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Practice Panther Integration

We’ve teamed up with Practice Panther to provide users with new ways to organize and manage their workflow. By integrating Practice Panther with your Legalboards account, you’ll be able to have all of your data in one place. Now, you’ll be able to do what you love and more efficiently- practicing law.

By combining the two programs, you can start saving time with automations while also working with a simplified visual workflow. With Practice Panther’s robust features, Legalboards can supplement your task and case management to deliver better service to your clients.

Practice Panther + Legalboards Benefits

1) Enhanced Automation

Utilizing the Legalboards automation capabilities, busy lawyers can save time by automating different aspects of their work. Some of the most common automations we see and help users set up involve email updates to team members, checklist creations, and board (aka matter) management.

By automating emails, you can set up triggers like time or card movement so that team members and clients can stay updated on the progression of a case. With the time trigger, this can be especially useful for preventing delays or bottlenecks in your workflow.

Additionally, checklist creation helps keep you and your team on top of your tasks. By automating checklists, you can address all of the smaller tasks that are involved with the stages of a case. You can learn more about automation and how to set up common ones in our automation resources.

2) Visualize Your Workflow

Legalboards allows you to easily visualize and organize your matters. By using Kanban, you and your team can see your matters in a bird’s eye view. The Legalboards interface allows you to see how your cases are progressing at a glance. You don’t need to open each individual case file in order to see what stage it’s at. 

By customizing your board through checklists and custom labels, you can tailor your account to reflect your workflow. If you’re a visual learner, you have multiple options for you to organize your board and cards. Legalboards also allows users to view their matters in different ways- calendar (through the task center), list, and Kanban.

3) Updated Data in Real-time

By integrating Practice Panther, your data will be automatically synced. Because of this, you won’t need to input your data twice. The specific fields that are synced between Practice Panther and Legalboards are the following:

Contact information: first and last name, email, and phone number; and

Matter information: name, case number, opened date, practice area, description, SOL date, and clients.

Getting Integrated With Practice Panther

It’s easy to integrate your Legalboards account with Practice Panther. If you’re more of a visual learner, you can watch the video below to learn more.

Step 1: Setting up your account

The first step is to create a Legalboards account. If you’re a new user of Legalboards, you can follow our onboarding wizard to create your first board and connect your account to the programs you already use. If you’re an existing user, you can integrate Practice Panther by accessing “Extensions” in the menu.

Please note, we use the Probate board template in this example but if you practice in a different area, we have multiple options within our board gallery for you to quickly get started. 

The next step in setting up your account is to integrate software. You’ll find the Practice Panther icon and then click on the “Install Now” button to initiate this process.

Step 2: Authorizing your account

Whether you’re a new or existing user, you’ll need to authorize Legalboards to access your Practice Panther data. Once this is completed, you’ll see the data in your Legalboards account.

To do this, log in to your Practice Panther account and click on the “Grant Access” button. If you have any questions or problems with your data being synced, please contact us at support@legalboards.com, generate a ticket, or through the chatbot.

Step 3: Getting Started with Legalboards

You can learn more about the Practice Panther integration here, or visit our YouTube channel for more help getting started in Legalboards. And if you have any questions, reach out to us!

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