PracticePanther

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.

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PracticePanther Help Center

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Basic Questions

Find answers and get help from Intercom Support and Community Experts

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