Live Walkthrough of the Newly Launched PantherAccounting Plus

Join us for a walkthrough of how newly launched PantherAccounting Plus simplifies your high-stakes trust accounting process and brings your firm’s general ledger into the same platform you already use to manage case data, so your books are always current and accurate.

PracticePanther’s Chad Todd and Matt Orlinsky will show how PantherAccounting Plus enables you to handle month-end three-way reconciliation in minutes, provides built-in safeguards that help you stay audit-ready by maintaining IOLTA, ABA, and state bar compliance, while also simplifying day-to-day management of your firm’s finances with a suite of tax-ready reports.

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First Name Last Name Work Email Work Phone Number Firm Name Firm Size

In this session, you'll see how:

Our guided three-way trust reconciliation wizard and one-click reporting simplifies month-end compliance, reducing reconciliations from hours to minutes

Our legal-specific chart of accounts can be customized to fit the exact way your firm operates

Every transaction, whether it’s case-related or a firm operating expense, can be classified and recorded in real-time

To access a suite of pre-built financial reports (P&L, Balance Sheet, Trial Balance, and more) that you can easily filter for year-end tax prep and long-term planning

To track firm expenses and bank transactions in one view, so you always know where every dollar is coming and going

Featured Speakers

Chad Todd

Accounting General Manager @ PracticePanther

Chad is the General Manager of Accounting at PracticePanther. Since 2014, he has dedicated his work exclusively to accounting for law firms. He has helped thousands of firms maintain Bar compliance while easing the burden of day-to-day accounting. With deep industry expertise, Chad understands the unique financial pressures law firms face. His goal is to bring clarity, confidence, and peace of mind to legal accounting.

Matt Orlinsky

Senior Practice Management Expert @ PracticePanther

Matt is the Senior Practice Management Expert at PracticePanther and takes pride in helping law firms run their businesses. Since 2016, Matt has helped thousands of firms shift the management of their clients, cases, documents, and financials from server programs into the cloud. Matt has a passion for helping businesses implement technology to be as efficient as possible.

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All-in-One Legal Practice Management

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.