PracticePanther Legal Software Reviews

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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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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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.

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:...

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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!

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

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.

They add features on a regular basis and have loads of training. The support staff is super helpful and if they don't know the answer they will try to find it. I understand that every system is different and every one has it's pros and cons. I really think once we utilize every single feature this program has we will be a much better law firm.

The email integrations phase in and out on working. It may simply be the plugin I have for Gmail but that can be a struggle.

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.

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.

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.

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 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!

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

We like the client portal where we can send clients messages and documents. The software is not easy to use. The reports are not user friendly, they do not meet our needs. It is difficult to maneuver.

I have to keep a separate data base for my clients because there is no way to print an envelope from PP. Our software automatically renewed annually and we had a staff member who left our company shortly thereafter. We decided not to replace the position. I contacted PP almost immediately thereafter and have been trying to get a refund of that user's account fees and after a month, they finally...

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Our entire office, from attorneys to support staff to office administrator, have all commented how intuitive and easy the software is to use. There is no doubt that our attorneys and paralegals have become more productive from using this software. Also, the reports for A/R, billable time per user, and many others are extremely valuable. We are a new firm, and this is our first (and last) billing software for our office.

If there is one thing I am "disappointed" with, it would have to be the add-on we purchased from Law Tool Box for court rules. When we first started using it, the rules for Nevada (where we practice), were almost all incorrect, or useless for our civil litigation practice. Despite providing Law Tool Box with all of the information on the proper court rules that apply here in Nevada over a month ago, they have still not made those changes. We have not been able to use or rely on it for anything. A great concept, but not functional. Useless.

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...

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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.

I like using it - it's easy to use and people on my team enjoy it too. Easy for billing and time managements, which is primarily what my law firm uses it for. We have had it since about 2018, and overall, I'm satisfied with the functionality. I haven't tried any of the competitors so I don't know how it compares.

Customer support is highly inadequate. I've had an issue with uploading billing entries and costs onto invoices on my iPad. It can only be done on a computer or laptop, but it doesn't work on iPad. When I open an invoice to edit it, and click on the link that states "add unbilled time, expenses and flat fees" to upload the billing entries and costs, nothing happens and therefore they can't be added...

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Hi there - Thank you for your feedback and we appreciate your dedication to using our software for so many years. It's customers like yourself who help us make our product even better by raising these issues to our team. We apologize for the experience you had with receiving support. I assure you that these requests continue to be monitored and are added to our development list. Please feel free to reach out to us at 1 (800) 856-8729 Ext. 2 or help@practicepanther.com so we can follow up with any remaining issues.

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...

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No cons were added to this review

Before PracticePanther, there was no aggregation of data that would allow me to analyze in real-time how we were performing, and we were leaving a lot of pennies on the table because of it. We were able to take an outdated, paper-based reporting system and modernize it. This allowed us to get a clear picture and make adjustments as needed. In a world where there is more remote work, it becomes more important than ever to be able to track those things so that your business is maximizing its profitability and efficiency with its employees.

The most stressful part for us was getting all the data into the system in a format that would work. Once it’s in there and rolling, it cuts down on so much work. There’s a little pain upfront, but you’ll find that with any software like this, that it takes a bit of time to get it right, once it’s in there you really do wonder how you lived without it.

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!

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 look and feel was one of our deciding factors to go with PracticePanther. It’s incredibly intuitive, and most of your data is available whenever you need it. In immigration law, there’s a lot of very important dates and information that need to be tracked, so being able to create all the custom fields we needed was a big win. I also love how easy it is to track our billing. We can automatically track who has paid, and then follow-up with anyone we still need to collect from. Giving extra transparency to our clients really showcases our ability to use technology to enhance our services.

When starting with any new software you need to approach it with some patience. There’s a lot of training available, both videos and text-based. So getting ramped-up and knowing that we needed to experiment with customization and intake forms, and get the team to support using it was going to take some time.

Other than it being a "one stop shop" and the ease of accessibility, I have been impressed with Practice Panther's ability to respond to my specific needs. A significant amount of my work is for unions and clients with multiple matters. Initially, Practice Panther was unable handle invoicing and billing for an individual contact with multiple matters. However, I approached them with my needs and they created a "fix" to their system within a week. They also followed up to ensure that I was satisfied. I was certainly impressed by Practice Panther's speed and attentiveness.

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.

The product is very intuitive -- making it easy to use from the start. We had no problem transitioning our staff from the old system. We did not import our old data, so I cannot speak to that process. The other thing that I like about Practice Panther is the responsiveness of the customer service team, the availability of tutorials and other resources, and the willingness of Practice Panther to take suggestions for improvement and actually implement them.

Conflicts checks are a little clunky, but they do run names through the entire system. Reports were difficult to navigate for me, but I'm sure there are tutorials for that. I was impressed by the fact that the company offered to prepare report forms for whatever we need that isn't already included.

The organization of this software, entry systems and program itself are all easy to use and easy to train new employees on.

When I originally bought this software, this company was pretty new. They were very communicative and very helpful. Since they have grown, they have lost some of their customer service. They have recently added new things which help their bottom line but aren't as customer focuses as they once were.

Ease of use, iphone ap, customer service, training videos, layout

I honestly cannot think of anything I don't like

I like the set up and font size of Practice Panther. Once you get use to the functionality, it is easy to operate and understand.

The customer service does not follow-up with any real responses other than "we are working on it". It has taken months of no real response to a very simple issue. I would say the inability or lack of IT people that can fix the bugs that exist in program would make me reconsider whether the investment in Practice Panther is worth it.

Prior to PracticePanther, I used three pieces of locally-downloaded software one for billing, one for client management, and another for form creation. PracticePanther has provided the firm with a cloud-based solution that has replaced all three pieces of software. Additionally, because it is cloud-based, the firm can utilize the software on a number of platforms and in any location in fact, I am using...

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I do wish PracticePanther had a more robust document preparation and CRM platform (like Lexicata). I am sure PP is working on integrating other providers into its software, and the pros FAR outweigh the cons.

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.