PracticePanther

50 min

	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 PracticePanther 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, create your account on PracticePanther. For subscription, refer to the PracticePanther pricing page.

Connect PracticePanther and Make

To get started, you must first create a connection between PracticePanther and Make, 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 Make, 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 Make.

Because the UI might have changed, the steps you see on your screen might be different, check the vendor documentation for updates.

Create the connection in Make

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 Connect an applicationConnect an application. page.

PracticePanther modules

After connecting to the PracticePanther app, you can choose from a list of available modules to build your scenarios.

Templates

You can look for more templates in Make's template gallery, where you'll find thousands of pre-created scenarios.

PracticePanther resources

You can have access to more resources related to this app on the following links

PracticePanther topics on Make community

PracticePanther website

PracticePanther API documentation

PracticePanther page on make

Get started for free

PracticePanther

Requirements

Connect PracticePanther and Make﻿

Obtain your OAuth2 credentials in your PracticePanther account

Create the connection in Make﻿

PracticePanther modules

Create a Bank Account

Create a Call Log

Create a Matter

Create a Note

Create a Relationship

Create a Task

Create a Time Entry

Create an Email

Create an Event

Create an Expense

Create an Expense Category

Create an Item

Delete a Bank Account

Delete a Call Log

Delete a Matter

Delete a Note

Delete a Payment

Delete a Relationship

Delete a Task

Delete a Time Entry

Delete a User

Delete an Email

Delete an Event

Delete an Expense

Delete an Expense Category

Delete an Invoice

Delete an Item

Get a Bank Account

Get a Call Log

Get a Contact

Get a Matter

Get a Note

Get a Payment

Get a Relationship

Get a Task

Get a Time Entry

Get a User

Get an Email

Get an Event

Get an Expense

Get an Expense Category

Get an Invoice

Get an Item

List Bank Accounts

List Call Logs

List Contacts

List Emails

List Events

List Expense Categories

List Expenses

List Invoices

List Items

List Matters

List Notes

List Payments

List Relationships

List Tasks

List Time Entries

List Users

Make an API Call

Update a Bank Account

Update a Call Log

Update a Matter

Update a Note

Update a Relationship

Update a Task

Update a Time Entry

Update an Email

Update an Event

Update an Expense

Update an Expense Category

Update an Item

Watch Call Logs

Watch Emails

Connect PracticePanther and Make

Create the connection in Make