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Getting Started
Getting Started
General questions about PracticePanther to help you get started.
+2
51 articles in this collection
Written by
Ori T,
David S,
PracticePanther Help Center
and 2 others
Setting up PracticePanther
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 Compliance
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 and Exporting your data 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
Migrating from a different Law Practice Software
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
Security & Data
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
About PracticePanther
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
Billing & Subscription
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
Frequently Asked Questions
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
Troubleshooting
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