CRM (Customer Relationship Management) > PracticePanther Legal Software
PracticePanther is a practice management software used by numerous legal practitioners worldwide to automate their firms.
CRM (Customer Relationship Management)
PracticePanther Legal Software
PracticePanther is a practice management software used by numerous legal practitioners worldwide to automate their firms.
Forms & Surveys
DataScope
DataScope Forms is a mobile solution to automate your operation. Collect data offline, manage
field teams and share business insights.
Integrations
New Contact
Triggers when a new contact is created.
Dropdown - Accounts
Triggers when a new contact is created.
New Account Tag
Triggers when a new account tag gets added.
New Activity Tag
Returns a list of all activity tags.
New Bank Account
Get Bank Accounts.
Dropdown - Bank Accounts
Get Bank Accounts.
New Call Log
Triggers when a new call log is created.
New Email
Triggers when a new email is created.
New Event
Triggers when a new event is created.
New Expense
Triggers when a new expense is created.
New Expense Category
Triggers when a new expense category is created.
Dropdown - Expense Category
Triggers when a new expense category is created.
New Invoice
Triggers when a new invoice is created.
New Item
Triggers when a new item is created.
Dropdown - Items
Triggers when a new item is created.
New Matter
Triggers when a new matter is created.
Dropdown - Matters
Triggers when a new matter is created.
New Matter Tag
Returns a list of matter tags.
Users/Me
Returns the user record for the authenticated user.
New Note
Triggers when a new note is created.
New Payment
Triggers when a new payment is created.
New Relationship
New Relationship.
New Task
Triggers when a new task is created.
New Time Entry
Triggers when a new time entry is created.
New User
Triggers when a new user is created.
Dropdown - Users
Triggers to fill out the dropdown.
Create Contact
Creates a contact.
Create Bank Account
Creates a bank account.
Create Call Log
Creates a call log.
Create Email
Creates an email.
Create Event
Creates an event.
Create Expense
Creates an expense.
Create Expense Category
Creates an expense category.
Create Item
Creates an item.
Create Matter
Creates a matter.
Create Note
Creates a note.
Create Task
Creates a task.
Create Time Entry
Creates a time entry.
Find User
Searches for a user by email address.
Find Contact
Searches for a contact by email address, name, contact number or phone number, and can create one if not found.
Find Matter
Searches for a matter by name or number, or create one if not found.
Export results to different platforms
Get the results in Excel, PDF or integrating with our API
