PracticePanther Partner & Consultant
As a Certified PracticePanther Consultant, Big Mode Consulting implements and optimizes PracticePanther for solo and small-to-mid-size firms. Our legal IT services help firms streamline intake, billing, trust accounting, and workflow automation.
What Is PracticePanther?
PracticePanther is a cloud-based legal practice management platform built for law firms that want case management, time tracking, billing, document management, and client intake in one place. It's part of the Paradigm family (alongside Bill4Time, MerusCase, and others) and it's known for a clean interface, fast onboarding, and pricing that makes sense for firms that don't want to pay for features they'll never use. Pricing starts at $49/user/month on the Solo plan, with Essential ($69) and Business ($89) tiers that unlock workflow automation, custom fields, tags, bulk operations, and more granular user permissions. It runs in any modern browser, has a solid iOS and Android app, and integrates with the tools most firms already use, QuickBooks Online, Outlook, Google Calendar, Gmail, Dropbox, OneDrive, Google Drive, Box, and more.
Why Choose PracticePanther for Your Law Firm?
Fast Onboarding, Low Learning Curve
PracticePanther is one of the fastest platforms to get a firm up and running on. The UI is uncluttered, the terminology is straightforward, and most attorneys can navigate it on day one. That matters when you're trying to get billable staff productive without weeks of training.
Built-In Billing and Payments
Time tracking, invoicing, trust accounting, and online payments live inside the platform. PantherPayments (powered by AffiniPay/LawPay) lets clients pay by credit card, ACH, or payment plan, and the funds flow directly back into the correct operating or trust account. No duct tape, no external gateway to reconcile.
Conflict Checks and Intake
New matter intake, conflict checking, custom intake forms, and e-signature are native. You can capture a lead on your website, run a conflict check, generate an engagement letter, collect a signature, and open the matter, without ever leaving PracticePanther.
Workflow Automation
On Essential and Business plans, PracticePanther's workflow engine lets you trigger tasks, events, documents, and emails automatically when a matter hits a certain stage. Done right, this is where firms save 5 to 10 hours a week on admin.
Document Generation and Management
PracticePanther supports document templates with merge fields, so you can generate letters, retainers, and pleadings from matter data in a click. Combined with native cloud-storage integrations (Dropbox, OneDrive, Google Drive, Box), your document system stays clean.
Native Integrations + Zapier
PracticePanther integrates with QuickBooks Online for accounting, Outlook and Gmail for email, Google and Outlook for calendar, and Zapier for everything else. That last one matters, Zapier opens the door to Lawmatics, Law Ruler, Smith.AI, Gravity Forms, Slack, and hundreds of other tools.
Client Portal
Secure, white-labeled client portal for sharing documents, messages, invoices, and payment links. Clients log in, see their matter, and stop emailing you for status updates.
Transparent, Per-User Pricing
No surprise line items, no enterprise-only features hidden behind a sales call for small firms. You can read the price on the website and plan around it.
How Big Mode Consulting Helps with PracticePanther
As a Certified PracticePanther Consultant, our law firm managed service team handles everything, from initial implementation to ongoing optimization. Here's how our legal IT services make the difference:
Full Implementation and Migration
Setting up PracticePanther correctly takes more than signing up and importing contacts. We map your firm's matter types, practice areas, billing rates, user roles, custom fields, and intake forms before anyone logs in. If you're migrating from Clio, MyCase, Filevine, Smokeball, Rocket Matter, or legacy on-prem software, we handle the data migration end-to-end, contacts, matters, time entries, invoices, documents, notes, and trust ledgers, without losing history.
Custom Workflow Design
PracticePanther's workflow engine is powerful but underused. We design automations that match how your firm runs: intake, conflict check, engagement letter, matter opened, first-meeting task, 30-day check-in, billing cadence. Whatever the sequence, we build it, test it, and train your team on it.
Integration Architecture
We connect PracticePanther to the rest of your stack, QuickBooks Online for accounting, Lawmatics or Law Ruler for lead workflow, Smith.AI or LEX Reception for answering, Gmail/Outlook for email, Dropbox/OneDrive/Google Drive for documents, and Zapier for the long tail. We design integrations so data flows one direction, nothing gets double-entered, and your team stops copy-pasting between systems.
Billing and Trust Accounting Setup
We configure billing rates, LEDES-compliant invoicing where needed, flat-fee and contingency matter types, retainer replenishment rules, and PantherPayments so trust and operating funds route correctly. Then we reconcile it against QuickBooks so your bookkeeper doesn't hate you.
Intake and Client Portal Optimization
Custom intake forms that capture exactly the fields your firm needs, embedded on your website or sent via link. Client portal branded to your firm, with the right documents and messaging flows so clients self-serve instead of emailing.
Training and Ongoing Support
We don't disappear after go-live. Your firm gets documented SOPs, role-based training sessions, and a real human to call when something breaks or you want to add a new workflow six months in. That's the ongoing part of ongoing support.
Why Choose Big Mode Consulting?
We're a legal technology firm, not a generalist agency that dabbles in law firm tech. We work with PracticePanther, Clio, Filevine, MyCase, Lawmatics, Law Ruler, Salesforce, RingCentral, Dialpad, QuickBooks, and the rest of the stack every single day. That means we've already seen the edge cases your firm is about to hit. We don't just set up software; we architect technology solutions that match how law firms actually operate. Big firm know-how, small firm care. Real humans, real answers. No offshore ticket queues, no we'll get back to you in 3 to 5 business days.
Related Resources
Ready to Get Started with PracticePanther?
As a Certified PracticePanther Consultant, we'll help you implement PracticePanther the right way, with expert legal IT services and law firm managed service support.