On this episode of How It Works: PracticePanther, a leading cloud-based law practice management software solution that serves tens of thousands of legal professionals in 170 countries.

PracticePanther offers features in case management, time tracking, billing, client intake, payment processing, calendaring, e-signatures, and more, all designed to empower lawyers to automate their practices.

Joining me to introduce PracticePanther and demonstrate how it works is Brian Gomez, account executive, account executive at PracticePanther and its parent company Paradigm. He provides an overview of the software, and then demonstrates five key features:

  • Using intake forms to generate contacts.
  • Workflow automations.
  • Building document templates.
  • Adding e-signatures to document templates.
  • Taking payments internally.

[embedded content]How It Works is a sponsored video series that lets you see how legal technology products work. Each episode features a hands-on demonstration, presented by the product’s developer and moderated by me.

See other episodes here or read this introduction.

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