PracticePanther

PracticePanther

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

4.8/5 (310 reviews)

PracticePanther Overview

PracticePanther is a simple, easy to use, and secure law practice management software. Thousands of solo practitioners, virtual, small, and mid-sized firms worldwide use PracticePanther to save time, work faster, and grow their firms.

Work from anywhere using any smartphone, tablet, or computer with the responsive mobile site. Reduce clutter and become a paperless firm. Get world-class support by phone, email, or live chat. Try it as long as you want for your first 3 clients and 3 cases. No credit card needed.

Pricing

Starting from
US$39,00/month
Pricing options
Free Trial
Subscription
Value for money

Devices

Business size

S
M
L

Markets

Australia, Canada, Europe, Germany, Latin America and 3 others, Mexico, United Kingdom, United States

Supported Languages

English, Spanish

PracticePanther Reviews

Overall rating
4.8/5
95% positive reviews
269
Excellent
26
Very good
9
Average
1
Poor
5
Terrible
Alexis A.

Best practice management system I have used

Used Daily for 2+ years
Reviewed on 2019/08/14
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Aska O.

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

Used Daily for 6-12 months
Reviewed on 2019/05/08
Review Source: Capterra

(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 do "Show me the data that has Tag A OR Tag B". You can't search data that DOES NOT have the specific tag either. If the search function in Tags was more comprehensive, it will allow users to expand the usage of tags and give users more flexibility as to how we can efficiently search the data we need.

Practice Panther Tech Support has been aware of the suggestions listed above. However, there has not been any update on the progress, and we do not know if these functions will be ever available. We definitely would like to see them implemented very soon. I am open to revise this review once these functionalities become available.

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 hard to follow 10+ different colors on computer screen and it is definitely not working for staff who are color-blind. It's really difficult to see who has appointments at each hour throughout the day. We suggested to have columns for each staff so that it only takes a glance to identify who is available when, just like how calendars are in Time Matters from Lexis Nexis. (2) Sorting function for customized fields is not available unfortunately. What makes this software great is the customization you can make to fit it to your exact needs. However, customized fields are not sort-able, and without the sorting function for the customized fields, data is not as valuable and usable as it should be. As a legal administrator who manages the data and runs productivity report for legal staff, we are currently spending a lot of time downloading the information from the software to MS Excel, sorting and manipulating the data in Excel, and finally coming back to the PracticePanther to make necessary changes within the software. (Continues to overall experience)

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

5.0/10
Scott m. W.

Amazing program!

Used Daily for 2+ years
Reviewed on 2018/11/19
Review Source: Capterra

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 oversights. I use this program every day in my law office and am very grateful for how easy it is. Even better, the customer support team is phenomenal. I rarely have any issues with the program (it is easy to use), but when I run into something I need help with, a quick message to the PP team is responded to within minutes and the problem is solved or at a minimum I am given an update and expected time of completion. I couldn't recommend this program more to a solo or small legal practice.

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.

Response from PracticePanther Legal Software

Thank you so much Scott for the extra kind feedback!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Zach N.

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

Used Daily for 1-5 months
Reviewed on 2018/05/03
Review Source: Capterra

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 messages in advance, like say "7 days before," and "3 days before," for a filing deadline. I also think it is pretty fantastic that PP shows whether a time entry has been completed for EVERY SINGLE ACTIVITY marked "completed" or "in progress". This would be incredibly useful for practitioners (mostly civil) managing staff and trying to deal with staff not accounting for all of their time in billing. The "mail sync" function is also easy to use, and allows you to e-mail out of your native software (MS Outlook, GMAIL, etc) and simply "bcc" the client matter itself. When you do this, the e-mail is automatically saved into the matter. Almost every other program out there that I have used requires you to use their client messaging portal to get the same functionality.

The templates are easy to use for creating documents to merge out of PP also. Think client engagement letters, releases, and basic letterheads that you use in every file. We don't use PP for accepting payments so I cannot comment on that portion.

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 on that document and use it for your attorney's fee request. I haven't found a way to easily do this in PP yet, and it seems like you would have to utilize a draft invoice which captures all time billed in the matter. I could be wrong.

2. No Batch Entry System for E-mails. PP has a GREAT syncing system that works with your native e-mail so you can BCC messages into the matter when you send or receive them. However, if you forget to include the mail-sync in your BCC line, or don't forward a message to the mail-sync, there is no easy way to subsequently get the e-mails into the matter in PP. What I mean is this: say you have a number of e-mails from someone that weren't saved into a client PP matter and instead lived in your Outlook before the client actually hired. You would have to manually forward each one of your emails to the mail-sync to get them into PP.

Additionally, if you are a federal criminal lawyer and use CORRLINKS to communicate with your clients you will know that you can't forward out of that system. PP doesn't let you copy/paste emails so your stuck.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Sofia M.

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

Used Daily for 1-5 months
Reviewed on 2018/04/13
Review Source: Capterra

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 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. This has been a real game-changer for the business.

While many of us worked with CRMs in the past, most of them were clunky and stand-alone systems that could not work with other applications or software. PP has made managing clients much easier, where our lawyers are in control from the moment a case is initiated, all the way through to billing clients. This has also given a level of transparency across the practice as lawyers can pick up any file from where the last person left off and delegate their work during absences. This transparency was a key selling point for us as we believe it is a core component of running an effective law firm.

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 worked with CRMs in the past, most of them were clunky and stand-alone systems that could not work with other applications or software. PP has made managing clients much easier, where our lawyers are in control from the moment a case is initiated, all the way through to billing clients.
We have experienced our fair share of poor technical support teams when using other software programs. With PP, despite the time differences between Miami and Sydney, their technical support team are always available, whether it is through the chat portal, email or by phone. Each technical person is professional, knowledgeable and continues to take care of your matter until it is resolved. Further, they always have something new to teach you about the PP system on each call. I cannot express how impressed we are, with what we consider as stellar service from this tech support team.

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

9.0/10

PracticePanther Pricing

Starting from
US$39,00/month
Pricing options
Free Trial
Subscription
Value for money

A 7 day free trial is available, after which pricing starts at $39/user/month (billed annually) or $49/month/user (billed monthly).

Includes:
1. Unlimited phone & email support.
2. Free upgrades for life.
3. No contracts. No credit card needed. Cancel anytime.
4. 30 day money-back guarantee.

PracticePanther Features

  • API
  • Automatic Notifications
  • Automatic Reminders
  • Billing & Invoicing
  • Calendar Management
  • Custom Fields
  • Data Import/Export
  • Document Assembly
  • Document Storage
  • Document Templates
  • Invoice Management
  • SSL Security
  • Time & Expense Tracking

  • Activity Dashboard
  • Case Management
  • Document Management
  • Reporting & Statistics
  • Search Functionality
  • Third Party Integration
  • Workflow Management

Additional information for PracticePanther

Key features of PracticePanther

  • 256-bit military grade encryption.
  • Automated invoice payment reminders
  • Award-winning Panther-fast support.
  • Batch time entries
  • Calendar sync with Google, Apple, & Outlook.
  • Case management & time tracking.
  • Client intake forms
  • Document management. 2-way sync with Box & Dropbox
  • Email alerts when a client views your invoice.
  • Import clients from Outlook, Excel, Gmail, Yahoo, & AOL.
  • Keep track of contact information, calls, emails, & files.
  • Manage your contacts, clients, & leads.
  • Multi-language & multi-currency support.
  • Real-time social feed.
  • Recurring tasks & reminders.
  • Role-based security.
  • Sales force automation.
  • Sales reports to track billable hours per user.
  • Send professional looking invoices in seconds.
  • Simple, intuitive, and secure.
  • Sync emails with Outlook, Gmail, Hotmail, & many more!
  • Unlimited custom fields.
  • Visual reports to easily view your income & expenses.

Benefits

Quoted as being, "the easiest, most intuitive, user-friendly software on the market." No need to watch hours of training videos and webinars like the rest. Within seconds, you'll be able to start working from the moment you sign in - all yourself!

Instead of using 6 different programs to manage your clients, cases, billable time, invoices, and more - you can simply use PracticePanther which combines them all into one. With a responsive and mobile friendly design, you can work from any device, anywhere, and anytime.

PracticePanther FAQs

Below are some frequently asked questions for PracticePanther.

Q. What type of pricing plans does PracticePanther offer?

PracticePanther offers the following pricing plans:

Starting from: US$39,00/month

Pricing model: Subscription

Free Trial: Available

A 7 day free trial is available, after which pricing starts at $39/user/month (billed annually) or $49/month/user (billed monthly).

Includes:
1. Unlimited phone & email support.
2. Free upgrades for life.
3. No contracts. No credit card needed. Cancel anytime.
4. 30 day money-back guarantee.

Q. What are the main features of PracticePanther?

PracticePanther offers the following features:

  • 256-bit military grade encryption.
  • Automated invoice payment reminders
  • Award-winning Panther-fast support.
  • Batch time entries
  • Calendar sync with Google, Apple, & Outlook.
  • Case management & time tracking.
  • Client intake forms
  • Document management. 2-way sync with Box & Dropbox
  • Email alerts when a client views your invoice.
  • Import clients from Outlook, Excel, Gmail, Yahoo, & AOL.
  • Keep track of contact information, calls, emails, & files.
  • Manage your contacts, clients, & leads.
  • Multi-language & multi-currency support.
  • Real-time social feed.
  • Recurring tasks & reminders.
  • Role-based security.
  • Sales force automation.
  • Sales reports to track billable hours per user.
  • Send professional looking invoices in seconds.
  • Simple, intuitive, and secure.
  • Sync emails with Outlook, Gmail, Hotmail, & many more!
  • Unlimited custom fields.
  • Visual reports to easily view your income & expenses.

Q. Who are the typical users of PracticePanther?

PracticePanther has the following typical customers:

Freelancers, Large Enterprises, Mid Size Business, Non Profit, Public Administrations, Small Business

Q. What languages does PracticePanther support?

PracticePanther supports the following languages:

English, Spanish

Q. What type of pricing plans does PracticePanther offer?

PracticePanther has the following pricing plans:

Subscription

Q. Does PracticePanther support mobile devices?

PracticePanther supports the following devices:

Android, iPhone, iPad

Q. What other apps does PracticePanther integrate with?

PracticePanther integrates with the following applications:

Authorize.net, Cognito Forms, Contractbook, Docketwise Immigration Software, Dropbox, Mailchimp, Office 365, PieSync, QuickBooks Online, Smith.ai Live Website Chat

Q. What level of support does PracticePanther offer?

PracticePanther offers the following support options:

FAQs, Forum, Knowledge Base, Online Support, Phone Support, Video Tutorials