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SECURE LEGAL SOFTWARE MADE EASY

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Presentation on theme: "SECURE LEGAL SOFTWARE MADE EASY"— Presentation transcript:

1 SECURE LEGAL SOFTWARE MADE EASY

2 ABOUT PRACTICEPANTHER
FOUNDED 2012 LOCATION MIAMI, FL FUNDING $3.5M FOUNDERS DAVID BITTON (CEO) ORI TAMUZ (CTO)

3 WE’RE OBSESSED WITH MAKING YOUR LIFE EASIER.
WHY PRACTICEPANTHER? WE’RE OBSESSED WITH MAKING YOUR LIFE EASIER.

4 BEAUTIFULLY DESIGNED. SURPRISINGLY SIMPLE.

5 iPhone, iPad, & Android apps.
What makes our apps different? Looks great on every screen size. Unlimited access to all features. Free automatic updates for life.

6 INTEGRATIONS Virtually no learning curve.
Integrated with the apps you already use today.

7 WE TAKE SECURITY SERIOUSLY.
256-bit military grade encryption. Same protocols as online banks. HIPAA Compliant. The safest place for your files.

8 FEATURES CRM Case Management Calendaring Time Tracking Invoicing
Payments Integration Accounting Chat Trust Accounting

9 HOW CAN YOUR LIFE BE EASIER?
Being organized. Tracking your trust account balances with ease. Going paperless. Keeping everything in one secure location. Getting paid faster.

10 PROBLEM #1: DOCUMENTS PROBLEMS: Can’t easily access files on the go.
Can’t share files or collaborate with contacts. Takes too long to find the right document. Takes hours filling out repetitive documents. Documents getting lost or stolen.

11 Reduce clutter. Save any file online or offline.
BOX INTEGRATION Go paperless. Reduce clutter. Save any file online or offline. BENEFITS: Two-way sync from your computer to the software, like Dropbox. Encrypted and HIPAA compliant. Preview and edit files directly inside PracticePanther. Smartphone and tablet apps. Search for any document instantly. OCR text search from your computer.

12 BOX INTEGRATION

13 BOX INTEGRATION View your files on any mobile device.
Download the Box Sync apps.

14 PROBLEM #2: CALENDARING
PROBLEMS: Missed deadlines which results in a bar complaint. Unable to see colleagues’ calendars. Spending too much time organizing personal task list Forgetting simple steps for your case.

15 Never miss a deadline again.
CALENDARING Never miss a deadline again. Two-way calendar sync with Gmail, Outlook, Office365, your phone, & more.

16 See everyone’s calendar in one place.
CALENDARING See everyone’s calendar in one place.

17 CALENDARING Wake up to your daily agenda.
Delivered each morning at 6 AM.

18 Delegate tasks to coworkers. See which ones are incomplete.

19 REMINDERS BY POPUP, EMAIL, SMS.

20 WORKFLOWS Save time. Automate your firm.
Create a task & event workflow in 2 steps. Create a workflow. Apply the workflow. Take a vacation. Create a list of tasks and events you can use on any contact or matter. Apply the template in one click. Watch as the tasks and events get created. With all this free time you now have, take a vacation! Go ahead, you earned it.

21 1 WORKFLOWS Create a workflow.
Create a list of tasks and events you can use on any contact or matter in the future.

22 2 WORKFLOWS Apply the workflow. Apply the template in one click.
Watch as the tasks and events get automatically created.

23 PROBLEM #3: TIME TRACKING
PROBLEMS: Forgetting to track your time Unable to track your time on the go Spending too much time using time sheets

24 TIME ENTRIES Free yourself from timesheets.
Never forget a billable minute again.

25 TIME TRACKING Track time from your computer. Continue from your phone.

26 TIME TRACKING REPORTS Who billed the most hours this week?
Run weekly or monthly competitions.

27 EXPENSES Track every billable expense. Save pictures of every receipt.

28 A variety of invoice themes.
INVOICING A variety of invoice themes. From classic to modern.

29 EMAIL INVOICES FROM THE SOFTWARE
See when invoices are read. No more excuses that your client never got your invoice.

30 PANTHERPAYMENTS Powered by LawPay 100% secure
Fraud/chargeback protection No minimum processing

31 CONTINGENCY CASES Take settlement payment to trust account for contingency cases Keep track of all distributions Attorneys fees Vendors Court Reporters Interpreters Mediators eDiscovery Providers

32 CONFLICT SEARCH

33 CLIENT PORTAL More transparency = more clients.
Share tasks and events with your clients.

34 CLIENT PORTAL Invite clients to tasks and events.
Send & SMS reminders.

35 CLIENT PORTAL Secure your communications. Two-way encrypted messaging.

36 INTERNAL CHAT Secure your communications. Two-way encrypted messaging.
Chat from anywhere Save a history Send offline messages Chat from any computer, browser, smartphone, and tablet. Save a history of the messages in every chat with each user. See if your teammate is online. Send offline messages they get once online.

37 REAL-TIME ALERTS & NOTIFICATIONS
See a timeline of everything happening. It’s like Facebook alerts…but for your firm.

38 "FOLLOW" ANY CONTACT OR MATTER.

39 How many hours did each attorney bill this week?
OVER 20 BUILT-IN REPORTS How many hours did each attorney bill this week?

40 Which clients owe me the most money?
OVER 20 BUILT-IN REPORTS Which clients owe me the most money?

41 How much do I have in my trust account for each client?
OVER 20 BUILT-IN REPORTS How much do I have in my trust account for each client?

42 ONE PRICE THAT PAYS FOR ITSELF

43 WE’RE ALWAYS HERE TO HELP
Only a call, , or click away. Dedicated account manager and live chat Phone support FAQ & forum

44 PROMOTION Get a personal demo of the software.
And get 50% off your first 2 months!


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