PracticePanther Legal Case Management Pricing, Features, Reviews & Comparison of Alternatives

PracticePanther Legal Case Management

Easy software for law firms, paralegals, lawyers/attorneys.

4.82/5 (269 reviews)

PracticePanther Legal Case Management overview

PracticePanther is a simple, easy to use, and secure law practice management software. Thousands of solo practitioners, virtual, small, and mid-sized firms worldwide use PracticePanther to save time, work faster, and grow their firms.

Work from anywhere using any smartphone, tablet, or computer with the responsive mobile site. Reduce clutter and become a paperless firm. Get world-class support by phone, email, or live chat. Try it as long as you want for your first 3 clients and 3 cases. No credit card needed.
www.practicepanther.com

Pricing

Starting from
$0.01/month
Pricing options
Free
Free trial
Subscription
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States, Australia, Canada, Europe, Germany and 3 other markets, Latin America, Mexico, United Kingdom

Supported languages

English, Spanish
PracticePanther Legal Case Management screenshotPracticePanther Legal Case Management screenshotPracticePanther Legal Case Management screenshotPracticePanther Legal Case Management screenshotPracticePanther Legal Case Management screenshotPracticePanther Legal Case Management screenshotPracticePanther Legal Case Management screenshotPracticePanther Legal Case Management screenshot: Save time by combining all the programs you use today into just 1 – PracticePanther.

PracticePanther Legal Case Management reviews

Value for money
Features
Ease of use
Customer support
  4.8
  4.7
  4.8
  4.8
Scott M. Welch

Amazing program!

Used daily for 2+ years
Reviewed 2018-11-19
Review Source: Capterra

I bought this program when I first opened my practice about 2.5 years ago. I knew going into my own firm that I wanted a comprehensive client management tool. After spending hours online reviewing various programs, I decided to give the 30-day free trial a shot. I think I purchased the monthly subscription immediately after starting to use the program. Since that time, I have built on my knowledge, incorporating the MailChimp and QBO features first, then started learning how to streamline my document preparation through the template feature. What would have previously taken me multiple hours a week to manage, now takes minutes. PracticePanther is intuitive and very user friendly. It has a ton of features that expedite minuscule tasks and free up admin time. It syncs with all my favorite resources, like QBO, MailChimp, and Box, making communication with clients a lot easier and keeps routine mailings operational. If you use a lot of form templates, the template builder is a major time saver and cuts down on user error and oversights. I use this program every day in my law office and am very grateful for how easy it is. Even better, the customer support team is phenomenal. I rarely have any issues with the program (it is easy to use), but when I run into something I need help with, a quick message to the PP team is responded to within minutes and the problem is solved or at a minimum I am given an update and expected time of completion. I couldn't recommend this program more to a solo or small legal practice.

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Zach Newland

Easy to use practice management software with top-end functionality at low price

Used daily for less than 6 months
Reviewed 2018-05-03
Review Source: Capterra

Easy of keeping track of deadlines and client contacts. Overall, the best practice management software I have seen for the price. I would say this performs better than CLIO (I've used it with ALL of the add-ons), way better than AMICUS and MyCase and similar to ABACUS. They need to add a matter pre-billing function to run attorney's fees reports and allow you to copy/paste e-mails into the matter, but otherwise this is a perfect solution for most practitioners. Unless you are using the rules-based calendaring in ABACUS or Westlaw's Firm Central, I have not seen a product that is nearly as useful on the market.Unlike a number of the cheaper practice management software programs on the market today, Practice Panther has a wide range of functions within the software which are easy to use. Instead of just having "Tasks" or "to-dos", PP allows you to create Activities which can be "Events" "E-mails" "Phone calls" or "Tasks". On the Task front, PP allows you to set sub-reminders that can send you e-mails or text messages in advance, like say "7 days before," and "3 days before," for a filing deadline. I also think it is pretty fantastic that PP shows whether a time entry has been completed for EVERY SINGLE ACTIVITY marked "completed" or "in progress". This would be incredibly useful for practitioners (mostly civil) managing staff and trying to deal with staff not accounting for all of their time in billing. The "mail sync" function is also easy to use, and allows you to e-mail out of your native software (MS Outlook, GMAIL, etc) and simply "bcc" the client matter itself. When you do this, the e-mail is automatically saved into the matter. Almost every other program out there that I have used requires you to use their client messaging portal to get the same functionality. The templates are easy to use for creating documents to merge out of PP also. Think client engagement letters, releases, and basic letterheads that you use in every file. We don't use PP for accepting payments so I cannot comment on that portion.

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Sofia Maniam

A well designed CRM and so far, we cannot be happier with the product

Used daily for less than 6 months
Reviewed 2018-04-13
Review Source: Capterra

Part of M Legal's mission is to stay innovative. Practice Panther (PP) as a case relationship management (CRM) tool has redesigned how the firm works overall. The user experience from the moment a client logs onto our website, uses the embedded intake form, to create a client profile to PP is seamless. This is just one of the time-saving tools we have discovered. This automated way of working and being able to integrate systems has forced M Legal to rethink how we work and more importantly, how to we can simplify our working processes. This has been a real game-changer for the business. While many of us worked with CRMs in the past, most of them were clunky and stand-alone systems that could not work with other applications or software. PP has made managing clients much easier, where our lawyers are in control from the moment a case is initiated, all the way through to billing clients. This has also given a level of transparency across the practice as lawyers can pick up any file from where the last person left off and delegate their work during absences. This transparency was a key selling point for us as we believe it is a core component of running an effective law firm.The user experience from the moment a client logs onto our website, uses the embedded intake form, to create a client profile to PP is seamless. This is just one of the time-saving tools we have discovered. This automated way of working and being able to integrate systems has forced M Legal to rethink how we work and more importantly, how to we can simplify our working processes. While many of us worked with CRMs in the past, most of them were clunky and stand-alone systems that could not work with other applications or software. PP has made managing clients much easier, where our lawyers are in control from the moment a case is initiated, all the way through to billing clients. We have experienced our fair share of poor technical support teams when using other software programs. With PP, despite the time differences between Miami and Sydney, their technical support team are always available, whether it is through the chat portal, email or by phone. Each technical person is professional, knowledgeable and continues to take care of your matter until it is resolved. Further, they always have something new to teach you about the PP system on each call. I cannot express how impressed we are, with what we consider as stellar service from this tech support team.

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Tara Murphy

PracticePanther has cut the amount of time I spend on my office management duties by about 65%.

Reviewed 2017-04-07
Review Source: Capterra

Before PracticePanther my client information was all over my computer. I kept track of billable hours and financials in Exel, client emails in Google, and my forms (intake, representation, agreements, court filings etc) in Word. This meant in order to have everything as it pertained to a specific client in one place, I had to print everything out. And, I was using nonlegal software to send out billing invoices which lead to long hours of transcribing information from Excel to the service I was using. The rate of error of retyping information like addresses or agreements or billable hours into different software programs was high. I am a solo practitioner who does not have a clerk, secretary or paralegal. So after a long day of work, I then had to become the marketing, IT and accounting departments. I spent a lot of time doing things two and three times. I knew I needed a case management system but was afraid it would be too expensive or time consuming to learn. After doing my due diligence I found PracticePanther. Not only was PP one of the most affordable options out there, they had very intuitive methods of doing things so the learning curve did not take much time. Now anything and everything pertaining to a specific client is kept in one place. All billables, emails, evidence, representation agreements I even enter details of phone calls and meetings I have on matters in the Notes section for each matter so I have a documented history of what was discussed on what day. PracticePanther has cut the amount of time I spend on my office management duties by about 65%. I use that time to grow my practice, network or do pro bono work.I love the IT help, the invoicing system and the templates feature. I had a lot of questions and needed a lot of help in the beginning. Being able to schedule times to discuss my issues with the IT guys at PracticePanther was great. The fact that they can take over your computer remotely so they can see what you see in real time is even better. Their response time to non-scheduled issues is pretty fast. I have also found their FAQs and how to videos to be extremely helpful but having a live person to speak with who can access your computer is just as good as having someone standing next to me while I work. The invoicing system is phenomenal. It keeps track of all of my client banking accounts. I can see at any time how much is in my IOLTA account, how much is in my operating account, how much a client owes, how much a client has paid and how much I have billed a client but not yet invoiced. I can do this client by client, matter by matter or as an overall total. LawPay is free if you sign up through PracticePanther which is awesome because it handles my credit card transactions and when a client pays, it automatically updates my invoicing and accounts. PracticePanther also knows how to deduct things from a client's retainer when sending out an invoice so you don't have to worry about that either. Their timing device feeds right into the system. It is awesome.

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Hamish Senior

Great Legal Practice Management software that is not expensive

Used daily for less than 6 months
Reviewed 2016-08-22
Review Source: Capterra

I'm a sole practitioner and I was looking for legal practice management software that was easy to use and reasonably comprehensive. Previously I had recommended ActionStep to my previous colleagues in a 4-5 lawyer lawfirm. This was also a good product, but PracticePanther in my view is better in many ways. For cloud storage I use Box, and this connects easily with PracticePanther so that I can see all the documents that relate to a matter. PracticePanther uses a simple tab structure for each matter so that you can easily and quickly look at notes, activities, time records, payments, invoices etc. I'm really quite impressed with the software and would recommend it to anyone. It is very easy to see what you have been paid in a given period, what you are owed, and what you have to bill. I'm only one user, but you can have many users and each can see this from the dashboard screen. I'm a bit of a techie person and I've spent many hours investigating the different legal practice management software systems. PracticePanther comes a clear first, for my needs. There are many things I like about the software. The main ones are: - The search function. This makes searching for contacts or matters very easy. This is available on many of the screens as well as the dashboard. - The price is very reasonable for a sole practitioner, and cheaper than the other software I have investigated - Easy to create templates - The screens are easy to understand and its a joy to use the software - its relatively easy to import contacts (which i did from my gmail) - billing is really good - the client portal is amazing (you can even see when your client's read their invoices) - it is improving all the time - there are regular weekly and monthly updates - I find the relationships tab really useful to keep all my contacts related to the matter together for each of use - there are many other pros about this software - try it and see for yourself

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PracticePanther Legal Case Management pricing

Starting from
$0.01/month
Pricing options
Free
Free trial
Subscription
View Pricing Plans

Try it as long as you want for your first 3 clients and 3 cases. Pricing afterwards is only $49/month/user billed annually (or $59 month to month).

Includes:
1. Unlimited phone & email support.
2. Free upgrades for life.
3. No contracts. No credit card needed. Cancel anytime.
4. 30 day money-back guarantee.

PracticePanther Legal Case Management features

API
Automatic Notifications
Automatic Reminders
Billable Hours Tracking
Billing & Invoicing
Calendar Management
Custom Fields
Custom Forms
Customizable Reporting
Document Assembly
Document Storage
Document Templates
Invoice Management
SSL Security
Task Tracking
Time & Expense Tracking
Time Tracking by Client

Activity Dashboard (36 other apps)
Case Management (33 other apps)
Search Functionality (27 other apps)

Additional information for PracticePanther Legal Case Management

Key features of PracticePanther Legal Case Management

  • Manage your contacts, clients, & leads.
  • Unlimited custom fields.
  • Recurring tasks & reminders.
  • Role-based security.
  • Calendar sync with Google, Apple, & Outlook.
  • Sales force automation.
  • Sync emails with Outlook, Gmail, Hotmail, & many more!
  • Case management & time tracking.
  • Keep track of contact information, calls, emails, & files.
  • Real-time social feed.
  • Send professional looking invoices in seconds.
  • Import clients from Outlook, Excel, Gmail, Yahoo, & AOL.
  • Email alerts when a client views your invoice.
  • Multi-language & multi-currency support.
  • Document management. 2-way sync with Box & Dropbox
  • Simple, intuitive, and secure.
  • Visual reports to easily view your income & expenses.
  • 256-bit military grade encryption.
  • Sales reports to track billable hours per user.
  • Award-winning Panther-fast support.
  • Client intake forms
  • Batch time entries
  • Automated invoice payment reminders
View All Features

Benefits

Quoted as being, "the easiest, most intuitive, user-friendly software on the market." No need to watch hours of training videos and webinars like the rest. Within seconds, you'll be able to start working from the moment you sign in - all yourself!

Instead of using 6 different programs to manage your clients, cases, billable time, invoices, and more - you can simply use PracticePanther which combines them all into one. With a responsive and mobile friendly design, you can work from any device, anywhere, and anytime.