PracticePanther Legal CRM

byPracticePanther

PracticePanther Legal CRM is a comprehensive, cloud-based practice management solution designed to streamline law firm operations. It offers features such as contact and matter management, time and expense tracking, secure client portals, document templates, task and event workflows, and native ePayments through PantherPayments. The platform also includes internal chat, real-time notifications, daily agenda emails, custom fields, custom security roles, invoice read alerts, native eSignature, and native two-way business texting. Additionally, it provides automated payment reminders, recurring payment plans, batch time entries, expenses and billing, intake forms, calendar rules, trust account ledger and reconciliation, multiple bank accounts, check printing, UTBMS coding and LEDES billing, attorney revenue reports, and integrations with QuickBooks Online, Dropbox, Box.com, MailChimp, email and calendar sync, Zapier, and API access. PracticePanther is suitable for law firms of all sizes, offering flexible pricing plans to accommodate different needs.

Features

  • Contact and matter management
  • Time and expense tracking
  • Secure client portal
  • Document templates
  • Task and event workflows
  • Native ePayments with PantherPayments
  • Internal chat
  • Real-time notifications
  • Daily agenda email
  • Custom fields
  • Custom security roles
  • Invoice read alerts
  • Native eSignature
  • Native two-way business texting
  • Automated payment reminders
  • Recurring payment plans
  • Batch time entries, expenses, and billing
  • Intake forms
  • Calendar rules
  • Trust account ledger and reconciliation
  • Multiple bank accounts
  • Check printing
  • UTBMS coding and LEDES billing
  • Attorney revenue reports
  • Integrations with QuickBooks Online, Dropbox, Box.com, MailChimp, email and calendar sync, Zapier, and API access

Product Details

Pricing
Subscription
Deployment
Cloud
Location
🇺🇸 Miami, United States

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