With features like workflow templates, secure client messaging, and client invoicing, PracticePanther provides a lot of hard-to-find services—even at the lowest pricing tier. However, most users will opt for the Essentials tier (the second price point). This tier provides access to custom fields, recurring payment plans, and document storage integrations.
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.