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:
PracticePanther contacts become available in LawTap.
- This allows lawyers to book appointments on LawTap for their PracticePanther contacts, with all the associated benefits and features, for example email and SMS reminders and payment options.
- Current PracticePanther clients can book appointments directly on LawTap and lawyers can attract new clients on the LawTap directory.
LawTap appointments can be linked to new or existing PracticePanther Matters.
This allows law firms to automatically generate time-entry Events in PracticePanther for LawTap appointments. These are used to automatically bill clients in PracticePanther.
Learn more at https://lawtap.com/integrations/practicepanther
LawTap subscription in CA or US.
Connecting LawTap to PracticePanther
Note! This is a one-time process.
To connect LawTap to PracticePanther:
Select Integrations in the top bar.
In PracticePanther, select Connect to PracticePanther.
Enter your PracticePanther login information and then select Login.
Select Grant access in the confirmation screen.
This gives LawTap necessary (but limited) access to your PracticePanther data.
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:
Select My Dashboard in the top bar in LawTap.
Select Book Appointment.
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.
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:
Select My Dashboard in the top bar on LawTap. if necessary.
Select the Send to PracticePanther action for an appointment.
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.
Repeat this procedure (step 2 and 3) for all relevant appointments.
Disconnecting LawTap from PracticePanther
To disconnect LawTap from PracticePanther:
Select Integrations in the top bar.
In PracticePanther, select Disconnect.