Contacts & Matters

Contacts tutorial

Creating and managing your contacts!

Written by David S
Updated over a week ago

Matters Tutorial

Learn everything there is to know about managing your Cases / Matters.

Written by PracticePanther Help Center
Updated over a week ago

Custom fields tutorial

Creating and using custom fields.

Written by PracticePanther Help Center
Updated over a week ago

Flat Fees Tutorial

Log individual or multiple flat fee services to your cases!

Written by PracticePanther Help Center
Updated over a week ago

Relationships Tutorial

Using a relationship to connect a contact to a matter.

Written by David
Updated over a week ago

Running conflict checks

How to run a conflict search.

Written by PracticePanther Help Center
Updated over a week ago

Automatic Duplicate Check for Contacts

Automatically run conflict checks as you save new contacts.

Written by David S
Updated over a week ago

Tags Tutorial

Using tags to add your clients, cases and events to a list.

Written by Brian Gomez
Updated over a week ago

Adding columns to Contacts and Matters

How to add custom fields as columns to your Contacts and Matters list.

Written by David
Updated over a week ago

Receiving notifications about a contact or matter without being assigned to them.

Receiving a notification for your contact or matter.

Written by David
Updated over a week ago

How to delete contacts or matters

Delete contacts and matters that were created in a training or demo.

Written by PracticePanther Help Center
Updated over a week ago

Changing how names display

Editing how contact and matter names appear.

Written by PracticePanther Help Center
Updated over a week ago

Filtering your time, expenses, payments or invoices for a certain contact or matter.

Get in depth reporting on any type of item directly inside of your contacts and matters!

Written by David S
Updated over a week ago

Tag Filters Tutorial

Filter your reports using all selected tags, any selected tags, or none of the selected tags!

Written by David S
Updated over a week ago

Exporting Contact Custom Fields

Exporting your view of contact information, including custom fields!

Written by Adam Sibori
Updated over a week ago

Sorting & filtering your contacts.

Sorting and filtering your contacts.

Written by PracticePanther Help Center
Updated over a week ago

Adding & removing columns from your contact list.

Adding or removing a column from your contacts list.

Written by David S
Updated over a week ago

Exporting contacts

How to export your contacts.

Written by PracticePanther Help Center
Updated over a week ago

Adding multiple people to a contact or company.

Adding many contacts to a company.

Written by David S
Updated over a week ago

Merging contacts

How to consolidate duplicate contacts in PP.

Written by Adam Sibori
Updated over a week ago

Exporting Matter Custom Fields

Export matter field selections from column view, including matter custom fields!

Written by AJ Sacher
Updated over a week ago

How to get a report on the last activity in a matter.

View a report of your matter by last activity date.

Written by David
Updated over a week ago

Grouping your matters by practice area.

Adding tags to your matters.

Written by PracticePanther Help Center
Updated over a week ago

Managing columns in Matters

Add or remove columns, including custom fields, from your matters list.

Written by David S
Updated over a week ago

Setting up your matters for contingency and regular billable cases.

Steps on how you can set up PracticePanther to handle both your Contingency and Hourly/Flat Fee cases

Written by PracticePanther Help Center
Updated over a week ago

Sorting matters by created/open/close date.

Run a report on your matters based on a date range.

Written by David S
Updated over a week ago

Changing the status for a Matter.

Changing the status of a matter from "Open" to "Pending" to "Closed".

Written by David
Updated over a week ago

Exporting your matters.

Exporting your matters.

Written by PracticePanther Help Center
Updated over a week ago

Personal Injury and Contingency Billing

Setting up your contingency matters.

Written by PracticePanther Help Center
Updated over a week ago

Setting a custom hourly rate for a matter.

Changing your hourly rate on a per matter basis.

Written by David S
Updated over a week ago

Creating pro bono matters.

How to record time for a matter you do not want to charge for.

Written by Brian Gomez
Updated over a week ago

Assigning multiple users to a matter.

Assigning multiple users to any matter.

Written by PracticePanther Help Center
Updated over a week ago

Automatically numbering your matters.

Auto numbering your matters upon creation.

Written by PracticePanther Help Center
Updated over a week ago

Adding a note to a matter.

Adding notes to your matter.

Written by David S
Updated over a week ago

Contact type custom field tutorial

Linking contacts using contact custom fields for document templates.

Written by David
Updated over a week ago

Grouping custom fields

How to group custom fields together.

Written by David
Updated over a week ago

Rearranging your custom fields.

Rearranging the order that your custom fields will appear.

Written by David S
Updated over a week ago

Sync contacts to Exchange & Office 365

Syncing your contacts to Microsoft Exchange and Office 365.

Written by PracticePanther Help Center
Updated over a week ago

Sync contacts to Google

Syncing your contacts to Google.

Written by PracticePanther Help Center
Updated over a week ago

Sync Settings Tutorial

What Sync Settings do, and how to change them.

Written by Adam Sibori
Updated over a week ago

Sync Contacts with Kenect

Use the Kenect integration to text your PracticePanther contacts.

Written by David S
Updated over a week ago

Reassign one or multiple contacts, matters, or activities.

Change who is assigned to your matters, tasks or events.

Written by David
Updated over a week ago

Batch assigning users to contacts and/or matters.

How to assign a user to multiple of your contacts/matters at once.

Written by Brian Gomez
Updated over a week ago

Batch deleting items

Batch delete contacts, matters, and anything else in the software!

Written by PracticePanther Help Center
Updated over a week ago