PracticePanther

practicepanther is a legal practice management software that streamlines case management, billing, and client communication for law firms integrating with make com enables automation of legal workflows, saving time and improving efficiency for legal professionals limited documentation we currently can't provide complete documentation for practicepanther because there isn't enough publicly available information about this app our ai powered documentation system relies on comprehensive data from practicepanther and public sources to create detailed guides practicepanther modules y ou can choose from a list of available modules to build your {{scenario plural lowercase}} create a bank account creates a new bank account for you create a call log creates a new record of a phone call, including details like the time, duration, and participants create a matter creates a new matter (case or project) in your system create a note creates a new note for you to store important information or reminders create a relationship creates a new connection between two related items create a task creates a new task to help you organize and manage your work create a time entry creates a new time entry to help you track the hours spent on a specific task or project create an email generates and sends a new email message create an event creates a new event in your calendar create an expense creates a new expense record for your account create an expense category creates a new expense category to help you organize and track your spending more effectively create an item creates a new item in your selected app or service delete a bank account permanently removes a selected bank account from your records delete a call log permanently removes a selected call log from your records delete a matter permanently removes a selected matter from your account delete a note deletes a selected note from your account delete a payment permanently removes a selected payment from your account delete a relationship removes a specific relationship between two items delete a task permanently removes a selected task from your list delete a time entry permanently removes a selected time entry from your records delete a user permanently removes a selected user from your account delete an email permanently removes a selected email from your mailbox delete an event deletes a selected event from your calendar delete an expense permanently removes a selected expense from your records delete an expense category permanently removes a selected expense category from your account delete an invoice permanently removes a selected invoice from your records delete an item removes a selected item from your account 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 detailed information about a specific payment get a relationship retrieves detailed information about a specific relationship 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 a specific email from your mailbox 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 account list bank accounts retrieves a list of all your connected bank accounts list call logs retrieves a complete list of all your call logs list contacts retrieves a list of all your contacts list emails retrieves a list of all your emails list events retrieves a list of all available events list expense categories retrieves a list of all available expense categories list expenses retrieves a list of all your expenses list invoices retrieves a list of all your invoices list items retrieves a list of all available items list matters retrieves a list of all matters in your account list notes retrieves a list of all your notes list payments retrieves a list of all your payments list relationships retrieves a list of all existing relationships in your account list tasks retrieves a list of all your tasks list time entries retrieves a list of all your recorded time entries list users retrieves a list of all users in your account make an api call allows you to make a custom api request to the service using your authorized account update a bank account updates the details of an existing bank account update a call log updates the details of an existing call log update a matter updates the details of an existing matter update a note updates the details of an existing note update a relationship updates an existing relationship between two records update a task updates the details of an existing task update a time entry updates the details of an existing time entry update an email updates the details of an existing email update an event updates the details of an existing event update an expense updates the details of an existing expense update an expense category updates the details of an existing expense category update an item updates the details of an existing item watch call logs triggers whenever a new call log is added, so you can automatically keep track of all incoming and outgoing calls watch emails triggers whenever a new email arrives in your inbox watch events triggers whenever a new event is added to your calendar watch expense categories this module activates whenever a new expense category is added to your account watch expenses triggers whenever a new expense is added, so you can easily keep track of your spending as soon as it happens watch invoices this module activates whenever a new invoice is generated, keeping you updated on your latest billing activity watch items this module activates whenever a new item is added, letting you automatically respond to new entries as soon as they're created watch matters triggers when a new matter (case or project) is added to your system watch notes triggers whenever a new note is added, so you can automatically take action whenever you create a new note watch payments triggers whenever a new payment is made, so you can automatically take action when a payment is received watch tasks this module activates whenever a new task is added, so you can stay updated on all your latest tasks watch time entries this module activates whenever a new time entry is added, helping you keep track of all your logged hours automatically watch users starts a workflow whenever a new user account is added 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 help us improve this documentation have experience with practicepanther? we'd love to hear from you if you have insights, use cases, or technical details that could help other users, please consider using the feedback widget at the bottom of the page sharing your knowledge in the https //community make com your feedback helps us create better documentation for everyone