Click on "Getting Started" found on the left-hand side to start your self-guided certification. If you are already familiar with certain material, you can skip ahead to the next section.
Creating tags for Contacts, Matters, or Activities
Custom Fields
Creating Custom Fields
1) Go to the Custom Fields Page.
Here you can create fields in company, contacts, or matter to fit the needs of certain cases or clients.
2) Create individual fields as needed.
You can create as many Custom Fields as you like for all of your cases or clients. We'll make some custom fields for a car accident claim. Note: If you want the field to only show for certain cases, choose the "No" option for "Always Visible?".
Create as many as necessary for your cases.
Pro tip: You can change the order of the custom fields by dragging and dropping them.
Custom Groups
You can group your custom fields together to use as you need them. Just click the "Custom Groups" tab and select where you'd like to place the group (contact group or matter group).
1) Add custom fields to your groups.
Choose all the custom fields you would like to have as part of your group. Don't forget to give it a name. Most commonly, this name will be the type of case you'd like to use these fields for.
2) Add your custom field group to your matter, client, or contact.
When you go to the "New Matter" or "New Client" pages, click on the "Custom Field" drop down list to add any of the custom fields or groups you'd like.
Creating Custom Fields
Grouping Custom Fields
Custom fields for relationships
Client Portal
Activating the client portal
Assigning tasks/events
Secure messages
Activities
Events
Tasks
Reminders
Recurring Tasks & Events
Deleting Recurring Tasks & Events
Calendar Sync
Billing
Adding a retainer payment into the IOLTA/Trust/Operating account
Adding a flat rate to an invoice
Hourly Rate Billing
Time Entries
Contingency Billing
Evergreen Retainer
Requesting additional retainer on an invoice
Transfer Funds
Expenses
Printing Checks
Paying expenses out of Trust (take money out)
Invoicing
Automation
Document Templates
Intake Forms
Workflows
Quiz time!
Start the quiz
Overview
With the completion of this certification program, you'll be able to navigate all of PracticePanther's basic features. You'll learn how to manage contacts, matters, tags, custom fields, billing, and everything in between. Once you read through each section of the course, you can take the certification quiz.
After passing the exam, you'll receive a badge for your LinkedIn profile and a certificate to hang on your wall.
If you have two screens, we highly recommend opening up PracticePanther on one screen, and course materials on the other. This allows you to apply and practice each step of the course, directly in the software.
PracticePanther is a secure, easy-to-use legal practice management software solution. Law firms can manage their clients and matters, billable time, expenses (or contingency cases), invoices, files, calendars, and much more. Work from anywhere, on any device, at any time.
Supporting tens of thousands of law firms in over 170 countries, PracticePanther helps improve efficiency and accuracy so lawyers spend less time managing their firms and more time focused on their practice.
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