PracticePanther Product Overview
PracticePanther is a comprehensive law practice management software designed to streamline and optimize the operations of law firms, whether they are small, medium-sized, or solo practices. This all-in-one solution helps legal professionals manage every aspect of their practice efficiently, from client and case management to financial and document handling.
Key Features and Functionality
Case Management
PracticePanther allows users to store and manage case information, client details, files, and communications in a single, centralized location. This feature helps in avoiding bar complaints and ensures that all relevant data, including opposing counsel, expert witnesses, documents, and deadlines, are readily accessible and compliant with legal standards.
Time and Expense Tracking
The software facilitates detailed tracking of billable hours and expenses, supporting LEDES billing for firms working with corporations. This ensures accurate logging and reporting of all billable activities, including tasks, events, emails, notes, and calls.
Billing and Invoicing
PracticePanther auto-generates invoices and payment reminders, integrating seamlessly with online payment methods such as LawPay and PantherPayments. This feature enables firms to receive payments up to 70% faster, thanks to its best-in-class payment technology.
Document Management
The platform includes automated document generation using pre-made templates that can be customized with client and case details. It also offers white-label templates, allowing firms to send professional documents with their logo. Documents can be stored, shared, and accessed securely through the platform.
Client Portal
PracticePanther provides a secure client portal where clients can access case updates, communicate with the legal team, and sign documents electronically. This enhances client-attorney relationships and ensures transparent communication throughout the case process.
Task and Calendar Management
The software syncs with Google Calendar and Outlook, using predefined workflows to automate tasks and assignments. This helps in standardizing firm processes from intake to matter management, reducing errors and increasing efficiency.
Mobile Accessibility
PracticePanther offers mobile apps for iOS and Android, allowing users to access and manage their cases, documents, and client data from anywhere. This mobile-friendly interface ensures that legal professionals can stay connected and productive even when they are not in the office.
Integrations
The platform integrates with various third-party applications, including QuickBooks, Zapier, Microsoft Office, and more. These integrations enhance the functionality and flexibility of the software, making it easier to manage financials, automate workflows, and connect with other essential tools.
Reporting and Analytics
PracticePanther provides custom reporting features that deliver data-driven insights, enabling lawyers to make informed decisions and grow their practice. The software helps in identifying unbilled events, tasks, and other activities, and offers real-time visual reports to sharpen decision-making.
Additional Features
- Contact and Matter Management: Manage all leads, contacts, and case details in one place.
- Trust Accounting: Ensure compliance with trust accounting regulations.
- Conflict Checking: Automatically check for conflicts of interest.
- Internal Chat: Facilitate team communication through an internal chat system.
- Intake Forms and eSignatures: Use native intake forms and unlimited eSignature sends to streamline client onboarding and document signing.
Pricing
PracticePanther offers several pricing plans to fit different firm sizes and needs:
- Solo Plan: $49/user/month (billed annually) or $59/user/month (billed monthly), including core features like contact and matter management, secure client portal, and billing and payment processing.
- Essential Plan: $69/user/month, adding features such as custom fields, custom security roles, and invoice read alerts.
- Pro Plan: $89/user/month, which includes additional features like native 2-way texting, intake forms, native eSignatures, and attorney revenue reports.
By leveraging these features and functionalities, PracticePanther helps law firms streamline their operations, reduce non-billable hours, and enhance client satisfaction, ultimately leading to increased efficiency and profitability.