Contacts & Matters

Manage your leads, contacts and matters with PracticePanther.

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31 articles in this collection
Written by David S, David, and PracticePanther Help Center and 3 others
Frequently Asked Questions

How do I batch assign users to contacts and or matters?

How to assign a user to multiple contacts/matters at once?
Written by Brian Gomez
Updated this week

How do I group matters by practice area?

Adding tags to your matters.
Written by PracticePanther Help Center
Updated over a week ago

How do I sort matters by created / open / close date?

Run a report on your matters based on a date range.
Written by Ariel Gross
Updated over a week ago

How do I do a personal injury case or contingency billing in PracticePanther?

Setting up your contingency matters.
Written by PracticePanther Help Center
Updated over a week ago

How do I create pro bono matters?

How to record time for a matter you do not want to charge for.
Written by Brian Gomez
Updated this week

How do I get notifications about a contact or matter without being assigned to them?

Receiving a notification for your contact or matter.
Written by David
Updated over a week ago

How do I set a custom hourly rate for a matter?

Changing your hourly rate on a per matter basis.
Written by David S
Updated over a week ago

How do I add or remove columns from my matters list?

Add or remove columns, including custom fields, from your matters list.
Written by David S
Updated over a week ago

How can I automatically number my matters?

Auto numbering your matter upon creation.
Written by PracticePanther Help Center
Updated over a week ago

How do I rearrange my custom fields?

Rearranging the order that your custom fields will appear.
Written by David S
Updated over a week ago

How do I close a matter?

Closing your matter.
Written by PracticePanther Help Center
Updated over a week ago

How do I export my contacts?

Exporting your contacts.
Written by PracticePanther Help Center
Updated over a week ago

How do I export my matters?

Exporting your matters.
Written by PracticePanther Help Center
Updated over a week ago

How do I add a note to a matter?

Adding notes to your matter.
Written by David S
Updated over a week ago

How do I add multiple people to a contact or company?

Adding many contacts to a company.
Written by David S
Updated over a week ago

How do I assign multiple users to a matter?

Assigning multiple users to any matter.
Written by PracticePanther Help Center
Updated over a week ago

How do I add or remove columns from my contacts list?

Adding or removing a column from your contacts list.
Written by David S
Updated over a week ago

How do I run a conflict check?

Using the search bar for conflict checks.
Written by PracticePanther Help Center
Updated over a week ago

How do I delete multiple contacts, matters, etc?

Batch deleting contacts and matters.
Written by PracticePanther Help Center
Updated over a week ago

How do I sort and filter contacts?

Sorting and filtering your contacts.
Written by PracticePanther Help Center
Updated over a week ago

How do I change contact and matter display name formats?

Rearranging how your contacts and matters appear.
Written by PracticePanther Help Center
Updated over a week ago