PracticePanther Legal Software

PracticePanther is a practice management software used by numerous legal practitioners worldwide to automate their firms.

Automation Platforms

Triggers

New Bank Account

Get Bank Accounts.

Zapier

New Call Log

Triggers when a new call log is created.

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New Contact

Triggers when a new contact is created.

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New Email

Triggers when a new email is created.

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New Event

Triggers when a new event is created.

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New Expense

Triggers when a new expense is created.

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New Expense Category

Triggers when a new expense category is created.

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New Invoice

Triggers when a new invoice is created.

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New Item

Triggers when a new item is created.

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New Matter

Triggers when a new matter is created.

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New Note

Triggers when a new note is created.

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New Payment

Triggers when a new payment is created.

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New Relationship

New Relationship.

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New Task

Triggers when a new task is created.

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New Time Entry

Triggers when a new time entry is created.

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New User

Triggers when a new user is created.

Zapier

Watch Call Logs

Triggers when a new call log is created.

Make

Watch Emails

Triggers when a new email is created.

Make

Watch Events

Triggers when a new event is created.

Make

Watch Expense Categories

Triggers when a new expense category is created.

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Watch Expenses

Triggers when a new expense is created.

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Watch Invoices

Triggers when a new invoice is created.

Make

Watch Items

Triggers when a new item is created.

Make

Watch Matters

Triggers when a new matter is created.

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Watch Notes

Triggers when a new note is created.

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Watch Payments

Triggers when a new payment is created.

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Watch Tasks

Triggers when a new task is created.

Make

Watch Time Entries

Triggers when a new time entry is created.

Make

Watch Users

Triggers when a new user is created.

Make

Actions

Create Bank Account

Creates a bank account.

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Create Call Log

Creates a call log.

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Create Contact

Creates a contact.

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Create Email

Creates an email.

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Create Event

Creates an event.

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Create Expense

Creates an expense.

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Create Expense Category

Creates an expense category.

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Create Item

Creates an item.

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Create Matter

Creates a matter.

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Create Note

Creates a note.

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Create Task

Creates a task.

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Create Time Entries

Creates a time entry.

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Find or Create Contact

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Find or Create Matter

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Create a Bank Account

Creates a bank account.

Make

Create a Call Log

Creates a call log.

Make

Create a Matter

Creates a matter.

Make

Create a Note

Creates a note.

Make

Create a Relationship

Creates a relationship.

Make

Create a Task

Creates a task.

Make

Create a Time Entry

Creates a time entry.

Make

Create an Email

Creates an email.

Make

Create an Event

Creates an event.

Make

Create an Expense

Creates an expense.

Make

Create an Expense Category

Creates an expense category.

Make

Create an Item

Creates an item.

Make

Delete a Bank Account

Deletes a bank account.

Make

Delete a Call Log

Deletes a call log.

Make

Delete a Matter

Deletes a matter.

Make

Delete a Note

Deletes a note.

Make

Delete a Payment

Deletes a payment.

Make

Delete a Relationship

Deletes a relationship.

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Delete a Task

Deletes a task.

Make

Delete a Time Entry

Deletes a time entry.

Make

Delete a User

Deletes a user.

Make

Delete an Email

Deletes an email.

Make

Delete an Event

Deletes an event.

Make

Delete an Expense

Deletes an expense.

Make

Delete an Expense Category

Deletes an expense category.

Make

Delete an Invoice

Deletes an invoice.

Make

Delete an Item

Deletes an item.

Make

Get a Bank Account

Gets a bank account.

Make

Get a Call Log

Gets a call log.

Make

Get a Contact

Gets a contact.

Make

Get a Matter

Gets a matter.

Make

Get a Note

Gets a note.

Make

Get a Payment

Gets a payment.

Make

Get a Relationship

Gets a relationship.

Make

Get a Task

Gets a task.

Make

Get a Time Entry

Gets a time entry.

Make

Get a User

Gets a user.

Make

Get an Email

Gets an email.

Make

Get an Event

Gets an event.

Make

Get an Expense

Gets an expense.

Make

Get an Expense Category

Gets an expense category.

Make

Get an Invoice

Gets an invoice.

Make

Get an Item

Gets an item.

Make

Make an API Call

Performs an arbitrary authorized API call.

Make

Update a Bank Account

Updates a bank account.

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Update a Call Log

Updates a call log.

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Update a Matter

Updates a matter.

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Update a Note

Updates a note.

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Update a Relationship

Updates a relationship.

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Update a Task

Updates a task.

Make

Update a Time Entry

Updates a time entry.

Make

Update an Email

Updates an email.

Make

Update an Event

Updates an event.

Make

Update an Expense

Updates an expense.

Make

Update an Expense Category

Updates an expense category.

Make

Update an Item

Updates an item.

Make

Searches

Find Contact

Searches for a contact by email address, name, contact number or phone number, and can create one if not found.

Zapier

Find Matter

Searches for a matter by name or number, or create one if not found.

Zapier

Find User

Searches for a user by email address.

Zapier

List Bank Accounts

Gets all bank accounts.

Make

List Call Logs

Gets all call logs.

Make

List Contacts

Gets all contacts.

Make

List Emails

Gets all emails.

Make

List Events

Gets all events.

Make

List Expense Categories

Gets all expense categories.

Make

List Expenses

Gets all expenses.

Make

List Invoices

Gets all invoices.

Make

List Items

Gets all items.

Make

List Matters

Gets all matters.

Make

List Notes

Gets all notes.

Make

List Payments

Gets all payments.

Make

List Relationships

Gets all relationships.

Make

List Tasks

Gets all tasks.

Make

List Time Entries

Gets all time entries.

Make

List Users

Gets all users.

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