PracticePanther is comprehensive Law Practice Management Software (LPMS). With it, one could easily move from potential client intake to closed and paid-in-full, without leaving the platform. It has select integrations with an emphasis on document storage (integrations vary by PracticePanther pricing tier). However, it does have an open API, integrates with Zapier, and connects directly to MailChimp. So, if you're looking to increase your efficiency without breaking the bank, PracticePanther is likely worth your review.
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.
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As a cloud-based practice management system, users can access their files from anywhere they have an internet connection and a modern web browser.
Users can select from three pricing tiers. Solo, at $39/month, has basic practice management features, where Essential, and Business, at $59 and $79 respectively, offer more collaborative features and access to additional integrations.
PracticePanther boasts 256-bit encryption and enterprise-level security by Microsoft. It also features HIPAA-compliant file management capabilities through its Box.com integration. They also provide a secure messaging portal for you to communicate with your clients, and an internal chat function.
Yes, it has a two-way sync with Outlook (including tasks), OneDrive, Outlook Calendar, and Exchange Calendar.
PracticePanther has a Gmail add-on that allows users to file emails, create contacts, and manage time and tasks. Additionally, there is a two-way sync with both Google Calendar and Google Drive. Although this isn't a full integration with Google Workspace (f/k/a Google Suite), it's most of the features you'll need.
Yes, with three-way account reconciliation, PracticePanther can handle all but the most complicated trust accounting. This feature comes with all pricing tiers.
Yes, PracticePayments is an IOLTA compliant credit card acceptance system built directly into the application.
Yes, the platform integrates with Zapier, PieSync, and even has an Open API for your automation and workflow needs.
Yes, PracticePanther allows you to automate documents and create templates even at the lowest pricing tier.
Yes, as a cloud-based solution, the platform will run on both PC and Mac through any modern browser.
PracticePanther’s Business Plan pricing (their highest tier) offers unlimited training sessions. (Now, the other pricing plans offer training, as well. But we wanted to highlight the unlimited option). Additionally, these can be scheduled with ease from within the software. Sessions range from simple beginner tasks to complex power user automations. Importantly, for a lot of the bootstrappers out there, you can even find lessons on integrating the program with your website.
Further, the large library of videos and articles have step-by-step tutorials on every single feature. Which means, PracticePanther definitely has documentation. Conversely, if you’d like a little more direction, you can always open up a chat with the support team right out of the application.
As far as data migration from other platforms goes, PracticePanther has a team of 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. Next, PracticePanther’s team will review your current information. Then, they’ll 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.
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. Which, among other things, will allow you to connect with potential clients at any time of day. More importantly, though, the workflows will help you follow-up with those potential clients.