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OneNote + PracticePanther Legal Software

Create new notes in OneNote for every new note in PracticePanther Legal Software

Keep all your legal notes in one place effortlessly with this efficient process. When new information is added to PracticePanther Legal Software, it immediately creates a corresponding note in OneNote. This integration ensures all details are captured and easily retrieved whenever needed, improving your law practice's organization and efficiency.

Keep all your legal notes in one place effortlessly with this efficient process. When new information is added to PracticePanther Legal Software, it immediately creates a corresponding note in OneNote. This integration ensures all details are captured and easily retrieved whenever needed, improving your law practice's organization and efficiency.

  1. When this happens...
    PracticePanther Legal SoftwarePracticePanther Legal Software
    New Note

    Triggers when a new note is created.

    TriggerScheduled
  2. automatically do this!
    OneNoteOneNote
    Create Note

    Create a new note in the "Quick Notes" section of your default notebook.

    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
  • PracticePanther Legal Software triggers, actions, and search

    New Expense Category

    Triggers when a new expense category is created.

    Trigger
    Scheduled
    Try It
onenote logo
onenote logo

About OneNote

Microsoft OneNote is a note-taking app that makes it easy to capture and save ideas, images, audio recordings, and anything else you need to remember.
Learn moreHelp

Related categories

  • Microsoft
  • Notes

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practicepanther-legal-software logo
practicepanther-legal-software logo

About PracticePanther Legal Software

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

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