How to Build Your Own PracticePanther

Get paid faster by sending unlimited payment reminders before or after invoice due dates automatically.

Save more than 8 hours of work per week with automated workflows that reduce redundant administrative tasks. Automatically create and assign case-specific tasks.

Add multiple time entries and expenses or generate multiple invoices at once to work faster and get more done in less time.

Close prospective clients faster with automated client intake forms. Tailor each form with custom fields to accurately capture client information.

Create templates of tasks and events and apply them to any future matter in one click. Reduce manual task creation across your practice.

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.

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.

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.

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.

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.

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.