Automatic Duplicate Contact Check
Duplicate contact information is a thing of the past. PracticePanther's Automatic Duplicate Contact Check will run every time you save a new contact. Save time having to consolidate duplicate contacts after accidentally working in them separately. Make your firm virtually duplicate proof as PracticePanther takes your conflict checks to the next level.
Learn how to enable Automatic Duplicate Contact Check in your account.
Conditional Tasks & Workflows
Conditional workflows keep track of what’s coming next so you don’t have to. Tasks won’t appear on the agenda until they’re relevant or doable, which happens only when the previous task completes. Your agenda will only show what’s actionable now.
Conditional Tasks are dependent on each other, and can be chained together on the fly.
Use Conditional Workflows to pre-plan your Conditional Tasks — and normal tasks too! Once you're done building your workflow, save it to apply it to a Contact or Matter.
Learn how to declutter your agenda with conditional workflows. You'll never have to guess a due date again!
Track deletion and restoration in the activity feed of any item.
PracticePanther now adds notes to the activity history of deleted items and items that have been restored from the recycle bin.
Easily See the Global Search Bar
No matter which page you're on, the global search bar will always stand out. The color of the global search bar matches the color of your top header bar.
Sync Check Numbers to QuickBooks
When a check payment is made in PracticePanther, the QuickBooks Online integration will automatically identify and receive the check number.
View Pending Invoices in the Productivity Report
Filter by Assignees in A/R Aging Reports
Filter A/R aging reports by the owner of a contact or matter to identify who at the firm is more or less efficient at getting invoices paid.
Log Flat Fees from the Activities View
Log and track flat fees associated with your activities, and glimpse which activities have not yet been applied with flat fees.