• PracticePanther Legal Software logoPracticePanther Legal Software logo
  • ServeManager logoServeManager logo

PracticePanther Legal Software + ServeManager Integrations

How to connect PracticePanther Legal Software + ServeManager

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  • PracticePanther Legal Software triggers, actions, and search
    New Contact
    Triggers when a new contact is created.
    Trigger
    Scheduled
  • PracticePanther Legal Software triggers, actions, and search
    New Bank Account
    Get Bank Accounts.
    Trigger
    Scheduled
  • PracticePanther Legal Software triggers, actions, and search
    New Call Log
    Triggers when a new call log is created.
    Trigger
    Scheduled
  • PracticePanther Legal Software triggers, actions, and search
    New Email
    Triggers when a new email is created.
    Trigger
    Scheduled
  • PracticePanther Legal Software triggers, actions, and search
    New Event
    Triggers when a new event is created.
    Trigger
    Scheduled
  • PracticePanther Legal Software triggers, actions, and search
    New Expense
    Triggers when a new expense is created.
    Trigger
    Scheduled
  • PracticePanther Legal Software triggers, actions, and search
    New Expense Category
    Triggers when a new expense category is created.
    Trigger
    Scheduled
  • PracticePanther Legal Software triggers, actions, and search
    New Invoice
    Triggers when a new invoice is created.
    Trigger
    Scheduled
  • PracticePanther Legal Software

    Triggers when a new item is created.

    Scheduled

    Trigger

  • PracticePanther Legal Software

    Triggers when a new matter is created.

    Scheduled

    Trigger

  • PracticePanther Legal Software

    Triggers when a new note is created.

    Scheduled

    Trigger

  • PracticePanther Legal Software

    Triggers when a new payment is created.

    Scheduled

    Trigger

  • PracticePanther Legal Software

    New Relationship.

    Scheduled

    Trigger

  • PracticePanther Legal Software

    Triggers when a new task is created.

    Scheduled

    Trigger

  • PracticePanther Legal Software

    Triggers when a new time entry is created.

    Scheduled

    Trigger

  • PracticePanther Legal Software

    Triggers when a new user is created.

    Scheduled

    Trigger

  • PracticePanther Legal Software

    Creates a contact.

    Scheduled

    Action

  • PracticePanther Legal Software

    Creates a bank account.

    Scheduled

    Action

  • PracticePanther Legal Software

    Creates a call log.

    Scheduled

    Action

  • PracticePanther Legal Software

    Creates an email.

    Scheduled

    Action

  • PracticePanther Legal Software

    Creates an event.

    Scheduled

    Action

  • PracticePanther Legal Software

    Creates an expense.

    Scheduled

    Action

  • PracticePanther Legal Software

    Creates an expense category.

    Scheduled

    Action

  • PracticePanther Legal Software

    Creates an item.

    Scheduled

    Action

  • PracticePanther Legal Software

    Creates a matter.

    Scheduled

    Action

  • PracticePanther Legal Software

    Creates a note.

    Scheduled

    Action

  • PracticePanther Legal Software

    Creates a task.

    Scheduled

    Action

  • PracticePanther Legal Software

    Creates a time entry.

    Scheduled

    Action

  • PracticePanther Legal Software

    Searches for a contact by email address, name, contact number or phone number, and can create one if not found.

    Scheduled

    Action

  • PracticePanther Legal Software

    Searches for a matter by name or number, or create one if not found.

    Scheduled

    Action

  • PracticePanther Legal Software

    Searches for a user by email address.

    Scheduled

    Action

  • PracticePanther Legal Software

    Find or Create Contact

    Scheduled

    Action

  • PracticePanther Legal Software

    Find or Create Matter

    Scheduled

    Action

  • ServeManager

    Triggers when an invoice is issued.

    Scheduled

    Trigger

  • ServeManager

    Triggers when a new affidavit document is created.

    Scheduled

    Trigger

  • ServeManager

    Triggers when a new attempt is logged.

    Scheduled

    Trigger

  • ServeManager

    Triggers when a new company is created.

    Scheduled

    Trigger

  • ServeManager

    Triggers when new job is created.

    Scheduled

    Trigger

  • ServeManager

    Creates a new company.

    Scheduled

    Action

  • ServeManager

    Creates a Court Case.

    Scheduled

    Action

  • ServeManager

    Upload a file to an existing job.

    Scheduled

    Action

  • ServeManager

    Creates a new job.

    Scheduled

    Action

  • ServeManager

    Create a new note on a job.

    Scheduled

    Action

  • ServeManager

    Find an existing company.

    Scheduled

    Action

  • ServeManager

    Find an existing court case.

    Scheduled

    Action

  • ServeManager

    Finds an existing job.

    Scheduled

    Action

  • ServeManager

    Find or Create Company

    Scheduled

    Action

  • ServeManager

    Find or Create Court Case

    Scheduled

    Action

  • ServeManager

    Find or Create Job

    Scheduled

    Action

How PracticePanther Legal Software + ServeManager Integrations Work

  1. Step 1: Authenticate PracticePanther Legal Software and ServeManager.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
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.
Learn more
servemanager logo
servemanager logo

About ServeManager

ServeManager provides process servers with the tools they need run their business, while giving their law firm clients a dashboard to track the status and activity associated with service of process.
Learn more

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