Contacts & Matters

Manage your leads, contacts and matters with PracticePanther.

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33 articles in this collection
Written by David S, David, and PracticePanther Help Center and 3 others
Matters

How do I get a report on the last activity in a matter?

View a report of your matter by last activity date.
Written by Marcos Diaz
Updated over a week ago

How do I group my matters by practice area?

Adding tags to your matters.
Written by PracticePanther Help Center
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 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 change the status of a matter and close it?

Changing the status of a matter from "Open" to "Pending" to "Closed".
Written by Marcos Diaz
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 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 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 create pro bono matters?

How to record time for a matter you do not want to charge for.
Written by Brian Gomez
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 can I automatically number my matters?

Auto numbering your matters upon creation.
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