Advice and answers from the PracticePanther Team

Getting Started

General questions about PracticePanther to help you get started.

Contacts & Matters

Manage your leads, contacts and matters with PracticePanther.

Time Entries

Track your time. Never miss another billable minute again!

Expenses

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.

Email Integration

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.

Client Portal

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.

Import

Learn about the import process into PracticePanther.

Zapier/API

Updates

This page contains all updates across PracticePanther.

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