PracticePanther Legal Software

"Amazing program!"

Commentaires: I bought this program when I first opened my practice about 2.5 years ago. I knew going into my own firm that I wanted a comprehensive client management tool. After spending hours online reviewing various programs, I decided to give the 30-day free trial a shot. I think I purchased the monthly subscription immediately after starting to use the program. Since that time, I have built on my knowledge, incorporating the MailChimp and QBO features first, then started learning how to streamline my document preparation through the template feature. What would have previously taken me multiple hours a week to manage, now takes minutes.

Avantages: PracticePanther is intuitive and very user friendly. It has a ton of features that expedite minuscule tasks and free up admin time. It syncs with all my favorite resources, like QBO, MailChimp, and Box, making communication with clients a lot easier and keeps routine mailings operational. If you use a lot of form templates, the template builder is a major time saver and cuts down on user error and oversights. I use this program every day in my law office and am very grateful for how easy it is. Even better, the customer support team is phenomenal. I rarely have any issues with the program (it is easy to use), but when I run into something I need help with, a quick message to the PP team is responded to within minutes and the problem is solved or at a minimum I am given an update and expected time of completion. I couldn't recommend this program more to a solo or small legal practice.

Inconvénients: Nothing, the team is constantly updating its software and programs that it connects to. They provide online videos to help and I frequently learn of new ways to use the program from regular updates by the team.

"Great product"

Commentaires: Easy to learn. Easy access to tutorials and the help area is full of information. It has been a great decision to switch. I know that i have been able to capture more of my time and reduce time needed for billing.

Avantages: I like being able to bill, take credit/debit card payments, and tell clients their balance with the app while in court. There are simple reports and a great dashboard to see how much is outstanding, to be billed, and the amount in my trust account. Practice panther has cut down on the time it takes for billing and made my office more efficient.

Inconvénients: I print checks directly from practice panther, which takes several steps, but it makes it easy to add the cost to the client's billing. I would like the software to allow a report of vendors/payees' payments over various time periods as it does with tags and categories.

"Sole Practitioner That Needed Organization"

Commentaires: I love it and I love all the possible intergrations.

Avantages: Helps me manage my solo practice all by myself. My clients are satisfied with their client portal and ability to send me messages.

Inconvénients: I would like to be able to make payment plan invoices for my clients, so I do not have to remind them to pay every month. Most clients would not want to set up automatic payments, so with payment plan invoices, it would help alot and relieve the burden of reminding clients every month, that a payment needs to be made.

"Missed the boat"

Commentaires: It’s got a long way to go to meet the expectations of a multi attorney practice.

Avantages: The software sure does “look” nice. But it really missed the boat on some of the more nuanced features of a law practice. For example, when applying a discount to an invoice, the discount must be applied to the total invoice (fees AND costs). Discounts cannot be applied to just the fees. Why in the world would any attorney want to apply a discount to client costs advanced on behalf of the client??? When I inquired about this, their answer was “just put in a discounted custom rate for the matter”. This response is completely unacceptable since I may only want to apply a discount to one invoice rather than all work done on the matter! This is just one small example of the half hearted attempt of this company to make a legal management software. This is just one of several problems with the “features” of the software. The timers are always so buggy. The software is just not refined at all. None of the features were well thought out. It’s like the programmers decided “Hey! This is a cool feature to add!” But never really fined tuned any of them to a fully functioning feature that could work well. They all sort of work to only about 50-60 percent functionality. It should not come as any surprise, though, since neither the founders nor anyone else on the management team has any experience in the legal industry. The company would be well served to hire some actual attorneys to advise them on how to fine tune their software to make it a truly great legal software.

Inconvénients: The lack of any real understanding of the nuances of a legal practice by the founders and creators of the company and software.

"The team at PracticePanther is Great."

Avantages: They add features on a regular basis and have loads of training. The support staff is super helpful and if they don't know the answer they will try to find it. I understand that every system is different and every one has it's pros and cons. I really think once we utilize every single feature this program has we will be a much better law firm.

Inconvénients: The email integrations phase in and out on working. It may simply be the plugin I have for Gmail but that can be a struggle.