Getting Started

General questions about PracticePanther to help you get started.

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62 articles in this collection
Written by Adam Sibori, David S, and David and 2 others
GDPR Compliance

GDPR - EU General Data Protection Regulation

PracticePanther Compliance with the EU GDPR Act.
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Written by David
Updated over a week ago

What is GDPR (General Data Protection Regulation)?

What is General Data Protection Regulation?
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Written by David S
Updated over a week ago

Who does the GDPR affect?

Who should be concerned about General Data Protection Regulation?
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Written by David S
Updated over a week ago

How does PracticePanther comply with GDPR?

The steps PracticePanther is taking to comply with GDPR.
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Written by David S
Updated over a week ago

What kind of data do we track?

A comprehensive list of all the data PracticePanther collects about it's users.
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Written by David S
Updated over a week ago

How can I export my PracticePanther data for GDPR?

Exporting your PracticePanther data in just one click.
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Written by David S
Updated over a week ago

Where and how is our data securely stored?

The A-Z breakdown on where and how your PracticePanther data is securely stored.
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Written by David S
Updated over a week ago

How do I contact PracticePanther with questions about our data?

Contact our Dedicated Data Protection Officer with any data inquiries.
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Written by David S
Updated over a week ago

How do I delete matters/contacts/items in PracticePanther for GDPR?

Deleting data from PracticePanther in compliance with GDPR.
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Written by David S
Updated over a week ago

How do I delete users and any additional information we have about you for GDPR?

Deleting and any other necessary information we have about you.
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Written by David S
Updated over a week ago
About PracticePanther

What is PracticePanther?

Case management software made easy.
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Written by PracticePanther Help Center
Updated over a week ago

Do you have a mobile iPhone or Android app and does it work on my iPhone, Android, Mac or PC?

Compatible with both your Apple or Windows devices.
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Written by PracticePanther Help Center
Updated over a week ago

There are other programs available. Why should I choose you?

What makes PracticePanther special.
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Written by PracticePanther Help Center
Updated over a week ago

How do we improve as a software and as a company?

A great company never stops innovating.
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Written by David S
Updated over a week ago

Does the software work in Canada?

Yes PracticePanther works with Canadian law firms.
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Written by David
Updated over a week ago

Is your world-class support included?

Support and training are all standard and free of course!
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Written by PracticePanther Help Center
Updated over a week ago

Do you have any specials, promotions, or coupon codes?

Discounts and savings for you.
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Written by PracticePanther Help Center
Updated over a week ago

What is required for using PracticePanther?

Your computer, tablet or phone and an internet connection. That's it!
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Written by PracticePanther Help Center
Updated over a week ago

My co-workers and I are not computer savvy. Is it easy to use?

Our software is easy, user friendly and intuitive.
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Written by PracticePanther Help Center
Updated over a week ago

Is there a client portal where clients can see their past due invoices & pay online?

Client portal to help save your firm time and increase efficiency.
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Written by PracticePanther Help Center
Updated over a week ago

How will this make my firm paperless?

PracticePanther will remove the need for pen and paper.
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Written by PracticePanther Help Center
Updated over a week ago

How will I save time and money?

PracticePanther will save your firm valuable time and money.
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Written by PracticePanther Help Center
Updated over a week ago

Where can I learn about new updates?

New features are published here for your convenience.
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Written by PracticePanther Help Center
Updated over a week ago

Who has access to intake forms?

Your completed intake forms.
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Written by PracticePanther Help Center
Updated over a week ago

I already use Outlook, Quickbooks, Dropbox, and Excel. How will this help?

Integrations with all your other programs.
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Written by PracticePanther Help Center
Updated over a week ago

Email Integration

Archive your email using our MailSync and LabelSync integrations.
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Written by PracticePanther Help Center
Updated over a week ago
Billing & Subscription

How much does it cost?

What is the price of PracticePanther?
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Written by PracticePanther Help Center
Updated over a week ago

I've reached my limit, how do I add more clients or invoices? How do I upgrade my account?

Changing your subscription from your trial version.
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Written by PracticePanther Help Center
Updated over a week ago

How do I change from a monthly to yearly plan?

Save money by switching your subscription from monthly to yearly.
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Written by PracticePanther Help Center
Updated over a week ago

Do I have to pay per user? What is a user?

Cost and price per user.
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Written by PracticePanther Help Center
Updated over a week ago

Do I have to sign a long-term contract?

No contracts, ever.
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Written by PracticePanther Help Center
Updated over a week ago

How will this software pay itself off?

Increase your firm's profitability.
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Written by PracticePanther Help Center
Updated over a week ago

Is there a free version for starting solo practitioners?

Free subscription for one user.
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Written by PracticePanther Help Center
Updated over a week ago

How do I upgrade from a free to a paid plan?

Upgrading your subscription.
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Written by PracticePanther Help Center
Updated over a week ago

With paid plans, when will I be billed?

Billing cycles with PracticePanther.
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Written by PracticePanther Help Center
Updated over a week ago

What will happen to my information if I stop paying or cancel my account?

What happens to your data?
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Written by PracticePanther Help Center
Updated over a week ago

If I am on the yearly plan, what happens if I need to freeze my account?

Putting your account on hold.
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Written by PracticePanther Help Center
Updated over a week ago

What types of payment do you accept?

Pick your favorite major credit card!
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Written by PracticePanther Help Center
Updated over a week ago

How do I change my credit card details?

Editing your payment information.
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Written by PracticePanther Help Center
Updated over a week ago

Is there a 30 day money-back guarantee for paid plans?

Refund of your money within the first 30 days of your subscription.
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Written by PracticePanther Help Center
Updated over a week ago

Do I need a credit card to sign up?

Am I required to input a credit card for the free trial?
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Written by PracticePanther Help Center
Updated over a week ago

What is your cancellation policy?

Cancelling your account.
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Written by PracticePanther Help Center
Updated over a week ago