PracticePanther helps estate planning attorneys save hours tracking their time and billing their clients. Use the timer on any device to track your time and generate invoices in just one click. Give clients transparency by showing them detailed notes, expenses, time entries, and phone logs through a secure client portal.
Configure your intake forms exactly how you want to get everything you need to know about clients. Add custom tags to track referrals, run detailed reports, and quickly find what you need to know about any client or matter. Tie it all together with our integrations to your email and calendar provider, Wealth Counsel, and more.
Simplify your email and legal calendaring.
Store contact info such as names, phone numbers, emails, mailing addresses, and more with unlimited custom fields. Follow any contact or matter to get real-time alerts for any new activity. See when a note was made, when an invoice became overdue, and more.
Estate planning attorneys love our software.
See how PracticePanther helps estate planning attorneys manage their practice.
Jonathan G. Miller, Esq.
“Being able to assign emails to specific clients and matters in PracticePanther so that I can see exactly what documents are related to that issue is great!”
Try our law practice management software for estate planning attorneys.