PracticePanther Legal Case Management Features List

PracticePanther Legal Case Management

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

4.82/5 (213 reviews)

PracticePanther Legal Case Management Feature Summary

  • 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

Legal & Law Feature Comparison

Most popular features of all Legal & Law apps

API (17 other apps)
Activity Dashboard (30 other apps)
Automatic Notifications (16 other apps)
Automatic Reminders (25 other apps)
Billable Hours Tracking (18 other apps)
Billing & Invoicing (23 other apps)
Calendar Management (22 other apps)
Case Management (29 other apps)
Contact Database (16 other apps)
Customizable Templates (16 other apps)
Document Assembly (17 other apps)
Document Storage (24 other apps)
Document Templates (22 other apps)
Invoice Management (21 other apps)
Microsoft Outlook Integration (16 other apps)
SSL Security (20 other apps)
Search Functionality (18 other apps)
Task Tracking (18 other apps)
Time & Expense Tracking (19 other apps)
Time Tracking by Client (19 other apps)

Competitor Feature Comparison

Mobile apps

iOS App


18 reviews

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Requires iOS 8.0 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


0 reviews

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PracticePanther Legal Case Management Feature Reviews

25 reviewers had the following to say about PracticePanther Legal Case Management's features:

Erica McAdoo

I researched a TON of software like this. This one has all the features of the others for less cost!

2017-07-07

Case management, calendaring, tracking statutes, creating task lists, being able to track actions performed on a case, having contact information and case notes in one location

Pros

The interface is different from other case management systems that I'm used to, but once I spent some time with it, I realized that not only is it different, but it's also better and easier to use!

Cons

This can be bypassed by creating an event and having tasks trigger from an event, but it cannot currently trigger tasks from other tasks, so it requires a bit more manual manipulation than I would prefer.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Ben Meek

The interface is very intuitive, easy to understand, pleasant to the eye, and contains all of the fu

2017-07-17

Time tracking and billing, trust accounting, document management, scheduling and docketing and automated prompts to clients to renew their retainers or pay their bills.

Pros

I like everything about it, but to single out one thing I would choose the secure messaging and client portal.

Cons

I would like to see the PracticePanther team continue to develop their document automation into a more robust package.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Jerry Carlton

PracticePanther Legal Software Review

2018-01-13

I would really like if you had someone who would do some of the setup for templates, intake forms, etc. for me for a reasonable charge.

Pros

Provides some things I need for calendaring and contact management.

Cons

I would like to see the calendar/tasks reminder feature be exactly like Outlook - which has a lot more options, and sometimes I want the reset of the reminder to be 1 week or 2 weeks out.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Other

Likelihood to recommend

7/10
Source: Software Advice
Helpful?   Yes   No
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William White

Excellent Software

2017-12-13

It saves time in reducing the amount of time you have to spend on various tasks.

Pros

It makes billing much quicker and keeps track of payments.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering PracticePanther Legal Case Management

I suppose you could have a few more options on the color schemes but other than that it is very nice.

Source: Capterra
Helpful?   Yes   No
Read more
Franklin Martinez

Verified Reviewer

Perfect software for my small business

2014-06-08

With PayPanther I have a CRM and project management software that enables me to send quotes and invoices to my customers.

Pros

Simple and customizable. Has everything I need bundled into one.

Cons

No ability to hide the "time tracking" feature until I need it.

Source: GetApp
Helpful?   Yes   No

Response from PracticePanther Legal Case Management Software


Thanks Franklin! You can now disable the time tracking feature from your User Security Roles.

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Jonathan Edgar

I have used a few of the other well known software platforms, but this one is by far the best.

2017-08-22

practice management, calendar and billing all in one platform.

Pros

Very easy to use, has great practice management tools, Outlook and dropbox both sync; billing and invoicing is very easy

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Melinda Weerts

Fantastic! Software is easy to learn & use. Support team is amazing! Continuous improvements!

2017-12-20

Full case management, calendar, timekeeping and billing solution at a very reasonable price.

Pros

It is incredibly easy to set up and use. Billing takes half the time of prior or program, and clients love online payment feature just as much as we do!

Cons

Would like to have calendar and time entries open simultaneously.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from PracticePanther Legal Software


Hi Melinda, thank you for the compliments! There is a way to have multiple windows open at once. We will reach out to you today to show you how, thank you so much once again.

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Alex Hess

Time-Saver. Life-Saver. Streamlined my busy practice and helped me get paid faster.

2017-05-29

Getting paid faster, ease of using the software

Pros

Ease of tracking time, creating invoices seamlessly, sending to clients.

Cons

Can't really think of anything although I wish the calendar synced with already scheduled items.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Dave Roemerman

Efficient, easy, and very useful.

2017-11-22

I can focus on practicing law, not managing the details of tracking clients, legal matters, money, and appointments.

Pros

Ease-of-use and the design. In every facet, this software looks like an attorney sat down and planned out "here is what I need and want and how that should look" and an IT person made it happen.

Cons

The billing can be a bit tricky, invoicing and managing different accounts (marking payments).

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from PracticePanther Legal Software


Thank you so much Dave. This is exactly why we make the video tutorials, so you're able to get up and running as quickly as possible and learn new things anytime!

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Markus Klotz

Our best software so far!

2018-03-19

Easier time tracking + invoicing so far, hope to implement more soon (clients tasks and automisation)

Pros

Its also possible to start with a minimum setup (like time entries and invoicing) only and then work your way up through all the features.

Cons

A minor inconvenience, as it only shows on the startpage/dashboard.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Zach Newland

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

2018-05-03

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.

Pros

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.

Cons

I haven't found a way to easily do this in PP yet, and it seems like you would have to utilize a draft invoice which captures all time billed in the matter.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Sara Dupree

It is an easy product to use and I like that they continuously update features.

2018-06-27

It helps me keep track of clients and billing. It also has integration with other apps that assist.

Pros

The calendar and activities have helped me keep track of court dates easily.

Cons

There have been a couple bumps with invoicing, but those were easily fixable.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Jacqui Walker

Verified Reviewer

Practice Panther: Ideal for Solo Practitioners!

2015-05-06

I realised I needed one simple, user-friendly platform with good security and functionality – Practice Panther fit the bill.

Pros

It just makes matter management, invoicing and billing an absolute breeze, rather than a hassle.

Cons

No cons - but I would like to see some integration with other third party cloud-based platforms, ie Xero (invoicing/billing) - I understand this is coming soon!

Source: GetApp
1 of 1 people found this review helpful
Helpful?   Yes   No

Response from PracticePanther Legal Case Management Software


Thanks for the loving review Jacqui! We now have an open API and an integration with Zapier which opens the doors for unlimited integrations.

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Andria Wickham

In 20 yrs as a legal asst, using several different "similar" applications, PP is, by far, the BEST!

2017-06-27

Workflows are awesome and keep us both more focused on each file's upcoming steps. Invoicing is simple and so is time tracking.

Pros

Literally every feature we need in one program (calendar, client database, invoicing, time tracking, document automation, interoffice chat, document storage, etc..)

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Ward Armstrong

Comprehensive law office software that's easy to use

2017-04-13

While we were initially interested in getting our billing activities in order, the program enables us to track our cases and tasks to be completed much more efficiently than before.

Pros

Fee tracking from time entry to billing is superb.

Cons

Because it is cloud based it sometimes takes a few seconds for the requested data to load.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering PracticePanther Legal Case Management

No. Maybe in a few months I can offer a suggestion.

Source: Capterra
Helpful?   Yes   No
Read more
Lee Ballard

Best firm management software on the market with the most personable company behind it!

2018-03-20

Keeps me organized and streamlines everything from contacts and calendars to billing and invoicing.

Pros

Support staff are personable and very responsive - no waiting for days to get answers Integration - Easily syncs with commonly used products like Quickbooks, Gmail, Outlook, and other legal software Price - The price is competitive and gets you more bang for your buck compared to other software out there.

Cons

Still developing - PP is still developing so you do run into hiccups sometimes, but it is still the easiest firm management software to use and I have not had an issue yet that was not resolved by a quick chat session with support staff.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from PracticePanther Legal Software


Hey Lee! Thank you so much for your kind words. We take pride in on our system's ease of use and quick access to our support teams, that will never change.

We have many exciting new features rolling out this quarter so keep an eye on your inbox!

As far as voice integration goes, we already integrate with Alexa through a program called Tali for logging your time through speech. Please check them out and let us know if you have any questions.

Thank you for being part of the PracticePanther family!

Read more
Dorothy Rogers

Great experience from start to finish. Called about a demo and was sold on the product immediately!

2017-06-27

Much easier to track billable time, get prompts about upcoming appointments, calendar statutes and appointments to ensure they are not missed, etc.

Pros

Had just a few questions when we first began and got answers to all of our questions within a few hours. Love that we can access the program and use it to work from smartphone, as well.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Geoffrey Long

Truly a Top Tier Practice Management Solution

2017-03-28

For example, adding billed time is so easy in Practice Panther and can be done from anywhere.

Pros

Easy to Use, Tons of Features, Easy Billing and Invoicing, Great Trust Accounting, It looks really nice

Cons

For example, for storage you are limited to Box and DropBox, but can't use Google Drive.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering PracticePanther Legal Case Management

At first I didn't understand the trust accounting, but once I spent a little time with it I figured out how great it is. Utilize their free training to have them walk you through anything you don't understand.

Source: Capterra
Helpful?   Yes   No

Response from PracticePanther Legal Software


Thank you so much Geoffrey! We're definitely working on more document management integrations in the near future.

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Jan Roggen

Perfect app for medium sized law firms

2017-02-03

Practicepanther has it all: practice management, templates, billing, taking notes, box-integration, gmail agenda integration, client portal; and it's easy to use!

Pros

it's affordable and easy to use

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10

Recommendations to others considering PracticePanther Legal Case Management

give it a try!

Source: Capterra
Helpful?   Yes   No
Read more
Adj Professor, Dr Brett Davies

PracticePanther ticks all the boxes for our law firm

2017-01-25

We sell Australian legal documents online.

Pros

Ease of use

Cons

Client and Matter numbers are not automatically inserted.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
A verified reviewer

Fantastic law firm management software. So glad I found PracticePanther!

2017-11-27

From accounting, billing, calendar integration, etc.

Pros

I have received a number of compliments on the portal it makes sending bills easy, paying bills easy, and working with clients a breeze.

Cons

I am sure PP is working on integrating other providers into its software, and the pros FAR outweigh the cons.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from PracticePanther Legal Software


Thanks for the compliments! Would love to know what other document prep and CRM features you would like. Please contact us to let us know, thank you so much.

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Terry Leoni

Easy and efficient

2017-07-11

Being a new firm and a newly solo practitioner, I wanted the most efficient way to do it all enter my time and expenses, invoice, communicate with clients, use intake templates, etc.

Pros

Initially, Practice Panther was unable handle invoicing and billing for an individual contact with multiple matters.

Cons

I am still trying to learn all of the ins and outs. I need a bit more tutelage on the nuances. At times, customer service may not answer all of the questions, however, they have been very responsive to my needs once I call or make them known.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Michael Mort

Great and improving all the time!

2016-07-06

The tasking feature and its integration with the calendar is fantastic, I could not service so many clients without it.

Pros

Beautiful layout, easy to use, functions as a basic CRM, matter and time management, and billing program all in one.

Cons

Flat fee billing is not well thought out, and the billing module presents clients with a reckoning of my operating account as well as their trust account.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering PracticePanther Legal Case Management

The learning curve for Practice Panther is very quick. You can be productive with the software in a matter of hours. But the main thing to settle on right up front is this: Will your clients be companies or persons? Figure that out first, then stick to your decision to make your future life be easier.

Source: Capterra
Helpful?   Yes   No
Read more
Michael Mort

After years of begging them for real fixed price billing, I'm giving up.

2018-06-02

It was a good start to law firm management, now I need something that works like a law firm needs to work, not force my law firm to work like the software wants me to.

Pros

It's totally adequate if all you do is bill for time and integrate with Quickbooks.

Cons

Fixed Price billing was clearly an afterthought, and their implementation has not changed at all since the early days when I started using it: 1) It does not let you assign an Item as you can with time entries, so you can't easily tell Quickbooks that a Fixed Price invoice was for a trademark application, not doc review; 2) You can't assign a lawyer to a Fixed Price billing, so you cannot get a report to help you pay everyone proportionally to their Fixed Price billings; 3) Fixed Price matters become immediately billable even if no work has been done, so you must manually keep track of when it's time to invoice for a Fixed Price matter, and there's no report on billable Fixed Price matters; 4) When entering time on a Fixed Price matter, there's way no way to check whether you are about to exceed the budget, and no way anywhere to compare budgeted vs actual.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No

Response from PracticePanther Legal Software


Hey Michael, thank you for your honest feedback.

I am glad to see that when you initially signed up for the software, it was a good start to law firm management for you and that it was easy to learn.

As the legal industry evolves and changes we will be right there with it. We do have flat fee billing per matter. We also have a form of item priced billing per matter and we will continue to add new features and improve upon it. This is something that our product development team has been actively looking into and we are well aware of the needs for this kind of billing. I can assure you that your voice is heard and we have taken your suggestions seriously.

We will be in touch, we have a lot of exciting updates on the horizon.

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Michele Palulis

Best and easiest out there

2018-02-12

It's now a whiz to keep track of my calendar everywhere and bill for stuff I used to simply miss.

Pros

Ease of use - I have tried a handful of products over the past year trying to find one that was reasonably priced, easy to use and set-up, had support in case I had issues, and hit all or most of the marks for what I needed in a practice management software.

Cons

The great part of this "con" is Practice Panther listens and when I ask for a feature, they seriously consider adding it, or changing something to make it even easier to use.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more