PracticePanther

David

David S

PracticePanther Help Center

Manage your leads, contacts and matters with PracticePanther.

Contacts & Matters

Contacts tutorial

Learn everything there is to know about managing your Cases / Matters.

Matters Tutorial

Custom fields tutorial

Log individual or multiple flat fee services to your cases!

Flat Fees Tutorial

Getting Started

Using a relationship to connect a contact to a matter.

Relationships Tutorial

Running conflict checks

Automatically run conflict checks as you save new contacts.

Automatic Duplicate Check for Contacts

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

Tags Tutorial

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

Adding columns to Contacts and Matters

Receiving a notification for your contact or matter.

Receiving notifications about a contact or matter without being assigned to them.

Delete contacts and matters that were created in a training or demo.

How to delete contacts or matters

Editing how contact and matter names appear.

Changing how names display

Get in depth reporting on any type of item directly inside of your contacts and matters!

Filtering your time, expenses, payments or invoices for a certain contact or matter.

Basic Questions

Filter your reports using all selected tags, any selected tags, or none of the selected tags!

Tag Filters Tutorial

Exporting your view of contact information, including custom fields!

Exporting Contact Custom Fields

Sorting & filtering your contacts.

Adding or removing a column from your contacts list.

Adding & removing columns from your contact list.

Exporting contacts

Adding multiple people to a contact or company.

How to consolidate duplicate contacts in PP.

Merging contacts

Adding an opposing counsel using contact custom fields.

How to add an opposing counsel

Adam Sibori

Contacts

Export matter field selections from column view, including matter custom fields!

Exporting Matter Custom Fields

View a report of your matter by last activity date.

How to get a report on the last activity in a matter.

Grouping your matters by practice area.

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

Managing columns in Matters

Steps on how you can set up PracticePanther to handle both your Contingency and Hourly/Flat Fee cases

Setting up your matters for contingency and regular billable cases.

Run a report on your matters based on a date range.

Sorting matters by created/open/close date.

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

Changing the status for a Matter.

Exporting your matters.

Personal Injury and Contingency Billing

Changing your hourly rate on a per matter basis.

Setting a custom hourly rate for a matter.

How to record time for a matter you do not want to charge for.

Creating pro bono matters.

Assigning multiple users to a matter.

Auto numbering your matters upon creation.

Automatically numbering your matters.

Adding a note to a matter.

AJ Sacher

Matters

Linking contacts using contact custom fields for document templates.

Contact type custom field tutorial

Grouping custom fields

Rearranging the order that your custom fields will appear.

Rearranging your custom fields.

Custom Fields

Syncing your contacts to Microsoft Exchange and Office 365.

Sync contacts to Exchange & Office 365

Sync contacts to Google

What Sync Settings do, and how to change them.

Sync Settings Tutorial

Use the Kenect integration to text your PracticePanther contacts.

Sync Contacts with Kenect

Contact Sync

Change who is assigned to your matters, tasks or events.

Reassign one or multiple contacts, matters, or activities.

How to assign a user to multiple of your contacts/matters at once.

Batch assigning users to contacts and/or matters.

Batch delete contacts, matters, and anything else in the software!

Batch deleting items

Gautam Singh

Brian Gomez

Batch Operations

Find answers and get help from Intercom Support and Community Experts