PracticePanther Legal Software Reviews

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.

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.

Ease of use and integration of one drive.

Occasionally i have trouble with some features like uploading documents for signatures. I would also like to see the subject line change to the law firms name when sendign docs for signatures instead of manually having to change it each time.

It is very user friendly and makes my job easier. I am new in the legal field, and this software has made my transition into this field smooth.

I would love if there were a feature to add pop up alerts to specific client accounts.

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

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

Sent to clients straight the invoice periodically.

The program CANNOT pint out the invoice from the beginning with statements. In addition, when we tried to make an appointment to talk to support group, it is hard to get an appointment. Once appointment was made, they would not alert or start zoom; instead, they claimed that we cancel the first appointment; [sensitive content hidden], the appointment is scheduled on [sensitive content hidden], but [sensitive content hidden], I called and found out the appointment was cancelled again. If I am not pushing hard, it would be the the third appointment. After almost ONE attorney billable hour, [sensitive content hidden] wanted to tell me that it was our fault to cancel the appointments and offered me to talk to [sensitive content hidden]. If the computer does not send me the link to get on the link, how did they claim I cancelled the appointment. When I asked [sensitive content hidden] to ask their IT to figure the glitch, and ask the company developing the "roadmap" so that small firms can print out the whole historical entries all in one invoice with clear statements and payments that client has paid. [sensitive content hidden] tried so hard to persuade me that their computer showed "You cancelled the [sensitive content hidden] "training.

Many different integrations and features that make it a one stop shop for law firms

Customer service responsiveness is TERRIBLE

Look and experience became one in every of our figuring out elements to align with PracticePanther. It's exceedingly smooth to use, and maximum of your facts is to be had on every occasion you want it. In immigration law, there are a variety of very vital dates and data to hold music of, so being capable of create all of the custom fields we wanted became a large win. I additionally love how smooth it's miles to hold music of our bills. We can mechanically music who made the payment, after which comply with up with every person we nonetheless want to get hold of from. Giving our clients greater transparency actually indicates that we will use generation to enhance our services.

There are very few things I don't like about this software. One of the most important things when you want to switch editions is that you have to go back to the customer profile and then back to the editions before switching to a new one. It's very time consuming because you have to wait for it to load.

I love how seamless this software makes my practice. It is so user-friendly. The client portal is wonderful, and I love how the accounting features are organized. Customer service is amazing. The templates feature saves me countless hours. The tasks feature really keeps me on track. I love how you can link relationships, create emails that sync automatically with the matter, and create events that send text notifications to clients. The support is quick and always friendly and helpful. The e-signature feature is also really cool.

(1) the phone app should be able to have multiple timers up at once, so you can go back and forth between working on different projects, like the desktop version.
(2) The "history" section at the bottom of matters should include time entry descriptions. I cannot stress that enough. I do not use the "history" section at all as it is currently operating, but it would be invaluable if that one change was made! If time entry descriptions were included, the "history" section would actually tell me the history of the work that's been done on the matter.
(3) We need a better text integration that's part of Practice Panther, so that clients can text us through the software, or something like how we can create a new email that links with the matter, but for texting.
(4) Company contacts - love the idea, but when you link a subordinate member of a company contact to a matter, the only email address you can actually auto-populate is the number one contact of the company contact. It's very annoying. I've had to create separate individual contacts for all the members of a company contact. Like for court services, I would like to be able to have all the employees of court services under the Court Services company contact, and then be able to link the particular officer assigned to supervise my particular client. But right now I have to link the court services company contact AND the individual contact to be able to send emails to the correct officer.

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

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

Case Management, Time Management, Hours log

Did not like duplication of clients from spreadsheet and using Quickbooks. Should be a better solution.

We were up and running within minutes. The software is intuitive and when we need answers there is a library of how to videos and a very responsive customer service team.

We have used Practice Panther since our firm was established. We have not implemented every feature, and hope to do so in the future.

Short learning curve and originally, great pricing

increase in cost since I started with it, inability of PP or Lawpay to resolve issue of choosing which account receives card payments

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.

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.

The system is very intuitive and user friendly. I appreciate how easy it is to navigate and figure out new processes.

I get frustrated by the lack of some features -- batch download of documents, sorting / searching by specific fields, lack of monthly visual calendar for time entries.

Super simply to use. The dashboard snapshot of a case if fantastic. You can see how much is trust, the next task, etc.

I absolutely loved the software until issues began developing with how it syncs with Box. Files and documents would go missing. Every time we reached out to tech support we were told "user error." It didn't seem right. But then, after paying careful attention, we began to show it was NOT user error but the software remapping the location of various folders into places that we weren't looking. Half of the call was spent convincing tech support that it wasn't us, but them. They would then look into and find out that it was a software glitch.

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.

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.