PracticePanther

PracticePanther is a practice management platform for solo practitioners, small and mid-sized firms and large firms. It is available on desktop and through iOS and Android mobile apps.

Key features and functions include:

Client Intake
Automated intake forms with custom fields capture client information, which syncs directly into the case record. Intake forms can also be used to schedule appointments.

Workflows
Automated workflows use built-in process steps to trigger tasks, events and checklists. Conditional workflows adjust the steps based on case details.

Case Management
Tracks contact details and matter statuses, with a dashboard view of active cases. Custom tags organize cases, payments, documents and clients.

Document Management
Supports batch creation, editing and sending of legal documents, with cloud storage for files including video and audio. Data is backed up in real time.

E-Signature
Allows documents to be uploaded and sent for signature, with tracking of who has signed.

Time and Expense Tracking
Records time and expenses from any device, with multiple timers. Calendar events can be converted into time entries, and time can be assigned to a case using tags.

Legal Billing and Payments
Generates invoices and accepts client payments by credit card, ACH or eCheck through PantherPayments. Supports payment plans, retainer deposits, custom payment links and a single reusable payment link.

Accounting and Trust Accounting
Embedded accounting brings trust accounting, general ledger and financial reporting together, including three-way trust reconciliation. Reports cover revenue and expenses, and can be configured by practice area.

Client Portal
A secure portal gives clients access to case progress, secure messaging and their client data.

Business Texting
Two-way business texting with clients, with conversations tracked and time entries added from texts.

Legal CRM
Manages client relationships from onboarding through re-engagement.

Calendaring and Reminders
Brings calendars together in a single view with configurable reminders. Automated reminders for appointments, document requests and invoice payments can be sent by email, text or the client portal.