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PracticePanther

Connect PracticePanther integrations

Oversee your law firm's entire billing, calendar, and case load by integrating PracticePanther with Make. Connecting this solution with our workflow automation tool lets you instantly trigger custom client intake forms, generate invoices, and log secure trust payments. Register your free account today to begin managing your daily legal practice on Make.

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PracticePanther

This app is supported and maintained by Make.

Triggers and actions

Developed, supported and maintained by community users.

Watch Call Logs
Triggers when a new call log is created.
Trigger
Watch Emails
Triggers when a new email is created.
Trigger
Watch Events
Triggers when a new event is created.
Trigger
Watch Expense Categories
Triggers when a new expense category is created.
Trigger
Watch Expenses
Triggers when a new expense is created.
Trigger
Watch Invoices
Triggers when a new invoice is created.
Trigger
Watch Items
Triggers when a new item is created.
Trigger
Watch Matters
Triggers when a new matter is created.
Trigger
Watch Notes
Triggers when a new note is created.
Trigger
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PracticePanther

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Supercharge your workflows

Transform your legal workflows by integrating PracticePanther with Make

Connect PracticePanther with Make to automate client onboarding, sync case documents, and track billing. This integration helps your legal team save time, reduce manual data entry, and stay focused on winning cases.

Streamlined Client Onboarding

Automatically create new contacts and matters in PracticePanther whenever a potential client fills out an intake form on your website.

Instant Team Updates

Keep your legal team aligned by sending automatic Slack or Microsoft Teams alerts when a new case is opened or an invoice is paid.

Automated Document Syncing

Instantly back up case files and client documents from PracticePanther to your preferred cloud storage like Google Drive or Dropbox.

Centralized Task Tracking

Sync your PracticePanther tasks with external tools like Trello, Asana, or Google Calendar so you never miss a court deadline.

Support

FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.

A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.

Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.

Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.