General questions about PracticePanther to help you get started.
Contacts & Matters
Manage your leads, contacts and matters with PracticePanther.
Track your time. Never miss another billable minute again!
Track your expenses, upload receipts and bill your clients.
Invoices & Billing
Generate invoices in seconds. Send them to your clients and get notified when they view them.
Payments & Trust Accounting
Get paid faster with PantherPayments. Request trust account payments and view records for every transaction.
Sync your email and automate your firm's email campaigns using MailChimp.
Calendar & Events
Manage your deadlines, share your calendar with your firm, send reminders to your clients and more.
Tasks & Workflows
Learn how to use tasks and automate workflows.
Client Intake Forms
Generate client intake forms, embed them in your website or send them to your clients.
Document Management & Automation
Access your files anytime, anywhere. Automate document generation with merge-fields.
Learn more about the client portal and how you can use it to communicate securely with your clients.
Users & Access Control
Invite your team and learn how you can control what they see in PracticePanther.
Learn about the import process into PracticePanther.
This page contains all updates across PracticePanther.