PracticePanther Legal Software

Commentaires: (continued from Cons) This sorting function for customized fields will potentially save us a lot of time. (3) Tags are great features, but the ability to sort the data using the tag is very limited. When you search using multiples tags, the software only recognize it as Tag 1 "AND" Tag 2, and gives you data that has BOTH tags. For instance, it's only "Show data that has Tag A AND Tag B". You can't do "Show me the data that has Tag A OR Tag B". You can't search data that DOES NOT have the specific tag either. If the search function in Tags was more comprehensive, it will allow users to expand the usage of tags and give users more flexibility as to how we can efficiently search the data we need. Practice Panther Tech Support has been aware of the suggestions listed above. However, there has not been any update on the progress, and we do not know if these functions will be ever available. We definitely would like to see them implemented very soon. I am open to revise this review once these functionalities become available.

Avantages: This software is intuitive, easy to navigate and very user-friendly. Tech support is promptly available and they are very patient. Practice Panther continues to make improvements on the software and they listen to their customers feedback. They have fixed our issues with our calendar being very slow to load. It's fast now and working very well.

Inconvénients: There are still room for improvement in terms of features and functions. (1) The format (layout) of the calendar is not user-friendly for mid to large firms with more than 10 employees. Everyone's events are scattered across the calendar and overlap with each other which makes difficult to identify availability for specific staff. Events are displayed with different colors assigned to each staff. It's hard to follow 10+ different colors on computer screen and it is definitely not working for staff who are color-blind. It's really difficult to see who has appointments at each hour throughout the day. We suggested to have columns for each staff so that it only takes a glance to identify who is available when, just like how calendars are in Time Matters from Lexis Nexis. (2) Sorting function for customized fields is not available unfortunately. What makes this software great is the customization you can make to fit it to your exact needs. However, customized fields are not sort-able, and without the sorting function for the customized fields, data is not as valuable and usable as it should be. As a legal administrator who manages the data and runs productivity report for legal staff, we are currently spending a lot of time downloading the information from the software to MS Excel, sorting and manipulating the data in Excel, and finally coming back to the PracticePanther to make necessary changes within the software. (Continues to overall experience)

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.