Legal workflow software designed to automate tasks and reduce human errors 

Reduce human errors and win cases with our automated workflows. Create workflow templates to standardize your firm’s responsibilities and customize the steps for each practice area of law you serve. No need to overthink, just create the process steps and go. Our legal workflow software can handle the rest for you.

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PracticePanther dashboard showing workflow edit screens

Curious about how automated legal workflows can optimize your team’s performance?  

Onboarding new clients? Creating a few wills for clients this week? Or perhaps working on another DUI case? Anticipate repeat steps before they happen and assign who’s responsible for each task so nothing falls through the cracks. Reduce errors, align with colleagues, and always be a step ahead with our customizable workflows.

PracticePanther dashboard showing task setup workflows

Create custom legal workflows and tasks that automatically adapt to your needs 

Our conditional task feature keeps your law firm staff calm and focused. Keep staff up to speed by automatically assigning them tasks via pre-determined workflows. Once one task is completed, PracticePanther automatically assigns them a new task to keep them on track. You simply set the assignments and dates — we just make sure it happens at the right time.

PracticePanther mobile dashboard showing invoice setup workflows

Always be in the loop. Every day, every minute, every second. 

Being in a law firm, you have a lot going on both managing clients and staff, and growing your book of business. You’re probably juggling a handful of cases right now and trying to keep up with all that’s on your plate. Our automatic email and SMS text message reminders tell you what’s coming up and what’s been done. Let the workflow run on its own so you don’t have to worry about not knowing the status of any case.

Maximize your efficiency by starting your day with a comprehensive list of today’s task in your inbox

We collect and organize your daily tasks broken down by practice area, contact, and matter. Save your brain power for things that really matter, we’ll keep you on the right path with no stress.

PracticePanther dashboard showing agenda setup
PracticePanther Workflow

Simpify client intake with automated legal workflows 

Leverage the power of legal workflow software and streamline your client intake, so you and your staff provide a consistent client experience. Create a workflow of your firm’s ideal intake process, create each action, task, or meeting event in the workflow, and get started on cases quickly.

PracticePanther conditional workflow

Nurture your clients with automated conditional legal workflows

Maintaining a healthy attorney-client relationship often comes down to one key factor: nurturing your clients. With our client intake process, conditional workflows will automatically guide your clients to the next step. You can trust that they won’t fall through the cracks or feel lost during the process. Our legal workflow software is designed to keep everyone on track with case progress, from you and your staff to your clients.

See why lawyers choose PracticePanther

Start your free trial today

PracticePanther is the leading legal practice management software. Start a free trial today and discover the power of automation at your firm.

Law practice management software made easy

We help you do right by your clients and get you home for dinner on time. Win-win.

PracticePanther Integrations

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PracticePanther Integrations