PracticePanther vs. Clio

PracticePanther is known for its ease-of-use. The platform offers an intuitive and easy to navigate feature-set, never requiring more than a few clicks to perform any function. Users can quickly become proficient without the need for extensive training or support. Additionally, PracticePanther offers full customization capabilities, allowing users to customize each feature to their firm's specific needs. Overall, PracticePanther's easy-to-use interface and customization options make it a popular choice among users.

PracticePanther simplifies work for law firms by providing an all-in-one platform that facilitates easy access to crucial cases, documents, and client information, eliminating the need for repetitive data entry. With PracticePanther you can manage your firm in fewer clicks and features are ready to use out of the box.

PracticePanther allows users to create custom reports directly within the platform. Create custom fields and tags to apply at the Contact, Matter, and Activity level to enhance your reports. PracticePanther provides a wide range of native reports that are ready to use — from staff productivity to revenue reports.

PracticePanther's native payment processor, PantherPayments, offers clear and transparent transaction fees: 2.9% for all card transactions, and a fee of 1% per eCheck. PracticePanther also offers a fast payment processing turnaround time (2-3 business days), allowing users to receive payments quickly and efficiently. Access PracticePanther’s custom transaction fee reports to get a holistic view of all payments and corresponding fees.

PracticePanther offers law firms a dedicated phone number, making it easy and secure for them to communicate with clients via text. Attorneys can track their time directly from the texting interface. All text messages are automatically logged into the corresponding contact and matter history, making it easier for attorneys to quickly reference previous conversations.

PracticePanther empower teams to efficiently allocate tasks and collaborate on projects by enabling users to assign tasks to multiple team members. PracticePanther notifies staff of any updated assigned tasks to ensure there are no communication mishaps.

PracticePanther allows users to create unlimited workflows that cater to the specific needs of their clients, cases, and matters. With branching workflows, attorneys can simply “set it and forget it” as the workflows will automatically respond based on the various outcomes of a case. Additionally, staff can set conditional rules to anticipate multiple outcomes throughout a case, so your firm can have a consistent and efficient process.

While the time tracker offered by Clio is certainly helpful, Clio does not offer users to track time for multiple tasks or clients at once. With the software only allowing for one timer to run at a time, users need to switch back and forth between different timers, potentially leading to errors or inefficiencies.

Unlike Clio, PracticePanther offers a more robust eSignature feature. Law firms can easily and efficiently collect signatures from clients, with the ability to apply eSignatures to specific fields within a document. This not only saves time but also creates a more streamlined signing experience. Easily generate and add custom payment links to documents using PantherPayments to simultaneously collect eSignatures and payment.

PracticePanther's mobile app provides users with the same full-featured access as the desktop version, including calendaring, eSignatures, texting, time tracking, and more. This seamless synchronization ensures law firms stay on top of their cases, no matter where they are.

PracticePanther enhances communication and collaboration between attorneys and clients with its user-friendly client portal. The portal enables the assignment of tasks, eSignature requests, document sharing, invoice requests and more, while also providing real-time tracking of document views, facilitating the progress of cases.