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

Andres Vazquez

Adam Sibori

Frequently Asked Questions

Find answers and get help from Intercom Support and Community Experts

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Title

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you