PracticePanther Certification
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Getting Started With the PracticePanther Certification
Contacts & Matters

Contacts
Matters
Creating tags for Contacts, Matters, or Activities
Custom Fields

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

Client Portal

3 Lessons