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21 articles in this collection
Written by
David S,
PracticePanther Help Center,
Seth B
and 5 others
Creating customized reports
Using pivot tables to generate custom reports to shape your data presentation.
Written by
Adam Sibori
Updated over a week ago
Getting Started
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
Benjamin Garcia
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
Benjamin Garcia
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
Notifications & Chat
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
Benjamin Garcia
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
Frequently Asked Questions
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
Benjamin Garcia
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