Practice Panther: Legal Software Review
For the next few weeks I am going to review legal software that I’ve had the opportunity to work in. I’m will to try to make this as a non-biased review as possible. Remember this is only my opinion. No one has paid me to do these reviews.
First up is Practice Panther. Practice Panther is a legal software that is a practice management tool. It not only tracks an attorney's time for billing but has a client portal, links to Box.com or Dropbox for document storage, has intake forms, workflows and much, much more in functionality. It is cloud-based and connects with QuickBooks.
It has multiple price levels so it is a fit for the small law practice to the medium to larger firms. You can call from the app, access the program via your phone or other device. It is the all in one choice for law firms looking to have a one stop shop. It has a great integration with LawPay. It has excellent chat support. Practice Panther is your CRM and has a nice embedded calendar that can link to Google Calendar. You can save time with intake forms and with the workflow features.
Sorting and looking for things is difficult. It’s not user-friendly or intuitive. For example you have to go to the main toolbar and then find "more", "reports" and then "bank reconciliation" to get to the listing of the bank account. As an accountant, most of our time with new clients spent on detangling the trust accounting. It’s quite cumbersome within Practice Panther and way too many clicks.
While I like that you can show 1000 items on one screen, sometimes if you’re looking up a matter and you type in the first or the last name, it doesn’t pull it up under the search mechanism. That can be a problem when you are trying to do that forensic trust accounting work. If you are searching for a matter and it doesn't come up, make sure you search around the date range and if the name doesn’t pull up you search around that date range. You may actually search the pages of transactions.
As an Accountant, my thoughts: Do I like the program? No. Would I recommend it as a solution for all-in-one needs for an attorney who uses QuickBooks? No. There are better products out there than Practice Panther for a cloud based solution. I found there is too many clicks to do accountant tasks and the integration with QuickBooks needs to be addressed for sure. I do see a value in the product for attorneys, however. The workflow feature, docketing, calling a client right from the app and other practice management features make it a great CRM tool.
Easy to Use
If you are using Practice Panther and think it is great, reach out. I would love to hear from you. If you have a law firm that is looking at legal software, I have experience in many of the platforms and can assist you with selecting the right one for your firm.
And of course, if you need an accountant or bookkeeper that specializes in the legal profession, feel free to contact us. We would be more than happy to assist. We ❤️attorneys!