PracticePanther

It is perfect for law management as it has integrations with Lawpay, which is specific for operating and trust account billing. I am able to create custom intakes for a client to fill out, automated with a task when submitted, and then review and response. I am also able to use the forms for internal use to enter information and use templates to populate those fields onto documents that I create.

Incentivized

• Invoicing with Ease
• Customization
• Customer Support
• Cost Efficient

Incentivized

• There are some features that are available on one part of the software but not on others. E.g., when creating a task, you can add and make new tags. But during the creation of a workflow, when making a task, you can't make new tags. You have to make the task outside of the workflow space.
• An event whereby you can invite outside users/clients without creating a client portal.
• If the client portal was a bit more robust, I would like to use it. See the first item; I am unable to make tasks through workflows with links to be populated for my clients to make client task easier when I need to direct them to a different webpage to complete an item.

Incentivized

I love the Support team. Available through chat on any screen on your practice panther. They say they respond within 24 hours but it's usually at most 3 hours and they direct you a solution or that confirm no available solution. The team at PP is always helpful and know how to follow up with issues in a timely manner.

Incentivized

PracticePanther is much easier and much more user friendly for what I need.

Incentivized

• It has allowed me to keep up with my time and billing.
• It has allowed me to keep client information all in one place.
• It has allowed me to keep up with money that I am owed.

Incentivized