Integrate Docketwise with PracticePanther Legal Software to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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How Zapier works

Zapier makes it easy to integrate Docketwise with PracticePanther Legal Software - no code necessary. See how you can get setup in minutes.

Select a trigger from Docketwise

A trigger is an event that starts your Zap and runs the workflow. For example, with Docketwise, a trigger could be "New Contact."

A trigger is the event that kicks off your automated workflow.

Setup an action from PracticePanther Legal Software

An action is what takes place after the automation is triggered. For example, with PracticePanther Legal Software, the action could be "Create Contact."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Docketwise to PracticePanther Legal Software

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Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Docketwise to PracticePanther Legal Software integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect Docketwise and PracticePanther Legal Software to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

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Provide world-class support with a little help from automation

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Connect Docketwise and PracticePanther Legal Software to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Contact
Triggers when a new contact is created.
Trigger
Scheduled
Try It
- First Name
  Required
- Last Name
  Required
- Middle Name
- Email
  Required
- Company Name
- Date of Birth
- Country Of Birth
- Country of Citizenship
- Gender
- Alien Registration Number
- USCIS Elis Account Number
- Marital Status
- Employment Status
- Passport Number
- Travel Document Number
- Passport or Travel Document Issue Date
- Passport or Travel Document Expiry Date
- Physical Address Street Number and Name
- Physical Address Apt/Ste/Flr
- Physical Address Apt/Ste/Flr Number
- Physical Address City
- Physical Address State
- Physical Address Province
- Physical Address County
- Physical Address Zip Code
- Physical Address Postal Code
- Physical Address Country
Action
Write
- Assigned To
- Tag
Trigger
Scheduled
Try It
- Contact
- Matter
- Tag
- Assigned To
Trigger
Scheduled
Try It
- Contact
- Matter
- Tag
- Assigned To
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
Trigger
Scheduled
Try It
- Matter
- Contact
Trigger
Scheduled
Try It
- Contact
- Matter
- Billed By
Trigger
Scheduled
Try It
- ID
  Required
- 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
- Subject
  Required
- Date/Time
  Required
- Duration
  Required
- Direction
  Required
- ID
  Required
- Contact
- Matter
- Notes
- Tags
Action
Write
- Subject
  Required
- Start Date/Time
  Required
- End Date/Time
  Required
- All Day Event?
  Required
- ID
  Required
- Matter
- Contact
- Notes
- Location
- Tags
Action
Write
- Name
  Required
Action
Write
- Contact
- Name
  Required
- Status
- ID
  Required
- Matter Number
- Notes
- Statute of Limitations Date
- Open Date
- Close Date
- Tags
Action
Write
- ID
  Required
- Subject
  Required
- Contact
- Matter
- Status
- Notes
- Due Date
- Tags
Action
Write
- Search Text
  Required
Action
Search
- Email Address
  Required
Action
Search
- Contact
- Search Text
  Required
- Contact
- Name
  Required
- Status
- ID
  Required
- Matter Number
- Notes
- Statute of Limitations Date
- Open Date
- Close Date
- Tags
Action
Search or write

Update Contact
Triggers when a contact is updated.
Trigger
Scheduled
Try It
- ID
  Required
- First Name
  Required
- Last Name
  Required
- Middle Name
- Email
  Required
- Company Name
- Date of Birth
- Country Of Birth
- Country of Citizenship
- Gender
- Alien Registration Number
- USCIS Elis Account Number
- Marital Status
- Employment Status
- Passport Number
- Travel Document Number
- Passport or Travel Document Issue Date
- Passport or Travel Document Expiry Date
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
- Tag
- Matter Tag
- Status
- Contact
Trigger
Scheduled
Try It
- Matter
- Account Type
- Contact
Trigger
Scheduled
Try It
- Contact
- Matter
- Status
- Tag
- Assigned To
Trigger
Scheduled
Try It
New User
Triggers when a new user is created.
Trigger
Scheduled
Try It
- Type
  Required
- Name
  Required
Action
Write
- From - Email Address
  Required
- To - Email Address
  Required
- To - Display Name
- Subject
  Required
- Date/Time
  Required
- Contact
- Matter
- Body
  Required
- From - Display Name
Action
Write
- Contact
- Quantity
- Matter
- Date/Time
  Required
- Price
- Billable?
  Required
- Description
- Billed By
- Category
Action
Write
- Name
  Required
- Rate
  Required
- Code
- Description
Action
Write
- Date/Time
  Required
- Subject
  Required
- ID
  Required
- Contact
- Matter
- Note
- Tags
Action
Write
- Contact
- Matter
- Billed By
- Billable?
  Required
- Date/Time
  Required
- Rate
  Required
- Description
- Hours
- Item
- Notes
Action
Write
- Contact
- Search Text
  Required
Action
Search
- Search Text
  Required
- ID
  Required
- 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