use PP within Outlook.
    PP also has a canned webinar that takes you through the steps to add this in. I tried to load this onto my Outlook and it didn’t work. Tried to do it again, didn’t work. Tried a third time, still didn’t work. Send PP a question–what do they do refer me to their canned webinar. Frustrated I contacted Microsoft, as I had “tech service agreement.” They tried to figure out what was wrong, and the initial person who I spoke to also could not figure out why it would not “add-in.” Finally, after several hours and Microsoft bringing in another engineer we were able to get the PP “add-in to work.”

    Bottomline: don’t use PP, it doesn’t work and they don’t support their product beyond referring you to their canned webinars. BTW, I stupidly paid a year subscription for PP (I know I should have my head examined). When I asked several days ago if I could have a partial refund, I was put on hold for several minutes, and then the rep, said they would get back to me “very soon.” I am still waiting–maybe they are going to refer me to a “canned webinar.”

  2. Avatar Amy S. says:

    Be prepared for delays, lies and ineffencies

    While this software has potential, it has far more negatives than positives at this time. It can’t do simple basic things such as putting a file on hold. And their support is a joke. You can’t get someone in real time, then the answer you get is completely different depending on who you are talking to. The support staff doesn’t even seem to know it’s own system.

    Our office did not have a paperless system before, and as I had worked in prior paperless offices I was put in charge of the transition. We’re now 6 months in and still not using the system because things do not port over correctly, nothing works as they promised and we’ve had to do so many workarounds that it practically borders on efficiency.

    While I do understand that my firm is not the norm in what we do, there are basic needs that would affect every form (for example putting a file on hold as mentioned above) that the system can’t do.

    There were some red flags when we were looking into the system, such as the flat out refusal of the salesman allowing our IT person to speak to their IT staff saying he could answer every question, the fact that he told us what we need to hear to placate us, only to find out what he told us was flat out WRONG when we actually got to the use stage. When it came to transferring our files to this system they did little to nothing and it took me personally 4 weeks of about 60 hours a week doing nothing but fixing what they brought over.

    Overall, avoid this system. We’re stuck for now, but honestly, construction paper and crayons works out better than this system does.

  3. Avatar Ryen S. says:

    Robust, Mostly Reliable, Kinda Mediocre

    My firm has been using PracticePanther now for almost 6 months, after porting over from SmokeBall. I can say unequivocally that it’s night-and-day better than what we were using before. The fact that it’s essentially a web app, makes it accessible from any device – especially helpful for a small firm with a BYOD policy.

    Hours tracking is simple, straightforward, and easy to review. Similarly, once you understand the database structure – i.e. that everything builds off of the initial contact, it’s pretty easy to build business practices off of. However, while PracticePanther works, it isn’t seamless – and the lack of insight customer service reps have into their own software could be a deal breaker for a firm without internal IT know-how.

    Examples:

    1. While PracticePanther sells itself as fully integrated with Google Drive, it’s not. Multiple users will pretty much break Drive integration for even a small firm – just plan to use DropBox.

    2. Every contact must have a unique ID number for integration with any cloud platform, yet the option for creating that unique identifier is optional, only to be explained as required after hours on the phone with support.

    3. Occasionally software rollbacks have been set for mid-morning on a weekday, essentially breaking your paperless office at an essential time – but this hasn’t happened in a while, so I don’t want to be unfair.

    If you want practice management software that can do it all, PracticePanther is a good bet. However, it isn’t intuitive, seamless, or straightforward. However, it is reasonably priced with responsive customer service reps, willing to work through problems.

  4. Avatar David W. says:

    Most user friendly law firm management software out there

    Practice Panther is it. Even for a newbie attorney entering the automated law firm practice management world, Practice Panther is by far the easiest to use software with the greatest number of top used applications in the legal field. Their demo and training tutorials have been so far a very easy to follow experience, where I’ve been able to interact from the comfort of my office via a p2p sharing portal my screen with one of the PP specialists. Every single question I asked, he had an answer. What I liked the most, aside from liking a lot of the features, is the ability to stylistically design my own invoices to my clients. It makes me feel like my brand is not only competitive but actually professional. I’m highly satisfied so far and don’t have a single complaint, only good positive feedback. Like!

  5. Avatar Harj says:

    Practice Panther is the best CRM, CMS combination out there

    Practice Panther is the best practice management tool out there for lawyers. The team take on board suggestions and work consistently to improve user experience. Clean interface with great intuitive functionality.

Leave a Review