All PracticePanther Legal Software Reviews

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User Profile

Thalia

Verified reviewer

Used daily for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed December 2017

Working with Practice Panther

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.

PROS

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.

CONS

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.

Vendor Response

Thalia, I am so happy to let you know we are about to release our new API and Zapier integration, which will open the door to MANY more integrations. We highly recommend LawPay for a number of reasons, but if you must use PayPal, we do have an integration available. We will reach out to you to show you how it works. Thank you so much!

Replied December 2017

James

Law Practice, 2-10 employees

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed January 2022

Great practice management software. The only short-fall is that it doesn't allow auto future billing

PracticePanther is a great platform and you should definitely give it a good try during a free trial period. It also has Rules of Court deadline figuring if you're a Civil firm. PP has great integration with QuickBooks on-line. You can print checks directly from PP, or QB online to pay other legal vendors (Chiros, etc.)

PROS

Price - either $59/mo or $49/mo if paid the year in full. Fee to bill clients on-line: $.20 per transaction plus 1.95% Workflow customizable - Yes, you can customize the workflow on different case-types. Activity Log - easy access history. Create Contact on the fly as creating matter - easy to create a Contact during the process of creating a matter. Intake form for new clients - Yes, can put a link on your website so new clients can fill-out a new client form, and that info will auto fill into the client's PP account. Time tracking timers - you can have multiple different timers open and running at the same time and assign them. Mobile App - there is no mobile App, but the site is mobile optimized. E-file integration - there is No e-file integration. Color assignments - there are up to 6 colors that you can assign to parties & roles. Task customizable - Yes, you can customize task flows. Easy to create and merge documents - Yes, it's very easy to create and merge documents with the program. PDF-auto convert - No, it cannot auto PDF convert a document. Create documents that can merged - Yes. This program makes it easy to create documents that can be merged. Support - Yes, support seems to be free. Notify client when upload a document - Yes, you can notify a client a document gets uploaded that you want them to review or be aware of. Email syncing - very good syncing with Gmail and Outlook. Emails linked to a matter - Yes. Easy to link emails to a matter. Client Portal - Yes.

CONS

The only thing that kept me from staying with PracticePanther, is that MyCase allows you to be able to set future billing to go out to a client(s) and forget it. PracticePanther has a bit of a 'workaround' if you get the client's Visa/Debit card on file, but many times clients are uneasy giving you their card number. With Criminal Defense clients that need to make monthly (or future) payments on a retainer amount, MyCase allows you to set-up future dates where a client will be emailed a bill, which they can tap on a button and pay on-line. This is the main thing that made me go with MyCase. But if not for that, I would have stayed with either PracticePanther or Smokeball. Smokeball had/has the slickest software for being able to send emails from (either) Outlook or Gmail, and a small window at the bottom allows you to connect that email to a matter. Smokeball's software also made/makes it very easy to sync a Word document with a Client/Matter.

Reason for choosing PracticePanther Legal Software

I ended up going with MyCase because it has the auto future filling of clients. But if MC didn't have that, I would have gone with PracticePanther or Smokeball.

Jeff

Legal Services, 1 employee

Used daily for less than 6 months

Review Source
This review was submitted organically. No incentive was offered

OVERALL RATING:

1

EASE OF USE

1

VALUE FOR MONEY

1

CUSTOMER SUPPORT

1

FUNCTIONALITY

1

Reviewed June 2019

Terrible practice management software

When you sign up, you'll get an invitation to a live webinar two weeks out. Totally unhelpful for someone trying to get up and running. I have been using PracticePanther for about one month, and I'm already considering changing to another PMS. The money I spent on PracticePanther is a sunk cost. I really think I should just cut my losses because if I don't, I'll end up spending a lot of time trying to manage and work around the software. I really don't feel like it's saving me any time at all. I would probably be better off with T-sheets, Quickbooks, and Law Pay only.

PROS

Clients can pay online. I honestly can't think of anything else to say.

CONS

Where do I start? The time keeping function is terrible. You cannot edit start and stop times. You cannot start and stop multiple timers in the mobile app. The software auto-saves frequently, and when it does, it moves the cursor in the entry to the end of the text. This is annoying. You cannot start a timer and then add the client-matter without causing the time to round up. The syncing with G Suite is bad. The software will not sync with all the fields in Google Contacts, and the "custom fields" in PracticePanther do not sync into Google Contacts. This results in a lot of duplicate data entry, which is what I was trying to void with practice management software. The software does not sync will with Google Drive well at all either. Apparently, you can't have any folders in Google Drive with the same name. For example, Client_01\general and Client_02\general would result in an error and none of your Google Drive documents will be visible in PracticePanther. The software billing feature is terrible. First, you cannot have multiple companies or entities tied to the same individual. Thus, if you have a contact who owns multiple businesses that are clients, you will not be able to list all those businesses under the client's name. To make matters worse, you can only email invoices to individuals who are listed under the company. I had to create multiple dummy contacts called "Accounts Payable" just so that I could email my clients their invoices. I ran out of space.

Vendor Response

Hi Jeff, Thank you so much for taking the time to join our team on a training call, and for discussing the features and functionalities you would like to see incorporated into the software on our follow up call. As mentioned, some of the functionalities, specifically regarding Google, are limited by our integration partners. However, we will, of course, update you if any of the discussed functionalities change at any point. We are constantly working on improving our user experience and your comments and feedback are greatly appreciated. Thanks again for your time, please feel free to reach out to us if there is anything we can help you with.

Replied June 2019

Tabatha

Law Practice, 11-50 employees

Used weekly for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed January 2024

Practice Panther is Perfect for Small/Medium Law Firms

PROS

Ease of use. The platform is user friendly and we love that it is integrated with LeadDocket.

CONS

There isn't anything that I really dislike.

Reason for choosing PracticePanther Legal Software

We liked the look of the platform and ease of use. It is very easy to navigate.

Reasons for switching to PracticePanther Legal Software

Integration with other products and more capabilities

Brenda

Law Practice, 2-10 employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed September 2021

Love PracticePanther

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.

PROS

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.

CONS

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.

Reason for choosing PracticePanther Legal Software

Price and ease of use

Reasons for switching to PracticePanther Legal Software

Had to upgrade every so often and had to log onto our server to use. With PracticePanther, I log in from anywhere.

LaJoyce

Law Practice, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed July 2021

Long Term PracticePanther User

It has been a wonderful experience.

PROS

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.

CONS

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.

Reason for choosing PracticePanther Legal Software

Ease of use, did not require me to hire independent contractors and the integrations.

Reasons for switching to PracticePanther Legal Software

Lack of technical support. In 8 years, I was never able to get the program to work in functional capacity.

John

Law Practice, 2-10 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed February 2020

Great product

Easy to learn. Easy access to tutorials and the help area is full of information. It has been a great decision to switch. I know that i have been able to capture more of my time and reduce time needed for billing.

PROS

I like being able to bill, take credit/debit card payments, and tell clients their balance with the app while in court. There are simple reports and a great dashboard to see how much is outstanding, to be billed, and the amount in my trust account. Practice panther has cut down on the time it takes for billing and made my office more efficient.

CONS

I print checks directly from practice panther, which takes several steps, but it makes it easy to add the cost to the client's billing. I would like the software to allow a report of vendors/payees' payments over various time periods as it does with tags and categories.

Reason for choosing PracticePanther Legal Software

quick books was overly cumbersome with numerous unnecessary features. Practice panther has needed features for a law firm that are not available in quick books. It is much easier to use than quick books.

Reasons for switching to PracticePanther Legal Software

I used to use quick books for billing, but it is not as geared to attorneys as practice panther. Contingency cases were especially difficult. Practice panther even has a feature for evergreen retainers.

Alexis

Law Practice, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed August 2019

Best practice management system I have used

I use Practice Panther as my main case managment system. My team and I LIVE on this software. It is far better than the alternatives I have used in the past and in other firms. We have it downloaded on all computers and phones for easy access in court at all times.

PROS

I like the intuitive interface, clean look, and the ability to customize my own workflows.

CONS

I would like to see a private server capability added in instead of having to rely on Box. One that we can access via VPN would be helpful. I wish we could add in a bit more automation customization. For example, I would like to be able to send my clients a customized email with attachments and helpful info before specific events, rather than the generic reminder email. I would also like the ability to create conditional logic in certain events.

Reason for choosing PracticePanther Legal Software

The main reason I initially chose it was price and interface look. Now I wouldn't change for anything because it is constantly evolving with my firm's growth and provides all the support we need.

Reasons for switching to PracticePanther Legal Software

There was much more functionality and customization available with PP than Abacus.

Haley

Law Practice, 2-10 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

3

Reviewed June 2020

The team at PracticePanther is Great.

PROS

They add features on a regular basis and have loads of training. The support staff is super helpful and if they don't know the answer they will try to find it. I understand that every system is different and every one has it's pros and cons. I really think once we utilize every single feature this program has we will be a much better law firm.

CONS

The email integrations phase in and out on working. It may simply be the plugin I have for Gmail but that can be a struggle.

Reason for choosing PracticePanther Legal Software

The pricing and some of the features. I think Cosmolex may have the accounting side better locked down but I liked the ease of PracticePanther.

Reasons for switching to PracticePanther Legal Software

Leap was far too expensive for what they provided.

David

Law Practice, 2-10 employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed November 2021

PracticePanther has helped keep my firm organized and grow

PROS

PracticePanther has helped keep my firm organized. We handle a large number of cases and we needed software that could help us manage them all, stay on top of tasks, and store information efficiently. PracticePanther has also been key in allowing for rapid growth in my practice. My favorite feature is the payment plans through PantherPayments. My collections are significantly higher than some of my colleagues and it helped simplify this process. We can easily set up payment plans that automatically pull funds from a credit card or bank account which means I don't have to spend a ton of time chasing clients for money that I could be spending on their case.

CONS

I started out practicing solo and quickly grew to more staff. Every firm has growing pains, so I was initially worried about acclimating new staff to PracticePanther. Thankfully, those hesitations were put at bay and we've been able to use the platform with ease.

Reason for choosing PracticePanther Legal Software

I researched several different software options, such as Clio, before making my final decision. I found that PracticePanther provides all of the same features as Clio and more, but at half the price. No other software in PracticePanther’s price range is anywhere near as robust.

Hugh

Law Practice, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

3

EASE OF USE

3

VALUE FOR MONEY

3

CUSTOMER SUPPORT

3

FUNCTIONALITY

3

Reviewed November 2020

good interface, terrible billing if you have more than 5 clients, and terrible reporting suite

average.

PROS

clients like the interface, auto posting of lawpay and accounts for trust versus other payments with ease.

CONS

The billing every month is SO PAINFUL. To review bills or edit them, you have to open every invoice in a separate window. There is no "next" button to review invoices like every other billing platform out there. When asked about adding this, the response from PP is they will check with the development team. Clearly their developers didnt actually try out invoice review/edits for more than a few clients at a time. This is not a good solution if you have more than 5 clients. The task management also doesnt send notifications to all those tagged in the tasks, and if you assign tasks but are not the one assigned to do them, you cant track the progress. So we are using Asana instead so now using two platforms instead of one integrated solution.

Reasons for switching to PracticePanther Legal Software

the customer interface appeared to be better, the reporting was allegedly better but have found that the reporting in PP is fixed, you cant customize reports that help with comp reporting.

Vendor Response

Hi Hugh, Thank you so much for your review, I can see how this would be helpful. Ease of use stands at the top of our priority list, so we always appreciate feedback from our users. We've received your request for this feature and the development team has been notified. Thanks again for your time, please feel free to reach out to us if there is anything we can help you with.

Replied January 2021

Noah

Law Practice, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed January 2022

Amazing Software

Fantastic experience. We started on the lowest pricing tier (which already comes with 90% of what you need) and as our practice grew and we wanted to add some additional efficiencies (like automating through Zapier and ToDoist, etc.), we slowly grew to the highest tier, which adds a lot more integration. Also, their customer service is great.

PROS

Being able to integrate all of the features expected of a legal management software in one, but in such a intuitive way.

CONS

Nothing. I am very happy with it. We've been using it for 2 years and they keep adding great additional features as we and other request them, but its still not clunky.

Reason for choosing PracticePanther Legal Software

We tested other products including Clio and MyCase and decided with Practicepanther. Its been great.

Robert

Law Practice, 11-50 employees

Used daily for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed June 2020

The First (and Last) Billing Software You Will Need

Our own experience for our firm has been fantastic. Support staff has been very prompt and helpful whenever we had a question. I have recommended the product to every attorney I know.

PROS

Our entire office, from attorneys to support staff to office administrator, have all commented how intuitive and easy the software is to use. There is no doubt that our attorneys and paralegals have become more productive from using this software. Also, the reports for A/R, billable time per user, and many others are extremely valuable. We are a new firm, and this is our first (and last) billing software for our office.

CONS

If there is one thing I am "disappointed" with, it would have to be the add-on we purchased from Law Tool Box for court rules. When we first started using it, the rules for Nevada (where we practice), were almost all incorrect, or useless for our civil litigation practice. Despite providing Law Tool Box with all of the information on the proper court rules that apply here in Nevada over a month ago, they have still not made those changes. We have not been able to use or rely on it for anything. A great concept, but not functional. Useless.

Reason for choosing PracticePanther Legal Software

I test drove Clio and Bill4 Time, but I didn't find them as functional or easy to use.

Aska

Law Practice, 11-50 employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

3

CUSTOMER SUPPORT

4

FUNCTIONALITY

3

Reviewed May 2019

User-friendly software but there are still room for improvement to effectively serve larger firms

(continued from Cons) This sorting function for customized fields will potentially save us a lot of time. (3) Tags are great features, but the ability to sort the data using the tag is very limited. When you search using multiples tags, the software only recognize it as Tag 1 "AND" Tag 2, and gives you data that has BOTH tags. For instance, it's only "Show data that has Tag A AND Tag B". You can't do "Show me the data that has Tag A OR Tag B". You can't search data that DOES NOT have the specific tag either. If the search function in Tags was more comprehensive, it will allow users to expand the usage of tags and give users more flexibility as to how we can efficiently search the data we need. Practice Panther Tech Support has been aware of the suggestions listed above. However, there has not been any update on the progress, and we do not know if these functions will be ever available. We definitely would like to see them implemented very soon. I am open to revise this review once these functionalities become available.

PROS

This software is intuitive, easy to navigate and very user-friendly. Tech support is promptly available and they are very patient. Practice Panther continues to make improvements on the software and they listen to their customers feedback. They have fixed our issues with our calendar being very slow to load. It's fast now and working very well.

CONS

There are still room for improvement in terms of features and functions. (1) The format (layout) of the calendar is not user-friendly for mid to large firms with more than 10 employees. Everyone's events are scattered across the calendar and overlap with each other which makes difficult to identify availability for specific staff. Events are displayed with different colors assigned to each staff. It's hard to follow 10+ different colors on computer screen and it is definitely not working for staff who are color-blind. It's really difficult to see who has appointments at each hour throughout the day. We suggested to have columns for each staff so that it only takes a glance to identify who is available when, just like how calendars are in Time Matters from Lexis Nexis. (2) Sorting function for customized fields is not available unfortunately. What makes this software great is the customization you can make to fit it to your exact needs. However, customized fields are not sort-able, and without the sorting function for the customized fields, data is not as valuable and usable as it should be. As a legal administrator who manages the data and runs productivity report for legal staff, we are currently spending a lot of time downloading the information from the software to MS Excel, sorting and manipulating the data in Excel, and finally coming back to the PracticePanther to make necessary changes within the software. (Continues to overall experience)

Tara

Used free trial

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed April 2017

PracticePanther has cut the amount of time I spend on my office management duties by about 65%.

Before PracticePanther my client information was all over my computer. I kept track of billable hours and financials in Exel, client emails in Google, and my forms (intake, representation, agreements, court filings etc) in Word. This meant in order to have everything as it pertained to a specific client in one place, I had to print everything out. And, I was using nonlegal software to send out billing invoices which lead to long hours of transcribing information from Excel to the service I was using. The rate of error of retyping information like addresses or agreements or billable hours into different software programs was high. I am a solo practitioner who does not have a clerk, secretary or paralegal. So after a long day of work, I then had to become the marketing, IT and accounting departments. I spent a lot of time doing things two and three times. I knew I needed a case management system but was afraid it would be too expensive or time consuming to learn. After doing my due diligence I found PracticePanther. Not only was PP one of the most affordable options out there, they had very intuitive methods of doing things so the learning curve did not take much time. Now anything and everything pertaining to a specific client is kept in one place. All billables, emails, evidence, representation agreements I even enter details of phone calls and meetings I have on matters in the Notes section for each matter so I have a documented history of what was discussed on what day. PracticePanther has cut the amount of time I spend on my office management duties by about 65%. I use that time to grow my practice, network or do pro bono work.

PROS

I love the IT help, the invoicing system and the templates feature. I had a lot of questions and needed a lot of help in the beginning. Being able to schedule times to discuss my issues with the IT guys at PracticePanther was great. The fact that they can take over your computer remotely so they can see what you see in real time is even better. Their response time to non-scheduled issues is pretty fast. I have also found their FAQs and how to videos to be extremely helpful but having a live person to speak with who can access your computer is just as good as having someone standing next to me while I work. The invoicing system is phenomenal. It keeps track of all of my client banking accounts. I can see at any time how much is in my IOLTA account, how much is in my operating account, how much a client owes, how much a client has paid and how much I have billed a client but not yet invoiced. I can do this client by client, matter by matter or as an overall total. LawPay is free if you sign up through PracticePanther which is awesome because it handles my credit card transactions and when a client pays, it automatically updates my invoicing and accounts. PracticePanther also knows how to deduct things from a client's retainer when sending out an invoice so you don't have to worry about that either. Their timing device feeds right into the system. It is awesome.

Zach

Law Practice, 2-10 employees

Used daily for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed May 2018

Easy to use practice management software with top-end functionality at low price

Easy of keeping track of deadlines and client contacts. Overall, the best practice management software I have seen for the price. I would say this performs better than CLIO (I've used it with ALL of the add-ons), way better than AMICUS and MyCase and similar to ABACUS. They need to add a matter pre-billing function to run attorney's fees reports and allow you to copy/paste e-mails into the matter, but otherwise this is a perfect solution for most practitioners. Unless you are using the rules-based calendaring in ABACUS or Westlaw's Firm Central, I have not seen a product that is nearly as useful on the market.

PROS

Unlike a number of the cheaper practice management software programs on the market today, Practice Panther has a wide range of functions within the software which are easy to use. Instead of just having "Tasks" or "to-dos", PP allows you to create Activities which can be "Events" "E-mails" "Phone calls" or "Tasks". On the Task front, PP allows you to set sub-reminders that can send you e-mails or text messages in advance, like say "7 days before," and "3 days before," for a filing deadline. I also think it is pretty fantastic that PP shows whether a time entry has been completed for EVERY SINGLE ACTIVITY marked "completed" or "in progress". This would be incredibly useful for practitioners (mostly civil) managing staff and trying to deal with staff not accounting for all of their time in billing. The "mail sync" function is also easy to use, and allows you to e-mail out of your native software (MS Outlook, GMAIL, etc) and simply "bcc" the client matter itself. When you do this, the e-mail is automatically saved into the matter. Almost every other program out there that I have used requires you to use their client messaging portal to get the same functionality. The templates are easy to use for creating documents to merge out of PP also. Think client engagement letters, releases, and basic letterheads that you use in every file. We don't use PP for accepting payments so I cannot comment on that portion.

CONS

1. Matter pre-bills or invoicing. In many civil cases there will be a time when you need to prepare a billing report to present to the court solely for a claim of attorney's fees. In other software that I have used, you can run a report for a set period of time or type of billing entries which will then create a printable draft invoice-looking document. You would then be able to slap an exhibit sticker on that document and use it for your attorney's fee request. I haven't found a way to easily do this in PP yet, and it seems like you would have to utilize a draft invoice which captures all time billed in the matter. I could be wrong. 2. No Batch Entry System for E-mails. PP has a GREAT syncing system that works with your native e-mail so you can BCC messages into the matter when you send or receive them. However, if you forget to include the mail-sync in your BCC line, or don't forward a message to the mail-sync, there is no easy way to subsequently get the e-mails into the matter in PP. What I mean is this: say you have a number of e-mails from someone that weren't saved into a client PP matter and instead lived in your Outlook before the client actually hired. You would have to manually forward each one of your emails to the mail-sync to get them into PP. Additionally, if you are a federal criminal lawyer and use CORRLINKS to communicate with your clients you will know that you can't forward out of that system. PP doesn't let you copy/paste emails so your stuck.

Daniel

Legal Services, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed October 2021

PracticePanther helps me complete tasks 5 times faster than before

We chose PracticePanther to modernize our paper-based and labor-intensive data reporting system that was 10 or 15 years old. It was very important for us to choose a product that was intuitive so that our employees could adopt it easily, PracticePanther is so simple that anyone can pick it up quickly. PracticePanther was also willing to help us customize our setup when onboarding, if we needed a change in the software to adapt to the way we do business, the answer was always yes. Since implementation, I am able to complete tasks using workflows and automations that would normally take a lot of phone or face-to-face time to work out, which means I save time and made my job so much easier.

PROS

Before PracticePanther, there was no aggregation of data that would allow me to analyze in real-time how we were performing, and we were leaving a lot of pennies on the table because of it. We were able to take an outdated, paper-based reporting system and modernize it. This allowed us to get a clear picture and make adjustments as needed. In a world where there is more remote work, it becomes more important than ever to be able to track those things so that your business is maximizing its profitability and efficiency with its employees.

CONS

The most stressful part for us was getting all the data into the system in a format that would work. Once it’s in there and rolling, it cuts down on so much work. There’s a little pain upfront, but you’ll find that with any software like this, that it takes a bit of time to get it right, once it’s in there you really do wonder how you lived without it.

Thad

Legal Services, 11-50 employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

2

EASE OF USE

4

VALUE FOR MONEY

2

CUSTOMER SUPPORT

3

FUNCTIONALITY

3

Reviewed July 2019

Slow and often times down.

When it's working properly, it is easy to use and intuitive. Unfortunately, it gets hung up a lot when you're trying to sort activities and task lists. It seems to be down quite often on Monday mornings. At least once or twice a month in the last six weeks or so. It's down right now (Tuesday, July 2, 2019) and my firm of 27 people cannot use the software. It was down last week for over an hour. Yesterday, it was getting hung up when I was trying to view the "task list" and there are several tasks that I needed to complete for my clients. In the past, the calendar kept getting hung up and our front desk team of three people had to keep our clients on hold for extended periods while they were waiting for the program to load. We went through their customer service channels and ask them nicely and with increasing urgency to please resolve the issue. Nothing happened until we posted a negative review and they fixed it within a day. Then they caused by telephone and asked us to take down the negative review. I'm starting to wonder whether they actually work weekends in order to do system maintenance of the program is not down during the week.

PROS

It's very intuitive which makes it easy to use. It integrates well with Law Pay.

CONS

It gets hung up a lot. The program is down for long stretches during the workday.

Vendor Response

Hi Thad, Thank you so much for your review. Ease of use stands at the top of our priority list, so we're glad to hear that you find PracticePanther to be intuitive. We pride ourselves with an uptime of 99.9% and we do apologize for any slowness you may have experienced over the past month. We have seen higher than usual spikes on the server and have implemented upgrades to scale our environments which should prevent these slowness occurrences in the future. Regarding July 2, there was a widespread issue with an application PracticePanther utilizes called CloudFlare that caused errors for some of our users. For immediate server updates, you can also subscribe to our Status Page to receive real time server status updates: https://practicepanther.statuspage.io/ We apologize for this inconvenience, understand your frustration, and appreciate your feedback.

Replied July 2019

Michael

Legal Services, 2-10 employees

Used daily for less than 12 months

Review Source
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed September 2019

Practice Panther Time Keeping and Billing for Attorneys

I have always been terrible at time keeping and billing. I have probably left Hundreds if not Thousands of dollars on the table by failing to properly keep track of my time and billing. With Practice Panther I am encouraged to keep track of my time and billing because it is fun and easy to do. And I am now on top of past due bills, who is paying on time, and when to prompt clients its time to pay up!

PROS

I really like two features the most. First, is the absolutely fabulous customer support that I receive. I get answers within less than 60 minutes from the time I contact them. Second is the ease of use. Practice Panther is almost intuitive in its use. If the answer doesn't jump out at you, there are tons of training videos available and the online customer help is spot on.

CONS

I use the basic Essential Monthly Plan. It is the lowest cost but the value is exceptional. I do wish I had some of the additional features in the higher priced plans but those don't fit my budget currently. Those features I can supplement with my own documents or programs.

Reason for choosing PracticePanther Legal Software

The alternatives were good but way more expensive and not flexible like Practice Panther. I can add additional users as the need arises without costing me that much more in program costs.

Reasons for switching to PracticePanther Legal Software

Tussman is a good program. But it is hard to set up the first time and if you make changes they do not always carry through. I very much enjoyed working with the folks at Tussman but dreaded having to input my time and work charges. Practice Panther resolved all of those issues for me. Even though Practice Panther is a subscription model software and Tussman is a single purchase software, I prefer Practice Panther.

Debra

Legal Services, 2-10 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed April 2020

Great, comprehensive law office management program

We transferred over from another database program in a period of a month or two. All our contact information was integrated in from the other system, as were our case matters and billing information. At first we bemoaned the loss of our old cumbersome system that we'd gotten to know so well over 20 years, but within a few weeks our outlook brightened up and within a little over a month, literally everyone in the office was so happy that we had made the changed. Now after a year or two, we couldn't be happier. AND, the customer service is really good, they call you back asap and always have answers. I'm sure we won't be changing this database program ever.

PROS

This is a really easy to use program, that covers everything from client information, billing, document management, time tracking, and reports that are actually used a lot and simple to both run and understand. It comprehensively runs our entire office and makes our jobs A LOT easier. Plus, it's accessible from any phone, tablet or computer wherever you are.

CONS

E-mails pose a little difficulty in responding back and forth, because you have to start a new e-mail each time, although it may be because we don't have ours set up right. But it's still workable, and when they are saved into the program, it's as clean and easy to use as the rest of the program.

Reasons for switching to PracticePanther Legal Software

First, because Practice Panther was on-line and our old system had to be logged in to from the office. Second, we wanted something smooth and quick and modern, which Panther is.

Terry

Law Practice, 1 employee

Used daily for less than 12 months

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

3

FUNCTIONALITY

4

Reviewed July 2017

Easy and efficient

Being a new firm and a newly solo practitioner, I wanted the most efficient way to do it all enter my time and expenses, invoice, communicate with clients, use intake templates, etc. More, I practice throughout Northern California and log a lot of travel time meeting with clients, attending arbitrations or court appearances, or at speaking engagements. With that, I needed easy access on my laptop or phone to a law practice management system. Previously, I did not have the ability to easily and quickly access a law practice management system. I also had numerous systems for entering time, tracking potential clients, invoicing, and the like. I love that I can use Practice Panther as a "one stop shop", even to pay bills, and that I can use it anywhere and on any device. It has made the hectic life of a newly solo and "on-the-go", mobile attorney much easier. I no longer have to worry about spending too much time on pesky administrative tasks.

PROS

Other than it being a "one stop shop" and the ease of accessibility, I have been impressed with Practice Panther's ability to respond to my specific needs. A significant amount of my work is for unions and clients with multiple matters. Initially, Practice Panther was unable handle invoicing and billing for an individual contact with multiple matters. However, I approached them with my needs and they created a "fix" to their system within a week. They also followed up to ensure that I was satisfied. I was certainly impressed by Practice Panther's speed and attentiveness.

CONS

I am still trying to learn all of the ins and outs. I need a bit more tutelage on the nuances. At times, customer service may not answer all of the questions, however, they have been very responsive to my needs once I call or make them known.

Jonathan

Law Practice, 2-10 employees

Used daily for less than 6 months

Review Source
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed January 2018

TOP NOTCH CUSTOMER SERVICE AND THEY CAN ADAPT TO MEET YOUR NEEDS!

PROS

The customer service reps are always available (through the website/app!) and are extremely flexible as far as meeting individual requests. The software overall is very intuitive and once the basic information is inputted, training other attorneys and staff is easy. The PracticePanther reps even offered to help with training and do individualized training as necessary! The iphone app is simple yet you can do everything on it you need to - right from court. I never have to worry about missing court dates or even reminders to review certain files or specific documents because in less than a minute I can have a task set, reminders set, and it will popup as I set it. The calendar syncs with Google Calendar and they imported all of our client contacts from Quickbooks Online, saving us many hours of data entry. We are getting into the more advanced functions like templates, workflows, and other automation and that's really where the software shines. You create the custom fields, you choose what information is important for every matter, and you can add-on as you are creating matters. The flexibility and ease of access to everything - including client files from DropBox, which can mirror any network - is unrivaled. Really happy we went with PracticePanther. The amount of time saved having customer care/customer service always available is invaluable. Highly recommended for law firms of all sizes.

CONS

Still working on getting the office transitioned from a paper filing and calendaring system to online. So the one suggestion I would have is to maybe have an app for the calendar that is independent from the phone app - similar to google calendar. Also, there should be a way to turn the default settings to "Do not email assignees" when a workflow is applied. But that's a tiny suggestion. Overall no major complaints.

Harold

Law Practice, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed February 2021

Law Office Management Software

PROS

This software is great right out of the box, so to speak; there is no box. But as I have needed something extra I have made suggestions and the company actually improves the program. New additions come up as other users make suggestions as well. The program is very intuitive and therefore easy to learn and use when you are a new user. But with time I have learned that it can do so much more than I realized at first. The customer support is great at teaching users how to do some new task and the You Tube training videos is a great way to learn how to make your practice more efficient using options that you might not otherwise know are available. Overall, this is the best law office management software I have used over the last 15 years.

CONS

Rarely, there have been times when I wanted to create a report that the program was not able to generate and I would need to export a current report to excel and then modify or add data to get the report that I needed.

Reasons for switching to PracticePanther Legal Software

Practice Panther was more flexible and could generate better data to help me manage my practice.

Dawn

Law Practice, 1 employee

Used daily for more than 2 years

Review Source
This review was submitted organically. No incentive was offered

OVERALL RATING:

1

EASE OF USE

2

VALUE FOR MONEY

1

CUSTOMER SUPPORT

1

FUNCTIONALITY

2

Reviewed January 2022

Does not respond and is not refunding payment

POOR! When I first signed up for them, they were great. You could get a person on the phone (which I am paying for) or a response within a few minutes. No Longer! They do not respond at all!!! I changed my subscription to monthly from annual. Yet they took the annual payment and they are not refunding it. They claimed first that they would refund it immediately and bill me monthly. Then they said they are applying the amount each month to the monthly bill. It costs more monthly so why are they keeping my money for annual and billing me monthly? Then they asked me for the plan i was on and the plan i am not on. I gave that info to them over a week ago. No response. You cannot get anyone on the phone. And they do not respond to support.

PROS

At this point, nothing. They are not responding via telephone nor their support online

CONS

My header changed and no state or zip code now appears. I did nothing to change it.

Reasons for switching to PracticePanther Legal Software

I will be switching as soon as i find another product and how i get my data out of their product.

Vendor Response

Hi Dawn - We apologize for the confusion with billing. Our team has since resolved this issue but if you have any other questions, please feel free to reach out to us at 1 (800) 856-8729 Ext. 2 or help@practicepanther.com for support.

Replied January 2022

User Profile

David

Verified reviewer

Law Practice, 11-50 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed September 2018

Midsize Law Firm with diverse practice areas

Our Attorneys love being able to access case data and records from anywhere, and I have been very happy with the development pipeline. The Panther team has been adding request features regularly since we began our migration over a year ago. They're based out of Miami, which was also a big selling point for our firm since we are located in Southwest Florida. Their support staff is incredibly responsive, even an issue requires escalation.

PROS

Our team has a number of favorite features, being able to access Box via the Panther Mobile app is a big one, and being able to shoot text reminders to clients about appointments and deadlines is another favorite, but how much time Panther has shaved off of our billing cycle is definitely the top. Using Panther, we have cut in half the time it takes to review and approve pre-bills, invoice the client, and get paid.

CONS

Being a larger firm and having migrated case management software several times already made the transition and adoption challenging. Practice Panther allows for very easy import and export of information as csv files, which is great for producing your own reports, but created a lot of front end work massaging data from the previous system in order to import into Panther. As of Summer 2018, the QuickBooks integration is a little basic and still needs some work.

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