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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
Introducing Zapa Client Portals, the easy solution for managing client documents. As a CPA, gather documents faster during tax season. As an attorney, manage documents and communication in one place for more profitability. The portal allows clients to upload documents, provides a checklist of necessary documents and deadlines and gives self-service access to their files. It's secure, reliable and user-friendly. Upgrade your client management with Zapa. Try it now!
Zapa Client Portals is built for small business owners such as accountants and attorneys who need a secure and efficient way to gather, organize, and share client documents. These professionals often work with sensitive financial and personal information and need a reliable solution to keep this information secure while also streamlining their workflow. The portal is designed to provide a user-friendly interface for clients to upload documents, a checklist of necessary documents and deadlines, and easy self-service access for clients. Additionally, the portal provides a secure way for these professionals to share documents with their clients and other stakeholders, making it a valuable tool for small businesses looking for an easy way to manage their client data.
API Access
Has API
Yes
API Access
Has API
No
Integrations
8am DocketWise
Yes
Authorize.Net
Yes
Box
Yes
Caseflood.ai
Yes
Chat Agents
Yes
Gmail
Yes
Google Contacts
Yes
Google Workspace
Yes
HubSpot Data Hub
Yes
LawToolBox
Yes
Integrations
8am DocketWise
No
Authorize.Net
No
Box
No
Caseflood.ai
No
Chat Agents
No
Gmail
No
Google Contacts
No
Google Workspace
No
HubSpot Data Hub
No
LawToolBox
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
$52 per month, unlimited users
The Professional plan is starting at $52 for unlimited guests and user accounts. The Large Firm plan is $104 per month and includes Tasks, File Requests and Due Dates. Finally, our Enterprise plan includes fillable PDFs and eSignatures for $188 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
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
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)
Yes
In Person
Yes
Vendor Details
Company Name
PracticePanther Legal Software
Founded
2012
Country
United States
Website
www.practicepanther.com
Vendor Details
Company Name
Breichbilt
Country
United States
Website
www.zapaclientportal.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
Document Management
Access Controls
Yes
Archiving & Retention
No
Collaboration Tools
No
Compliance Tracking
No
Document Archiving
No
Document Assembly
No
Document Capture
Yes
Document Conversion
No
Document Delivery
Yes
Document Indexing
Yes
Document Retention
Yes
Electronic Signature
Yes
Email Management
Yes
File Recovery
No
File Type Conversion
No
Forms Management
No
Full Text Search
No
Offline Access
No
Optical Character Recognition
No
Print Management
No
Version Control
No
Portal
Chat
No
Collaboration
Yes
Content Management
No
Document Management
Yes
File Sharing
Yes
Search
Yes