PracticePanther Features

PracticePanther

Intuitive Cloud-based Law Practice Management Software

4.76/5 (357 reviews)

PracticePanther 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

Competitor Feature Comparison

API
Access Control
Accounting Integration
Accounting Management
Action Management
Activity Dashboard
Activity Management
Activity Tracking
Authentication
Automated Billing
Automatic Backup
Automatic Notifications
Billable Hours Tracking
Billing & Invoicing
CRM Integration
Calendar Management
Call Tracking
Case Management
Client Portal
Contact Database
Contact History
Credit Card Integration
Credit Card Processing
Custom Fields
Custom Forms
Customer Activity Reporting
Customer Database
Customer History
Customizable Reporting
Data Import
Data Import/Export
Document Automation
Document Storage
Document Templates
Email Integration
Event Calendar
Event Scheduling
Event Tracking
Expense Tracking
File Management
General Ledger
Invoice Management
Invoice Processing
Manual Time Entry
Microsoft Outlook Integration
Multiple User Accounts
Project Time Tracking
QuickBooks Integration
Real Time Notifications
Real Time Reporting
Reminders
SMS Integration
SSL Security
Secure Login
Status Reporting
Status Tracking
Task Tracking
Time & Expense Tracking
Timer
To-Do List
Two-Factor Authentication
Website Integration
Visit WebsiteCompare App
API
Access Control
Accounting Integration
Accounting Management
Action Management
Activity Dashboard
Activity Management
Activity Tracking
Authentication
Automated Billing
Automatic Backup
Automatic Notifications
Billable Hours Tracking
Billing & Invoicing
CRM Integration
Calendar Management
Call Tracking
Case Management
Client Portal
Contact Database
Contact History
Credit Card Integration
Credit Card Processing
Custom Fields
Custom Forms
Customer Activity Reporting
Customer Database
Customer History
Customizable Reporting
Data Import
Data Import/Export
Document Automation
Document Storage
Document Templates
Email Integration
Event Calendar
Event Scheduling
Event Tracking
Expense Tracking
File Management
General Ledger
Invoice Management
Invoice Processing
Manual Time Entry
Microsoft Outlook Integration
Multiple User Accounts
Project Time Tracking
QuickBooks Integration
Real Time Notifications
Real Time Reporting
Reminders
SMS Integration
SSL Security
Secure Login
Status Reporting
Status Tracking
Task Tracking
Time & Expense Tracking
Timer
To-Do List
Two-Factor Authentication
Website Integration
Visit WebsiteCompare App
API
Access Control
Accounting Integration
Accounting Management
Action Management
Activity Dashboard
Activity Management
Activity Tracking
Authentication
Automated Billing
Automatic Backup
Automatic Notifications
Billable Hours Tracking
Billing & Invoicing
CRM Integration
Calendar Management
Call Tracking
Case Management
Client Portal
Contact Database
Contact History
Credit Card Integration
Credit Card Processing
Custom Fields
Custom Forms
Customer Activity Reporting
Customer Database
Customer History
Customizable Reporting
Data Import
Data Import/Export
Document Automation
Document Storage
Document Templates
Email Integration
Event Calendar
Event Scheduling
Event Tracking
Expense Tracking
File Management
General Ledger
Invoice Management
Invoice Processing
Manual Time Entry
Microsoft Outlook Integration
Multiple User Accounts
Project Time Tracking
QuickBooks Integration
Real Time Notifications
Real Time Reporting
Reminders
SMS Integration
SSL Security
Secure Login
Status Reporting
Status Tracking
Task Tracking
Time & Expense Tracking
Timer
To-Do List
Two-Factor Authentication
Website Integration
Visit WebsiteCompare App

Mobile apps

iOS App


20 reviews

Requires iOS 11.0 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


25 reviews

PracticePanther Feature Reviews

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

Anonymous
(Law Practice company, 11-50 employees)

Could be better

2019-10-30

Our challenges have come in the implementation and document management side.

Pros

Visually appealing, sorting capabilities, client portal and payment reminders. Also like that they are constantly trying to improve.

Cons

Quickbooks online configuration , lack of reporting, document integration, invoicing and the migration

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
Read more
Michelle Shupe-Abbas

The software is easy to setup and use.

2017-06-06

All things we need are integrated: client management, contacts, billing, client portal, etc.

Pros

We like how it seamlessly integrates with many of our existing software programs such as Quickbooks and LawPay.

Cons

Certain functions that I think should be standard are not available in the software yet, such as workflows launching from completed steps being marked, instead of all workflow going by preset dates.

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
Vincent Dongarra

A great cloud-based practice-management service that's easy to use.

2017-09-16

It helps me with task management, trust accounting, and matter management.

Pros

I like being able to track all my matters, tasks, and contacts in one place, while integrating with my other cloud services, like Google Suite and Quickbooks Online.

Cons

I'd love to see a secure client portal that doesn't rely on a second sign in to Box.com.

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
Source: Capterra
Helpful?   Yes   No
Read more
Jacqui Walker

Verified Reviewer

Practice Panther: Ideal for Solo Practitioners!

2015-05-06

I launched my law firm, J L Walker Law six months ago and I’ve found the appetite for virtual law firms and flexible billing practices has been increasing ever since.

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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Anonymous
(Law Practice company, myself only employees)

Excellent Program

2020-01-14

I am able to enter client/case information, manage my time entries, generate invoices and track client payments.

Pros

Ease of use, great customer service and tutorials, countless helpful features to help me run my practice (i.e. calendar, billing/invoices, time management)

Cons

I experienced a little difficulty creating intake forms, but once I watched the tutorial and figured it out, all was well.

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
Read more
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
Read more
Cylia Bitton

Verified Reviewer

Manages Our Members Perfectly

2014-06-11

As a 15 person company, we needed an easy way to manage and delegate tasks, members, and projects, and it works perfectly for all our needs.

Pros

Including sending branded invoices to clients.

Cons

N/A

Source: GetApp
Helpful?   Yes   No

Response from PracticePanther Legal Case Management Software


Thanks Cylia!

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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
Jerry Carlton

PracticePanther Legal Software Review

2018-01-13

One of the customer rep was very helpful. Would like to work with him again for other support or training. 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: Occasionally

Likelihood to recommend

7/10
Source: Software Advice
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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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

It doesn't connect to as many third-party apps as other options.

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

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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Richard Childs

Great Law Management Program!

2019-11-19

Practice Panther has made time management and client invoicing a breeze.

Pros

Easy to manage clients, experts, opposing parties/counsel, calendar events, etc.

Cons

The only thing I have found that I do not like is the inability to add more than one file/matter to a single calendar event.

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
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

give it a try!

Source: Capterra
Helpful?   Yes   No
Read more
Stephen Shepard

Great Practice Management Platform

2018-07-24

Pros

PracticePanther offers one of the best and most intuitive user interfaces of any practice management platform out there.

Cons

PracticePanther is a major player in the case management game, but it is overpriced with what it currently offers.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No

Response from PracticePanther Legal Software


Hey Stephen!

Thank you so much for your review. We proudly offer a robust set of case management features while remaining easy and simple to use. Since we have a wide variety of features offered within PracticePanther, there is no need to integrate with many 3rd parties like some of our competitors, therefore, we bring those savings back to you!

We also do offer an open API and an integration with Zapier as well. Zapier gives you the ability to integrate with thousands of apps instantly for those firms that must use a specific software in conjunction with PracticePanther.

Keep an eye out for more updates as we are constantly adding features internally in order to increase Law Firm efficiency for no extra cost.

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Kimberly Hansen

Excellent! Seamless functionality across platforms. Portal communication is terrific!

2018-06-03

Easy case management, access 24-7, web-based tool that I can access across multiple devices (and I do).

Pros

It's pleasing to the eye and easy to navigate. The portal is excellent as well.

Cons

Nothing. Anytime I hit a snag, the online resources are available to bail me out. I've referred Practice Panther to other solos and they've signed up as well.

Rating breakdown

Value for money
Ease of use
Features

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

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

Verified Reviewer

An appropriate case management application.

2018-08-15

Pros

The application interface is very user-friendly, we can easily create task lists and track down all the actions done on a particular case. The application also provides contacts management and we can add notes to each file.

Cons

The absence of integration with PayPal.

Rating breakdown

Value for money
Ease of use
Features

Time used: 1-2 years

Frequency of use: Occasionally

Likelihood to recommend

7/10
Source: GetApp
Helpful?   Yes   No
Read more
Michael Rada

PracticePanther brings efficiency and organization in one easy to use portal.

2017-06-21

Pros

It is easy to work the separate modules into the firm's workflow. Also, the timekeeping, matter management and invoice management is such a time saver.

Cons

Perhaps one area that may be worth mentioning is integration. I am a Gsuite user and the ability to directly link with my google docs, etc would be great.

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
Read more
Adj Professor, Dr Brett Davies

PracticePanther ticks all the boxes for our law firm

2017-01-25

We needed state of the art legally compliant practice management system.

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
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

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
BRIAN KAUFMAN

One Stop Shop for Practice Management

2019-08-03

It is truly the one stop shop for practice management.

Pros

It is very user friendly and comprehensive.

Cons

There could be more integration with other key legal software and expanded billing and invoice options.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

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

Midsize Law Firm with diverse practice areas

2018-09-28

Our Attorneys love being able to access case data and records from anywhere, and I have been very happy with the development pipeline.

Pros

Our team has a number of favorite features, being able to access Box via the Panther Mobile app is a big one, and being able to shoot text reminders to clients about appointments and deadlines is another favorite, but how much time Panther has shaved off of our billing cycle is definitely the top.

Cons

Being a larger firm and having migrated case management software several times already made the transition and adoption challenging.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Chris Kirby

Fantastic Practice Management Software

2019-08-23

I've helped client firms escape the torture of competitive software and find their way to Practice Panther.

Pros

You name the feature - time entry, client management, relationships management, reports . . . whatever - Practice Panther is great.

Cons

I wish the matter naming system was a little more restrictive so that you wouldn't end up with 40 variations of certain terms "Civil litigation", etc.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

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

We have found the case management software to be incredibly efficient and user friendly.

2017-06-23

Pros

The software allows us to run a small client-centered practice with a big caseload by integrating our files into an easily accessible case management system.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

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

User-friendly - Learning curve is easily the lowest of any firm management software out there Support - Short training videos and support chat are right at your fingertips and easy to use so you get the most out of the software.

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!

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