PracticePanther

Print checks and deposit slips directly from PracticePanther or with QuickBooks Online to pay legal vendors.

Add all operating and trust accounts to keep track of payments and balances of each account.

View a ledger of all trust account payments and three-way trust account reconciliation reports where you can mark payments as reconciled.

Avoid audits and accurately track trust account balances. Perform daily three-way reconciliations and set trust account balance threshold notifications.

Track time and expenses from any device with multiple timers or calendar event conversion. Easily attribute time to proper cases with Tags.

Masterfully manage legal billing financials with invoice templates, time and expense tracking, and simple data reports. Ensure compliance with IOLTA, ABA, and state bar guidelines.

Support for firms required to adhere to LEDES billing standards with proper coding and format compliance.

Organize and manage all client and case information in one centralized location with the ability to link contacts and connect invoices to matters.

Cultivate seamless client communication from onboarding to nurturing to reengaging. Build stronger client-attorney relationships and retain clients from the start.

Automatically add deadlines to your calendar for matters by court jurisdiction. Requires subscription with LawToolBox.

Legal calendar that keeps busy lawyers organized with scheduling, tasks, and reminders. Set deadlines, see statute of limitations, and sync with Google and Outlook.

Send clients reminders for appointments, legal document requests, invoice payments, and more. Deliver reminders via email, business text messaging, or client portal.

A built-in chat tool to message your team without leaving your PracticePanther account.

Communicate efficiently via text without sacrificing your personal phone number. Store messages with everything else related to your case.

Give clients a crystal clear picture of case progress and communicate with them securely. Stop chasing down missing files and access important client data.

Communicate with clients via two-way business texting from anywhere. Track conversations and add time entries to ensure all billable time is accounted for.

Organize case details and manage complex legal cases with a holistic dashboard view of case status. Access case details from any device anytime and anywhere.

Create unlimited custom fields to save as much data as you want. Use these on intake forms or custom templates.

Save time generating all your legal documents. Easily batch create, edit, and send legal documents in one sitting.

Create, edit, approve, archive, and manage documents in real-time with colleagues and clients. Send documents for electronic signature and store without third parties.

Automatically generate documents without manual writing. Upload a template and the system fills in contact and matter details automatically.

Paperless document management with secure cloud access. Manage documents, files, images, videos, and audio from anywhere with template automation.

Make it easy to sign documents from anywhere. Upload documents, request eSignatures, and keep consistent transparency with one click.

Create and request unlimited intake forms from clients for free with no integration needed. Quickly sync client information from automated intake forms.

Free data migration assistance from another practice management platform with dedicated account manager support.

iPhone, iPad & Android app to track time, bill clients, and access real-time snapshot of firm operations from anywhere.

Get an automated daily email at 6am with tasks and events for the day.

Receive real-time alerts for your business. Follow contacts, matters and users and keep a pulse on everything happening in your business.

Get text message alerts for yourself, staff and clients for upcoming tasks, meetings and deadlines.

Get paid instantly online by letting clients pay via credit card or eCheck. Set up deposits into retainer accounts.

Accept online payments and get paid 70% faster with best-in-class payment technology. Accept credit card, ACH, or eCheck with industry-low pricing.

Automatically charge clients the same amount every month through PantherPayments.

Shows how much each attorney collected in payments to calculate their salary or commission.

Know when and how many times your clients viewed your invoices.

Keep track of every case, payment, document, and client detail with customizable Tags and robust Reporting features including revenue and expense reports.

Search and filter case information dynamically to quickly find the information you need.

Secure data with 256-bit military-grade encryption, one of the strongest and most secure encryption standards available.

Allow or block access to any part of the software for each person in your firm. Control who has access to what information.

HIPAA-compliant document storage powered by Box.com to ensure confidential files stay secure.

Enable only specific IP addresses, like your office, to access sensitive information. Prevent exposure to public WiFi.

Automatically secure and back up data in real-time with cloud-based storage. Access documents, files, images, videos, or audio from anywhere.

Avoid having to assign every individual user to a contact, matter, or activity. Assign users in bulk with just one click.