Integrate PracticePanther Legal Software with Retently

Trigger NPS/CSAT surveys after case completions or billing events, sync client contact details and case history, use feedback scores to enhance client service and improve firm operations.

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RetentlyPracticePanther Legal Software logo

About PracticePanther Legal Software

PracticePanther is a practice management software designed for legal practitioners to automate firm operations, manage contacts, and track time and expenses.

PracticePanther Legal Software logoRetently

PracticePanther Legal Software to Retently

1

New Contact

Triggers when a new contact is created.
2

New Call Log

Triggers when a new call log is created.
3

New Event

Triggers when a new event is created.
4

New Expense Category

Triggers when a new expense category is created.
5

New Item

Triggers when a new item is created.
6

New Note

Triggers when a new note is created.
7

New Relationship

Triggers when a new relationship is created.
8

New Time Entry

Triggers when a new time entry is created.
9

New Bank Account

Gets bank accounts.
10

New Email

Triggers when a new email is created.
11

New Expense

Triggers when a new expense is created.
12

New Invoice

Triggers when a new invoice is created.
13

New Matter

Triggers when a new matter is created.
14

New Payment

Triggers when a new payment is created.
15

New Task

Triggers when a new task is created.
16

New User

Triggers when a new user is created.
RetentlyPracticePanther Legal Software logo

Retently to PracticePanther Legal Software

1

Create Contact

Creates a contact.
2

Create Call Log

Creates a call log.
3

Create Event

Creates an event.
4

Create Expense Category

Creates an expense category.
5

Create Matter

Creates a matter.
6

Create Task

Creates a task.
7

Find Contact

Searches for a contact by email address, name, contact number, or phone number, and can create one if not found.
8

Find User

Searches for a user by email address.
9

Find or Create Matter

Finds or creates a matter.
10

Create Bank Account

Creates a bank account.
11

Create Email

Creates an email.
12

Create Expense

Creates an expense.
13

Create Item

Creates an item.
14

Create Note

Creates a note.
15

Create Time Entry

Creates a time entry.
16

Find Matter

Searches for a matter by name or number, or creates one if not found.
17

Find or Create Contact

Finds or creates a contact.

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