PracticePanther Legal Software Reviews

Sent to clients straight the invoice periodically.

The program CANNOT pint out the invoice from the beginning with statements. In addition, when we tried to make an appointment to talk to support group, it is hard to get an appointment. Once appointment was made, they would not alert or start zoom; instead, they claimed that we cancel the first appointment; [sensitive content hidden], the appointment is scheduled on [sensitive content hidden], but...

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Hi Marian - thank you for sharing your feedback and we apologize for the confusion with the appointments. You can generate statements with the history of every invoice and payment for both operating and trust accounts by selecting the "All Time" time frame option. You can see more here: https://support.practicepanther.com/en/articles/2284352-creating-a-statement?location=conversation. As discussed during the training call, you can also utilize the Client Portal to offer clients case information and payment history as well. We hope this solves your needs, please don't hesitate to reach out again if you have other questions.

Having tried different types of practice management software and billing systems, finding PracticePanther changed this skeptical old dog by teaching her new tricks to make life easier and assure time gets captured and billed and contacts are at your fingertips. PracticePanther works seamlessly across all platforms, desktop, laptop, iPhone, iPad so you never have to be without the tools to have your law firm with you when you need to have the information. Easier to use than most software of similar types.

Not much to say here .. it works for us very well

Calendar and billing features are most helpful

Would like a better accounting plaform that makes it easier to reconcile and track transactions, as well as better integration with quickbooks.

Integration with quickbooks and the ability to take credit card payments through PP helps make collections and billing work well with all team members being able to take payments without needing all of them to be able to get into quickbooks.

Having restart searches for contacts or matters when we did not find the one we were looking for i.e. multiple persons with same name. and having to search again. Would like to be able to have reporting using matter type. Being able to customize reports would be great. Some reports show graphs but are hard to get the information ranked like the graph

Practice Panther has two features I really like. First, the design of the software makes it easy to work with. Second, it comes ready to use "out of the box," with very little learning curve required.

Practice Panther is for generalists, in my opinion. If you are an estate planner, you can use it. Family law, no problem. Real estate law, you can't go wrong. However, if you want specialized features unique to a particular practice area, then Practice Panther is probably not going to suit your needs. I switched from it because I needed software that was tailored specifically to personal injury.

I really love every aspect of this operating software. It saves me time, and frustration. It is also accessible from anywhere, and extremely easy to use.

There is nothing that I do not like. When I find something that can be "improved" such as adding sound to reminders... they added it into the software.

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

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.

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.

(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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Integrations with Gmail and WealthCounsel have been absolutely critical and it is so easy to send a client an electronic invoice/receive an online payment. I also really enjoy the workflow function - this is amazing for task tracking and automatically tracking deadlines. Another great feature is the Activity Dashboard that keeps you on track with daily activities.

It takes a bit to fully immerse yourself in this software and utilize all functions. The template function is a LOT but once you do it a few times you can figure out the ins and outs.

So many features and components of administering a law practice are included with PracticePanther that make the daily operation of the business more efficient. I used to use separate billing software, calendaring software - including court calendars for assorted federal and state courts, and task management software. PracticePanther replaced all of them and combines them in an easy to use format. Plus with the credit card payment feature, I now get paid faster (more than 14 days quicker on average) than I have ever been before. It is like having a part-time office administrator on staff.

I love PracticePanther's suite of features, but I wish it interfaced with my factual and legal research software so that engaging in online research could be automatically timed and the results saved in a way that is accessible through the PracticePanther website. For example, I use CaseText and if PracticePanther had an interface with CaseText, whenever I logged in to do research, I could enter the matter code and the time I researched was automatically billed to that matter and any cases I downloaded were linked to the matter in PracticePanther, I would be even more effective and efficient in getting work done and getting paid for it.

clients like the interface, auto posting of lawpay and accounts for trust versus other payments with ease.

The billing every month is SO PAINFUL. To review bills or edit them, you have to open every invoice in a separate window. There is no "next" button to review invoices like every other billing platform out there. When asked about adding this, the response from PP is they will check with the development team. Clearly their developers didnt actually try out invoice review/edits for more than a few clients at a time. This is not a good solution if you have more than 5 clients. The task management also doesnt send notifications to all those tagged in the tasks, and if you assign tasks but are not the one assigned to do them, you cant track the progress. So we are using Asana instead so now using two platforms instead of one integrated solution.

Hi Hugh, Thank you so much for your review, I can see how this would be helpful. Ease of use stands at the top of our priority list, so we always appreciate feedback from our users. We've received your request for this feature and the development team has been notified. Thanks again for your time, please feel free to reach out to us if there is anything we can help you with.

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.

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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Helps me manage my solo practice all by myself. My clients are satisfied with their client portal and ability to send me messages.

I would like to be able to make payment plan invoices for my clients, so I do not have to remind them to pay every month. Most clients would not want to set up automatic payments, so with payment plan invoices, it would help alot and relieve the burden of reminding clients every month, that a payment needs to be made.

This is a really easy to use program, that covers everything from client information, billing, document management, time tracking, and reports that are actually used a lot and simple to both run and understand. It comprehensively runs our entire office and makes our jobs A LOT easier. Plus, it's accessible from any phone, tablet or computer wherever you are.

E-mails pose a little difficulty in responding back and forth, because you have to start a new e-mail each time, although it may be because we don't have ours set up right. But it's still workable, and when they are saved into the program, it's as clean and easy to use as the rest of the program.

I love the ease of use for conflicts checking. I love the secure client portal, as I often exchange sensitive documents with the client. I love the client notes feature and the calendaring.

I have had clients who could not get the secure portal to work - that may have been user error, but there are enough of them that I had to develop a back up plan. I would like to see a better overview of available features so I can decide what works best for me. I do not use most of the billing features, so I would like a way to disable that, rather than have it look like I am running a huge deficit! I would like to learn more about integration with Wealth Counsel software. Cross-population of clients would be a huge benefit for me!

never any data corruption issues like Timeslips. Time consuming backups not necessary, can have users tracking time while billing is being run. Web Based and can enter time tracking from anywhere on any computer or on your phone.

Some report features not available but over the past two years greater functionality has continued to be added

There are too many to list. On the top - great customer service. I'll say that again - great customer service! Ability to have Panther open in two or more screens to perform various tasks at the same time. Ease of use. Being able to create work flows. Customizable (not sure if that's a word, but it is true.) Multiple time entry screen. Being able to export time and expense entries into an Excel spreadsheet. Mobile app for on the go. Tasks and deadline reminders to my cell phone. Oh - and a great price! Plus the Practice Panther team is always updating and improving the software. Tutorials? Super helpful.

Probably the most annoying thing is that when I come in to work the dashboard is not updated to reflect the new day. I have to refresh. There are a few fields that don't let me edit them (because I messed them up and now want to clean them up). Um.... maybe when I lose my time entries because the computer goes down, but I'm not sure I attribute that to Panther. Perhaps an auto save in the background?

The software sure does “look” nice. But it really missed the boat on some of the more nuanced features of a law practice. For example, when applying a discount to an invoice, the discount must be applied to the total invoice (fees AND costs). Discounts cannot be applied to just the fees. Why in the world would any attorney want to apply a discount to client costs advanced on behalf of the client???...

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The lack of any real understanding of the nuances of a legal practice by the founders and creators of the company and software.

Hello! We really appreciate your feedback and understand your concern. Over the years, we've focused every effort to make a great Legal product for many specialty Law firms but of course there's always room to grow. It would be great to get on a call and go over any specific issues you are having with PracticePanther and of course to log any further feedback you may have. Please feel free to reach out anytime, and we'd be more than happy to assist you.

The software is simple its flexible and allows for use across platforms so Mac Windows etc The support team superb Since using we have seen a 45 per cent increase in billable hours

Nothing, it's great software nothing at all I don't like

Ease of use, and tutorials that allowed me to quickly gain the requisite knowledge for utilizing each feature were absolutely critical to starting my law firm. One of the greatest assets to Practice Panther is its amazing team. I love the one on one trainings, and how many of the features I had questions about were already on the agenda for discussion (provided by the team member conducting the training...

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There is nothing I do not like about the software. I only had one hiccup with syncing the LawPay feature with Practice Panther, and one of my client's could not submit their credit card payment online. There was an additional step after your LawPay account is approved, and you must go into your Practice Panther account settings to select the banking accounts that you want to use with LawPay. There...

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What I loved about this software is that it is very complete. It allows you to have a database of all your clients with all the information you will need to work on their case. Also, time tracker to track work time for every client. It doesn't only do that, it allows you to issue an invoice and send it to clients. In addition to this, the program allows to create matters, this makes it very easy to track the work and very useful because every client we had could have several matters open. The task assignment is amazing and the calendar features incredible. The support I received whenever I had an issue, was very good quality.

What I didn't like was that it has an amazing sync with your dropbox and email BUT if you deleted any matter the whole folder in dropbox erased. So, if we deleted something just to close the case it would be deleted from our database in dropbox. We as lawyer, needed to keep files for at least 3 years.

Hey Adria thank you for your awesome review! I am glad to see that you are taking advantage of the easy features we offer and our world class customer support. The DropBox sync does not delete your folder out if a matter is deleted on PracticePanther! I will be reaching out to your firm to get you taken care of. Additionally, we have an amazing feature where you can mark a matter as "closed" rather than deleting it so that you can have all your information on the system and still run and view accurate reports! We will speak soon!

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...

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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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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. 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,...

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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. They are continuing to add features and developing the product all the time, so I am excited to see what they do - really looking forward to seeing what they do with voice command integration

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!

The customer service reps are always available (through the website/app!) and are extremely flexible as far as meeting individual requests. The software overall is very intuitive and once the basic information is inputted, training other attorneys and staff is easy. The PracticePanther reps even offered to help with training and do individualized training as necessary! The iphone app is simple yet...

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Still working on getting the office transitioned from a paper filing and calendaring system to online. So the one suggestion I would have is to maybe have an app for the calendar that is independent from the phone app - similar to google calendar. Also, there should be a way to turn the default settings to "Do not email assignees" when a workflow is applied. But that's a tiny suggestion. Overall no major complaints.

The dashboard allows me to see, at a glance, my productivity and earnings for the month. I can add important calendar dates and reminders to the page quickly and get a high-level view of everything that I am working on at the time. Practice Panther also integrates with Google calendar, mail, and apps which is great. It allows me to assign emails to certain folders in gmail and then see the communication string within the program. I can put a calendar entry on my phone while away and it will sync into the app. It is a great tool to help track and grow my practice.

As I mentioned above, Practice Panther is newer than the others. There are some features that are coming down the pipeline, but not implemented yet. For instance, the trust accounting process is a little buggy. Some features take some getting used to, but all of this is countered by the fact that they are friendly, nice, and excited to make the program the best it can be. Overall, well done Practice Panther!

Thanks for the great review Jon! We have upgraded our trust accounting to include over 35 reports you can export for your accountant. You can reconcile your account with your bank, view trust ledgers, sync with QuickBooks Online, use UTBMS codes or LEDES98B billing if needed, and much more. You can learn more and see some reports here: https://www.practicepanther.com/iolta-trust-accounting-software-attorneys/