Contacts & Matters

Manage your leads, contacts and matters with PracticePanther.

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

How to 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

Grouping your 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 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
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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.
David S avatar
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".
David avatar
Written by David
Updated over a week ago

Exporting your 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 over a week ago

Setting 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

Creating 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

Assigning 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

Automatically numbering your matters.

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

Adding a note to a matter.

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