Contacts tutorial

Everything you need to know about 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

How to create custom fields.

Written by PracticePanther Help Center
Updated over a week ago

Flat Fees Tutorial

Log individual or multiple flat fee services directly on your cases and bill for them later!

Written by PracticePanther Help Center
Updated over a week ago

How can I use relationships to link additional contacts to a matter?

Using a relationship to connect a contact to a matter.

Written by David
Updated over a week ago

How do I create tags for contacts, matters or activities?

How to create new tags and add your clients, cases and events to a list.

Written by Brian Gomez
Updated over a week ago

How do I run a conflict check?

Using the search bar for conflict checks.

Written by PracticePanther Help Center
Updated over a week ago

How do I add a custom field into the contact or matter list?

Learn how to add custom fields as a column to either your contact list view or your matter list view.

Written by David
Updated over a week ago

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

How do I change contact and matter display name formats?

Rearranging how your contacts and matters 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

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 export my contacts?

Exporting 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

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

How do I merge duplicate contacts?

How to consolidate duplicate contacts in PP.

Written by Adam Sibori
Updated over a week ago

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

How do I add or remove columns from my matters list?

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

Written by David S
Updated over a week ago

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

How do I do a personal injury case or contingency billing in PracticePanther?

Setting up your contingency matters.

Written by PracticePanther Help Center
Updated over a week ago

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

Associate your contact with another contact or matter for document template purposes.

Written by David
Updated over a week ago

How do I group my custom fields together?

Grouping your custom fields together for convenience.

Written by David
Updated over a week ago

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 over a week ago

Sync contacts to Google

Syncing your contacts 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

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

How do I delete multiple contacts, matters, etc?

Batch deleting contacts and matters.

Written by PracticePanther Help Center
Updated over a week ago