The user-interface is designed for quick and easy navigation. You can look at your dashboard and very clearly see everything you need to know for your day to run smoothly (well as smoothly as possible). It is cost effective and the onboarding and training are taken care of with Practice Panther's incredible customer service.

Before PracticePanther we had started an Excel spreadsheet to log our contacts for conflicts checks. We created a joint email account with Gmail so our email would be centralized and that also gave us a central calendar that we all had access to in order to set appointments, record deadlines, etc. We also created a Dropbox account for file storage. While everything was low cost or free, all the parts felt scattered. PracticePanther pulls it all together in one beautiful, user-friendly interface. Now, instead of having to pull up 5 or 6 different apps/websites, we are able to pull up just one site and have everything right there. All of the components of PracticePanther are really easy to use. The entire program is designed for efficiency and ease of use. Color-coding allows you to see and understand your financial details in mere seconds. Tasks, events, and timekeeping are easy.

I would like to see the software integrate with more programs. Quickbooks is great, but my brain works better with Wave Accounting; LawPay is great, but being able to integrate with PayPal also, would be even better. However, these are minor things and not worth seeking a different program I like as much as Practice Panther. I had shopped around quite a bit before choosing Practice Panther; I doubt I would find anything I like as much. Hands down, our favorite thing about PracticePanther is the superior support staff. If you have a problem and leave a message after hours in the chat box, you get a response generally within the hour. There is also training videos and a help center that will help you find the help that you need.

This software has saved us time on the tasks that would take a long time like creating letters or pleadings as they are automated now. Since the information pulls from the fields there is also a very low risk for typing errors.

Super easy to use! We love that we can create custom fields for a contact or matter and have really enjoyed the automation portion of the software. The templates are easy to create and automatically pull the information from the contact and matter sections that we need.

Under Matter, instead of editing the whole section, it would be nice if I could hoover over the field I only need to update. I also wish I could highlight text in the matter or notes section. I create multiple matters under one client and some of the information in the fields is always the same. It would be nice if I could select an option so any time I create a new matter for that client, the information in the matter auto fills for any new case going forward.

When the software works, it works amazing. The issue is it works only 30% of the time.

Client portals and the ability to have certain payments be applied automatically.

The reporting system is broken, and has been for 2+ years. Getting technical support is essentially pulling teeth, there will be months (6+) without response to simple tickets after they tried to deflect and then finally acknowledged issues. Consistently claim they added the new “feature requests” when fixing a bug such as the system doing math like: $1+$2 = $4,000 when it actually is $3.00. These are not feature requests - they are bug fixes. Despite reconciling our trust account monthly - there are data errors that their system has calculated incorrectly in the past, we have shown them via bank statements etc what the problem is and what transaction it is dealing with, and 2+ years later they still haven’t fixed it. Their Zapier integrations get triggered all the time when they shouldn’t be. They blame Zapier, but it is their software triggering the automation, Zapier isn’t just randomly doing it.

Very good. Human beings actually helped and knew what to do. Not very common in the software industry. Great customer support.

It was so easy to retrieve client information and edit it. Invoicing was a dream. Loved the online pay option.

I could not batch invoice. This was a real pain as I sent out hundreds of invoices.

It has been a wonderful experience.

I've been a PracticePanther user for four years now. The most important factor in my selecting PracticePanther was the ease of use. With my prior software, I had to hire independent contractors and pay for "maintenance agreements" just to have access to the help desk. With PracticePanther, their support team can assist. More important, they have videos that will walk you through the process of setting up the various systems and integrations. Finally, I love the integrations. PracticePanther integrates with Microsoft Office, Box, Dropbox and Quickbooks. Your information stays in it's original locate with seamless access from PracticePanther.

Initially, there was a big push to produce new features. I'm not seeing new features coming out as frequently. However, I would note the quality of the new features, e.g., workflows with conditional logic and e-signatures.