PracticePanther Legal Software 1.3

PracticePanther is a popular choice among thousands of solo practitioners, virtual, small, and mid-sized firms globally for enhancing productivity and streamlining operations. With its simple, user-friendly, and intuitive interface, PracticePanther offers a range of essential features:

1. Track notes, calls, emails, tasks, reminders, and more. Group leads & clients into lists.
2. View everyone's calendar in 1 click and sync with Google, Apple, & Outlook.
3. Bill for time & expenses, receive notifications when clients view invoices, and sync with Quickbooks.
4. Assign tasks to other users, set deadlines, and monitor incomplete and overdue tasks.

As legal professionals such as attorneys or paralegals, adhering to deadlines and effectively managing cases are paramount. These features not only save time but also ensure organization and automation within your practice.

The platform boasts various features including:

• Accepting online payments through credit cards via PayPal, Stripe, & Authorize.net.
• Email integration with services like Gmail, Outlook, Hotmail, Yahoo, & more.
• Client portal offering comprehensive insights like viewing invoices, trust account balances, and making payments.
• Invoice open alert system to track when and how many times invoices are accessed by clients.
• Trust accounting capabilities to manage trust account balances efficiently with Quickbooks synchronization.
• Custom fields for tracking statute of limitations, case statuses, opposing counsel details, and more.
• Task & event workflows enabling the creation of templates for tasks and events that can be applied to any matter easily.