PracticePanther Review - Features, Pricing & Deals

PracticePanther is a cloud-based legal practice management software that helps law firms handle their daily operations more efficiently. It brings together essential tools for client intake, case management, billing, and document creation in one platform.

Law firms of any size can use this software to organize their practice. Whether you're a solo practitioner or part of a larger firm, the platform adapts to fit different needs. It works well for various legal areas, including family law, criminal defense, bankruptcy, and estate planning.

The software includes features that make common tasks easier. You can create custom intake forms, manage documents in the cloud, track billable hours, and handle trust accounting. It also connects with popular tools like QuickBooks, Dropbox, and Microsoft Outlook to fit into your existing workflow.

Pricing starts at $49 per month when billed annually, with different tiers available based on your needs. Solo practitioners can even access a free version that supports up to three clients and matters.

Security is a priority, with features like 256-bit encryption and two-factor authentication keeping your firm's data safe. The platform follows HIPAA guidelines and uses Microsoft Azure for reliable backups.

• Comprehensive Case Management: Easily organize and track essential matter details, create customizable workflow templates, and automate task assignments for seamless legal practice management.
• Electronic Client Intake System: Generate customizable online forms that clients can complete quickly, with automatic task routing and team notifications to streamline client onboarding.
• Smart Document Management: Securely store and collaborate on documents with over 100 customizable templates, cloud-based access, and integration with electronic signature platforms.
• Advanced Task and Deadline Tracking: Monitor task status with automatic reminders, calendar integrations, and efficient workflow management to keep your legal team productive.
• Integrated Billing and Accounting: Generate professional invoices, process payments, manage trust accounts, and seamlessly integrate with accounting software for financial efficiency.
• Robust Security Protocols: Enjoy HIPAA-compliant protection with 256-bit encryption, two-factor authentication, and secure Microsoft Azure backups to safeguard sensitive legal information.
• Flexible Software Integrations: Connect with popular tools like Dropbox, Gmail, Google Calendar, and Zapier to create a comprehensive, interconnected legal practice ecosystem.

• Free Solo Plan offers limited functionality, supporting up to three clients or matters for free.
• Solo Plan costs $59 monthly or $49 annually per user, designed for individual practitioners with basic legal management needs.
• Essential Plan priced at $79 monthly or $69 annually per user, providing more advanced features and customization options for growing practices.
• Business Plan, their most popular option, is available at $99 monthly or $89 annually per user, offering comprehensive features for larger law firms.

PracticePanther offers three main plans with different features. The Solo Plan ($49-59/month per user) covers basic needs for solo attorneys with time tracking and client management. The Essential Plan ($69-79/month per user) adds more customization options and reporting tools. The Business Plan ($89-99/month per user) includes advanced features for larger firms like custom fields and enhanced reporting. You'll save about $10 per user monthly with annual billing instead of monthly payments. They also offer a limited free version for solo practitioners handling up to three clients or matters.

Yes! PracticePanther works on smartphones and tablets through their mobile app. You can track time, manage cases, access documents, and stay updated on tasks while away from your office. The app syncs in real-time with the desktop version, so any changes you make on the go will update across all your devices. This makes it easy to record billable hours during court appearances or check client information between meetings without waiting to get back to your computer.

PracticePanther takes security seriously. They use 256-bit encryption (bank-level security) to protect your data and store everything on Microsoft Azure servers with automatic backups. The platform is HIPAA compliant and offers two-factor authentication to prevent unauthorized access. Your client information stays protected through role-based permissions, letting you control exactly who can view sensitive data. The cloud-based system means your information remains safe even if your office computer is damaged or stolen.

Absolutely! PracticePanther streamlines client intake with customizable online forms that gather all needed information upfront. You can send these forms via email or add them to your website. When clients complete the forms, their information automatically creates contact records in your system. The platform can then trigger automated tasks for your team and send welcome emails to new clients. This cuts down on data entry and helps you start new client relationships smoothly without the back-and-forth of traditional intake methods.

PracticePanther connects with many popular tools legal firms use daily. It integrates with QuickBooks for accounting, Microsoft Outlook and Gmail for email, Google Calendar for scheduling, and Dropbox or Box for document storage. You can also use DocuSign for electronic signatures and LawPay or PayPal for processing client payments. For more custom needs, their Zapier integration lets you connect with hundreds of other apps. This means you won't have to abandon your favorite tools when switching to PracticePanther.