Case Status + PracticePanther Legal Software + Delay by Zapier

Send Case Status messages for newly created matters in PracticePanther Legal Software

Make sure your clients get an invite message automatically with this Zapier integration! A delay can be set to send a Case Status message after a certain time after a matter has been created in PracticePanther Legal Software. Provide an even better experience by giving your clients access to their case on Case Status sooner after the intake process.

When this happens...
New Matter
Triggers when a new matter is created.
TriggerScheduled
automatically do this...
Delay For
Waits for a set amount of time before completing your Actions.
ActionWrite
then do this!
Send Message
Send a Message on a Case
ActionWrite

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Supported triggers and actions

What does this mean?

- Assigned To
- Tag
Trigger
Scheduled
Try It
- Contact
- Matter
- Tag
- Assigned To
Trigger
Scheduled
Try It
- Contact
- Matter
- Tag
- Assigned to User
Trigger
Scheduled
Try It
New Expense Category
Triggers when a new expense category is created.
Trigger
Scheduled
Try It
New Item
Triggers when a new item is created.
Trigger
Scheduled
Try It

- Contact
- Matter
- Status
- Tag
- Assigned to User
Trigger
Scheduled
Try It
- Matter
- Contact
Trigger
Scheduled
Try It

- Contact
- Matter
- Billed By
Trigger
Scheduled
Try It
- UserRequired
- Company Name
- Tags
- First Name
- Middle Name
- Last Name
- Email
- Mobile #
- Home #
- Office #
- Fax #
- Address Street 1
- Address Street 2
- Address City
- Address State/Province
- Address Zip/Postal Code
- Address Country
Action
Write
- SubjectRequired
- Date/TimeRequired
- DurationRequired
- DirectionRequired
- UserRequired
- Contact
- Matter
- Notes
- Tags
Action
Write
- SubjectRequired
- Start Date/TimeRequired
- End Date/TimeRequired
- All Day Event?Required
- UserRequired
- Matter
- Contact
- Notes
- Location
- Tags
Action
Write
- NameRequired
Action
Write
- ContactRequired
- Matter NameRequired
- StatusRequired
- UserRequired
- Matter Number
- Notes
- Statute of Limitations Date
- Open Date
- Close Date
- Tags
Action
Write
- UserRequired
- SubjectRequired
- Contact
- Matter
- Status
- Notes
- Due Date
- Tags
Action
Write
- Search TextRequired
Action
Search
- Email AddressRequired
Action
Search
- Contact
- Search TextRequired
- ContactRequired
- Matter NameRequired
- StatusRequired
- UserRequired
- Matter Number
- Notes
- Statute of Limitations Date
- Open Date
- Close Date
- Tags
Action
Search or write
- Queue Title
- Zap Step Id
- Time Delayed For (value)Required
- Time Delayed For (unit)Required
Action
Write
New File Activity
Triggers when there is a new file added by a client to any case on your firm.
Trigger
Scheduled
Try It
- CaseRequired
- Integration Id
Action
Write
- Readable ID Required
- Client Phone NumberRequired
- Create New ClientRequired
- Client Email
- Client First Name
- Client Last Name
- Description
- Closed Date
- Case Date
- AttorneyRequired
- Case Type
- Case Status
- Paralegal
- Integration Id
Action
Write
- Case IDRequired
- Integration ID
- Message ContentRequired
Action
Write

New Bank Account
Get Bank Accounts.
Trigger
Scheduled
Try It
- Contact
- Matter
- Tag
- Assigned To
Trigger
Scheduled
Try It
- Matter
- Billed By
- Expense Category
- Contact
Trigger
Scheduled
Try It
- Matter
- Contact
Trigger
Scheduled
Try It
- Assigned To
- Contact Tag
- Matter Tag
- Status
- Contact
Trigger
Scheduled
Try It
- Matter
- Account Type
- Contact
Trigger
Scheduled
Try It
- Contact
- Matter
- Status
- Tag
- Assigned to User
Trigger
Scheduled
Try It
New User
Triggers when a new user is created.
Trigger
Scheduled
Try It
- TypeRequired
- NameRequired
Action
Write
- From - Email AddressRequired
- To - Email AddressRequired
- To - Display Name
- SubjectRequired
- DateRequired
- Contact
- Matter
- BodyRequired
- From - Display Name
Action
Write
- Contact
- Quantity
- MatterRequired
- DateRequired
- Price
- Billable?Required
- Description
- Billed By
- Category
Action
Write
- NameRequired
- RateRequired
- Code
- Description
Action
Write
- DateRequired
- SubjectRequired
- UserRequired
- Contact
- Matter
- Note
- Tags
Action
Write
- ContactRequired
- MatterRequired
- Billed ByRequired
- Billable?Required
- DateRequired
- Hourly Rate
- Description
- Hours
- Item
- Private Notes
Action
Write
- Contact
- Search TextRequired
Action
Search
- Search TextRequired
- UserRequired
- Company Name
- Tags
- First Name
- Middle Name
- Last Name
- Email
- Mobile #
- Home #
- Office #
- Fax #
- Address Street 1
- Address Street 2
- Address City
- Address State/Province
- Address Zip/Postal Code
- Address Country
Action
Search or write
- Time Delayed For (value)Required
- Time Delayed For (unit)Required
Action
Write
- Date/Time Delayed UntilRequired
- How should we handle dates in the past?
Action
Write
New Client Communication Activity
Triggers when there is new client communication activity on any case on your firm.
Trigger
Scheduled
Try It
- Case Id Required
- Appointment Integration IdRequired
- Appointment TypeRequired
- Date and TimeRequired
- Appointment TitleRequired
- Provider Type
- Provider Name
- Office Name
- Address/URL
- Description
- Attendees
Action
Write
- Readable ID Required
- Integration Id
- Create New ClientRequired
- Client Phone Number(s)Required
- Client Email
- Client First Name
- Client Last Name
- Primary AttorneyRequired
- Attorney Email List
- Paralegal Email List
- Closed Date
- Case Date
- Case Type
- Case Status
- Description
Action
Write
- Case IDRequired
- Integration ID
- Status Name
- Stop Zap if Status not FoundRequired
- Stop Zap if Case not FoundRequired
Action
Write

About Case Status

Case Status is a client management platform that allows firms to communicate with the clients via text, app, or web through a single platform.

Help

Related categories

App Builder

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About PracticePanther Legal Software

PracticePanther is a practice management software used by numerous legal practitioners worldwide to automate their firms.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Delay by Zapier

Put your Actions on hold for a specified amount of time before sending data to another app. You can set up scheduled emails, get notified of incomplete tasks, send automatic follow-ups, and automate other tasks on your timeline.

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Case Status + PracticePanther Legal Software + Delay by Zapier

Send Case Status messages for newly created matters in PracticePanther Legal Software

New Contact

Assigned To

Tag

New Call Log

Contact

Matter

Tag

Assigned To

New Event

Contact

Matter

Tag

Assigned to User

New Expense Category

New Item

New Note

Contact

Matter

Status

Tag

Assigned to User

New Relationship

Matter

Contact

New Time Entry

Contact

Matter

Billed By

Create Contact

Company Name

Tags

First Name

Middle Name

Last Name

Email

Mobile #

Home #

Office #

Fax #

Address Street 1

Address Street 2

Address City

Address State/Province

Address Zip/Postal Code

Address Country

Create Call Log

SubjectRequired

Date/TimeRequired

DurationRequired

DirectionRequired

UserRequired

Contact

Matter

Notes

Tags

Create Event

SubjectRequired

Start Date/TimeRequired

End Date/TimeRequired

All Day Event?Required

UserRequired

Matter

Contact

Notes

Location

Tags

Create Expense Category

NameRequired

Create Matter

ContactRequired

Matter NameRequired

StatusRequired

UserRequired

Matter Number

Notes