Jason Blank, co-founding partner of Haber Blank, LLP, leads a small, but mighty law firm that manages cases across practice areas. From high-profile criminal defense cases, estate planning, to political campaign representation, the complex nature of Haber Blank’s varying case types results in massive amounts of data. While initially relying on PC Law to help them manage it all, Jason quickly realized that their firm would need a more modern software to locate and share critical case information efficiently. This challenge led him to switch to PracticePanther, the intuitive, customizable solution that allows his team to capture, search, and share large volumes of case data effortlessly — saving Haber Blank a significant amount of time and enabling every case to progress faster.
Driving Haber Blank’s Growth Trajectory with Flexible Software for Every Case Type and Size
Jason’s journey into law began with a passion for defending individual rights. After starting his career as a public defender in Broward County, FL, he co-founded his private practice, Haber Blank LLP. While Jason mainly focuses on criminal defense trials and appeals, his small team also manages cases across several practice areas. Jason has also continued his original mission through his active involvement in the Florida Association of Criminal Defense Lawyers, where he serves as president.
As his firm grew, so did the challenges. Jason initially relied on PC Law to manage the firm’s robust amount of case data, which needed to be easily accessible across the team. Unfortunately, the outdated platform made it virtually impossible to quickly search through terabytes of data and share specific case details efficiently. As these system limitations increased the likelihood that key case information would be missed, it was clear that a change needed to be made to improve the firm’s trajectory.
In search of a more modernized solution, Jason discovered PracticePanther, recognizing its intuitive design and robust case management customization as a significant upgrade. Now, his team operates with the efficiency of a large firm while effortlessly tailoring the platform to meet their unique needs as a small practice.
“What I love most about the PracticePanther is the ease of use. It is user-friendly. I can click a button and easily find what to do. I can customize it exactly how I want to. All of which is great for me and my firm.”
Jason Blank
Co-Founding Partner
Haber Blank Boosts Efficiency and Client Experience with Custom Workflows for Every Case Type
At Haber Blank, managing a diverse array of cases, from criminal to family law, requires a practice management solution that is not only powerful but also incredibly easy to use.
PracticePanther’s intuitive, customizable workflows are indispensable for staying on top of key events and automating repetitive tasks for every case type, from collecting signatures on a standard will to preparing a domestic violence injunction. Jason can feel confident that his team is handling the work efficiently while being able to keep a pulse on case updates at a glance and ensure clients are receiving a high-quality experience consistently.
Additionally, the outdated, complex nature of their previous software created a palpable source of friction for Jason and his team. PracticePanther enables everyone on the team to jump in and feel like a seasoned user immediately. Facilitating seamless case collaboration and making sharing contact and matter data easy.
“We use it across the board for everything. PracticePanther makes it easy to complete client intake forms and engagement agreements, to collect remote signatures and payments. We’re able to implement workflows for every case type in our family law and estate planning practices. Bringing everything together in one location and automating tasks simplifies our firm's day-to-day operations. It’s great!”
Haber Blank Unlocks Faster Payment Collection and Daily Time Savings with PracticePanther’s Invoicing Customization
One of the most impactful time-saving features for Haber Blank has been PracticePanther’s customizable invoicing capabilities. For Jason, who handles complex criminal defense cases, the ability to pre-set custom hourly rates for any type of court-appointed work has become a crucial part of his daily routine.
“PracticePanther saves us hours every week on billing and invoicing. In my criminal defense practice, PracticePanther’s ability to pre-set custom rates and easily apply them to my matters is a huge time-saving factor. It’s just a couple of clicks as opposed to updating and changing every entry, every time.”
On top of customizable hourly rates, PracticePanther’s tagging customization has streamlined Haber Blank’s invoicing process across all cases. By classifying matters specifically and quickly searching for any tag he wishes to bill for, the team can send invoices instantly.
Coupled with PracticePanther’s ability to send trackable payment links, and accept payment in several forms, Jason has found their invoices are paid faster and clients have a better overall experience.
Haber Blank Streamlines the Data Review Process with PracticePanther’s Tagging and Case Management
Navigating large criminal defense cases can be a daunting task for Jason, often involving the management of over 150 witnesses and the review of 10+ terabytes of discovery data. Using PC Law made this process even more time-consuming, as it required tedious, manual searches for specific contact details and notes. This inefficient system increased the risk of overlooking critical case information.
PracticePanther has revolutionized this process for Jason and his team. With its intuitive case management and customizable tagging features, they can now instantly locate linked contacts and notes for any matter. This streamlined approach has cut the time spent on managing these complex defense cases by half, allowing the team to focus more on client advocacy and case strategy, ultimately leading to better outcomes for their clients.
“PracticePanther is a great platform to keep track of every conversation. We use the notes section a ton to store and organize conversations with the state, with our clients, and everything else. I have way fewer sticky notes on my desk and have eliminated legal pads from the budget.”
Jason leverages multiple tags for every contact, matter, and activity, making it incredibly easy to filter and find specific cases and related connections. Adding tags like ‘witness,’ ‘family member,’ and ‘court hearing’ have saved him several hours each week by enabling quick access to exact data points.
“At the core of why we love PracticePanther is the ease of use and how much time it saves me and my firm. The ability to customize tags and contact relationships as I go is huge. I can quickly search across cases by entering multiple tags and see how contacts are related or connected in some way. I love the customization of those fields.”
Ensure Case Continuity & Manage Multiple Practice Areas Efficiently with PracticePanther
After switching to PracticePanther, Jason and his team have experienced vast improvements in both firm efficiency and case management. The platform’s intuitive nature and powerful customizations have enabled the firm to navigate its contact and matter database quickly, pinpoint and share key case details effortlessly, and provide excellent client experiences across multiple practice areas consistently.
If you’re interested in seeing how PracticePanther’s case management and automation can boost your firm’s efficiency, contact our team. Explore how PracticePanther’s features can reshape the way you practice law!
