Getting Started

General questions about PracticePanther to help you get started.

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61 articles in this collection
Written by David S, David, and PracticePanther Help Center and 1 other
GDPR Compliance

GDPR - EU General Data Protection Regulation

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

What is GDPR (General Data Protection Regulation)?

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

Who does the GDPR affect?

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

How does PracticePanther comply with GDPR?

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

What is PracticePanther?

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

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

What makes PracticePanther special.
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.
Written by David S
Updated over a week ago

Does the software work in Canada?

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

Is your world-class support included?

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

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

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

Who has access to intake forms?

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

Email Integration

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

How much does it cost?

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

Do I have to sign a long-term contract?

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

How will this software pay itself off?

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

Is there a free version for starting solo practitioners?

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

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

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

With paid plans, when will I be billed?

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

What types of payment do you accept?

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

How do I change my credit card details?

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

What is your cancellation policy?

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