PracticePanther

Using a relationship to connect a contact to a matter.

Relationships Tutorial

Automatically run conflict checks as you save new contacts.

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

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

Receiving a notification for your contact or matter.

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

Editing how contact and matter names appear.

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

Find answers and get help from Intercom Support and Community Experts

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