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PracticePanther Legal Software Reviews

User ratings

Overall rating

4.7

/5

472
92%
positive reviews
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9.2/10

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Pros and cons

Pros

Cons

The client portal is wonderful, and I love how the accounting features are organized. Customer service is amazing.
I continue to be very impressed and happy with the software. They are constantly updating it with new useful features.
There are simple reports and a great dashboard to see how much is outstanding, to be billed, and the amount in my trust account.
Wasted hours trying to make it integrated with QuickBooks, only to have PP blame Quickbooks for PP inability to integrate. I spent at least 12 hours and gave up the integration.
Since they have grown, they have lost some of their customer service.
Technical Support and Correction of Problems - Discovered a serious problem with the partial payment of invoices that does not allow a Client to make a partial payment to an invoice.

PracticePanther Legal Software users...

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472 reviews

Recommended

Overall Rating

fun and easy - lacking accounting and trust capabilities

Reviewed 2 years ago

Transcript

Allison: Hi there, I'm Allison. I work in the legal field as a law firm manager. We utilize PracticePanther...

Overall Rating
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  • Customer support
  • Likelihood to recommend10/10

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Amazing program!

Reviewed 4 years ago

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.

Pros

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...

Cons

Nothing, the team is constantly updating its software and programs that it connects to. They provide online videos to help and I frequently learn of new ways to use the program from regular updates by the team.

Vendor response

Thank you so much Scott for the extra kind feedback!

Overall Rating
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  • Likelihood to recommend10/10

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Great practice management software. The only short-fall is that it doesn't allow auto future billing

Reviewed 7 months ago

PracticePanther is a great platform and you should definitely give it a good try during a free trial period. It also has Rules of Court deadline figuring if you're a Civil firm. PP has great integration with QuickBooks on-line. You can print checks directly from PP, or QB online to pay other legal vendors (Chiros, etc.)

Pros

Price - either $59/mo or $49/mo if paid the year in full. Fee to bill clients on-line: $.20 per transaction plus 1.95% Workflow customizable - Yes, you can customize the workflow on different case-types. Activity Log - easy access history. Create Contact on the fly as creating matter - easy to create a Contact during the process of creating a matter. Intake form for new clients - Yes, can put a link...

Cons

The only thing that kept me from staying with PracticePanther, is that MyCase allows you to be able to set future billing to go out to a client(s) and forget it. PracticePanther has a bit of a 'workaround' if you get the client's Visa/Debit card on file, but many times clients are uneasy giving you their card number. With Criminal Defense clients that need to make monthly (or future) payments on a...

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  • Likelihood to recommend10/10

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Practice Panther is excellent law firm software

Reviewed 2 months ago
Pros

Time-keeping, billing, and contact management are our most-used features.

Cons

The templates are ridiculous! There is not nearly enough flexibility in fields to make them useful.

Overall Rating
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  • Likelihood to recommend5/10

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

Reviewed 4 years ago

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 easy to learn the basics. The calendar is good, it's helpful that they show tasks there. Searching is great. It's totally adequate if all you do is bill for time and integrate with Quickbooks.

Cons

Panther has no report on Items (e.g. how much of your revenue is from Document Drafting vs Litigation). To get such a report, you MUST integrate with Quickbooks. But the biggest problem is that Fixed Price billing (what they call "Flat Fee") is worthless. Fixed Price billing was clearly an afterthought, and their implementation has not changed at all since the early days when I started using it:...

Vendor response

Hey Michael, thank you so much for you feedback. I just wanted to let you know that based on the feedback of our users, yourself included, we have implemented a NEW FLAT FEE pricing option. We are the ONLY ones in the market to offer this function! We understand that the needs of our firms are constantly evolving and we value the suggestions and feedback of all of our users. You can check out the guide published by our training department here: https://support.practicepanther.com/contacts-and-matters/getting-started/flat-fees-tutorial Furthermore, visit our updates page for past and future releases. https://www.practicepanther.com/law-firm-practice-management-software/ Thanks for being a valued customer from the beginning!

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  • Likelihood to recommend10/10

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Great Product

Reviewed 4 months ago

Timely Billing

Pros

This product definitely improves my ability to bill client more efficiently.

Cons

I really don't have any dislikes regarding this software.

Overall Rating
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  • Likelihood to recommend10/10

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PracticePanther has helped keep my firm organized and grow

Reviewed 9 months ago
Pros

PracticePanther has helped keep my firm organized. We handle a large number of cases and we needed software that could help us manage them all, stay on top of tasks, and store information efficiently. PracticePanther has also been key in allowing for rapid growth in my practice. My favorite feature is the payment plans through PantherPayments. My collections are significantly higher than some of my colleagues and it helped simplify this process. We can easily set up payment plans that automatically pull funds from a credit card or bank account which means I don't have to spend a ton of time chasing clients for money that I could be spending on their case.

Cons

I started out practicing solo and quickly grew to more staff. Every firm has growing pains, so I was initially worried about acclimating new staff to PracticePanther. Thankfully, those hesitations were put at bay and we've been able to use the platform with ease.

Overall Rating
  • Value for money
  • Ease of use
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  • Customer support
  • Likelihood to recommend10/10

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Amazing Software

Reviewed 7 months ago

Fantastic experience. We started on the lowest pricing tier (which already comes with 90% of what you need) and as our practice grew and we wanted to add some additional efficiencies (like automating through Zapier and ToDoist, etc.), we slowly grew to the highest tier, which adds a lot more integration. Also, their customer service is great.

Pros

Being able to integrate all of the features expected of a legal management software in one, but in such a intuitive way.

Cons

Nothing. I am very happy with it. We've been using it for 2 years and they keep adding great additional features as we and other request them, but its still not clunky.

Overall Rating
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  • Ease of use
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  • Customer support
  • Likelihood to recommend9/10

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Just add clients for instant law practice management as easy as adding water to instant ramen

Reviewed 8 months ago

Practice Panther makes it easy to track time from any web browser or mobile device. Client information is easily located using the well implemented search box on every page. We are confident our data is secure and accessible, because we can export copies of our data anytime we want.

Pros

Dead simple instant deployment, and intuitive features that require little to no training.

Cons

All clients are organized as an individual person, who might be associated with a company, but to use all of the features, you need to designate an individual as the client. Invoicing by e-mail, credit card payments, and e-mail tracking don't work well when you try to make a company a client without an individual's contact information.

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  • Likelihood to recommend10/10

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Beats Clio by a mile

Reviewed 5 months ago

Its been great, the customer service is responsive and helpful, the software works across all of our devices and platforms, so we've always got it at fingertips.

Pros

Easy to set up and use, easy to integrate third party apps like Google Drive and Quickbooks.

Cons

The workflow automation has a bit of a learning curve if you've never done it before. Highly suggest watching the tutorials.

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  • Likelihood to recommend9/10

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Great Management Program for a small firm.

Reviewed 8 months ago

Overall great program!

Pros

We have a small two attorney office. Program is intuitive and not overly complicated like some programs. Document template capability us great and a real time saver. Would recommend it to any small firm!

Cons

The billing and accounting could use some tweaking

Overall Rating
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  • Likelihood to recommend10/10

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Love PracticePanther

Reviewed a year ago

This software has saved us time on the tasks that would take a long time like creating letters or pleadings as they are automated now. Since the information pulls from the fields there is also a very low risk for typing errors.

Pros

Super easy to use! We love that we can create custom fields for a contact or matter and have really enjoyed the automation portion of the software. The templates are easy to create and automatically pull the information from the contact and matter sections that we need.

Cons

Under Matter, instead of editing the whole section, it would be nice if I could hoover over the field I only need to update. I also wish I could highlight text in the matter or notes section. I create multiple matters under one client and some of the information in the fields is always the same. It would be nice if I could select an option so any time I create a new matter for that client, the information in the matter auto fills for any new case going forward.

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  • Likelihood to recommend10/10

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Great Software - Would be Lost Without It, but there are still some kinks to work out.

Reviewed a year ago

My overall experience is amazing. I love this software and it makes my life so much easier. I would recommend to anyone with a law firm.

Pros

I love how seamless this software makes my practice. It is so user-friendly. The client portal is wonderful, and I love how the accounting features are organized. Customer service is amazing. The templates feature saves me countless hours. The tasks feature really keeps me on track. I love how you can link relationships, create emails that sync automatically with the matter, and create events that send text notifications to clients. The support is quick and always friendly and helpful. The e-signature feature is also really cool.

Cons

(1) the phone app should be able to have multiple timers up at once, so you can go back and forth between working on different projects, like the desktop version. (2) The "history" section at the bottom of matters should include time entry descriptions. I cannot stress that enough. I do not use the "history" section at all as it is currently operating, but it would be invaluable if that one change...

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  • Likelihood to recommend10/10

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In many ways better than Amicus

Reviewed a year ago

Overall it has been a relatively seamless transition from Amicus to this. I had Amicus for over twenty five years. I am enjoying the use of this product and my paralegal finds it very easy to use.

Pros

The online platform, plus most of the features I was looking for.

Cons

The email integration could be better. In addition, there could be an option for starting a timer for a phone call, keeping the information there. I am calling so and so, click on their number and have the timer start, instead it think I am asking it to actually call that person.

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  • Likelihood to recommend10/10

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Long Term PracticePanther User

Reviewed a year ago

It has been a wonderful experience.

Pros

I've been a PracticePanther user for four years now. The most important factor in my selecting PracticePanther was the ease of use. With my prior software, I had to hire independent contractors and pay for "maintenance agreements" just to have access to the help desk. With PracticePanther, their support team can assist. More important, they have videos that will walk you through the process of setting up the various systems and integrations. Finally, I love the integrations. PracticePanther integrates with Microsoft Office, Box, Dropbox and Quickbooks. Your information stays in it's original locate with seamless access from PracticePanther.

Cons

Initially, there was a big push to produce new features. I'm not seeing new features coming out as frequently. However, I would note the quality of the new features, e.g., workflows with conditional logic and e-signatures.

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  • Likelihood to recommend10/10

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PracticePanther

Reviewed a year ago

PracticePanther is like having a full time employee at a fraction of the cost without any employment law issues. I couldn't run my law firm without PracticePanther. The software is easy to use, the PP support is excellent, and the company is always rolling out new features to make running my law office easier and more efficiently!

Pros

It's very hard to pinpoint what I like the most about PracticePanther since there are so many features I rely on for my law practice. I very much like that I can find everything related to a contact or matter in one place. All emails and their attachments, notes, documents, billing, payments, calendar, "to do" list (Tasks), time entries, and communications for a contact and matter can be found in...

Cons

1) Would like for clients to start, save, and continue an intake form at a later time and have them receive a copy of their answers after being submitted. 2) The timer buffers endlessly if the page has not been refreshed. I realize you are working on this. :-/ 3) If a client has a PP account with another law firm, that client cannot open a new account with my firm using that same email address. Is there a way to fix this? 4) Would love to have conditional/dynamic fields in the intake forms.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Practice Panther is a Great Cloud Solution for Solo Practitioners

Reviewed 2 years ago

I still had an excellent experience. I suspect that in time PracticePanther will address these issues and I will gladly give it a 5-Star rating.

Pros

Practice Panther has a fairly intuitive interface for daily billing entries, templates for monthly billing and accounting for your trust and operating accounts for your clients. The learning curve was minimal in comparison to other systems I tried and the program was more responsive over other programs I tried over the internet. Tech Support and help files are easily available on every page. I found daily entries both fast and easy and the online billing system linked with LawPay is magnificent and has worked flawlessly for me. I was very skeptical of "secure" cloud-based billing and accounting but after more than a year it would take a lot to pull me away from Practice Panther.

Cons

There are two cons to this software to be aware of. First, there is no single backup system to backup and restore all your files with just a few clicks. While complete backup is available, it requires you to go through far too many steps to make sure you back up everything. I have not yet had to restore anything to Practice Panther but I am wary that a system that requires multiple steps could...

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  • Customer support
  • Likelihood to recommend9/10

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Great product

Reviewed 3 years ago

Easy to learn. Easy access to tutorials and the help area is full of information. It has been a great decision to switch. I know that i have been able to capture more of my time and reduce time needed for billing.

Pros

I like being able to bill, take credit/debit card payments, and tell clients their balance with the app while in court. There are simple reports and a great dashboard to see how much is outstanding, to be billed, and the amount in my trust account. Practice panther has cut down on the time it takes for billing and made my office more efficient.

Cons

I print checks directly from practice panther, which takes several steps, but it makes it easy to add the cost to the client's billing. I would like the software to allow a report of vendors/payees' payments over various time periods as it does with tags and categories.

Overall Rating
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  • Likelihood to recommend10/10

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Best practice management system I have used

Reviewed 3 years ago

I use Practice Panther as my main case managment system. My team and I LIVE on this software. It is far better than the alternatives I have used in the past and in other firms. We have it downloaded on all computers and phones for easy access in court at all times.

Pros

I like the intuitive interface, clean look, and the ability to customize my own workflows.

Cons

I would like to see a private server capability added in instead of having to rely on Box. One that we can access via VPN would be helpful. I wish we could add in a bit more automation customization. For example, I would like to be able to send my clients a customized email with attachments and helpful info before specific events, rather than the generic reminder email. I would also like the ability to create conditional logic in certain events.

Overall Rating
  • Value for money
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  • Likelihood to recommend5/10

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User-friendly software but there are still room for improvement to effectively serve larger firms

Reviewed 3 years ago

(continued from Cons) This sorting function for customized fields will potentially save us a lot of time. (3) Tags are great features, but the ability to sort the data using the tag is very limited. When you search using multiples tags, the software only recognize it as Tag 1 "AND" Tag 2, and gives you data that has BOTH tags. For instance, it's only "Show data that has Tag A AND Tag B". You can't...

Pros

This software is intuitive, easy to navigate and very user-friendly. Tech support is promptly available and they are very patient. Practice Panther continues to make improvements on the software and they listen to their customers feedback. They have fixed our issues with our calendar being very slow to load. It's fast now and working very well.

Cons

There are still room for improvement in terms of features and functions. (1) The format (layout) of the calendar is not user-friendly for mid to large firms with more than 10 employees. Everyone's events are scattered across the calendar and overlap with each other which makes difficult to identify availability for specific staff. Events are displayed with different colors assigned to each staff. It's...

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  • Likelihood to recommend10/10

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

Reviewed 4 years ago

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.

Pros

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...

Cons

1. Matter pre-bills or invoicing. In many civil cases there will be a time when you need to prepare a billing report to present to the court solely for a claim of attorney's fees. In other software that I have used, you can run a report for a set period of time or type of billing entries which will then create a printable draft invoice-looking document. You would then be able to slap an exhibit sticker...

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  • Ease of use
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  • Likelihood to recommend9/10

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

Reviewed 4 years ago

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...

Pros

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...

Cons

Naturally, a product such as this is not going to have universal application across all legal fields. I would say that in the immigration space the status of a case is really important, so having a status bar that is customisable would be a feature that could be improved. Also, a lot of our data from clients are taken from in-take forms - we require intake forms that are easier to build and that have the capability of storing more information. While these are work in progress type issues, this certainly does not take away from PP's product, which we believe is a well designed and thought through CRM system.

Overall Rating
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  • Likelihood to recommend10/10

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

Reviewed 5 years ago

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...

Pros

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...

Cons

No cons were added to this review

Overall Rating
  • Value for money
  • Ease of use
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  • Customer support
  • Likelihood to recommend10/10

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Great and improving all the time!

Reviewed 6 years ago

This is an update to a previous review I made. The folks at Panther are impressive. They've taken recommendations I and others have made and implemented them; they've quickly addressed issues I've had; and they are always courteous and responsive. The overall layout has vastly improved since my first review, and looks downright beautiful. We live by the search feature and it now works on custom...

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. (I understand Panther may have made the operating account info optional by now, or that is in their near term plan.)

Overall Rating
  • Value for money
  • Ease of use
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  • Customer support
  • Likelihood to recommend10/10

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Working with Practice Panther

Reviewed 5 years ago

The user-interface is designed for quick and easy navigation. You can look at your dashboard and very clearly see everything you need to know for your day to run smoothly (well as smoothly as possible). It is cost effective and the onboarding and training are taken care of with Practice Panther's incredible customer service.

Pros

Before PracticePanther we had started an Excel spreadsheet to log our contacts for conflicts checks. We created a joint email account with Gmail so our email would be centralized and that also gave us a central calendar that we all had access to in order to set appointments, record deadlines, etc. We also created a Dropbox account for file storage. While everything was low cost or free, all the...

Cons

I would like to see the software integrate with more programs. Quickbooks is great, but my brain works better with Wave Accounting; LawPay is great, but being able to integrate with PayPal also, would be even better. However, these are minor things and not worth seeking a different program I like as much as Practice Panther. I had shopped around quite a bit before choosing Practice Panther; I doubt I would find anything I like as much. Hands down, our favorite thing about PracticePanther is the superior support staff. If you have a problem and leave a message after hours in the chat box, you get a response generally within the hour. There is also training videos and a help center that will help you find the help that you need.

Vendor response

Thalia, I am so happy to let you know we are about to release our new API and Zapier integration, which will open the door to MANY more integrations. We highly recommend LawPay for a number of reasons, but if you must use PayPal, we do have an integration available. We will reach out to you to show you how it works. Thank you so much!

Overall Rating
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  • Ease of use
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  • Customer support
  • Likelihood to recommend10/10

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Simple sophisticated software that will simplify your practice

Reviewed 5 years ago

This is a complete solution for my practice. I am a single solo so the document automation, notes, time entries and billing are a great way to save time and effort.

Pros

One of the best features of the software is not so much a feature but the logic employed in designing the flow of data. I have used a number of the more popular programs and can heartily recommend this as the best I have found. The ease of use makes it a top choice if you have staff that will use it. I am a single solo and it is not one of my concerns yet. But, I can't see anyone not understanding...

Cons

I would like to see a thick book explaining all the capabilities and limits. The support people are great and can answer any question - I just like to read it and push the software to its limits. I have used PP for some time - moving to another package for some time. At twice the price - it did less. In my brief time away the product dramatically improved & I am back and very happy.