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 this week

Flat Fees Tutorial

Log individual or multiple flat fee services to your cases!

Written by PracticePanther Help Center
Updated this week

Relationships Tutorial

Using a relationship to connect a contact to a matter.

Written by David
Updated yesterday

Running conflict checks

How to run a conflict search.

Written by PracticePanther Help Center
Updated yesterday

Tags Tutorial

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

Written by Brian Gomez
Updated this week

Adding columns to Contacts and Matters

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

Written by David
Updated this week

How do I Delete 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

How do I get 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

How do I filter my 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

How do I sort and filter contacts?

Sorting and filtering your contacts.

Written by PracticePanther Help Center
Updated over a week ago

How do I add or remove columns from my contacts 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 this week

How do I add 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 this week

How do I 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

How do I group my 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 yesterday

How do I set up my 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

How do I sort 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

How do I change the status of a matter and close it?

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

Written by David
Updated over a week ago

How do I export my 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 this week

How do I set 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

How do I create 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

How do I assign multiple users to a matter?

Assigning multiple users to any matter.

Written by PracticePanther Help Center
Updated over a week ago

How can I automatically number my matters?

Auto numbering your matters upon creation.

Written by PracticePanther Help Center
Updated over a week ago

How do I add 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 this week

Grouping custom fields

How to group custom fields together.

Written by David
Updated yesterday

How do I rearrange my 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 this week

Sync contacts to Google

Syncing your contacts to Google.

Written by PracticePanther Help Center
Updated this week

Sync Settings Tutorial

What Sync Settings do, and how to change them.

Written by Adam Sibori
Updated this week

How do I 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

How do I batch assign 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 this week