Getting Started

PracticePanther Demo

This is a demo of the PracticePanther software.

Written by David S
Updated over a week ago

Training video for owners and partners

This video covers everything you need to know about PracticePanther if you are an owner or a partner of your law firm.

Written by David S
Updated over a week ago

Training video for non-owners of the firm

This video covers everything you need to know as a PracticePanther user.

Written by David S
Updated over a week ago

How to Edit Your Profile in PracticePanther's Settings?

Written by PracticePanther Help Center
Updated over a week ago

GDPR - EU General Data Protection Regulation

PracticePanther Compliance with the EU GDPR Act.

Written by David
Updated over a week ago

What is GDPR?

What is General Data Protection Regulation?

Written by David S
Updated over a week ago

Who GDPR concerns

Who is affected by the General Data Protection Regulation.

Written by David S
Updated over a week ago

How PracticePanther complies with GDPR

The steps PracticePanther has taken to comply with GDPR.

Written by David S
Updated over a week ago

What data do we track?

A complete list of data PracticePanther collects about members.

Written by David S
Updated over a week ago

Exporting your data for GDPR

Exporting your data in one click.

Written by David S
Updated over a week ago

How your data is secure

Where and how your PracticePanther data is securely stored.

Written by David S
Updated over a week ago

Deleting information for GDPR

Deleting all necessary information we may have or any data in your account per GDPR.

Written by David S
Updated over a week ago

Can I switch from another software?

Exporting from your old software and importing information into PracticePanther.

Written by PracticePanther Help Center
Updated over a week ago

Closing out your old software and transitioning to PracticePanther

How do I move out from another software and switch over?

Written by PracticePanther Help Center
Updated over a week ago

Am I locked into the software forever?

No locking, no contracts, your data.

Written by PracticePanther Help Center
Updated over a week ago

Restore deleted items from the recycling bin.

Recovering your deleted information from the trash can.

Written by PracticePanther Help Center
Updated over a week ago

Data Security

256 bit military grade encryption for your protection.

Written by PracticePanther Help Center
Updated over a week ago

Privacy policy and Terms of Service

PracticePanther policies and terms of service.

Written by PracticePanther Help Center
Updated over a week ago

Syncing your HIPAA compliant documents with PracticePanther.

Can I securely sync my files with my computer? Is it HIPAA compliant?

Written by PracticePanther Help Center
Updated over a week ago

US-EU (European) Safe Harbor Act

Foreign and international data protection directive.

Written by PracticePanther Help Center
Updated over a week ago

Case management software made easy.

What is PracticePanther?

Written by PracticePanther Help Center
Updated over a week ago

Does PracticePanther have a mobile application?

Compatible with both your Apple or Windows devices.

Written by PracticePanther Help Center
Updated over a week ago

How do we improve as a software and as a company?

A great company never stops innovating.

Written by David S
Updated over a week ago

Does the software work in Canada?

Yes PracticePanther works with Canadian law firms.

Written by David
Updated over a week ago

Discounts and savings for you

Does PracticePanther have any specials, promotions, or coupon codes?

Written by PracticePanther Help Center
Updated over a week ago

PracticePanther requirements

Your computer, tablet or phone and an internet connection. That's it!

Written by PracticePanther Help Center
Updated over a week ago

PracticePanther will remove the need for pen and paper.

How will this make my firm paperless?

Written by PracticePanther Help Center
Updated over a week ago

Where can I learn about new updates?

New features are published here for your convenience.

Written by PracticePanther Help Center
Updated over a week ago

Who has access to intake forms?

Your completed intake forms.

Written by PracticePanther Help Center
Updated over a week ago

Integrations with other programs.

I already use Outlook, Quickbooks, Dropbox, and Excel. How will this help?

Written by PracticePanther Help Center
Updated over a week ago

PracticePanther pricing

What is the price of PracticePanther?

Written by PracticePanther Help Center
Updated over a week ago

I've reached my limit, how do I add more clients or invoices? How do I upgrade my account?

Changing your subscription from your trial version.

Written by PracticePanther Help Center
Updated over a week ago

Cost and price per user

Do I have to pay per user? What is a user?

Written by PracticePanther Help Center
Updated over a week ago

Do I have to sign a long-term contract?

No contracts, ever.

Written by PracticePanther Help Center
Updated over a week ago

Free subscription for one user

Is there a free version for starting solo practitioners?

Written by PracticePanther Help Center
Updated over a week ago

Upgrading your subscription.

How do I upgrade from a free to a paid plan?

Written by PracticePanther Help Center
Updated over a week ago

Billing cycles with PracticePanther

With paid plans, when will I be billed?

Written by PracticePanther Help Center
Updated over a week ago

What will happen to my information if I stop paying or cancel my account?

What happens to your data?

Written by PracticePanther Help Center
Updated over a week ago

What types of payment do you accept?

Pick your favorite major credit card!

Written by PracticePanther Help Center
Updated over a week ago

Updating your credit card on file

How do I change my credit card details?

Written by PracticePanther Help Center
Updated over a week ago

Do I need a credit card to sign up?

Am I required to input a credit card for the free trial?

Written by PracticePanther Help Center
Updated over a week ago

Cancelling your account

What is your cancellation policy?

Written by PracticePanther Help Center
Updated over a week ago

Submitting feature suggestions

How to send us your feedback.

Written by Adam Sibori
Updated over a week ago

Importing your trust account information

How do I transfer IOLTA / trust / escrow account balances for my clients from my old software?

Written by PracticePanther Help Center
Updated over a week ago

How do I remove the "Get started" section off the PracticePanther dashboard?

Once you subscribe, we remove the section for you!

Written by PracticePanther Help Center
Updated over a week ago

What languages does PracticePanther support?

For international customers with different languages or currency.

Written by PracticePanther Help Center
Updated over a week ago

Resetting your password

I forgot the password to my account. How do I reset it?

Written by Ori T
Updated over a week ago

Granting technician access

How to grant us technician access to your account.

Written by David S
Updated over a week ago

Managing more than one company and business on the software.

How do I use PracticePanther if I run multiple companies and businesses?

Written by PracticePanther Help Center
Updated over a week ago

Clearing out your browser's cache

How to refresh your browser's cache

Written by PracticePanther Help Center
Updated over a week ago

The software is stuck, frozen, or lagging...

Is your system running slow?

Written by David S
Updated over a week ago