About PracticePanther Legal Software

PracticePanther Legal Software is a legal management solution for small to large practices specializing in areas including bankruptcy, personal injury, family, divorce, estate planning, litigation, criminal law and many more. The system is offered as a cloud-based solution and is both Mac and PC compatible. PracticePanther offers mobile apps for iOS and Android users, allowing users to access the system remotely and sync data across multiple devices.Key features include case management, contact management, document management, calendaring and docketing, time tracking, billing and invoicing, trust accounting, CRM and payment processing. The solution provides users access to task and event workflows, credit card processing, notifications and chats and client portal. Th...


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352 Reviews of PracticePanther Legal Software

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November 2018

User Profile Picture

Scott M. from Welch Law LLC

Verified Reviewer

Company Size: 1 employee

Industry: Law Practice

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

November 2018

Amazing program!

I bought this program when I first opened my practice about 2.5 years ago. I knew going into my own firm that I wanted a comprehensive client management tool. After spending hours online reviewing various programs, I decided to give the 30-day free trial a shot. I think I purchased the monthly subscription immediately after starting to use the program. Since that time, I have built on my knowledge, incorporating the MailChimp and QBO features first, then started learning how to streamline my document preparation through the template feature. What would have previously taken me multiple hours a week to manage, now takes minutes.

Pros

PracticePanther is intuitive and very user friendly. It has a ton of features that expedite minuscule tasks and free up admin time. It syncs with all my favorite resources, like QBO, MailChimp, and Box, making communication with clients a lot easier and keeps routine mailings operational. If you use a lot of form templates, the template builder is a major time saver and cuts down on user error and oversights. I use this program every day in my law office and am very grateful for how easy it is. Even better, the customer support team is phenomenal. I rarely have any issues with the program (it is easy to use), but when I run into something I need help with, a quick message to the PP team is responded to within minutes and the problem is solved or at a minimum I am given an update and expected time of completion. I couldn't recommend this program more to a solo or small legal practice.

Cons

Nothing, the team is constantly updating its software and programs that it connects to. They provide online videos to help and I frequently learn of new ways to use the program from regular updates by the team.

Response from PracticePanther Legal Software

Replied November 2018

Thank you so much Scott for the extra kind feedback!

February 2020

John from John R. Tatone & Associates

Company Size: 2-10 employees

Industry: Law Practice

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

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.

Reasons 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.

April 2021

Scott from Anderson Estate Planning, PLLC

Company Size: 2-10 employees

Industry: Law Practice

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

4.0

Functionality

5.0

April 2021

Practice Panther Review

Pros

The ability to have multiple functions for our office on one platform.

Cons

Missing some features that would be helpful, including the ability to: (1) click and drag entries around when creating workflows; (2) click on a contact's address and to activate a GPS provider for instant directions; and (3) click on a phone number and have PP dial the number.

June 2019

Jeff from Percipient Law PLLC

Company Size: 1 employee

Industry: Legal Services

Time Used: Less than 6 months

Review Source


Ease-of-use

1.0

Value for money

1.0

Customer support

1.0

Functionality

1.0

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.

Response from PracticePanther Legal Software

Replied June 2019

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.

February 2021

Harold from Peak Legal Group LLC

Company Size: 2-10 employees

Industry: Law Practice

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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.

August 2020

Tobechuku from Nwahiri Law, PLLC

Company Size: 1 employee

Industry: Law Practice

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

August 2020

Sole Practitioner That Needed Organization

I love it and I love all the possible intergrations.

Pros

Helps me manage my solo practice all by myself. My clients are satisfied with their client portal and ability to send me messages.

Cons

I would like to be able to make payment plan invoices for my clients, so I do not have to remind them to pay every month. Most clients would not want to set up automatic payments, so with payment plan invoices, it would help alot and relieve the burden of reminding clients every month, that a payment needs to be made.

Reasons for Choosing PracticePanther Legal Software

The many possible integrations and ease of use.

Reasons for Switching to PracticePanther Legal Software

Product deleted some of my info and there was no one to help.

June 2020

Robert from McBride Hall

Company Size: 11-50 employees

Industry: Law Practice

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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.

Reasons for Choosing PracticePanther Legal Software

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

September 2020

Dawn from DeMaria, de Kozan & White

Company Size: 2-10 employees

Industry: Law Practice

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

4.0

Customer support

5.0

Functionality

4.0

September 2020

Honest review by long-timer user

The customer service and instant contact with support is phenomenal. If ever a software group was to learn and incorporate customer feedback into upgrades, it's Panther. Owned by attorneys, so they know what is needed for efficient software.

Pros

We switched from a non-windows type software to Panther and it was a breath of fresh air. Very user -friendly and logical.

Cons

Switching from our old software to Panther was very difficult. Panther was not able to migrate over our documents from the old software, but rather we did a data dump to an external searchable file.

Reasons for Choosing PracticePanther Legal Software

Easy of use, great customer support and price.

Reasons for Switching to PracticePanther Legal Software

Tiny font, limited reporting features with additional purchase, no CRM, etc., etc., etc.

May 2019

Brad from ID Projection

Company Size: 2-10 employees

Industry: Marketing and Advertising

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

May 2019

Best in class legal software

Pros

PracticePanther is a 360 solution for your law firm. Its built on a robust API that allows you to connect to other tools to increase your productivity.

Cons

Similar to Clio, and other competitors, there is simply a lack of certain features, but the team is eager to learn of our needs and works to implement updates as quickly as possible.

Reasons for Choosing PracticePanther Legal Software

PracticePanther is forward thinking and Clio seems to operate in a more defensive, retroactive manner.

November 2020

Cassandra from Cake Criminal Defence

Company Size: 2-10 employees

Industry: Legal Services

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

November 2020

Love It

Pros

Payments and A/R's are easy to keep track of. It is right on your dashboard as soon as you sign in and it is so simple to keep track of.

Cons

Nothing really that I can think of that I "dislike" about this software. I find it extremely user friendly and easy to get the hang of.

Reasons for Switching to PracticePanther Legal Software

Started a new Law Firm with my boss and I was in charge of picking "whatever I wanted" so I decided to try something new and so happy that I did!

August 2019

Alexis from Right Law Group

Company Size: 2-10 employees

Industry: Law Practice

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

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.

Reasons 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.

May 2019

Aska from Vazquez & Servi, P.C.

Company Size: 11-50 employees

Industry: Law Practice

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

3.0

Customer support

4.0

Functionality

3.0

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)

May 2018

Zach from Brandon Sample PLC

Company Size: 2-10 employees

Industry: Law Practice

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

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.

April 2018

User Profile Picture

Sofia from M Legal Australia

Verified Reviewer

Industry: Legal Services

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

5.0

Functionality

5.0

April 2018

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

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.

April 2017

Tara from Neon Esquire, LLC

Time Used: Free Trial

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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.

July 2016

Michael from Argent Place Law, PLLC

Company Size: 2-10 employees

Industry: Legal Services

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

July 2016

Great and improving all the time!

This is an update to a previous review I made. The folks at Panther are impressive. They've taken recommendations I and others have made and implemented them; they've quickly addressed issues I've had; and they are always courteous and responsive. The overall layout has vastly improved since my first review, and looks downright beautiful. We live by the search feature and it now works on custom fields. Custom fields can now also be listed in reports. You can now group custom fields so that you may show only those fields in a matter or contact that pertain to their specific situation. We have structured Panther so we can use it as a basic CRM...which is an immense work-flow savings for us. We asked for Dropbox integration and what they produced is perfect (considering the limitations of Dropbox). Time keeping is a snap and reachable from any screen. We asked to be able to a log call without assigning it to a matter, and they changed that so now we can. The tasking feature and its integration with the calendar is fantastic, I could not service so many clients without it. And the Panther folks have taken it on themselves to make some minor changes that have made the workflow of using the program much faster than in my previous review. I now can answer the question I posed in my earlier review of whether I love or hate Panther: We love it. I admit that it's not perfect (a couple of basic features in billing need to be addressed before I am willing to use that portion of the program), but Panther saves us many hours a week. I tried many firm management products before settling on Practice Panther, and I am glad I stayed with them. It's already better than the others, and it keeps getting better all the time thanks to their team. You cannot go wrong choosing Practice Panther. Final note: To my surprise one lawyer told me Panther seemed expensive. Really?! It seems well priced to me, and if you try to save a few dollars a month with some inferior product you will pay dearly for that choice in lost time.

Pros

Beautiful layout, easy to use, functions as a basic CRM, matter and time management, and billing program all in one.

Cons

Flat fee billing is not well thought out, and the billing module presents clients with a reckoning of my operating account as well as their trust account. (I understand Panther may have made the operating account info optional by now, or that is in their near term plan.)

June 2020

Haley from Athena Legal Group PLLC

Company Size: 2-10 employees

Industry: Law Practice

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

5.0

Functionality

3.0

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.

Reasons 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.

December 2017

User Profile Picture

Thalia from Radey, Warren, & Wynn

Verified Reviewer

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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.

Response from PracticePanther Legal Software

Replied December 2017

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!

July 2017

Richard from Law Office of Richard L Filiberto

Company Size: 1 employee

Industry: Law Practice

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

July 2017

Simple sophisticated software that will simplify your practice

This is a complete solution for my practice. I am a single solo so the document automation, notes, time entries and billing are a great way to save time and effort.

Pros

One of the best features of the software is not so much a feature but the logic employed in designing the flow of data. I have used a number of the more popular programs and can heartily recommend this as the best I have found. The ease of use makes it a top choice if you have staff that will use it. I am a single solo and it is not one of my concerns yet. But, I can't see anyone not understanding the flow of information. The automation is superb. Document assembly is easy and logical. One of the best features is the Forms generator. Email the form to your client or prospective client - they fill it out - and it goes right into your data. No need to waste time inputting names, addresses, phone numbers, email addresses, and any other data you would like to have handy in your file. Tracking time is a breeze as is generating invoices, tracking retainer accounts, tracking trust accounts and more (I find the accounting component more than meets my needs). Over time you will come to rely on the information in the program over the physical file. It has become my organizational hub for all that I do.

Cons

I would like to see a thick book explaining all the capabilities and limits. The support people are great and can answer any question - I just like to read it and push the software to its limits. I have used PP for some time - moving to another package for some time. At twice the price - it did less. In my brief time away the product dramatically improved & I am back and very happy.

April 2017

Joseph from Joseph R. Morris, PC

Company Size: 2-10 employees

Industry: Law Practice

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

April 2017

Great Product!

I recently switched to PracticePanther after 20 years using different version of Amicus Attorney. While Amicus helped me to keep my practice moving for years, the lack of continuing support for the product and meaningful changes caused me to start looking at alternatives. After researching the current crop of practice management programs and downloading several demo's, I ended subscribing to the PracticePanther team. The first reason I chose PP was the fact that I was able to create "workflows" that automate a ton of the tasks required for several practices areas. For example, a new misdemeanor criminal case can have the misdemeanor workflow that I created applied and all of the steps for the cases are automatically generated. The scheduling of the first client meeting, initial hearing, filing of our appearance, requesting discovery, sending discovery, attending the pretrial conference, plea meeting with client and change of plea hearing all become tasks or calendar events with just the touch of a button. My assistant then just needs to coordinate the dates for all of the auto-generated tasks or events in order to have the file completely organized. The workflow also assigns the responsibility for completion of tasks automatically to me or my staff so we all are reminded of what needs to take place next. The second selling feature for me was the automated email and text-message reminders that can be generated to the client (and to staff if desired). I like that I receive a text reminder from my dentist's office and wanted something similar. For all events that I create within the workflow, I can assign the reminder details. This has significantly lowered the number of no-shows that I have for office meetings and court hearings and reduces the staff time that was spent before calling to remind clients of court dates and meetings. The third key feature that I really wanted was the secure client portal feature. The portal allows me to hand incoming clients an Ipad to have them fill out their intake information that we would need to create a new client file. Once the client has completed the information on the Ipad, it automatically creates a new contact within the PP system and we can then easily generate a new matter if we are hired. For clients that we choose to work with, they are also sent an email invitation to open their secure portal, thus allowing them access to their online file within the PP system. Clients love it.

Pros

Great tools, great automation, great customer support

Cons

There are continuing areas that we could further automate to make the product even more amazing.