Here’s how it works

We’ll send you a secure link via email to connect your PracticePanther account with our service. You’ll just have to login after clicking the link to authorize your integration. After that, our integration team will handle the rest, making sure all your new client messages will populate in your PracticePanther platform.

You’ll be able to find your new leads under the Activities tab, in the Calls section. The results of your new client intakes will be available under your recent activity, complete with custom fields and contact information.

Stay on top of every call

Every new client call will be logged in your PracticePanther platform, giving you one-stop access to every new lead. From there, you’ll be able to follow up and secure their business on your schedule.

Track your firm’s matters with ease

You can say goodbye to data entry. Rather than inputting caller contact information manually, you’ll be able to create contacts and matters corresponding to your incoming calls with just a few clicks.

Automate your client follow-up

Using PracticePanther’s robust automation tools, you can make your follow-up even faster. Set up automatic emails or text reminders of upcoming appointments, and your new client callers will get the same treatment as your other leads!