You can filter your results to return matters only for a specific contact. If you don't know the Contact, you can add another Search Step to your Zap before this one to find a Contact.

The email address of the user in PracticePanther.

Choose any number for this matter. When you create your next matter, it will automatically be incremented by the following number. Also used as the matterID for LEDES billing.

Choose from the dropdown list, or use the custom value to create your own.

Select from list of tags, or use the custom value to create your own.

Set this to true to indicate this expense is billable to the client and should be added to an invoice.

Description for this expense. Will be included on the invoice to the customer if this expense is billable.

Pick from the list of tags, or use the custom value to create your own.

Select from list of tags, or use custom value to create your own.

Specify an hourly rate, or leave blank for user default rate.

Time entry description. Visible to the client on the invoice.

Internal notes. Not visible on the invoice.

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

PracticePanther Legal Software

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