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Extend PracticePanther with custom intake, task, and follow-up automation.
PracticePanther is widely used by lean law firms that need case management without enterprise overhead. I build automations around it for intake, deadline tracking, client follow-up, and billing so the platform becomes an active operating system instead of just a record of work.
PracticePanther exposes the core matter, contact, and billing data needed for high-leverage workflow automation. I use it to connect intake forms, consultation bookings, payment reminders, and deadline-driven task creation. The result is less manual coordination work for attorneys and admin staff.
Intake forms automatically creating contacts and consultation workflows
Deadline-based reminders and follow-up tasks for open matters
Invoice reminder sequences triggered by aging balances
Conflict-check and engagement workflows organized before matter open
Client update messages sent automatically after key case milestones
Ready to integrate PracticePanther into your workflows?
Every project starts with a free call. We'll figure out what's worth automating and what isn't.
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