PracticePanther

Create a custom client intake form with relevant fields.

Send the form to prospective clients via a secure link.

Client fills out the form and submits it online.

PracticePanther automatically populates client information into the system.

Schedule initial consultation automatically.

Track time and expenses automatically using timers or calendar events.

Generate invoices with a few clicks, including tracked time and expenses.

Send invoices to clients with an easy way to pay online via PantherPayments.

Set up automated payment reminders to be sent before and after the due date.

Reconcile trust accounts and track balances.

Create a new matter for each case.

Upload all relevant documents and files to the matter.

Link contacts, invoices, and notes to the matter.

Access case details and documents from anywhere via the cloud.

Use tags to categorize and filter cases.

Use the secure client portal to share documents and case progress.

Communicate with clients via two-way business texting.

Send automatic reminders for appointments, document requests, and invoice payments.

Obtain eSignatures on legal documents.

Track all communication within the client's matter.

Create a template of tasks and events for each case type.

Apply the workflow template to a new matter with one click.

Assign tasks to team members automatically.

Set up conditional workflows for increased flexibility.

Monitor progress and ensure all steps are completed.