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Contacts & Matters
Contacts & Matters
Manage your leads, contacts and matters with PracticePanther.
+3
44 articles in this collection
Written by
David S,
PracticePanther Help Center,
David
and 3 others
Getting Started
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
Basic Questions
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
Deleting Test Contacts & Matters from PracticePanther.
Delete contacts and matters that were created in a training or demo.
Written by
PracticePanther Help Center
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
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
Contacts
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
Matters
Exporting Matter Custom Fields
Export matter field selections from column view, including matter custom fields!
Written by
Tyler Garcia
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
Custom Fields
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
Contact Sync
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
Batch Operations
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