Over 100,000 legal professionals in 170 countries trust PracticePanther legal practice management software.

The LawTap PracticePanther connector facilitates seamless integration between the two systems. The main benefits of the integration are:

Learn more at https://lawtap.com/integrations/practicepanther

Requirements

  1. LawTap subscription in CA or US.
  2. Business or higher PracticePanther subscription.

Connecting LawTap to PracticePanther

Note! This is a one-time process.

To connect LawTap to PracticePanther:

  1. Sign in to LawTap.
  2. Select Integrations in the top bar.
  3. In PracticePanther, select Connect to PracticePanther.
  4. Enter your PracticePanther login information and then select Login.
  5. Select Grant access in the confirmation screen.
    This gives LawTap necessary (but limited) access to your PracticePanther data.
  6. PracticePanther redirects you to LawTap, where the "Successfully connected to PracticePanther" notification displays.

Syncing contacts in PracticePanther and LawTap

Contacts are synced automatically in both LawTap and PracticePanther and there is no need to take any manual action in this regard. Specifically:

  • New LawTap appointment contacts are created as a PracticePanther contact (if the contact does not already exist in PracticePanther).
    This process is instantaneous and syncing happens automatically when the booking is finalized.
  • LawTap contacts automatically sync with PracticePanther every two (2) hours.
    This is a two-way sync that checks that contacts in one system mirror the other.

Booking an appointment on LawTap for a PracticePanther contact

To book an appointment for an existing PracticePanther contact:

  1. Select My Dashboard in the top bar in LawTap.
  2. Select Book Appointment.
  3. Select the existing PracticePanther contact in the Client pick list.
    Select the down arrow on the right to activate the list. You can use the the Search box to find the client. Enter their name or surname in the box (or the first few letters of either). As you type, the pick list updates to offer more accurate matches. When you select the client in the list, their name, phone number and email automatically populate the corresponding fields in the form.

See Booking appointments for your clients on LawTap as a lawyer for more.

Sending LawTap appointments to PracticePanther

Lawyers can link all LawTap client appointments (past and future) to PracticePanther Matters from My Dashboard in LawTap.

To link a LawTap appointment to a PracticePanther Matter:

  1. Select My Dashboard in the top bar on LawTap. if necessary.
  2. Select the Send to PracticePanther action for an appointment.
  3. In Link to Matter, create a new or select an existing PracticePanther Matter to link to, and then select Send to PracticePanther.
    The appointment is automatically created as an PracticePanther Event for the selected PracticePanther Matter. After the appointment, a time entry is listed automatically in the lawyer's PracticePanther Timesheet.
  4. Repeat this procedure (step 2 and 3) for all relevant appointments.

Disconnecting LawTap from PracticePanther

To disconnect LawTap from PracticePanther:

  1. Sign in to LawTap.
  2. Select Integrations in the top bar.
  3. In PracticePanther, select Disconnect.
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