PracticePanther

Seth B

David S

PracticePanther Help Center

Other

This tutorial covers the various features located on your dashboard so that you can work smarter, not harder!

Dashboard Tutorial

Your place to find all the information you'll need to master PracticePanther.

Navigating your help center

Bring back work that was lost to poor internet connection or accidental navigation!

Auto-Save Draft Entries!

Send documents with signature requests from one place.

eSignature Tutorial

Logging in without visiting the marketing page.

Logging in without going through the marketing page

Text Messaging Overview

Learn how to edit your items or activities.

How to edit any Item or Activity?

How to browse and use multiple tabs and windows within the PracticePanther cloud.

Navigate PracticePanther using multiple tabs

How to set up 2 factor authentication with PracticePanther.

Two-Factor Authentication & setup

Unsubscribing your email from PracticePanther messages.

How do I unsubscribe my email?

A guide and index of the various information you can export out of PracticePanther.

Exporting your data

Getting Started

Create a group chat via our internal chat feature to speak with your firm members about a case.

Group Chats using Secure Messages

How to disable or enable your internal chat feature.

Turning internal chat feature on/off.

Manage your notifications and live chat with PracticePanther.

Notifications and Chat Tutorial

Notifications & Chat

How to generate a list of all the calls you still have to return.

Generating list of calls that need a return

Bookmarking important links in your browser.

How do I bookmark and organize important links?

Using pivot tables to generate custom reports to shape your data presentation.

Creating customized reports

Look up only your own time entries, matters, and contacts.

Finding your personal dashboard

Assigning notes or tasks to other or multiple users in your firm.

Assign notes and tasks to other users in PracticePanther

Changing from one currency to another displayed on PracticePanther.

Changing your currency to another currency

Adam Sibori

Andrew S.

Frequently Asked Questions

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.