Other

Creating customized reports

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

Written by Adam Sibori
Updated over a week ago

eSignature Tutorial

Send documents with signature requests from one place.

Written by PracticePanther Help Center
Updated over a week ago

Text Messaging Overview

Written by PracticePanther Help Center
Updated over a week ago

Dashboard Tutorial

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

Written by David S
Updated over a week ago

Navigating your help center

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

Written by PracticePanther Help Center
Updated over a week ago

Auto-Save Draft Entries!

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

Written by David S
Updated over a week ago

Logging in without going through the marketing page

Logging in without visiting the marketing page.

Written by David
Updated over a week ago

How to edit any Item or Activity?

Learn how to edit your items or activities.

Written by David S
Updated over a week ago

Navigate PracticePanther using multiple tabs

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

Written by David S
Updated over a week ago

Two-Factor Authentication & setup

How to set up 2 factor authentication with PracticePanther.

Written by Brian Gomez
Updated over a week ago

How do I unsubscribe my email?

Unsubscribing your email from PracticePanther messages.

Written by Seth B
Updated over a week ago

Exporting your data

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

Written by PracticePanther Help Center
Updated over a week ago

Chrome Extension Tutorial

A complete guide on the PracticePanther Chrome Extension.

Written by Adam Sibori
Updated over a week ago

Group Chats using Secure Messages

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

Written by PracticePanther Help Center
Updated over a week ago

Turning internal chat feature on/off.

How to disable or enable your internal chat feature.

Written by PracticePanther Help Center
Updated over a week ago

Notifications and Chat Tutorial

Manage your notifications and live chat with PracticePanther.

Written by PracticePanther Help Center
Updated over a week ago

Generating list of calls that need a return

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

Written by Adam Sibori
Updated over a week ago

How do I bookmark and organize important links?

Bookmarking important links in your browser.

Written by PracticePanther Help Center
Updated over a week ago

Finding your personal dashboard

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

Written by David
Updated over a week ago

Assign notes and tasks to other users in PracticePanther

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

Written by Andres Vazquez
Updated over a week ago

Refer a Friend to PracticePanther

Referring your friends to the software.

Written by David S
Updated over a week ago

Changing your currency to another currency

Changing from one currency to another displayed on PracticePanther.

Written by David
Updated over a week ago

Setting up a Zoom screenshare for training and support calls.

Connect to Zoom to setup a screen share for your training or support call.

Written by David
Updated over a week ago