Manage new matters in PracticePanther Legal Software by creating tasks in Microsoft To Do
Stay on top of your legal matters with this easy workflow. Whenever a new matter is created in your PracticePanther Legal Software, a corresponding task is promptly added in your Microsoft To Do list. This process ensures your tasks reflect your current workload, helping you stay organized and efficient in managing multiple legal cases.
Stay on top of your legal matters with this easy workflow. Whenever a new matter is created in your PracticePanther Legal Software, a corresponding task is promptly added in your Microsoft To Do list. This process ensures your tasks reflect your current workload, helping you stay organized and efficient in managing multiple legal cases.
- When this happens...New Matter
Triggers when a new matter is created.
 - automatically do this!Create Task
Triggers when a new task is created.
 
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