Contacts & Matters

Manage your leads, contacts and matters with PracticePanther.

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40 articles in this collection
Written by David S, PracticePanther Help Center, David and 2 others
Matters

How do I get a report on the last activity in a matter?

View a report of your matter by last activity date.
David avatar
Written by David
Updated over a week ago

How do I group my matters by practice area?

Adding tags to your matters.
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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.
David S avatar
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
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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.
David S avatar
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".
David avatar
Written by David
Updated over a week ago

How do I export my matters?

Exporting your matters.
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Written by PracticePanther Help Center
Updated over a week ago

Personal Injury and Contingency Billing

Setting up your contingency matters.
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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.
David S avatar
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.
Brian Gomez avatar
Written by Brian Gomez
Updated over a week ago

How do I assign multiple users to a matter?

Assigning multiple users to any matter.
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Written by PracticePanther Help Center
Updated over a week ago

How can I automatically number my matters?

Auto numbering your matters upon creation.
PracticePanther Help Center avatar
Written by PracticePanther Help Center
Updated over a week ago

How do I add a note to a matter?

Adding notes to your matter.
David S avatar
Written by David S
Updated over a week ago