Practice Panther Integration

The integration between Lawmatics and PracticePanther allows your firm to streamline workflows by automatically syncing data between the two platforms. With Lawmatics, you can efficiently manage client relationships and automate the intake process, ensuring a smooth transition from new leads to clients. PracticePanther then takes over for case management, handling everything from matter tracking to billing and time management. This seamless integration ensures that no data gets lost between platforms, saving your firm time and eliminating the need for duplicate data entry.

Click here for step by step instructions on connecting your PracticePanther account to Lawmatics.

The article linked above is a useful resource for not only connecting your PracticePanther account, but also on mapping fields from Lawmatics to PracticePanther.

There are two different ways to sync a matter with it's point of contact from Lawmatics to PracticePanther: Conversion and Sync to Case Management. Let's break each of those down.

  • Conversion: The convert button is found at the top left of any PNC matter in Lawmatics. The convert action can also be built into an automation. Clicking the convert button (or triggering it in an automation) will do two things: 1. The matter will be synced to PracticePanther, and 2. The matter will change to a hired status in Lawmatics. To ensure that matters sync automatically upon conversion, make sure the 'Matter Conversion Sync Enabled' setting is enabled on the integrations page. This setting is turned on by default when you first connect your PracticePanther account to Lawmatics, ensuring a smooth and uninterrupted workflow from the start.

  • Sync to Practice Panther: Once you have your PracticePanther account connected on the Integrations page, you will also see a button at the top of each matter labelled Sync to PracticePanther. Use this button if you need to sync a matter to PracticePanther before they have actually hired the firm, since this button will NOT track the matter as a conversion/hired matter in Lawmatics. You can also build this action into an automation using the Sync to Case Management button.

Once your PracticePanther account is connected, you can further customize the integration by adjusting the settings on the PracticePanther page under the Integrations tab in your Lawmatics settings.

  • Matter Note Sync Enabled: Turn this on to allow notes on your matters in Lawmatics to sync to your notes section on a matter in PracticePanther. Your notes are found on a matter's profile under the "Notes" tab, as shown below

  • Matter Relationship Sync Enabled: This option allows any related contacts on a matter to sync to PracticePanther. These related contacts will be created as their own contact in PracticePanther, and connected to the matter via the appropriate relationship label. Remember, these relationships are found on the left side of a matter's profile as shown below.

  • Appointment Sync Enabled: Use this option if you would like automatically sync any appointments booked in Lawmatics onto your PracticePanther calendar. Keep in mind that with this option enabled, the matter will also be created automatically in PracticePanther when an appointment is booked for them in Lawmatics. This means that they may be synced to PracticePanther before they have actually hired the firm.

These selections can be edited at any time as you see fit

After a matter has been synced from Lawmatics to PracticePanther you will still be able to add notes, relationships, data, etc. to the matter in Lawmatics. Should you wish to have any of this new data sync to Panther, simply click the Sync button found at the top of any matter that has already been synced and the new information will populate to the matter in Panther.

Clicking the Resync button will not result in a duplicate, but will simply update the existing matter that already exists in Panther.

FAQs

Will data from Practice Panther sync back over to Lawmatics?

No, the integration between Lawmatics and PracticePanther is a one-way sync. Data will only sync from Lawmatics to PracticePanther, not the other way around.

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