New Integration: Use PracticePanther Legal Software to Manage Your Firm

As a law firm, the last thing you want to worry about is getting paid. After putting in hours of hard work for your clients, you want to make sure you’re tracking those hours efficiently and correctly.

PracticePanther is a platform designed specifically for law professionals to help manage their firm and eliminate tedious work. With features like time and expense tracking, invoicing your clients has never been easier. Plus, you can use their built-in CRM to track your contacts, tasks, workflows, and more all within their intuitive interface. Clients can even log in to their own portal to see their invoices, shared tasks, and events.

PracticePanther now integrates with over 1,000 apps via Zapier, so you can automate all aspects of your law practice without lifting a finger.

How PracticePanther Legal Software Works with Zapier

Triggers

• New Note: Triggers when a new note is created.
• New Bank Account: Get Bank Accounts.
• New Time Entry: Triggers when a new time entry is created.
• New User: Triggers when a new user is created.
• New Email: Triggers when a new email is created.
• New Task: Triggers when a new task is created.
• New Matter: Triggers when a new matter is created.
• New Contact: Triggers when a new contact is created.
• New Invoice: Triggers when a new invoice is created.
• New Relationship: New Relationship.
• New Expense: Triggers when a new expense is created.
• New Expense Category: Triggers when a new expense category is created.
• New Event: Triggers when a new event is created.
• New Item: Triggers when a new item is created.
• New Payment: Triggers when a new payment is created.
• New Call Log: Triggers when a new call log is created.

Searches

• Find User: Searches for a user by email address.
• Find Matter: Searches for a matter by name or number, or create one if not found.
• Find Contact: Searches for a contact by email address, name, contact number or phone number, and can create one if not found.

Actions

• Create Item: Creates an item.
• Create Matter: Creates a matter.
• Create Time Entry: Creates a time entry.
• Create Email: Creates an email.
• Create Expense: Creates an expense.
• Create Bank Account: Creates a bank account.
• Create Task: Creates a task.
• Create Call Log: Creates a call log.
• Create Note: Creates a note.
• Create Event: Creates an event.
• Create Contact: Creates a contact.
• Create Expense Category: Creates an expense category.

Automation Inspiration

Get started with these sample Zaps:

Manage Your Calendar

Track Your Calls

How To Automate PracticePanther Legal Software with Zapier

1. Sign up for a PracticePanther Legal Software account, and make sure you have a Zapier account

2. Try some pre-made PracticePanther Legal Software integrations and learn more about how PracticePanther Legal Software works with Zapier

3. Check out our PracticePanther Legal Software help documentation for details on connecting your account and setting up your first Zap

4. Or login and build a custom workflow with PracticePanther Legal Software and Zapier

New to Zapier? It's a tool that helps anyone connect apps and automate workflows - without any complicated code. Sign up for free to use PracticePanther Legal Software with Zapier.