Avaliações do PracticePanther Legal Software

Sobre PracticePanther Legal Software

Software jurídico simples, seguro e fácil de aprender e usar em dispositivos móveis. Economize tempo. Faça a empresa crescer. Trabalhe sem papel. Trabalhe de qualquer lugar.

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Vantagens:

Offers the integration and ease of use needed for a small business, all of the essentials for streamlining tasks so that duplication of efforts is minimized.

Desvantagens:

Switching from our old software to Panther was very difficult. Panther was not able to migrate over our documents from the old software, but rather we did a data dump to an external searchable file.

Notas do PracticePanther Legal Software

Pontuação média

Praticidade
4,7
Atendimento ao cliente
4,6
Recursos
4,5
Relação qualidade/preço
4,6

Probabilidade de recomendação

8,8/10

O PracticePanther Legal Software tem uma classificação geral de 4,7 em 5 estrelas com base em 485 avaliações de usuários no Capterra.

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Allison
administration
Usuário do LinkedIn Verificado
Software, 11 - 50 funcionários
Usou o software para: Mais de um ano
Fonte da avaliação

fun and easy - lacking accounting and trust capabilities

5,0 há 2 anos
Legendas em português disponíveis no player de vídeo
Scott M.
Scott M.
Lawyer, EUA
Usuário do LinkedIn Verificado
Escritório de advocacia, Profissional autônomo
Usou o software para: Mais de dois anos
Fonte da avaliação

Amazing program!

5,0 há 4 anos

Comentários: I bought this program when I first opened my practice about 2.5 years ago. I knew going into my own firm that I wanted a comprehensive client management tool. After spending hours online reviewing various programs, I decided to give the 30-day free trial a shot. I think I purchased the monthly subscription immediately after starting to use the program. Since that time, I have built on my knowledge, incorporating the MailChimp and QBO features first, then started learning how to streamline my document preparation through the template feature. What would have previously taken me multiple hours a week to manage, now takes minutes.

Vantagens:

PracticePanther is intuitive and very user friendly. It has a ton of features that expedite minuscule tasks and free up admin time. It syncs with all my favorite resources, like QBO, MailChimp, and Box, making communication with clients a lot easier and keeps routine mailings operational. If you use a lot of form templates, the template builder is a major time saver and cuts down on user error and oversights. I use this program every day in my law office and am very grateful for how easy it is. Even better, the customer support team is phenomenal. I rarely have any issues with the program (it is easy to use), but when I run into something I need help with, a quick message to the PP team is responded to within minutes and the problem is solved or at a minimum I am given an update and expected time of completion. I couldn't recommend this program more to a solo or small legal practice.

Desvantagens:

Nothing, the team is constantly updating its software and programs that it connects to. They provide online videos to help and I frequently learn of new ways to use the program from regular updates by the team.

Resposta do Paradigm

há 4 anos

Thank you so much Scott for the extra kind feedback!

Joseph
Attorney, EUA
Escritório de advocacia, 2 - 10 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

PracticePanther Integrations with Key software is a great advantage

5,0 há 4 semanas Novo

Comentários: I am very pleased with PracticePanther. Very easy to use. Does what we need.

Vantagens:

Integration with quickbooks and the ability to take credit card payments through PP helps make collections and billing work well with all team members being able to take payments without needing all of them to be able to get into quickbooks.

Desvantagens:

Having restart searches for contacts or matters when we did not find the one we were looking for i.e. multiple persons with same name. and having to search again. Would like to be able to have reporting using matter type. Being able to customize reports would be great. Some reports show graphs but are hard to get the information ranked like the graph

Michael
Managing Attorney, EUA
Escritório de advocacia, 2 - 10 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

After years of begging them for real fixed price billing, I'm giving up.

3,0 há 5 anos

Comentários: It was a good start to law firm management, now I need something that works like a law firm needs to work, not force my law firm to work like the software wants me to.

Vantagens:

It's easy to learn the basics. The calendar is good, it's helpful that they show tasks there. Searching is great. It's totally adequate if all you do is bill for time and integrate with Quickbooks.

Desvantagens:

Panther has no report on Items (e.g. how much of your revenue is from Document Drafting vs Litigation). To get such a report, you MUST integrate with Quickbooks. But the biggest problem is that Fixed Price billing (what they call "Flat Fee") is worthless. Fixed Price billing was clearly an afterthought, and their implementation has not changed at all since the early days when I started using it: 1) It does not let you assign an Item as you can with time entries, so you can't easily tell Quickbooks that a Fixed Price invoice was for a trademark application, not doc review; 2) You can't assign a lawyer to a Fixed Price billing, so you cannot get a report to help you pay everyone proportionally to their Fixed Price billings; 3) Fixed Price matters become immediately billable even if no work has been done, so you must manually keep track of when it's time to invoice for a Fixed Price matter, and there's no report on billable Fixed Price matters; 4) When entering time on a Fixed Price matter, there's way no way to check whether you are about to exceed the budget, and no way anywhere to compare budgeted vs actual. If you're a modern firm moving to fixed price as much as possible, you'll spend a LOT of time looking for work-arounds, and you'll find that implementing your work-arounds will chew up any time saving you might have gotten from using the rest of the software. I can't wait to change to software that does Fixed Price right.

Resposta do Paradigm

há 5 anos

Hey Michael, thank you so much for you feedback. I just wanted to let you know that based on the feedback of our users, yourself included, we have implemented a NEW FLAT FEE pricing option. We are the ONLY ones in the market to offer this function! We understand that the needs of our firms are constantly evolving and we value the suggestions and feedback of all of our users. You can check out the guide published by our training department here: https://support.practicepanther.com/contacts-and-matters/getting-started/flat-fees-tutorial Furthermore, visit our updates page for past and future releases. https://www.practicepanther.com/law-firm-practice-management-software/ Thanks for being a valued customer from the beginning!

Lane
Attorney, EUA
Escritório de advocacia, 2 - 10 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Alternativas consideradas:

Changed my business

5,0 há 4 semanas Novo

Comentários: Generally has been a good experience.

Vantagens:

Calendar and billing features are most helpful

Desvantagens:

Would like a better accounting plaform that makes it easier to reconcile and track transactions, as well as better integration with quickbooks.

Leslie
Attorney, EUA
Serviços jurídicos, 2 - 10 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Alternativas consideradas:

Old Dogs Can Learn New Tricks

5,0 há 4 semanas Novo

Vantagens:

Having tried different types of practice management software and billing systems, finding PracticePanther changed this skeptical old dog by teaching her new tricks to make life easier and assure time gets captured and billed and contacts are at your fingertips. PracticePanther works seamlessly across all platforms, desktop, laptop, iPhone, iPad so you never have to be without the tools to have your law firm with you when you need to have the information. Easier to use than most software of similar types.

Desvantagens:

Not much to say here .. it works for us very well

Eric
Attorney, EUA
Serviços jurídicos, 2 - 10 funcionários
Usou o software para: 6 a 12 meses
Fonte da avaliação

Alternativas consideradas:

One of the best general purpose case management programs

5,0 mês passado Novo

Comentários: Overall, my experience was quite positive. The company has great customer support, which makes using the product that much better. The reason I switched to another product was due to the evolving needs of my firm. I think if you are looking for an easy-to-use product that works without a lot of training, and is a one-size-fits-all kind of solution, you cannot go wrong with this product.

Vantagens:

Practice Panther has two features I really like. First, the design of the software makes it easy to work with. Second, it comes ready to use "out of the box," with very little learning curve required.

Desvantagens:

Practice Panther is for generalists, in my opinion. If you are an estate planner, you can use it. Family law, no problem. Real estate law, you can't go wrong. However, if you want specialized features unique to a particular practice area, then Practice Panther is probably not going to suit your needs. I switched from it because I needed software that was tailored specifically to personal injury.

Sofia
Sofia
Director & Principal Lawyer, Austrália
Usuário do LinkedIn Verificado
Serviços jurídicos
Usou o software para: 1 a 5 meses
Fonte da avaliação

A well designed CRM and so far, we cannot be happier with the product

4,0 há 5 anos

Comentários: Part of M Legal's mission is to stay innovative. Practice Panther (PP) as a case relationship management (CRM) tool has redesigned how the firm works overall. The user experience from the moment a client logs onto our website, uses the embedded intake form, to create a client profile to PP is seamless. This is just one of the time-saving tools we have discovered. This automated way of working and being able to integrate systems has forced M Legal to rethink how we work and more importantly, how to we can simplify our working processes. This has been a real game-changer for the business. While many of us worked with CRMs in the past, most of them were clunky and stand-alone systems that could not work with other applications or software. PP has made managing clients much easier, where our lawyers are in control from the moment a case is initiated, all the way through to billing clients. This has also given a level of transparency across the practice as lawyers can pick up any file from where the last person left off and delegate their work during absences. This transparency was a key selling point for us as we believe it is a core component of running an effective law firm.

Vantagens:

The user experience from the moment a client logs onto our website, uses the embedded intake form, to create a client profile to PP is seamless. This is just one of the time-saving tools we have discovered. This automated way of working and being able to integrate systems has forced M Legal to rethink how we work and more importantly, how to we can simplify our working processes. While many of us worked with CRMs in the past, most of them were clunky and stand-alone systems that could not work with other applications or software. PP has made managing clients much easier, where our lawyers are in control from the moment a case is initiated, all the way through to billing clients. We have experienced our fair share of poor technical support teams when using other software programs. With PP, despite the time differences between Miami and Sydney, their technical support team are always available, whether it is through the chat portal, email or by phone. Each technical person is professional, knowledgeable and continues to take care of your matter until it is resolved. Further, they always have something new to teach you about the PP system on each call. I cannot express how impressed we are, with what we consider as stellar service from this tech support team.

Desvantagens:

Naturally, a product such as this is not going to have universal application across all legal fields. I would say that in the immigration space the status of a case is really important, so having a status bar that is customisable would be a feature that could be improved. Also, a lot of our data from clients are taken from in-take forms - we require intake forms that are easier to build and that have the capability of storing more information. While these are work in progress type issues, this certainly does not take away from PP's product, which we believe is a well designed and thought through CRM system.

Kelly
Attorney, EUA
Escritório de advocacia, 2 - 10 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Highly recommend

5,0 mês passado Novo

Comentários: This software has streamlined my practice.

Vantagens:

I like that all of the information on a particular file is saved in one place for all employees to access and that I can access the information remotely.

Desvantagens:

I think that the billing aspect could use some improvement. The current billing is confusing for clients and not ideal for cases that are completed yet still have an outstanding balance.

Michael
Owner, EUA
Serviços jurídicos, 2 - 10 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Practice Panther

5,0 há 3 semanas Novo

Comentários: We are more efficient managing our billing and information flow.

Vantagens:

We were up and running within minutes. The software is intuitive and when we need answers there is a library of how to videos and a very responsive customer service team.

Desvantagens:

We have used Practice Panther since our firm was established. We have not implemented every feature, and hope to do so in the future.

Paul
attorney/owner, EUA
Serviços jurídicos, 2 - 10 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

I like It!

5,0 mês passado Novo

Comentários: Love the convenience of having access to file info at my fingertips all the time; live calendar available 24/7.

Vantagens:

Short learning curve and originally, great pricing

Desvantagens:

increase in cost since I started with it, inability of PP or Lawpay to resolve issue of choosing which account receives card payments

Elisabeth
Attorney, EUA
Escritório de advocacia, Profissional autônomo
Usou o software para: 6 a 12 meses
Fonte da avaliação

Alternativas consideradas:

Excellent Case Management Software

5,0 há 3 anos

Comentários: This software saves me time and helps with record keeping. It is easy to use. I would hate to be without it.

Vantagens:

I love the ease of use for conflicts checking. I love the secure client portal, as I often exchange sensitive documents with the client. I love the client notes feature and the calendaring.

Desvantagens:

I have had clients who could not get the secure portal to work - that may have been user error, but there are enough of them that I had to develop a back up plan. I would like to see a better overview of available features so I can decide what works best for me. I do not use most of the billing features, so I would like a way to disable that, rather than have it look like I am running a huge deficit! I would like to learn more about integration with Wealth Counsel software. Cross-population of clients would be a huge benefit for me!

Vickie
Paralegal, EUA
Escritório de advocacia, 2 - 10 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Excellent billing program

5,0 há 4 anos

Comentários: Practice Panther has been extremely receptive to our suggestions for improvements and changes when specific things didn't work for us. They respond quickly, and when something surfaces that may take awhile to improve, they communicate clearly and regularly to keep us in the loop.

Vantagens:

Love the ease of use for the billing program. It's clear, easy to use, and easily adaptable / modifiable for your billing needs.

Desvantagens:

Sometimes glitches occur that cause you to have to break down your billing into smaller sections which is a little more time consuming.

Kathleen
Principal/Owner, EUA
Escritório de advocacia, 2 - 10 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

PracticePanther

5,0 há 2 anos

Comentários: PracticePanther is like having a full time employee at a fraction of the cost without any employment law issues. I couldn't run my law firm without PracticePanther. The software is easy to use, the PP support is excellent, and the company is always rolling out new features to make running my law office easier and more efficiently!

Vantagens:

It's very hard to pinpoint what I like the most about PracticePanther since there are so many features I rely on for my law practice. I very much like that I can find everything related to a contact or matter in one place. All emails and their attachments, notes, documents, billing, payments, calendar, "to do" list (Tasks), time entries, and communications for a contact and matter can be found in PracticePanther. I use the templates and workflows on a daily basis, which save me time and keep me on track. With a simple click I can send an online questionnaire to a client that, once completed, is kept in the client account. The tags allow me to filter and label my contacts and matters any way I want. I use PantherPay for online payments which is very easy and shows all payments in the billing account immediately. I also like that new features are made available regularly - the software is always improving!

Desvantagens:

1) Would like for clients to start, save, and continue an intake form at a later time and have them receive a copy of their answers after being submitted. 2) The timer buffers endlessly if the page has not been refreshed. I realize you are working on this. :-/ 3) If a client has a PP account with another law firm, that client cannot open a new account with my firm using that same email address. Is there a way to fix this? 4) Would love to have conditional/dynamic fields in the intake forms.

Zach
Attorney, EUA
Escritório de advocacia, 2 - 10 funcionários
Usou o software para: 1 a 5 meses
Fonte da avaliação

Easy to use practice management software with top-end functionality at low price

5,0 há 5 anos

Comentários: Easy of keeping track of deadlines and client contacts. Overall, the best practice management software I have seen for the price. I would say this performs better than CLIO (I've used it with ALL of the add-ons), way better than AMICUS and MyCase and similar to ABACUS. They need to add a matter pre-billing function to run attorney's fees reports and allow you to copy/paste e-mails into the matter, but otherwise this is a perfect solution for most practitioners. Unless you are using the rules-based calendaring in ABACUS or Westlaw's Firm Central, I have not seen a product that is nearly as useful on the market.

Vantagens:

Unlike a number of the cheaper practice management software programs on the market today, Practice Panther has a wide range of functions within the software which are easy to use. Instead of just having "Tasks" or "to-dos", PP allows you to create Activities which can be "Events" "E-mails" "Phone calls" or "Tasks". On the Task front, PP allows you to set sub-reminders that can send you e-mails or text messages in advance, like say "7 days before," and "3 days before," for a filing deadline. I also think it is pretty fantastic that PP shows whether a time entry has been completed for EVERY SINGLE ACTIVITY marked "completed" or "in progress". This would be incredibly useful for practitioners (mostly civil) managing staff and trying to deal with staff not accounting for all of their time in billing. The "mail sync" function is also easy to use, and allows you to e-mail out of your native software (MS Outlook, GMAIL, etc) and simply "bcc" the client matter itself. When you do this, the e-mail is automatically saved into the matter. Almost every other program out there that I have used requires you to use their client messaging portal to get the same functionality. The templates are easy to use for creating documents to merge out of PP also. Think client engagement letters, releases, and basic letterheads that you use in every file. We don't use PP for accepting payments so I cannot comment on that portion.

Desvantagens:

1. Matter pre-bills or invoicing. In many civil cases there will be a time when you need to prepare a billing report to present to the court solely for a claim of attorney's fees. In other software that I have used, you can run a report for a set period of time or type of billing entries which will then create a printable draft invoice-looking document. You would then be able to slap an exhibit sticker on that document and use it for your attorney's fee request. I haven't found a way to easily do this in PP yet, and it seems like you would have to utilize a draft invoice which captures all time billed in the matter. I could be wrong. 2. No Batch Entry System for E-mails. PP has a GREAT syncing system that works with your native e-mail so you can BCC messages into the matter when you send or receive them. However, if you forget to include the mail-sync in your BCC line, or don't forward a message to the mail-sync, there is no easy way to subsequently get the e-mails into the matter in PP. What I mean is this: say you have a number of e-mails from someone that weren't saved into a client PP matter and instead lived in your Outlook before the client actually hired. You would have to manually forward each one of your emails to the mail-sync to get them into PP. Additionally, if you are a federal criminal lawyer and use CORRLINKS to communicate with your clients you will know that you can't forward out of that system. PP doesn't let you copy/paste emails so your stuck.

Michael
Managing Attorney, EUA
Serviços jurídicos, 2 - 10 funcionários
Usou o software para: 6 a 12 meses
Fonte da avaliação

Great and improving all the time!

5,0 há 7 anos

Comentários: This is an update to a previous review I made. The folks at Panther are impressive. They've taken recommendations I and others have made and implemented them; they've quickly addressed issues I've had; and they are always courteous and responsive. The overall layout has vastly improved since my first review, and looks downright beautiful. We live by the search feature and it now works on custom fields. Custom fields can now also be listed in reports. You can now group custom fields so that you may show only those fields in a matter or contact that pertain to their specific situation. We have structured Panther so we can use it as a basic CRM...which is an immense work-flow savings for us. We asked for Dropbox integration and what they produced is perfect (considering the limitations of Dropbox). Time keeping is a snap and reachable from any screen. We asked to be able to a log call without assigning it to a matter, and they changed that so now we can. The tasking feature and its integration with the calendar is fantastic, I could not service so many clients without it. And the Panther folks have taken it on themselves to make some minor changes that have made the workflow of using the program much faster than in my previous review. I now can answer the question I posed in my earlier review of whether I love or hate Panther: We love it. I admit that it's not perfect (a couple of basic features in billing need to be addressed before I am willing to use that portion of the program), but Panther saves us many hours a week. I tried many firm management products before settling on Practice Panther, and I am glad I stayed with them. It's already better than the others, and it keeps getting better all the time thanks to their team. You cannot go wrong choosing Practice Panther. Final note: To my surprise one lawyer told me Panther seemed expensive. Really?! It seems well priced to me, and if you try to save a few dollars a month with some inferior product you will pay dearly for that choice in lost time.

Vantagens:

Beautiful layout, easy to use, functions as a basic CRM, matter and time management, and billing program all in one.

Desvantagens:

Flat fee billing is not well thought out, and the billing module presents clients with a reckoning of my operating account as well as their trust account. (I understand Panther may have made the operating account info optional by now, or that is in their near term plan.)

Tara
Tara
EUA
Usou o software para: Não especificado
Fonte da avaliação

PracticePanther has cut the amount of time I spend on my office management duties by about 65%.

5,0 há 6 anos

Comentários: Before PracticePanther my client information was all over my computer. I kept track of billable hours and financials in Exel, client emails in Google, and my forms (intake, representation, agreements, court filings etc) in Word. This meant in order to have everything as it pertained to a specific client in one place, I had to print everything out. And, I was using nonlegal software to send out billing invoices which lead to long hours of transcribing information from Excel to the service I was using. The rate of error of retyping information like addresses or agreements or billable hours into different software programs was high. I am a solo practitioner who does not have a clerk, secretary or paralegal. So after a long day of work, I then had to become the marketing, IT and accounting departments. I spent a lot of time doing things two and three times. I knew I needed a case management system but was afraid it would be too expensive or time consuming to learn. After doing my due diligence I found PracticePanther. Not only was PP one of the most affordable options out there, they had very intuitive methods of doing things so the learning curve did not take much time. Now anything and everything pertaining to a specific client is kept in one place. All billables, emails, evidence, representation agreements I even enter details of phone calls and meetings I have on matters in the Notes section for each matter so I have a documented history of what was discussed on what day. PracticePanther has cut the amount of time I spend on my office management duties by about 65%. I use that time to grow my practice, network or do pro bono work.

Vantagens:

I love the IT help, the invoicing system and the templates feature. I had a lot of questions and needed a lot of help in the beginning. Being able to schedule times to discuss my issues with the IT guys at PracticePanther was great. The fact that they can take over your computer remotely so they can see what you see in real time is even better. Their response time to non-scheduled issues is pretty fast. I have also found their FAQs and how to videos to be extremely helpful but having a live person to speak with who can access your computer is just as good as having someone standing next to me while I work. The invoicing system is phenomenal. It keeps track of all of my client banking accounts. I can see at any time how much is in my IOLTA account, how much is in my operating account, how much a client owes, how much a client has paid and how much I have billed a client but not yet invoiced. I can do this client by client, matter by matter or as an overall total. LawPay is free if you sign up through PracticePanther which is awesome because it handles my credit card transactions and when a client pays, it automatically updates my invoicing and accounts. PracticePanther also knows how to deduct things from a client's retainer when sending out an invoice so you don't have to worry about that either. Their timing device feeds right into the system. It is awesome.

Richard
Principal Attorney, EUA
Escritório de advocacia, Profissional autônomo
Usou o software para: Mais de um ano
Fonte da avaliação

Simple sophisticated software that will simplify your practice

5,0 há 6 anos

Comentários: This is a complete solution for my practice. I am a single solo so the document automation, notes, time entries and billing are a great way to save time and effort.

Vantagens:

One of the best features of the software is not so much a feature but the logic employed in designing the flow of data. I have used a number of the more popular programs and can heartily recommend this as the best I have found. The ease of use makes it a top choice if you have staff that will use it. I am a single solo and it is not one of my concerns yet. But, I can't see anyone not understanding the flow of information. The automation is superb. Document assembly is easy and logical. One of the best features is the Forms generator. Email the form to your client or prospective client - they fill it out - and it goes right into your data. No need to waste time inputting names, addresses, phone numbers, email addresses, and any other data you would like to have handy in your file. Tracking time is a breeze as is generating invoices, tracking retainer accounts, tracking trust accounts and more (I find the accounting component more than meets my needs). Over time you will come to rely on the information in the program over the physical file. It has become my organizational hub for all that I do.

Desvantagens:

I would like to see a thick book explaining all the capabilities and limits. The support people are great and can answer any question - I just like to read it and push the software to its limits. I have used PP for some time - moving to another package for some time. At twice the price - it did less. In my brief time away the product dramatically improved & I am back and very happy.

Michael
Owner/Managing Attorney, EUA
Serviços jurídicos, 2 - 10 funcionários
Usou o software para: 6 a 12 meses
Fonte da avaliação
Fonte: SoftwareAdvice

Practice Panther Time Keeping and Billing for Attorneys

4,0 há 4 anos

Comentários: I have always been terrible at time keeping and billing. I have probably left Hundreds if not Thousands of dollars on the table by failing to properly keep track of my time and billing. With Practice Panther I am encouraged to keep track of my time and billing because it is fun and easy to do. And I am now on top of past due bills, who is paying on time, and when to prompt clients its time to pay up!

Vantagens:

I really like two features the most. First, is the absolutely fabulous customer support that I receive. I get answers within less than 60 minutes from the time I contact them. Second is the ease of use. Practice Panther is almost intuitive in its use. If the answer doesn't jump out at you, there are tons of training videos available and the online customer help is spot on.

Desvantagens:

I use the basic Essential Monthly Plan. It is the lowest cost but the value is exceptional. I do wish I had some of the additional features in the higher priced plans but those don't fit my budget currently. Those features I can supplement with my own documents or programs.

Joseph
Owner, EUA
Escritório de advocacia, 2 - 10 funcionários
Usou o software para: 1 a 5 meses
Fonte da avaliação

Great Product!

5,0 há 6 anos

Comentários: I recently switched to PracticePanther after 20 years using different version of Amicus Attorney. While Amicus helped me to keep my practice moving for years, the lack of continuing support for the product and meaningful changes caused me to start looking at alternatives. After researching the current crop of practice management programs and downloading several demo's, I ended subscribing to the PracticePanther team. The first reason I chose PP was the fact that I was able to create "workflows" that automate a ton of the tasks required for several practices areas. For example, a new misdemeanor criminal case can have the misdemeanor workflow that I created applied and all of the steps for the cases are automatically generated. The scheduling of the first client meeting, initial hearing, filing of our appearance, requesting discovery, sending discovery, attending the pretrial conference, plea meeting with client and change of plea hearing all become tasks or calendar events with just the touch of a button. My assistant then just needs to coordinate the dates for all of the auto-generated tasks or events in order to have the file completely organized. The workflow also assigns the responsibility for completion of tasks automatically to me or my staff so we all are reminded of what needs to take place next. The second selling feature for me was the automated email and text-message reminders that can be generated to the client (and to staff if desired). I like that I receive a text reminder from my dentist's office and wanted something similar. For all events that I create within the workflow, I can assign the reminder details. This has significantly lowered the number of no-shows that I have for office meetings and court hearings and reduces the staff time that was spent before calling to remind clients of court dates and meetings. The third key feature that I really wanted was the secure client portal feature. The portal allows me to hand incoming clients an Ipad to have them fill out their intake information that we would need to create a new client file. Once the client has completed the information on the Ipad, it automatically creates a new contact within the PP system and we can then easily generate a new matter if we are hired. For clients that we choose to work with, they are also sent an email invitation to open their secure portal, thus allowing them access to their online file within the PP system. Clients love it.

Vantagens:

Great tools, great automation, great customer support

Desvantagens:

There are continuing areas that we could further automate to make the product even more amazing.

Ron
Managing Partner, EUA
Serviços jurídicos, 2 - 10 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Customized client intake, easy reporting, and simple invoice tracking!

5,0 ano passado

Comentários: It really has changed how we interact with our clients. The ease of sending new client intake forms, which can be filled out on any device regardless of having a PracticePanther account, has really streamlined our intake process. Being able to track invoices right within the tool, and being able to generate reports easily - it really has streamlined how we operate.

Vantagens:

The look and feel was one of our deciding factors to go with PracticePanther. It’s incredibly intuitive, and most of your data is available whenever you need it. In immigration law, there’s a lot of very important dates and information that need to be tracked, so being able to create all the custom fields we needed was a big win. I also love how easy it is to track our billing. We can automatically track who has paid, and then follow-up with anyone we still need to collect from. Giving extra transparency to our clients really showcases our ability to use technology to enhance our services.

Desvantagens:

When starting with any new software you need to approach it with some patience. There’s a lot of training available, both videos and text-based. So getting ramped-up and knowing that we needed to experiment with customization and intake forms, and get the team to support using it was going to take some time.

Philip
Managing Attorney, EUA
Escritório de advocacia, 11 - 50 funcionários
Usou o software para: 1 a 5 meses
Fonte da avaliação

We have been very happy with the process and responsiveness of PP. Happy we took the plunge.

5,0 há 6 anos

Comentários: We are becoming more efficient and better able to service our clients at a higher level. It ultimately will allow me to market our firm even better. My team is getting very excited about it.
Everything has been positive thus far. There is a lot to learn on the software. As we have a lot of people working with the software at once, it results in people achieving knowledge quickly. However, that is to be expected with any practice management software. The good thing is that PP personnel are always there to help.

Vantagens:

We are just getting started with the software and have been implementing only for a few weeks. I will update my experience again in about one month. Although we were efficient, we were not hyper-efficient before Practice Panther. Also, although we are a very systematic firm with set processes, our significant growth made it impossible for us to sustain the systems without a practice management software. From what I have seen, Practice Panther allows us to become hyper efficient because of the following: 1. We are now able to input data one time rather than several times allowing our staff to work on more things and learn more substantive tasks. 2. Inputting information then populates forms and sets up matters. 3. We are able to task and monitor the tasks without relying on memory, sticky notes, pads of paper and task lists. 4. All of the information is now in one place without the need of navigating through various portions of our database. 5. Our clients are happy with the immediate availability and access to their documents without having to request it via email and the ability to communicate through the portal. 6. I believe that the system will allow us to increase capacity and scale our practice.Our model is simple. We try to make the experience for our clients seamless and effortless through the use of portals and constant access to the resources of our firm. The technology will allow us to compete against larger firms.

Jami
Attorney, EUA
Serviços jurídicos, 2 - 10 funcionários
Usou o software para: Mais de um ano
Fonte da avaliação

A Comprehensive, Intuitive and Efficient Law Practice Management Project

5,0 ano passado

Comentários: It has been a great addition to our practice, has transitioned us from a primarily "paper" practice seamlessly, and, even after 18 months, I would recommend it.

Vantagens:

The product is very intuitive -- making it easy to use from the start. We had no problem transitioning our staff from the old system. We did not import our old data, so I cannot speak to that process. The other thing that I like about Practice Panther is the responsiveness of the customer service team, the availability of tutorials and other resources, and the willingness of Practice Panther to take suggestions for improvement and actually implement them.

Desvantagens:

Conflicts checks are a little clunky, but they do run names through the entire system. Reports were difficult to navigate for me, but I'm sure there are tutorials for that. I was impressed by the fact that the company offered to prepare report forms for whatever we need that isn't already included.

Melanie
Attorney, EUA
Serviços jurídicos, 2 - 10 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Alternativas consideradas:

Practice Panther the Easy Way to Get Significant Advantages In the Market

5,0 há 4 anos

Comentários: Great!

Vantagens:

Ease of use, iphone ap, customer service, training videos, layout

Desvantagens:

I honestly cannot think of anything I don't like

Donna
Office Manager, EUA
Escritório de advocacia, 11 - 50 funcionários
Usou o software para: Mais de um ano
Fonte da avaliação
Fonte: SoftwareAdvice

Poor Customer Service Response or Follow-up

4,0 há 2 anos

Comentários: It's very - ehhh. I don't regret getting rid of our old timekeeping software, but I regret going with Practice Panther due to the lack of any real solutions from Practice Panther. I don't know if they really have an IT department to fix any problem that is presented them. I have serious concerns that they don't know how to fix the bugs in their own system.

Vantagens:

I like the set up and font size of Practice Panther. Once you get use to the functionality, it is easy to operate and understand.

Desvantagens:

The customer service does not follow-up with any real responses other than "we are working on it". It has taken months of no real response to a very simple issue. I would say the inability or lack of IT people that can fix the bugs that exist in program would make me reconsider whether the investment in Practice Panther is worth it.

Jonathan
Usuário do LinkedIn Verificado
Usou o software para: Não especificado
Fonte da avaliação
Fonte: GetApp

Incredible service for a great product

5,0 há 8 anos

Comentários: While one of the newer players in the field of practice management, Practice Panther excels in relationship building and care for its users. Having tried nearly every product available, I found that Practice Panther was a cut above the others by way of their desire to be the best. During the trial period, I send a large list of things that I would like to see implemented or improved in the product. Their response, that they have begun making a number of improvements and tabled some of the others for future releases, was impressive. Not only that, shortly thereafter they had some of the changes implemented in the product and live for all the users. Practice Panther is a great product that you can grow your practice with. The employees of the company are interested in making a superior product that exceeds the expectations of all its users.

Vantagens:

The dashboard allows me to see, at a glance, my productivity and earnings for the month. I can add important calendar dates and reminders to the page quickly and get a high-level view of everything that I am working on at the time. Practice Panther also integrates with Google calendar, mail, and apps which is great. It allows me to assign emails to certain folders in gmail and then see the communication string within the program. I can put a calendar entry on my phone while away and it will sync into the app. It is a great tool to help track and grow my practice.

Desvantagens:

As I mentioned above, Practice Panther is newer than the others. There are some features that are coming down the pipeline, but not implemented yet. For instance, the trust accounting process is a little buggy. Some features take some getting used to, but all of this is countered by the fact that they are friendly, nice, and excited to make the program the best it can be. Overall, well done Practice Panther!

Resposta do Paradigm

há 6 anos

Thanks for the great review Jon! We have upgraded our trust accounting to include over 35 reports you can export for your accountant. You can reconcile your account with your bank, view trust ledgers, sync with QuickBooks Online, use UTBMS codes or LEDES98B billing if needed, and much more. You can learn more and see some reports here: https://www.practicepanther.com/iolta-trust-accounting-software-attorneys/