PracticePanther Reviews & Pricing

Key Features

• Case Management: Store detailed user information with ease, along with tags and follow-up updates, making it easy and organized.
  • Remote Access: Get quick overviews of all case-related information, including contacts, tasks, calendar entries, documentation and more. Automatically sync firm databases for unobstructed remote access from any device with an internet connection.
  • Contacts and Matter Management: Keep legal matters organized and up-to-date by adding relevant contacts, notes and bills. Limit access to sensitive matter information with controlled permissions. Securely collaborate with team members and share and recall data.
  • Conflict Search: Link contacts to matters for checking on conflicts of interest and parties represented by the lawyer.
• Document Management: Manage all your documents in one place and set up automation to reduce repetitive tasks.
  • Centralized Repository: Store and manage all legal documents and files securely in a single location. Enhance efficiency by electronically sending documents for signatures, auto-populating client information, and creating custom templates to streamline document creation workflows.
  • Organized Access: Avoid wasting time searching for documents. Organize files by client and matter for easy retrieval. Use custom tags to categorize and filter your firm's legal documents.
  • E-Signatures: Expedite the document approval process by offering electronic signatures via email, text message or the client portal. Create and send multiple documents for eSignature in batches simultaneously.
  • Cloud Integration: Connect with leading cloud storage platforms like Dropbox, Google Drive, OneDrive and Box.com. This eliminates the need to switch between platforms and helps you sync all document changes automatically.
  • Customizable Templates: Boost document creation speed by uploading and using pre-defined templates. Automatically populate templates with your firm's information and client data. Track document progress through a dashboard with status indicators (incomplete, completed, in progress, overdue) and assign conditional tasks as needed.
• Legal Billing: Never miss a billable hour with automated time and expense tracking tools.
  • Customizable Invoicing: Create professional invoices tailored to your firm's branding. Include client information, activity logs, notes and more. Assign specific billable rates based on user, activity, matter or contact for accurate fee calculations.
  • Integrated Payment Processing: Accept payments through various methods, including custom payment links, the client portal, phone or in-person transactions using Panther Payments, the native payment processor.
  • Billing Reports: Gain insights into your firm’s performance by generating detailed reports. Analyze billing trends and collections data, identify top-billed practice areas, and filter reports by custom tags, bank accounts, payment methods, contacts or matters.
• Trust Accounting: Manage trust and operating accounts while automating compliance with IOLTA, ABA and all 50 state bar regulations. Stay informed about retainer balances by setting up automatic alerts. Receive notifications when trust account balances fall below pre-defined thresholds and perform daily three-way reconciliations for oversight of your trust account activity.
• Legal CRM: Organize client data, gain a holistic view of cases, automate client onboarding and sync new client data from automated intake forms.
  • Custom Tags: Categorize contacts by client type (existing, potential etc.), professional contact or any other relevant category using custom tags. Use these tags to filter data and gain insights into your client base.
  • Client Portals: Provide clients with a secure online portal. They can access uploaded documents, communicate with your firm, review invoice balances and make online payments. The platform automatically populates client information from their intake forms to create accurate profiles.
  • Workflow Automation: Streamline client follow-up with automated workflows that trigger tasks and events based on pre-defined conditions. Automate appointment scheduling and send automatic reminders to clients, ensuring timely communication.
• Calendaring: Create time entries, confirm client meetings, manage tasks and stay on top of court rule deadlines using a centralized calendar system.
  • Visualized Deadlines: Use color-coded tags to visually identify deadlines and events associated with specific contacts, matters and tasks.
  • Automated Time Capture: Convert appointments and events into time entries with a single click, ensuring all billable hours are captured and accurately allocated to the appropriate client.
  • Court Rule Integration: Connect with LawToolBox to sync pre-set and custom court rule deadlines with your PracticePanther calendar and workflows, keeping you ahead of important legal dates.
• Integrations: Connect to a host of essential applications to improve the firm’s productivity and automation standards. Some popular applications it supports integrations with include Gmail, Microsoft Outlook, Microsoft Exchange, Box, Dropbox, Outlook, Google Calendar, Apptoto and many more.
• Security: Protect firm data against vulnerabilities with 256-bit military-grade encryption. Limit platform access to authorized IP addresses and enable two-step authentication. Maintain client confidentiality and HIPAA compliance with Box.com’s secure storage capabilities.

Approach to Common Challenges

• Caseload Management: The platform helps organize and prioritize cases efficiently through customizable tags, matter management and automated workflows.
• Time Management: You can accurately track billable hours and improve time management with automated time tracking features and integration with calendar functions.
• Billing and Collections: Streamline invoicing, payment processing and collections with customizable templates, automated payment reminders and detailed billing reports.
• Client Communication: It lets you enhance client relationships through secure client portals, automated communication workflows and document-sharing capabilities.
• Document Management: You can store, organize and access legal documents efficiently with centralized storage, version control and document automation features.
• Financial Management: Manage trust accounts effectively with automated reconciliations, compliance features and real-time balance monitoring.
• Team Collaboration: The platform enables you to improve team efficiency and communication through shared calendars, task management and document-sharing capabilities.
• Compliance: Maintain compliance with legal and ethical standards through features like trust accounting management, automated notifications and document retention policies.

Cost of Ownership

• Solo: Charges $49 monthly for each user. This plan offers case management, document templates, real-time notifications, task and event workflows, native payment processor integration, and more.
• Essential: Charges $69 monthly for every user. It includes custom fields, CRM tools, multiple bank accounts, custom security roles and more.
• Business: Charges $89 monthly per user. It includes everything in the previous plans, along with internal messaging tools, client portals, custom intake forms, eSignatures, attorney revenue reports and more.

Limitations

• Customer support isn’t responsive at times.
• Lacks a comprehensive knowledge base and product training resources.
• Integration options are limited and create occasional glitches.
• Sudden patches can cause stability and performance issues.
• Existing LawPay users cannot get free access to the integration.

Demo Resources

• Online Knowledge Base: Access a repository of articles, tutorials and FAQs for self-guided learning and troubleshooting.
• Interactive Tutorials: Learn through step-by-step guided demonstrations covering various platform functionalities.
• Video Tutorials: Watch informative videos explaining different features and best practices.
• Dedicated Support Team: Receive expert assistance through email, phone or live chat support channels, available at a cost. The vendor also provides a dedicated success manager at extra costs.
• Personalized Onboarding: Benefit from tailored training sessions to ensure a smooth transition and efficient adoption. The vendor also offers data migration services from other third-party legal solutions.
• Webinars and Workshops: Attend informative webinars and workshops to stay updated on new features and best practices.

FAQs

1. Write-off function:
   • Open the outstanding invoice.
   • Click the "Actions" button.
   • Select "Write Off."
2. Creating a credit note:
   • Open the outstanding invoice.
   • Click the "Actions" button.
   • Select "Apply Credit Note."
   • Create a credit note for the full invoice amount.