PracticePanther

practicepanther is a legal practice management software that helps law firms manage cases, billing, documents, and client communications integrating with make com enables automated client intake, case updates, and invoice generation between practicepanther and other business tools this is ai generated content based on official practicepanther documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //www practicepanther com/contact us/ directly requirements to use the practicepanther app in make, you must have an active practicepanther account and request api access to obtain a client id and client secret, https //www practicepanther com/ for subscription, refer to the https //www practicepanther com/ connect practicepanther and {{product name}} to get started, you must first create a connection between practicepanther and {{product name}} , allowing the two services to communicate obtain your oauth2 credentials in your practicepanther account create the connection in make obtain your oauth2 credentials in your practicepanther account before you create the connection in {{product name}} , you should first obtain your oauth2 credentials in your practicepanther account to obtain your oauth2 credentials click the support button at the top right of the page click ask us anything create a new conversation and request api access you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //support practicepanther com/en/articles/480086 api access create the connection in {{product name}} https //www make com/en/register , add the practicepanther module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your practicepanther account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page practicepanther modules after connecting to the practicepanther app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a bank account creates a new bank account in your connected financial institution create a call log adds a new entry to your call log, recording details of a phone call create a matter creates a new legal case (matter) in your system create a note adds a new note to your selected account or workspace create a relationship establishes a connection between two specified records create a task creates a new task item in your selected project or workspace create a time entry adds a new time entry to your account create an email generates a new email message for sending create an event creates a new event in your selected calendar create an expense creates a new expense record in your account create an expense category adds a new expense category to your account create an item creates a new item in your selected application or service delete a bank account removes a specified bank account from your records delete a call log removes a specific call log entry from your account delete a matter permanently removes a selected matter from your account delete a note removes a selected note from your account delete a payment deletes a specific payment record from your account delete a relationship removes an existing relationship between specified records delete a task removes a specified task from your account delete a time entry removes a specific time entry from your records delete a user removes a specified user account from the system delete an email permanently removes a selected email message from your mailbox delete an event removes a specified event from your calendar delete an expense removes a specific expense record from your account delete an expense category removes a specified expense category from your account delete an invoice permanently removes a selected invoice from your account delete an item removes a specific item from your account or database get a bank account retrieves detailed information about a specific bank account get a call log retrieves detailed information about a specific call log get a contact retrieves detailed information about a specific contact get a matter retrieves detailed information about a specific matter get a note retrieves the details of a specific note get a payment retrieves details of a specific payment get a relationship retrieves details about a specific relationship record get a task retrieves detailed information about a specific task get a time entry retrieves detailed information about a specific time entry get a user retrieves detailed information about a specific user get an email retrieves the details of a specific email message get an event retrieves detailed information about a specific event get an expense retrieves detailed information about a specific expense get an expense category retrieves detailed information about a specific expense category get an invoice retrieves the details of a specific invoice get an item retrieves a specific item from your selected data source list bank accounts retrieves a list of all available bank accounts in your connected account list call logs retrieves a complete list of call log records list contacts retrieves a list of all contacts from your account list emails retrieves a list of all emails from your account list events retrieves a list of all events from your account list expense categories retrieves a list of all available expense categories from your account list expenses retrieves a list of all recorded expenses list invoices retrieves a complete list of invoices from your account list items retrieves a complete list of all items from your account list matters retrieves a list of all matters from your account list notes retrieves a list of all existing notes from your account list payments retrieves a list of all payment transactions list relationships retrieves a list of all existing relationships within your account list tasks retrieves a list of all existing tasks list time entries retrieves a list of all recorded time entries list users retrieves a list of all users in your account make an api call executes a custom api request to the connected service using your authorized credentials update a bank account updates the details of an existing bank account update a call log modifies the details of an existing call log entry update a matter updates the details or information of an existing matter update a note modifies the content or details of an existing note update a relationship updates an existing relationship between two specified records update a task modifies the details of an existing task update a time entry modifies the details of an existing time entry update an email modifies the details of an existing email update an event modifies the details of an existing calendar event update an expense modifies the details of an existing expense record update an expense category modifies the details of an existing expense category update an item modifies the details of an existing item watch call logs triggers when a new call log entry is added to your account watch emails triggers when a new email message is received in your inbox watch events triggers when a new event is added to your calendar watch expense categories triggers when a new expense category is added to your account watch expenses triggers an event whenever a new expense record is added watch invoices triggers when a new invoice record is added to your account watch items triggers when a new item is added to your selected app or service watch matters triggers when a new legal case or project (matter) is added to your system watch notes triggers when a new note is added to your account watch payments triggers when a new payment transaction is successfully processed watch tasks triggers when a new task is added to your account watch time entries triggers when a new time tracking entry is added to your account watch users triggers when a new user account is added to the system templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} practicepanther resources you can have access to more resources related to this app on the following links https //community make com/search?q=practicepanther https //www practicepanther com/ https //app practicepanther com/content/apidocs/ https //www make com/en/integrations/practicepanther