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.

PracticePanther Integrations with Key software is a great advantage

Commentaires : I am very pleased with PracticePanther. Very easy to use. Does what we need.

Avantages :

Integration with quickbooks and the ability to take credit card payments through PP helps make collections and billing work well with all team members being able to take payments without needing all of them to be able to get into quickbooks.

Inconvénients :

Having restart searches for contacts or matters when we did not find the one we were looking for i.e. multiple persons with same name. and having to search again. Would like to be able to have reporting using matter type. Being able to customize reports would be great. Some reports show graphs but are hard to get the information ranked like the graph

After years of begging them for real fixed price billing, I'm giving up.

Commentaires : It was a good start to law firm management, now I need something that works like a law firm needs to work, not force my law firm to work like the software wants me to.

Avantages :

It's easy to learn the basics. The calendar is good, it's helpful that they show tasks there. Searching is great. It's totally adequate if all you do is bill for time and integrate with Quickbooks.

Inconvénients :

Panther has no report on Items (e.g. how much of your revenue is from Document Drafting vs Litigation). To get such a report, you MUST integrate with Quickbooks. But the biggest problem is that Fixed Price billing (what they call "Flat Fee") is worthless. Fixed Price billing was clearly an afterthought, and their implementation has not changed at all since the early days when I started using it: 1) It does not let you assign an Item as you can with time entries, so you can't easily tell Quickbooks that a Fixed Price invoice was for a trademark application, not doc review; 2) You can't assign a lawyer to a Fixed Price billing, so you cannot get a report to help you pay everyone proportionally to their Fixed Price billings; 3) Fixed Price matters become immediately billable even if no work has been done, so you must manually keep track of when it's time to invoice for a Fixed Price matter, and there's no report on billable Fixed Price matters; 4) When entering time on a Fixed Price matter, there's way no way to check whether you are about to exceed the budget, and no way anywhere to compare budgeted vs actual. If you're a modern firm moving to fixed price as much as possible, you'll spend a LOT of time looking for work-arounds, and you'll find that implementing your work-arounds will chew up any time saving you might have gotten from using the rest of the software. I can't wait to change to software that does Fixed Price right.

Changed my business

Commentaires : Generally has been a good experience.

Avantages :

Calendar and billing features are most helpful

Inconvénients :

Would like a better accounting plaform that makes it easier to reconcile and track transactions, as well as better integration with quickbooks.

Old Dogs Can Learn New Tricks

Avantages :

Having tried different types of practice management software and billing systems, finding PracticePanther changed this skeptical old dog by teaching her new tricks to make life easier and assure time gets captured and billed and contacts are at your fingertips. PracticePanther works seamlessly across all platforms, desktop, laptop, iPhone, iPad so you never have to be without the tools to have your law firm with you when you need to have the information. Easier to use than most software of similar types.

Inconvénients :

Not much to say here .. it works for us very well