Onboarding new clients, prepping each document, invoicing every matter, and checking in on who’s handling what task all require several coordinated steps. Across every client and staff member at your firm, those steps can take up a big portion of your team’s week.
In our upcoming Tips & Tricks webinar, we’ll explore how law firms are using PracticePanther to streamline intake, automate billing, and balance their team’s workload.
Join us on Friday, October 30th at 1:00 PM ET for an opportunity to learn from other firms’ successful workflows and see the time-saving shortcuts in action with PracticePanther’s Product Owner, David Silberberg & Customer Success Manager, Shaina Crawford.
Get new clients onboarded faster by cutting out the repeat data entry between intake forms and documents
Spend less time on billing by handling invoices and payments for multiple clients and matters in a single pass
Keep your team’s workload balanced and on track with a quick view of all task and activity progress
David Silberberg
Product Owner @ PracticePanther
David is the Product Owner at PracticePanther, an all-in-one legal practice management software. For over 10 years, David has spoken to thousands of lawyers about the most efficient and cost-effective ways of operating their firms with PracticePanther. David is an expert in every aspect of the platform and is focused on delivering value to customers.
Shaina Crawford
Customer Success Manager @ PracticePanther
Shaina works with law firms to optimize their everyday processes and use PracticePanther more effectively. She specializes in solutions that reduce administrative strain, and enhance the client experience. Her objective is to equip firms with customized strategies for streamlining workflows and accelerating revenue collection.
CRM
Manage your contacts & matters. Import data. Run conflict checks and stay aligned across your firm.
Time Tracking
Never miss another billable minute again. Track & bill time from any device, on any screen in PracticePanther.
Intake Forms
Eliminate manual data entry. Send unlimited custom intake forms online. Get them signed with built-in eSignature.
Client Portal
Keep clients up-to-date on their case. Share files, send secure messages, and texts, assign tasks & more.
Calendaring & Email
Sync your calendar and email with Gmail & Outlook. Receive daily task reminders and progress through workflows.
And more...
Create tasks and workflows. Manage documents. Accept online payments, and communicate via native SMS.
Billing
Bill for time, expenses, flat rates, & contingency. Get paid seamlessly with built-in online payments processing and collect faster with custom payment links.
Accounting
Compliantly manage your trust and operating accounting inside the same platform you use to manage cases, track time, send invoices, and get paid.
Join the tens of thousands of legal professionals who trust PracticePanther to help them practice more and manage less.
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