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PracticePanther

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Lawyerist Rating for PracticePanther

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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: 4.2/5 (based on 21 ratings)

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

Composite Rating: 4.5/5

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

4.5/5

Product Details

Apps
  • Android
  • iOS
  • Web
Installation
  • Cloud
Software Integrations
  • Box
  • Dropbox
  • Gmail
  • Google Calendar
  • Microsoft Office 365
  • Microsoft Outlook
  • QuickBooks Online
  • Zapier
  • MailChimp

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.

Yes
No

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.

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

Does the provider have a way for your client to interact with you or their information in the system? This can take many forms. It can be a way to securely view and pay bills, a method of scheduling meetings, or a way for your client to view information about their case itself.

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.

Open API

An Open application programing interface (API) allows other software programs to interact with the platform. It allows users to build integrations where there might not currently be one. However, not all APIs are equal. If you are looking to integrate using an API, it's advisable to review the platform's documentation before making a decision.

Compare PracticePanther Similar Products

Select another product to compare:

PracticePanther

4.5/5

practicepanther logo
Pros
  • Cloud-based
  • Intake
  • Customizability
Cons
  • No Client Portal
  • Simple Document Management
  • Basic Templates

Filevine

4.2/5

Filevine Logo
Pros
  • Cloud-based
  • Integrations
  • Customizability
Cons
  • Complex
  • Basic Task Management
  • No Client Portal

CosmoLex

4.1/5

cosmolex logo
Pros
  • Advanced Trust Accounting
  • Timekeeping & Billing
  • True All-in-one
Cons
  • Lack of Integrations
  • Limited Intake
  • Complex Initial Set-up

PracticePanther Community Reviews

4.2

Based on 21 Reviews

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Hugh R.

1/5

“terrible for multiple lawyer use”

March 11, 2022 7:51 AM

the reporting for multiple lawyers if you pay them based on production/collection is awful. their reporting is manual, have to run multiple reports to get the result I want. The worst part is, you cant just apply a discount to a line item, you have to do a new entry to line item the discount. If you discount the entire invoice, it still records all lawyers receiving 100% credit for all time they billed even though there was an invoice discount applied (meaning you would pay out more than you collect to the lawyers who are paid for what they bill.). Solution from PP was to do manual entries for each lawyer to discount. 7 lawyers worked on it = 7 entries. We process hundreds of invoices and their solutions are either impossible or will add yet another hour or two to the billing process. They finally fixed the ability to combine multiple matters into one invoice for clients...BUT beware, if you do this, the originating lawyer gets stripped out of the combined invoice so you have to go through ALL combined collections to figure out who to give origination to. (thank you for adding yet another hour to my billing process) They already dont have a "next" function while reviewing invoices online, so you have to print them (and can only print 50 at a time), or have to open new tabs for each invoice. Again, their invoice platform for more than 50 clients with more than 2 lawyers is awful. Only reason I havent moved yet is that the transition is even more awful than PP lack of addressing real lawyer needs for reporting. When I had 2 lawyers billing with a small number of matters, PP was great. Now I lose 3-4 hours in doing billing due to their failures of addressing the many problems with their billing and reporting.

Ron M.

5/5

“Customized client intake, easy reporting, and simple invoice tracking!”

January 21, 2022 1:30 PM

Being able to track which invoices have been paid, set up custom fields, and utilize intake forms in a way that meets our needs - that’s huge. We’ve really seen a big cost-savings with being able to send an invoice, and then automatically track payments to it. They pay, you can see they paid, and then you can run reports to follow-up with anyone who still hasn’t paid! PracticePanther’s interface is welcoming, smooth and simple. I love how it’s not just pre-set software, but a customizable suite that can be configured to meet our specific practice management requirements.

Daniel L.

5/5

“PracticePanther helps me complete tasks 5 times faster than before”

October 11, 2021 3:57 PM

We chose PracticePanther to modernize our paper-based and labor-intensive data reporting system that was 10 or 15 years old. It was very important for us to choose a product that was intuitive so that our employees could adopt it easily, PracticePanther is so simple that anyone can pick it up quickly. PracticePanther was also willing to help us customize our setup when onboarding, if we needed a change in the software to adapt to the way we do business, the answer was always yes. Since implementation, I am able to complete tasks using workflows and automations that would normally take a lot of phone or face-to-face time to work out, which means I save time and made my job so much easier.

Elizabeth I.

1/5

“Practice Panther”

September 2, 2021 1:05 PM

I cancelled my subscription to Practice Panther because they took an annual subscription payment from my account without permission. I have been trying to get that amount refunded for months and have been completely ignored. They say they get back to you within a couple of hours, but it's been a couple of months and nothing. I've even threatened to sue them several times and have still be ignored. Stay away!

Yeon M.

5/5

“User review”

June 25, 2021 6:45 AM

I like the fact that PracticePanther can be accessed anywhere easily with internet access, and I can easily track/bill my time with multiple timers open at the same time.

Derek M.

5/5

“”

April 15, 2021 12:23 PM

Our firm signed up with PracticePanther in 2019, and it was a seamless transition from our prior legal software. The monthly cost is reasonable relative to other software programs, and the support has been excellent. The PracticePanther platform enables the four lawyers and two staff in our firm to work remotely from any location without a hiccup. We can manage our large volume caseload easily, and we effortlessly can bill entries with the software. Also, the calendar system with PracticePanther meshes well with Outlook. Additionally, we can access PracticePanther on our phone app, and this is very handy when working remotely. Overall, very pleased with PracticePanther, and would highly recommend it to other insurance defense-based practices.

REVIEWS (6 out of 21)

Frequently Asked Questions

Where can I use PracticePanther?

As a cloud-based practice management system, users can access their files from anywhere they have an internet connection and a modern web browser.

What is the price of PracticePanther?

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.

Is PracticePanther secure?

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.

Does PracticePanther integrate with Microsoft 365?

Yes, it has a two-way sync with Outlook (including tasks), OneDrive, Outlook Calendar, and Exchange Calendar.

Does PracticePanther integrate with Google Workspace?

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.

Can PracticePanther handle my Trust Accounting?

Yes, with three-way account reconciliation, PracticePanther can handle all but the most complicated trust accounting. This feature comes with all pricing tiers.

Can I accept online payments with PracticePanther?

Yes, PracticePayments is an IOLTA compliant credit card acceptance system built directly into the application.

Does PracticePanther integrate with Zapier?

Yes, the platform integrates with Zapier, PieSync, and even has an Open API for your automation and workflow needs.

Can I automate documents with PracticePanther?

Yes, PracticePanther allows you to automate documents and create templates even at the lowest pricing tier.

Is PracticePanther compatible with both PC and Mac?

Yes, as a cloud-based solution, the platform will run on both PC and Mac through any modern browser.

Additional Details about PracticePanther

Training

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.

Data Migration

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.

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. 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.

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