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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