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Average Ratings 0 Ratings
Description
PracticePanther, a robust law practice management system that is trusted by thousands of law firms across 35 countries, has been praised for its ability to help firms get more done in fewer hours. PracticePanther combines tools such as communication, billing, CRM, and integrations with top business apps into one platform. Save 50% on your first 2 months by downloading a demo.
Description
Trust accounting refers to a specialized bookkeeping practice that focuses solely on transactions related to trusts. This involves a trustee meticulously documenting the incoming and outgoing funds belonging to others within dedicated trust ledger accounts that are organized for each individual from whom the money was received or on whose behalf it is managed. Many nations enforce stringent regulations governing trust accounting, necessitating the involvement of independent auditors to ensure compliance with these rules. Since government regulations can be subject to change at any moment, failing to maintain your software in alignment with local laws could jeopardize your business operations. Additionally, it is crucial for the software to be user-friendly; if the interface is not straightforward and easy to navigate, it may take considerable time to become proficient. In Trustpak, we prioritize clarity by ensuring that all necessary information for each task is readily available on the main screen, allowing users to operate efficiently. This design choice not only saves time but also enhances overall productivity for those managing trust accounts.
API Access
Has API
Yes
API Access
Has API
No
Integrations
8am DocketWise
Yes
Authorize.Net
Yes
Caseflood.ai
Yes
ClientRock
Yes
Cognito Forms
Yes
Contractbook
Yes
Gmail
Yes
Google Contacts
Yes
HubSpot Data Hub
Yes
LEX Reception
Yes
Integrations
8am DocketWise
No
Authorize.Net
No
Caseflood.ai
No
ClientRock
No
Cognito Forms
No
Contractbook
No
Gmail
No
Google Contacts
No
HubSpot Data Hub
No
LEX Reception
No
Pricing Details
$49.00/user/month
Solo Plan:
Monthly: $59/user/month
Annually: $49/user/month
Essential Plan:
Monthly: $79/user/month
Annually: $69/user/month
Business Plan:
Monthly: $99/user/month
Annually: $89/user/month
Business Pro Plan:
Monthly: $124/user/month
Annually: $114/user/month
Monthly: $59/user/month
Annually: $49/user/month
Essential Plan:
Monthly: $79/user/month
Annually: $69/user/month
Business Plan:
Monthly: $99/user/month
Annually: $89/user/month
Business Pro Plan:
Monthly: $124/user/month
Annually: $114/user/month
Free Trial
Yes
Free Version
Yes
Pricing Details
$53 per month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
PracticePanther Legal Software
Founded
2012
Country
United States
Website
www.practicepanther.com
Vendor Details
Company Name
InfoBiz Solutions
Founded
2002
Country
Australia
Website
www.infobizsolutions.com
Product Features
Docketing
Billing & Invoicing
Yes
Calendar Management
Yes
Calendar/Reminder system
Yes
Case Management
Yes
Court Records Search
No
Document Management
Yes
Patent / Trademark Management
No
Portfolio Management
No
Task Management
Yes
Time & Expense Tracking
Yes
Law Practice Management
Billing & Invoicing
Yes
CRM
Yes
Calendar Management
Yes
Client Portal
Yes
Conflict Management
Yes
Contract Management
Yes
Document Management
Yes
Email Management
Yes
Legal Case Management
Yes
Task Management
Yes
Time Tracking
Yes
Trust Accounting
Yes
Legal Billing
Accounting Management
Yes
Automatic Billing
Yes
Calendar Management
Yes
Case Management
Yes
Client Portal
Yes
Document Management
Yes
Expense Tracking
Yes
Time Tracking
Yes
Legal Calendar
Case Defined Timekeepers
Yes
Completion Tracking
Yes
Conflict Management
Yes
Multi-Office
Yes
Reminders
Yes
Rules-Based Scheduling
No
Staff Calendar
Yes
Status Tracking
Yes
Task Management
Yes
Legal Case Management
Billing Management
Yes
Calendar Management
Yes
Case Notes
Yes
Client Management
Yes
Communication Tracking
Yes
Conflict Management
Yes
Corporations
Yes
Court Management
Yes
Discovery Management
No
Docket Management
Yes
Document Management
Yes
Expense Tracking
Yes
Government
No
Law Firms
Yes
Records Management
Yes
Task Management
Yes
Time Tracking
Yes
Trust Accounting
Yes
Legal Document Management
Access Controls
Yes
Archiving & Retention
Yes
Collaboration
No
Contract Management
No
Document Assembly
Yes
Document Indexing
Yes
Document Tagging
Yes
Full Text Search
Yes
Version Control
Yes
Legal Research
AI / Machine Learning
No
Annotations
No
Brief Analytics
No
Case Alerts
No
Case Law Research
No
Change Tracking
No
Data Visualization
No
Filtering
No
Query Suggestions
No
Search History
No
Self-Service Search
No
Statutes Research
No
Tax Law Research
No
Third-Party Analysis Integration
No
Trust Accounting
Accrual Accounting
Yes
Activity Tracking
Yes
Asset Gain & Loss Reporting
Yes
Check Writing
Yes
Compliance Management
Yes
Cross Ledger Posting
Yes
Customer Statements
Yes
Fee Calculation & Posting
Yes
Receipt Management
Yes
Tax Management
Yes
Product Features
Trust Accounting
Accrual Accounting
No
Activity Tracking
Yes
Asset Gain & Loss Reporting
No
Check Writing
Yes
Compliance Management
Yes
Cross Ledger Posting
Yes
Customer Statements
Yes
Fee Calculation & Posting
Yes
Receipt Management
Yes
Tax Management
Yes