Contacts & Matters

Manage your leads, contacts and matters with PracticePanther.

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

How do I group matters by practice area?

Written by PracticePanther Help Center
Updated over a week ago

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

Written by PracticePanther Help Center
Updated over a week ago

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

Written by David
Updated over a week ago

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

Written by David S
Updated over a week ago

How do I rearrange my custom fields?

Written by David S
Updated this week

How do I close a matter?

Written by PracticePanther Help Center
Updated over a week ago

How do I export my matters?

Written by PracticePanther Help Center
Updated over a week ago

How do I add a note to a matter?

Written by David S
Updated this week

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

Written by David S
Updated over a week ago

How do I assign multiple users to a matter?

Written by PracticePanther Help Center
Updated over a week ago

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

Written by David S
Updated over a week ago

How do I run a conflict check?

Written by PracticePanther Help Center
Updated over a week ago

How do I delete multiple contacts, matters, etc?

Written by PracticePanther Help Center
Updated over a week ago

How do I sort and filter contacts?

Written by PracticePanther Help Center
Updated this week

How do I export my contacts?

Written by PracticePanther Help Center
Updated over a week ago

How do I change contact and matter display name formats?

Written by PracticePanther Help Center
Updated over a week ago