PracticePanther

Seth B

David S

PracticePanther Help Center

Other

This tutorial covers the various features located on your dashboard so that you can work smarter, not harder!

Dashboard Tutorial

Your place to find all the information you'll need to master PracticePanther.

Navigating your help center

Bring back work that was lost to poor internet connection or accidental navigation!

Auto-Save Draft Entries!

Send documents with signature requests from one place.

eSignature Tutorial

Logging in without visiting the marketing page.

Logging in without going through the marketing page

Text Messaging Overview

Learn how to edit your items or activities.

How to edit any Item or Activity?

How to browse and use multiple tabs and windows within the PracticePanther cloud.

Navigate PracticePanther using multiple tabs

How to set up 2 factor authentication with PracticePanther.

Two-Factor Authentication & setup

Unsubscribing your email from PracticePanther messages.

How do I unsubscribe my email?

Getting Started

Create a group chat via our internal chat feature to speak with your firm members about a case.

Group Chats using Secure Messages

How to disable or enable your internal chat feature.

Turning internal chat feature on/off.

Manage your notifications and live chat with PracticePanther.

Notifications and Chat Tutorial

Notifications & Chat

How to generate a list of all the calls you still have to return.

Generating list of calls that need a return

Bookmarking important links in your browser.

How do I bookmark and organize important links?

Using pivot tables to generate custom reports to shape your data presentation.

Creating customized reports

Look up only your own time entries, matters, and contacts.

Finding your personal dashboard

Assigning notes or tasks to other or multiple users in your firm.

Assign notes and tasks to other users in PracticePanther

Changing from one currency to another displayed on PracticePanther.

Changing your currency to another currency

Adam Sibori

Andrew S.

Frequently Asked Questions

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Find answers and get help from Intercom Support and Community Experts

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Volume, requesters and topics for your company.

Insights

Top requesters

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Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.