PracticePanther Legal Software


 

PracticePanther Legal Software is a legal management solution for small to midsize practices specializing in areas including bankruptcy law, personal injury, divorce, estate planning, litigation, criminal law and many more. The system is offered primarily as a cloud-based solution and is both Mac and PC compatible. PracticePanther offers mobile apps for iPhone, iPad and Android users, allowing users to access the system remotely and sync data across devices.

Key features include case management, contact management, document management, calendaring and docketing, time tracking, billing and invoicing, and accounting. The solution provides users access to task and event workflows, credit card processing, notifications and chats and client portal. The system can be integrated with calendars and email, Dropbox, QuickBooks, PayPal and many more. Other features include contact management, document management, client portal, notifications and credit card processing.

Pricing is per month. Support is provided via an online forum, phone, email and chat.

 

PracticePanther Legal - Dashboard
 
  • PracticePanther Legal - Dashboard
    Dashboard
  • PracticePanther Legal - Calendar
    Calendar
  • PracticePanther Legal - Time entries
    Time entries
  • PracticePanther Legal - Invoice
    Invoice
  • PracticePanther Legal - Files
    Files
Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 8, Windows 10

208 Reviews of PracticePanther Legal

 

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Software Advice Reviews (15)
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Showing 1-15 of 15

Erika from Joseph D. Carney & Associates
Specialty: Intellectual Property
Number of employees: 2-10 employees Employees number: 2-10 employees

June 2018

June 2018

Great Legal Software

Ease-of-use

Functionality

Product Quality

Customer Support

Pros

Great online storage and portal communication. Customer service is fantastic. Online payment function is nice as well.

Cons

As of right now, I have not encountered any cons with this software. If there have been any glitches, they have been easily solved.

Review Source
 
 

spencer from THE S E FARRIS LAW FIRM
Specialty: Litigation
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2018

April 2018

Thank goodness for a one month money back trial!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

For our Personal injury practice, this one fell way short. As with most software for sale, the demos looked great but until you get your hands on it, you really don't KNOW if it suits you. I was disappointed that this didn't work for us as my whole team liked the developer and we never failed to get super fast responses. The risk free trial was just that, no ifs, ands or buts, they let us try and refunded my purchase.

Pros

Very nice, friendly folks. Responsive and honest to questions, even when the answer is not favorable to them. Integrates well with Dropbox, easy to work with your own directory structure.

Cons

The software simply didn't suit our personal injury practice. The demos led us to believe the software was way more than it was, and workflows and automation, two of our biggest needs, simply weren't met.

Review Source

  Response: David, PracticePanther Legal Software

Date: May 2018

May 2018

 

Hey Spencer, glad to see that your firm utilized our 30 day money back guarantee to see if our software was the right fit. I am happy to see that you received stellar customer service and transparent responses throughout the process. One of our raving fans has made a fantastic video on using PracticePanther for a Personal Injury Firm. Please check out the video below:

https://support.practicepanther.com/contacts-and-matters/matters/how-do-i-do-a-personal-injury-case-or-contingency-billing-in-practicepanther

Thanks again for giving us a shot and we hope to see you back soon!

 
 

Jonathan from Villalobos and Associates
Specialty: Criminal
Number of employees: 2-10 employees Employees number: 2-10 employees

January 2018

January 2018

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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.

Review Source
 
 

Maxwell from Law Offices of Maxwell Charles Livingston
Specialty: Employment
Number of employees: 1 employee Employees number: 1 employee

January 2018

January 2018

Very good product; helps me organize my cases and bill

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Very good at what it does. Very good with calendars, client integration, time billing and accepting/managing funds.

Cons

Would like it to do document timelines and more review capabilities, and do Bates numbering and send docs for e-signature without going through a third party

Review Source
 
 

Kai from Kai Jacobs PA
Specialty: Litigation
Number of employees: 1 employee Employees number: 1 employee

January 2018

January 2018

Practice Panther brought my firm and my work into the 21st century.

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

I think the inclusion of a dashboard on the opening page is brilliant. It's a constant reminder of where I am in terms of billing, invoicing, collections, and cash flow.

Pros

Ease of use (especially for invoice generation), integration of all work and office functions, and availability across all of my devices.

Cons

Based on my limited experience so far, I'm not sure I like (maybe because I do not understand) that matter and contact numbering and how or why those assignments are made or need to be input manually.

Review Source
 
 

Susan from KKOS Lawyers
Specialty: Corporate
Number of employees: 11-50 employees Employees number: 11-50 employees

January 2018

January 2018

Great program for Law Firms

Ease-of-use

Functionality

Product Quality

Customer Support

Pros

The ease of bringing all our client files and billing into one program. The Support staff has been amazing and very attentive to our requests.

Cons

We really dont have any Cons on the program, we are not your typical law firm so the program and support staff has been amazing for us.

Review Source
 
 

Sam from Presvelos Law
Specialty: Litigation
Number of employees: 2-10 employees Employees number: 2-10 employees

January 2018

January 2018

Exceptional Customer Service

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

User interface is very friendly. easy to navigate and be productive. Lots of instructional videos to help you navigate the program. Overall easy to integrate with whatever calendar/email/storage programs you're using.

Review Source
 
 

Leo from Katz Law
Specialty: Bankruptcy
Number of employees: 1 employee Employees number: 1 employee

January 2018

January 2018

They Make It Easy!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Prior to Practice Panther, I was unable to find a system that could help me communicate with my clients effectively, and keep record of all of my general firm accounting. After I signed up to Practice Panther, I was amazed at how it organized my files and the flexibility it gave me with the way I want to manage records.

Cons

There is not much that I could say that I disliked about the software. Only thing I would probably enjoy is if it was a bit cheaper for multiple users.

Review Source
 
 

Ava from Springer & Lyle, LLP
Specialty: Litigation
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

January 2018

January 2018

Support staff is extrememly helpful and patient.

Ease-of-use

Functionality

Product Quality

Customer Support

I really appreciate the patience of the support staff. I'm of a different generation and according to my sons I am severely technologically challenged. Even though I use a computer all day every day, I fear he is right. You guys put me at ease when I asked questions and I truly appreciate that.

Pros

Practice Panther has functions which, once I learn to use them, will hopefully make my job a lot easier and much less time consuming. As far as entering time and expenses, it's a breeze. Creating matters and contact is great too. I'm a Paralegal but also the Business Manager so the financial end is taking a bit more effort to learn. The support staff I've dealt with has been very knowledgeable and helpful all round. The fact that two out of the three had great people skills put me at ease and made me more comfortable with being open to trying new things.

Cons

It may be too soon to answer this question. Some functions I was told would be available are not. In Practice Panther's defense, that information did NOT come from you. It may have just been an idea of someone in our meeting; not sure. Once a couple of issues are corrected i.e. PP creates a "workable check template" so I don't have to waste money on new checks, our "Role" issue is corrected, and the learning curve is mostly over I will have none of the concerns I have at this time, probably only new ones. I have faith in all you youngsters when it comes to making things work. So get busy!! :-)

Review Source
 
 

Christina from Kempter Law Group
Specialty: Litigation
Number of employees: 1 employee Employees number: 1 employee

January 2018

January 2018

Stop Here- This is the best case management out there!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Love the ability to upload from Box or Dropbox- and QuickBooks. This management program is so much better than I expected.

Pros

Takes a minute to learn but it’s intuitive with lots of hints and help boxes for everything! Plus training and chat options if you need more assistance- I love it!

Cons

It’s hard to come up with Cons for this case management software. Time is needed to learn but help is always available.

Review Source
 
 

Mandy from Georgia Probate Lawyers Moyer, LLC
Specialty: Estate Planning
Number of employees: 1 employee Employees number: 1 employee

January 2018

January 2018

PracticePanther is a POWERHOUSE

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I really appreciate the support provided by the customer service team!

Pros

Ease of use, and value. If you dedicate a little time on the front end, this program can save you a ton of time in the long run.

Review Source
 
 

Katelyn from One Accord Legal, LLC
Specialty: Divorce
Number of employees: 1 employee Employees number: 1 employee

January 2018

January 2018

Great Software

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

The software is very intuitive and easy to use. PracticePanther has clearly thought of the details to make day-to-day practice so much easier. I highly recommend this software!

Pros

Document automation is AMAZING. Once you have your templates uploaded and custom fields set, it can cut down your drafting time by a lot. As a new solo practitioner without a paralegal, this is invaluable.
The customer service is fantastic. The software has a chat feature where you can type a question if you cannot find the answer in their extensive help center. I always receive a response the same day, and usually within a couple hours at most. The help center is quite extensive, and has both videos and text articles.
I love the invoice reminders feature. It is automated, so I don't have to remember to send an email to a client if they have not paid!

Cons

Some of the "syncing" features are not actually syncs. For example, the sync with Outlook's calendar requires that you invite your PracticePanther calendar. It does not communicate directly with Outlook. Same with LawPay. If you enter a payment through PracticePanther, it will sync with the software; if you send the LawPay link directly to the client, it does not record that as a payment in PracticePanther.

Review Source
 
 

Jerry from Jerry L. Carlton
Specialty: Real Estate
Number of employees: 1 employee Employees number: 1 employee

January 2018

January 2018

PracticePanther Legal Software Review

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

One of the customer rep was very helpful. Would like to work with him again for other support or training.
I would really like if you had someone who would do some of the setup for templates, intake forms, etc. for me for a reasonable charge.

Pros

Provides some things I need for calendaring and contact management. Learning more about how to use it for matter management and other features like the templates, intake forms, etc.

Cons

I would like to see the calendar/tasks reminder feature be exactly like Outlook - which has a lot more options, and sometimes I want the reset of the reminder to be 1 week or 2 weeks out.

Review Source
 
 

Carla from C.A. Goldberg, PLLC
Specialty: Litigation
Number of employees: 2-10 employees Employees number: 2-10 employees

January 2018

January 2018

Easy, communicative training

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Jesus was amazing! I'm not allowed to screen share and he had to verbally explain everything to me and he did so, perfectly!

Pros

Super eaasssyyy to use!
Visually appealing
Lots of attentive customer support
Lots of training videos

Cons

Lack of InfusionSoft integration through Zapier. We use InfusionSoft to manage our leads and must now think of another option.

Review Source
 
 

Esther from Sanders & Associates PC
Specialty: Litigation
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2017

September 2017

Misled by sale.... customer service has been horrible.

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

Service is horrible. I understand that there have been hurricanes that have affected the ability to work. However, we are in the process of transferring weeks before the hurricane. now that the contract is signed, they are much less "helpful" and telling us it will be a couple weeks before they can get back to us. In the meantime, I am continuing to pay for another database service at prime cost because Practice Panther didn't assist in getting the information from our prior database, as they led me to believe they would be doing.

Pros

Unsure... Haven't been able to get Practice Panther to work with us to get the data imported, or the product to fully function, for over a month now.

Cons

The inter-office messaging doesnt' allow for a group message. The inter-office messages come and go so they told us to sign up for Slack... but the ability to message was one of the primary reasons we went with Practice Panther instead of another service.

Review Source
 
 
 
Showing 1-20 of 193

Catherine from IP WORKS, PLLC
Number of employees: 2-10 employees Employees number: 2-10 employees

June 2018

June 2018

Better than Clio, Better than anything on the market, Fast and Easy!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Many saved hours and freedom from frustration! Peace of mind seeing my trust balance and $ due/ $ paid on the dashboard.

Pros

Fast, easy to use, intuitive program, excellent, responsive customer service. After struggling with software that was too oriented to litigation law firms and didn't work for my IP practice and use of flat fees, software that didn't give me the reports I needed to run my business, and software that took me 2 hours to create invoices that displayed what I needed them to display, I found Practice Panther. It tells me what I want to know when I want to know it, and invoices are so quick and easy to create and customize on the fly. Perfect syncing with Quickbooks also keeps data entry at a minimum. Answer to my prayers!

Cons

There are still one or two reports I haven't figured out how to create; and I am still unsure how to work with PP and Quickbooks when it comes to billable expenses paid by credit card. I suspect these "cons" have more to do with me learning some of the more advanced, newer features, particularly dealing with cost accounting, and less to do with limitations of the software.

Review Source: Capterra
 

Brad E from Hogan Legal, PLLC

June 2018

June 2018

Excellent organization and easy to use

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Just how easy it is to do what you need to do. For instance, need to add time to a calendar entry? A link pops up as you hover over the entry. Perfect.

Cons

I have had no problems using PracticePanther - it's just to intuitive. If there is any issue, it is that there is a minuscule loading time every once in awhile.

Review Source: Capterra
 

Truett from Canady & Canady, Attys.

June 2018

June 2018

A little pricey but great software

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

I love the online storage and how easy it is to use the software from the start. Customer service is quick to respond as well.

Cons

Monthly expense is high for a solo firm, but it gets the job done. Customer service doesn't implement suggestions for changes very often.

Review Source: Capterra
 

Cayla from HARDER LLP
Number of employees: 11-50 employees Employees number: 11-50 employees

June 2018

June 2018

Great legal management software!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Working at a small sized practice, this software is great for our litigation firm. We use it as a cloud-based service and it's very convenient that we can access this software from other tablets, phones, and devices. I also enjoy that this software can be integrated with other programs, such as Dropbox and Quickbooks.

Cons

It would be easier if there were some additions where we wouldn't have to go through a third party, such as Bates numbering or a group-messaging system.

Review Source: Capterra
 

Kimberly from Hansen Law Office, PLLC
Number of employees: 1 employee Employees number: 1 employee

June 2018

June 2018

Excellent! Seamless functionality across platforms. Portal communication is terrific!

Ease-of-use

Functionality

Product Quality

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value

Easy case management, access 24-7, web-based tool that I can access across multiple devices (and I do).

Pros

Ease of use and the overall look of the display. It's pleasing to the eye and easy to navigate. The portal is excellent as well. The training videos are a terrific way to see the new functionality as it's rolled out.

Cons

Nothing. Anytime I hit a snag, the online resources are available to bail me out. I've referred Practice Panther to other solos and they've signed up as well.

Review Source: Capterra
 

Craig from Law Office of Craig A. Darling, Inc.

June 2018

June 2018

My office began utilizing practice panther several months ago and all are happy!!!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I very much enjoy virtually all aspects of this software and my law firm is happy to be working with practice panther.

Pros

I like the reminders, the ability for clients to pay online, the record keeping, and many other aspects of this program.

Cons

At this point, we have not encountered any problems we could not solve by ourselves or with the help of practice panther staff members. So far, so good! No problems!

Review Source: Capterra
 

Michael from Argent Place Law,PLLC
Number of employees: 2-10 employees Employees number: 2-10 employees

June 2018

June 2018

After years of begging them for real fixed price billing, I'm giving up.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

It was a good start to law firm management, now I need something that works like a law firm needs to work, not force my law firm to work like the software wants me to.

Pros

It's easy to learn the basics. The calendar is good, it's helpful that they show tasks there. Searching is great. It's totally adequate if all you do is bill for time and integrate with Quickbooks.

Cons

Panther has no report on Items (e.g. how much of your revenue is from Document Drafting vs Litigation). To get such a report, you MUST integrate with Quickbooks. But the biggest problem is that Fixed Price billing (what they call "Flat Fee") is worthless.

Fixed Price billing was clearly an afterthought, and their implementation has not changed at all since the early days when I started using it: 1) It does not let you assign an Item as you can with time entries, so you can't easily tell Quickbooks that a Fixed Price invoice was for a trademark application, not doc review; 2) You can't assign a lawyer to a Fixed Price billing, so you cannot get a report to help you pay everyone proportionally to their Fixed Price billings; 3) Fixed Price matters become immediately billable even if no work has been done, so you must manually keep track of when it's time to invoice for a Fixed Price matter, and there's no report on billable Fixed Price matters; 4) When entering time on a Fixed Price matter, there's way no way to check whether you are about to exceed the budget, and no way anywhere to compare budgeted vs actual.

If you're a modern firm moving to fixed price as much as possible, you'll spend a LOT of time looking for work-arounds, and you'll find that implementing your work-arounds will chew up any time saving you might have gotten from using the rest of the software.

I can't wait to change to software that does Fixed Price right.

Review Source: Capterra

  Response: PracticePanther Legal Software, PracticePanther Legal Software

Date: June 2018

June 2018

 

Hey Michael, thank you for your honest feedback.

I am glad to see that when you initially signed up for the software, it was a good start to law firm management for you and that it was easy to learn.

As the legal industry evolves and changes we will be right there with it. We do have flat fee billing per matter. We also have a form of item priced billing per matter and we will continue to add new features and improve upon it. This is something that our product development team has been actively looking into and we are well aware of the needs for this kind of billing. I can assure you that your voice is heard and we have taken your suggestions seriously.

We will be in touch, we have a lot of exciting updates on the horizon.

 

Kate from Law Offices Katie D. Fletcher

June 2018

June 2018

I have doubled my efficiency (at least) since starting to use Practice Panther

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

efficiency, peace of mind, and organization

Pros

For me the reminder/task/calendar system has been the biggest benefit. The time keeping has also allowed me to be sure and capture all of the time I spend on a client's matter. I can start the timer on my phone as well if I'm away from the office.

Cons

I haven't explored everything that the software has available so haven't found any cons yet. It is a learning curve, of course, and there is so much more to learn but I still have a practice to run.

Review Source: Capterra
 


May 2018

May 2018

Simple and helpful!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

I just opened my own firm and had no idea how to manage my time, client list, conflicts, or billing. I was a prosecutor before and never had experience with billing. It kept me up at night worrying about how to handle this part of my practice, and so far, it has been the easiest part! I love the timer function, the bill generator, the LawPay access and benefits, and the dashboard. I can't tell you how much I appreciate the emailed bill option - and that it tells you when the client opens that bill! - and the ability to sync calendars and bank accounts. I'm very happy with this service and the attorney I office-share with can't believe this software is available for the same price she pays for her billing program, which offers much less and isn't as user-friendly or intuitive.

Cons

Frankly, I'm not utilizing everything because there is SO MUCH available, and that isn't on PracticePanther. Between running the business and working on cases, I haven't had enough time to really work with customer service on accessing every function with this program, but they are always available when I do have questions or want to learn a function! So I guess I'm saying - I like it all!

Review Source: Capterra
 

Nancy from Pridgen Law Inc.
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2018

May 2018

PracticePanther is practically perfect. It is super intuitive and easy to use.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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Functionality
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Quality
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Support

Excellent functionality to run my law firm.

Pros

PracticePanther has most all of the functionality I need in software to manage my law firm. From day one, it had me up and running. The functionality is exceptional and the integration with other products (like LawPay and Dropbox) are quite helpful.

Cons

If I had my preferences, the software would also have a bookkeeping or accounting function (or perhaps integration with online banking at major banks), which I imagine should not be difficult, given the functions it already offers. But perhaps I am asking too much.

Review Source: Capterra
 

Laura from The Law Office of Laura Harvell, P.C.

May 2018

May 2018

Excellent and intuitive product

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Organization

Pros

I like the quick links to create new matters, contacts, etc. , and I like the straight-forward organization of the Dashboard.

Cons

I do not like the frequent pop-ups from customer services reps. I appreciate the emails with suggestions for support and online assistance, but not the instant-message-style pop-ups when I am working.

Review Source: Capterra
 

Michele from Turner O'Connor Kozlowski

May 2018

May 2018

Ariel was great!! Very helpful, patient, knowledgeable and followed up after our phone call.

Ease-of-use

Functionality

Product Quality

Customer Support

Ease-of-use
Usability
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Functionality
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Quality
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Pros

Too soon to truly evaluate since we've only been using the system for several weeks. I do like what I'm see so far.

Cons

Too soon to truly evaluate since we've only been using the system for several weeks. I know I DO NOT like the calendar. Not user friendly at all. Can't customize it.

Review Source: Capterra
 

Zach from Brandon Sample PLC
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2018

May 2018

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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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.

Review Source: Capterra
 

Veronica from Yew Immigration Law Group

May 2018

May 2018

I would say, the ease of troubleshooting with the customer support guy, made things easier!

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Pros

The fact that I can sync and integrate other applications makes the service seem well-rounded. Plus the customer support from rep, was patient and spot on. He did a great job figuring out the calendar sync.

Cons

Probably the fact that the sync wasn't working the first time was a little annoying. I understand mild errors occur, so i'm definitely not putting down the whole software.

Review Source: Capterra
 

Traci from Vercande Law PLLC

April 2018

April 2018

Incredibly user friendly, with amazing and responsive technical support and "help" features.

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Pros

The product is extremely user friendly, and each feature is linked to other features in a manner that allows work to flow seamlessly. The books were easily linked to QuickBooks for use by our accountant. The system was very easy to learn, which eliminated the downtime caused by a frustrating learning curve. and as noted above, if there was ever any confusion, it was immediately and effectively resolved.

Cons

We had some difficulty figuring out how to credit or apply write-offs to client accounts, but again, fairly easily resolved with assistance from customer service.

Review Source: Capterra
 

Steve from Antini Law PLLC

April 2018

April 2018

New user, so limited experience thus far, however, superb onboarding, great support.

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Pros

UI, ease of use, intuitive, features are spot on and not filled with useless garbage that only end up cluttering workflow

Cons

Wouldn't mind the option for secure cloud based native file sharing within the software itself as opposed to relying on DB or Box.

Review Source: Capterra
 

Sofia from M Legal Australia

April 2018

April 2018

A well designed CRM and so far, we cannot be happier with the product

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Part of M Legal's mission is to stay innovative. Practice Panther (PP) as a case relationship management (CRM) tool has redesigned how the firm works overall. The user experience from the moment a client logs onto our website, uses the embedded intake form, to create a client profile to PP is seamless. This is just one of the time-saving tools we have discovered.

This automated way of working and being able to integrate systems has forced M Legal to rethink how we work and more importantly, how to we can simplify our working processes. This has been a real game-changer for the business.

While many of us worked with CRMs in the past, most of them were clunky and stand-alone systems that could not work with other applications or software. PP has made managing clients much easier, where our lawyers are in control from the moment a case is initiated, all the way through to billing clients. This has also given a level of transparency across the practice as lawyers can pick up any file from where the last person left off and delegate their work during absences. This transparency was a key selling point for us as we believe it is a core component of running an effective law firm.

Pros

The user experience from the moment a client logs onto our website, uses the embedded intake form, to create a client profile to PP is seamless. This is just one of the time-saving tools we have discovered. This automated way of working and being able to integrate systems has forced M Legal to rethink how we work and more importantly, how to we can simplify our working processes.
While many of us worked with CRMs in the past, most of them were clunky and stand-alone systems that could not work with other applications or software. PP has made managing clients much easier, where our lawyers are in control from the moment a case is initiated, all the way through to billing clients.
We have experienced our fair share of poor technical support teams when using other software programs. With PP, despite the time differences between Miami and Sydney, their technical support team are always available, whether it is through the chat portal, email or by phone. Each technical person is professional, knowledgeable and continues to take care of your matter until it is resolved. Further, they always have something new to teach you about the PP system on each call. I cannot express how impressed we are, with what we consider as stellar service from this tech support team.

Cons

Naturally, a product such as this is not going to have universal application across all legal fields. I would say that in the immigration space the status of a case is really important, so having a status bar that is customisable would be a feature that could be improved. Also, a lot of our data from clients are taken from in-take forms - we require intake forms that are easier to build and that have the capability of storing more information. While these are work in progress type issues, this certainly does not take away from PP's product, which we believe is a well designed and thought through CRM system.

Review Source: Capterra
 

Wendy from Sisters At Law

April 2018

April 2018

Easy to use

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Pros

User friendly, layout is similar to social media and feels familiar, it does not allow me to forget assigned tasks ever.

Cons

I would like the ability to send messages to the attorney inside of an assigned task instead of only leaving notes on the task/matter. I want the attorney to receive a message through the task assigned and receive a notification of said message as to eliminate emailing through gmail.

Review Source: Capterra
 


March 2018

March 2018

One of the best billing tool for lawyers

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Pros

This is one of those product which solves all your needs with respect to legal billing . A must have , recommended.

Cons

I don't see anything which is not good in this software. The company can surely work on increasing the features.

Review Source: Capterra
 

Nicole from Avila Law PLLC

March 2018

March 2018

Love it!

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Pros

Before practice panther, Avila Law operated with spreadsheets and databases that required duplicate and sometimes triplicate data entry, taking up a lot of time and effort, and making it very easy for administrative issues to fall through the cracks. We finally made the jump to PracticePanther and are very happy that we did, as we now only need enter things once into the system, and it is very easy for us to keep track of payments made, amounts owed, communication with clients. We are working on automating our practice, and look forward to using more of the features PracticePanther has to offer, like workflows, to tailor to the immigration law context.

Cons

I wish there were more integrations for immigration forms softwares, since the existing one is newer and buggy.

Review Source: Capterra

  Response: PracticePanther Legal Software, PracticePanther Legal Software

Date: April 2018

April 2018

 

Hey Nicole, thank you so much for the review. Glad to see you confirm our system as easy to use, we do take a lot of pride in that fact. We will have a support member reach out in regards to your integration to make sure everything is brought up to speed. We would also love to hear from you about any other software to integrate with.

Looking forward to hearing from you!

 
 
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