Texas Bar Member Benefits | PracticePanther

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

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

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

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

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

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

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