PracticePanther Legal Software

It’s totally worth the price

Pros

I love how it keeps all the clients organized into one database. Also, it has an app, so attorneys can access any clients info from their phone while at court.

Cons

Sometimes it can be hard figuring out where the features are. Also, you can’t uplod documents directly into the database, you need to connect Dropbox for the docs.

Pros

So far it has been easy to use and begin to implement - we have found the program to run smoothly with excellent support help.

Cons

The cost is high- for years they offered a one tier payment plan but now it is per user making it much less affordable. For now we are moving forward with it however I feel there could be a better pricing plan.

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.

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.

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.

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

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.

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.

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.

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.

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!! :-)

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.

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.

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.

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.

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.

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.