Practice or matter management system
PracticePanther
PracticePanther is listed here as a practice or matter management system.
PracticePanther is cloud practice management for law firms, organised around contacts and matters, with its own Tags used to attach time entries, documents and payments to the right case and to slice its reports. Payments run through its own PantherPayments, which takes card, ACH and eCheck, sets up payment plans, sends single OneLink payment links and can deposit into a retainer account, while trust accounting, a general ledger and three-way trust reconciliation are kept in the same system. Firms can also text clients two ways from it and turn those texts into time entries, create legal documents in batches, and set conditional workflows that open case tasks and checklists.
What these workflow templates do
Every workflow template below works from an export from a practice or matter management system and changes nothing in it.
Workflows for practice and matter management systems
No workflow template names PracticePanther yet. The templates below are not written for PracticePanther by name; each is written for a practice or matter management system.
Matter budget and status summary Workflow template
Works from an export from a practice or matter management system.
Can see: the files the person supplies from their billing and practice management systems, with the column headers those systems export. Can change: nothing.
Matter closing checklist preparation Workflow template
Works from an export from a practice or matter management system.
Can see: matter record, open tasks and billing status. Can change: nothing.
Matter coverage plan for absences Workflow template
Works from an export from a practice or matter management system.
Can see: matter list, roles with backups and staff list. Can change: nothing.
Weekly open-matter check Workflow template
Works from an export from a practice or matter management system.
Can see: matters export and tasks export. Can change: nothing.
Weekly status requests to outside counsel Workflow template
Works from an export from a practice or matter management system.
Can see: matter list with status, firm, last update, budget and fees billed. Can change: nothing.
Teams that run these workflow templates:
How it connects
Each connector below is one we know of, with who publishes it, where and when we found it, and its trust level.
Published by its maker
Programming interface from the maker of PracticePanther
A programming interface for software developers.
Published by PracticePanther, as the maker's own page states.
Found in the maker's own documentation on 12 November 2026. Last checked on 12 November 2026.
ListedFound in a named public source on a stated date. We have not reviewed or used it.
What setup takes, and who approves it
Connecting a workflow to PracticePanther is agreed when the work is scoped: a person who looks after PracticePanther at your company approves how the workflow signs in and what it may see and change.
No time is promised here. Where no connector exists, the workflow works from an export.
What was checked, and when
- The maker's own pages: read on 12 November 2026.
- The workflow templates above: each link was read from the template's own text and reviewed, most recently on 12 November 2026.
Next step
Want a workflow above built for your team? Open it and choose how to start, or book a fit call.
Technical details
- PracticePanther API · Public APIFound in the maker's own documentationPracticePanther's help centre describes a REST API that gives developers access to the features of its app, with OAuth 2 sign-in and access granted on request.The maker’s page