Case Management
- Automate administrative tasks such as workflows and document templates to save 8+ hours a week
- Seamlessly manage contacts, cases, and data all from one easy-to-use platform
- Standardize your cases with workflows and put your repeat tasks on autopilot
- Centralize communication across your law firm through chats, client portals, and more in one secure place
Document Management
- Securely store and manage all your legal documents from the cloud
- Save time on document creation using custom templates
- Easily send legal documents for electronic signatures to speed up client intake
- Save time by batch creating documents and sending them in bulk for electronic signatures
Billing & Payments
- Create time entries from calendar events, tasks, emails, and more -- ensuring you never miss a billable hour
- Automate the billing process with one-click invoice templates, custom payment links, and custom payment plans
- Use custom reports to capture valuable metrics such as A/R Aging, Originating Attorney or Unbilled Time and get a full picture of your financials
- Accept online payments via credit card, eCheck, and ACH with industry-low transaction fees at 2.9% for all credit cards and 1% for eCheck
Calendaring
- Keep your entire firm on the same page by tracking events, tasks, and more on one calendar
- Seamlessly sync PracticePanther's legal calendaring software with your Google or Outlook calendars to get a full view of your events
- Import court rules sets and let PracticePanther's calendar automatically schedule deadlines for you
- Display the statute of limitations on all of your cases and set reminders to keep track of deadlines
Client Intake
- Create unlimited intake forms based on practice areas and streamline your overall client intake process
- Sync client intake data directly into PracticePanther to begin working on cases faster
- Add your firm logo and branding to intake forms to provide a custom experience to clients
- Place custom intake forms on your website to onboard clients faster
Client Communications
- Provide on-demand access for clients to securely view and upload documents, send messages, and pay invoices with the customizable client portal
- Keep clients engaged with their case by sending tasks and status updates through the portal
- Send appointment reminders, share documents, and more right to your clients phone via built-in texting
- Send unique payment links via text so clients can pay their invoice in a few clicks
