Required Plan: This feature is available on our Essential and Business plans. Click here to read more on our available plans.
PracticePanther allows users to sync your contacts to Google so you can easily view your contacts on the go, easily find your client's contact information, and easily archive emails in your client's matter on PracticePanther.
Please watch this video or follow the steps below:
1. Navigate to the "Calendars, Tasks, & Contacts" integration page.
2. Enable Google sync by clicking on Activate Sync.
If you already have Google sync enabled, please click here instead and advance to step 4.
3) In the next page, allow PracticePanther to connect to your Google account.
Note: Make sure to allow PracticePanther to connect to the correct logged in Google acount.
4) Select Yes on the two options for Contacts.
Sync contacts from PracticePanther - Allows to sync to Google from PracticePanther.
Sync contacts and MailSync address - Includes MailSync address to the synced contacts.
Sync matter as contacts with their MailSync address - Syncs matters as individual contacts and includes their MailSync address.
4) Click Save.
You will receive a confirmation that you've successfully enabled sync with your Google account and your Calendar, Tasks & Contacts integration page will now look like this:
What happens now?
You can now view all your PracticePanther contacts by syncing your Google account with your phone.
You can also search for a PracticePanther contact or matter to easily archive an email to PracticePanther and access your PracticePanther client contact information offline!