PracticePanther Law Practice Software Integrations

Shift is your power browser. The only browser to merge all your applications into one beautiful window. Connect all of your email accounts and manage all your apps from one powerful window. Streamline everything you do online when you install Shift and access thousands of apps without leaving your browser. Tired of juggling apps, hundreds of tabs, and multiple accounts? Most browsers make that feel messy, Shift makes it simple.

The new standard for online payments. Stripe is the best platform to run an internet business. For forward-thinking businesses all over the globe, we handle billions of dollars annually. Stripe creates the most flexible and powerful tools for internet commerce. Whether you’re creating a subscription service, an on-demand marketplace, an e-commerce store, or a crowdfunding platform, Stripe’s meticulously designed APIs and unmatched functionality help you create the best possible product for your users. Stripe is helping millions of innovative technology companies scale faster and more efficiently than ever before. We believe that payments is a problem rooted in code and not finance. We are obsessed with finding elegant, modular abstractions that allow for robust, scalable and flexible integrations. Stripe is easy to use because we remove unnecessary complexity and extraneous detail.

Smith.ai provides 24/7 virtual receptionist services that combine AI-powered automation with live, North America-based agents to enhance customer interactions. Their services include call answering, lead qualification, appointment scheduling, and payment processing, catering to businesses of all sizes and industries. By integrating with popular CRMs and calendar platforms, Smith.ai ensures seamless workflow management and efficient client communication. The platform leverages AI to improve accuracy and response times while maintaining a human touch for personalized customer experiences. With flexible pricing and scalable solutions, Smith.ai helps businesses streamline operations, boost lead conversions, and improve overall client satisfaction.

All you need to manage and sign contracts is one tool. Contractbook is a powerful tool for contract management. You can create, sign, and store all of your documents in one place. You can choose from one of our free templates, ask your lawyer for one, or create your own custom templates right on the platform. Sign your contracts digitally using the platform instead of printing them. Either use our legally binding 2-factor authentication or National IDs like the Danish NemID. Upload any old documents to the cloud and keep them together with the new. Your legal documents can be accessed at any time. You can also archive them in a GDPR-friendly, easy-to-manage dataflow. Our API-integrations are scalable and can be used to automate your workflow. You can also connect Contractbook with over 3000 other apps via Zapier.

Systems fail as companies grow. Each team creates their own process, data becomes siloed and efficiency suffers. Operations teams must be central to growth in order to grow better. Operations Hub provides a unified toolkit that connects apps, cleans customer records, and automates business processes through a single CRM platform. The result? The result? A business that is efficient, aligned and adaptable, which delivers a frictionless customer experience. This package is simple and straightforward. It synchronizes your apps and data. Bidirectional sync, custom field mappings and filtering are all available so that all your teams can stay in sync. Eliminate time-consuming data cleanup. Automated automations allow you to automatically fix format names and date properties. HubSpot gives you the freedom to store and customize your data.

Google Docs allows you to edit, create, and collaborate from anywhere you are with Google Docs. All for free. Google Docs lets you bring your documents to life using smart editing and styling tools that allow you to easily format text and paragraphs. You can choose from hundreds of fonts and add images, links, and drawings. All this for free. You can choose from a variety of resumes, reports and other pre-made documents. All designed to make your job easier and your life easier. You can access, create, and modify your documents from anywhere you are -- your phone, tablet or computer, even if there is no internet. As you type, all your changes are automatically saved. Revision history can be used to view older versions of the same document. It is sorted by date and who made it.

Gmail allows you to do more with your email. Gmail is now more secure, smarter, and easier to use. This will allow you to save time and do more with the inbox. You can see what's new and decide what you want. You will receive nudges reminding you to respond to messages and follow up on them. You can view attachments, RSVP for events, snooze messages, and much more without opening emails. Gmail blocks 99.9% dangerous emails before they reach your inbox. You'll be notified if we suspect that something is phishy.

It can be difficult to create online forms. Wufoo makes it simple. Our form designer will help you create online surveys, invitations, and contact forms so that you can collect the data, registrations, and payments you need. Our easy-to-use form builder allows you to customize and design the form. Link to our pages. Embed our pages on your website. You can also use our REST API. We can email you or send you a text as soon as new data arrives. You can also set up a live report! Our form builder offers an award-winning interface, easy customization and templates, as well as reporting capabilities. You can choose from over 400 templates. You can customize them exactly how you like. Ready to be customized. Create dynamic visualizations using your graphs, charts, and key metrics. Create dynamic forms using rules that follow the logic you have specified. In minutes, you can accept online payments using a Wufoo powered page.

G Suite has just gotten better -- Google Workspace (previously G Suite) is now available. All the tools you need to accomplish anything, all in one place. Google Workspace is an integrated workspace that's easy to use. It allows you to spend less time managing your work, and more time actually doing it. Google Workspace helps you focus on what's most important and lets you let Google do the rest. It uses best-in-class search technology and AI to help you work smarter. You can work from anywhere and on any device, even offline, with tools that help you integrate, customize, extend, and adapt Google Workspace to your team's needs. All Google Workspace plans offer a customized email for your business, similar to G Suite. It also includes collaboration tools such as Gmail, Calendar and Meet, Chat. There are many plans available that can be tailored to your business's needs. Find the right plan for your business on our pricing and plans page.

Business-class email and calendaring make it easier to work smarter. Exchange allows you to collaborate on critical documents and gives an organized inbox that prioritizes important messages. It adapts to your work style and adapts to your needs so you can get more done faster. Access to a personalized inbox with helpful features, a smarter way to view and interact via email and a smarter way to organize it. Search enhancements provide faster and more complete results. Add-ins allow for powerful customization and extensibility that connects you to modern services as well as internal line-of business applications. A calendaring system that does more than just schedule appointments and make commitments will help you organize your time. Automatically capture events such as hotel reservations and flights from email. Get suggestions based on where you are located about where to meet. Microsoft 365 offers many benefits that can help you and your company be more productive.

Automate your workflows by connecting your apps. Automate your life with ease. Zapier automatically moves information between your web apps so you can concentrate on your most important work. Just a few clicks will connect your web apps so they can share data. Zaps are workflows that allow you to share information between your apps. No code required to speed up processes and get more done. Discover how Zapier makes automation easy for everyone. Keep using the tools that work best for you. Zapier connects more web applications than anyone else, and we add new options each week. We integrate with apps like Facebook Lead Ads and Quickbooks, Quickbooks, Google Sheets and Google Docs. Our editor is designed for DIY automation. Zaps can be set up without the assistance of developers. Zapier's built in apps allow you to create powerful workflows, without having to use separate services. Zapier Agents transform the way businesses manage daily operations by automating routine tasks using AI-powered teammates. In minutes, users can build agents that perform actions across 7,000+ apps, such as qualifying leads, automating customer service responses, personalizing outreach emails, and more.

Google Contacts is a free, secure, and accessible anywhere solution for address management and address book. It integrates with G Suite and Gmail.

Connect. Organize. Get things done. All your email, calendar, contacts, and tasks in one place. You can manage your email, calendar, contacts and tasks efficiently from one place. Office integration allows you to share attachments directly from OneDrive, access contacts, view LinkedIn profiles, and view LinkedIn profiles. You can book conference rooms and track RSVPs right from your calendar. You can share your calendars to coordinate and plan and see when your coworkers will be available. You can rest assured with enterprise-grade security that is trusted by the world's most important companies. Outlook protects your confidential information around the clock, and doesn't get in your way. Outlook anticipates your needs. Outlook automatically adds travel and bill payments to your calendar. Intelligent reminders help you stay on track. Search makes it easy to find the information you need quickly.

Every day is a chance to make the most of it. Google Calendar's new app allows you to spend less time managing your calendar and more time enjoying it. A Schedule with a view. Schedule View brings your schedule to life. It makes it easy to see what's in store with images and maps.

Microsoft 365 (formerly Microsoft Office 365) is now available. Outlook, OneDrive and Excel, Word, PowerPoint, Excel, PowerPoint and OneNote allow you to be more creative and achieve the things that matter with Microsoft 365 (formerly Microsoft Office 365). You get the latest Office apps, both online and desktop, when you subscribe to Microsoft 365. You can access Office apps on your desktop, tablet, and phone. * Microsoft 365 + your device + Internet = productivity wherever and whenever you are. OneDrive makes it easy to access the work you have done from anywhere, and to others when you share or collaborate. There is help at every turn. Chat, email, or call to speak with a live person. Get Office today - choose the right option for you

Secure collaboration with anyone, anyplace, on any device. It is our top priority to protect your cloud files. We have developed advanced security controls, intelligent threats detection, and complete information governance. We also know that your needs are not limited to these security controls. Strict data privacy? Check. Check. Check. Check. You should check. Collaboration is key to your business. This includes customers, partners, vendors, and teammates. Everyone can work together on your most important content easily if they are in the same place. You should not be sharing files but frustration. You should be able to rest assured that your data is safe. It is a waste of time to work on cumbersome, manual processes every day. We let anyone automate repeatable workflows that are important to your business, such as HR onboarding and contract management. Your workflows will move faster. You have more time for what is most important.

Dropbox Business is more than secure file storage. It's a smart workspace that brings together teams, tools, content, and other resources. You can create, store, and share cloud content using Google Docs, Sheets and Slides, Microsoft Office files and Dropbox Paper. Dropbox Spaces allows you to combine cloud content and files, so your PowerPoints can live alongside your Trello boards, Google Docs, and other tools. Access your team's work easily from any computer, mobile device or web browser. Connect tools such as Zoom and Slack to keep your team's files and conversations in one place. Intelligently suggested folders and files keep your team one step ahead. They will have the content they need when they need it. Dropbox offers a secure, distributed infrastructure with admin tools to control and visibility. Keep your company's data safe with Dropbox.

Mailchimp is a widely-used marketing automation platform that houses over 11 million users worldwide. Through the platform's AI-powered insights and content creation tools, businesses can personalize every email and SMS to cater to each customer. With a 99% delivery rate and over 300 integrations, Mailchimp helps businesses stay connected with their customers while promoting repeat business and brand loyalty - all while integrating with users' existing workflows. Some of the notable organizations turning to Mailchimp for assistance in driving revenue through email marketing include TEDTalks, Shutterstock, Boston Market, and Nikon India. What sets this platform apart lies in its user-friendly interface and accessibility for both tech-savvy individuals and those who are not so familiar with technology. Since 2001, Mailchimp has grown significantly to become a prominent global marketing automation platform with offices situated in Atlanta, Brooklyn, Oakland, Vancouver, London, Seattle and Santa Monica. The platform prides itself on delivering an impeccable and personalized user experience. Mailchimp was recently acquired by Intuit Inc. (Nasdaq: INTU), a widely recognized global financial technology platform. Since the acquis

Cognito Forms allows you to create powerful forms and interfaces with ease using the form builder Cognito Forms. Everyone, from novice developers to experts in programming, can create their own online tools to automate their work. Cognito Forms can be integrated with existing systems to speed development or replace paper-based processes by digital solutions. Cognito Forms is an online form builder that combines powerful capabilities with simplicity. This makes it easy for anyone to simplify their time-consuming or complicated processes. Use our drag and drop form builder and free templates to quickly create beautiful forms. You can then easily add conditional logic or calculations to automate your work.

LawPay's online payment system has been trusted by law firms for more than a decade. It allows them to get paid faster, more securely, 39% faster, and more easily, than ever before. LawPay will ensure that your firm accepts payments in accordance with the ABA and IOLTA guidelines. LawPay's online payment system is easy to use and was created for lawyers. Your IOLTA is not allowed to debit any time or for any reason. LawPay is the online payment processor that has more experience in helping lawyers than any other. ClientCredit allows you to offer your clients one the most popular payment options today. They can adopt automatic payment plans and you get paid 100% upfront. Card Vault from LawPay allows you to securely store the preferred payment methods of your clients and make charges to your trust account or operating account without having to add to your PCI requirements.

QuickBooks Online is the most widely used accounting software in the entire world. QuickBooks Online simplifies accounting. Accounting software for small businesses that is #1 makes it easy to track receipts, income, transactions and more. You can take photos of receipts to link them with expenses. Our agents are available to answer any questions you may have about QuickBooks. Keep your business running smoothly by using the apps that you love. QuickBooks Online is compatible with PCs, Macs, tablets and phones. Click the link to get a 30-day free trial, and 50% off for your first three months. QuickBooks is more than just accounting software. QuickBooks helps you keep track of your income and expenses so that you can prepare for taxes. Customers save an average of $3,534 per year. Need more help? QuickBooks Live helps you to stay organized and ready for tax season. QuickBooks Mobile is a mobile application that helps you run your business anywhere, anytime.

PayPal is used by 9 million merchants to grow, manage, and build their businesses. You can get the tools, products and financing you need to help your business grow. This includes everything from building a website and processing payments to shipping and marketing. We also offer business loans* that can be used to provide merchant financing to help you get started and continue to grow. You can get paid online or in person. We have the solution for you, whether you need online billing, a customized checkout for website, or a card reader to process on-the-go transactions. You can choose from a variety of products and services that will simplify your day-today operations such as tools to track payments and print shipping labels. Merchant lending options can help you quickly access the money you need now. You can also offer financing to your customers that allows them to pay over time while you get paid upfront.

Repeat business should be easy and quick Returning customers can shop with less hassle if they have their card on file. Your security risk is reduced by storing payment information on our secure server. We offer solutions to help you support the changing payment landscape.

Simple lead tracking for law firms. Get a better understanding of where your leads are coming form. Manage your marketing efforts effectively. You can increase your profits without spending more. Know your return on investment for all advertising. Track every lead's outcome. Compare outcomes between intake staff and attorneys. Lead Docket offers tools that are not available in case management systems. Lead Docket ensures timely follow-up with leads to increase conversion rates. Stop trying to manage leads through your mailbox. To ensure you don't lose any leads, capture every lead from all sources in one place. This was developed in collaboration with top lawyers and legal marketing professionals. You can search, sort, filter and import leads. Track outbound and inbound referrals. Optionally, you can email lead details to your referral partners. Automated task assignments are generated to ensure that no lead is lost.

Legal Case Management with Integrated Legal Formulas. Now with Invoicing, Trust Accounting, Time Tracking, and Invoicing. Prima.Law (AKA PrimaFacie), integrates with Zapier and Clio to provide a complete solution for immigration lawyers.

WiseTime is an enterprise-level, self-contained timekeeping solution for legal. Our mission is to free professionals from the tedious and administrative tasks of timekeeping so that they can concentrate on their clients' needs. WiseTime automatically records where your attention was throughout the day and creates a private timeline without any manual input. WiseTime, based on our strong privacy-first principles and in compliance with the GDPR requirements puts you in total control of your data. WiseTime can connect to the most popular practice management systems, so you can seamlessly send time information to billing. No more manual time entries and stop-start timers.

LawToolBox is a centralized solution for managing deadlines and matters. It automatically updates court rules when they change, calculates any deadlines that you need, and then syncs them to your calendar. LawToolBox automates rules-based scheduling for 50 states. It calculates all deadlines and syncs them to you calendar in seconds. Automatic updates prevent missed deadlines when court rules change. Lawyers can reduce the risk of malpractice and avoid stress caused by missing deadlines.

Multilingual questionnaires, case management, and the first CRM specifically designed for immigration lawyers combine to create Docketwise. Docketwise is a collaborative, multilingual system that prepares forms with robust case management. It's the first CRM specifically designed for immigration lawyers. We have redesigned the client intake process, creating a modern and collaborative experience that makes it easier for you to work with clients and saves time. Our comprehensive form library is available for all types of immigration law. You can combine any number of forms into one intake questionnaire for your client. You can either download the entire collection or each one individually. Translate questionnaires into Spanish and other languages such as French, Portuguese, Russian or Arabic. Clients can send questionnaires by email or text message, which they can complete on their smartphones or computers. You can track the status of invitations, from "Sent" through "Submitted for review".

Get the tools and insights you need to streamline your company. All in QuickBooks Online Advanced With customizable, presentation-ready reports, you can get the insights that you need most. Sync your spreadsheets to get more precise business data and custom insights. * You can save time by importing and sending hundreds upon hundreds of expenses and invoices at once. In just a few clicks, you can enter and edit multiple bills or checks. We take security very seriously. We keep your financial information safe with encryption and security safeguards. You can customize how you work with the many seamless app integrations created just for QuickBooks Online Advanced. Advanced can be integrated with premium apps such as Bill.com, HubSpot and Salesforce to make it even more powerful.

We offer ways to help you display trust markers so that you can show your audience that you are the original creator. We provide ways to display trust markers, so you can show your audience you are the original creator. ScoreDetect is the fastest, easiest, and most secure way to protect digital content. We also have the most integrations of any industry. Our Enterprise plan can also help you with technical integrations. ScoreDetect is a partner of the SKALE Blockchain, an eco-friendly blockchain that has zero gas fees. It also has a predictable and sustainable cost model. SKALE reduces the high energy usage associated with blockchain mining and transaction fees, making it an environmentally-friendly blockchain solution. Reduce your carbon footprint using our eco-friendly Blockchain technology.

Your firm should be run differently in order to meet the 2020 client demands. Clients expect law firms to be as easy-to-work with as their iPhones, and as predictable as their Netflix subscriptions. ClientRock will help your firm provide a unique experience that will keep them coming back for more. Your intake process is your chance to make a lasting impression. Don't make it difficult for yourself to get started. ClientRock will help you set up appointments, gather client information, collect payment details, and get fee agreements signed in a single, easy-to-use (and customizable) process. It's great that you book a consultation. But what happens afterward? ClientRock makes it easy to convert consultations into engagements in just one click. ClientRock saves you time and effort by not having to follow up with clients to sign the fee agreement. ClientRock will remind them.

Our virtual receptionists are available 24/7 to answer your calls, chats, emails, sales inquiries, and schedule appointments. Our answering service is available for all your customers. We do more than answer phones. Businesses of all sizes benefit from our bilingual and highly-trained virtual receptionists who help them grow their revenue and provide a superior customer experience. Nexa's virtual receptionists can help you grow your business, whether you're a small business looking to get ahead of the pack or a large company looking for staffing and scale, in English and Spanish. Your customers will feel like they are speaking to a real person when one of our virtual receptionists answers the phone. Nexa's receptionists have extensive industry knowledge and can handle more calls with greater accuracy and speed. Our experts can qualify leads, reach out to prospects proactively and answer all calls with professionalism.

Chat agents are available to provide immediate assistance during critical buying windows. Chat agents can help you generate more leads online from website visitors to your company who might not otherwise complete a contact form. Chat agents can save you time by helping your business fill out routine tasks such as filling out forms to capture new clients 24/7. Chat Agents assist customers to book and schedule appointments. We will do whatever it takes to make sure you get the most from your appointments. We will match or beat any competitor's prices, so don't overpay. Our fixed monthly rate includes unlimited chat engagements for your account. Your marketing and brand-building efforts are the reason your web visitors are there. We won't be surprised. There will be no additional charges. Don't limit your potential. We provide 24/7 staffing for your website with real people.

Virtual Legal Receptionists can help you grow your law firm and become an extension of your business. Our secret-level superstars are skilled at WOWing callers, completing client intakes and screening for solicitors. They also save attorneys time. All of your calls should be directed to the number we provide. Then, let our Virtual Legal Receptionist team start their magic. We won't place your calls on hold in order to take another call. Within 24 hours, your account changes will be available. Talk to our Growth Solutions Strategist to learn how Back Office Betties could help your law firm achieve its goals.

We are dedicated to growing your practice. We are a specialist legal answering service that will take care of your calls so you can concentrate on your caseload. LEX focuses on talent and not proximity. This means that we only hire the best candidates and not the most nearby. Our receptionists handle your calls professionally and personally, without the distractions of an open desk or the confinement in a cubicle. LEX provides tools that can help your business become more sustainable, productive, and flexible from anywhere. You can check your messages while you are away from home or in court. Your mobile app and client dashboard are easy, innovative, and accessible. You can save time, increase your client base, and boost your bottom line. There is no waiting and there are no downloads. Invite others to join the room and then log in directly from the browser.

A small business bookkeeping company that specializes in attorney and small business bookkeeping. We focus on actionable reporting. Attorneys and accountants founded us to provide top-tier accounting services for attorneys and expanded reporting through our firmTRAK Visualize application. We have more than 10 years of experience in providing accounting solutions and expanded reporting to law firms. Our founding partner is an attorney who knows what law firms need in order to succeed. Our team has the expertise to implement organizational discipline to ensure your online store runs smoothly. firmTRAK can provide timely and accurate reporting to your selected merchants and technology subscribers. firmTRAK is a small company and understands the commitment it takes to succeed. Our company's heart is to help small shops succeed. Trades and professional services are driven by customer service and communication.

LawKPIs provides a reporting solution for Clio and PracticePanther users. Measure performance and spend time on what matters. LawKPIs makes it easy to use, and you can get started quickly. Enjoy reports and visualisations that work right out of box. We provide custom reports to meet your specific needs. Clio Rocket Matter PracticePanther Lawmatics QuickBooks and others. LawKPIs is a business intelligence and analytics solution that works from the first day. LawKPIs was designed specifically for law firms, and is already integrated with leading management systems. You can start identifying immediate profitability improvements quickly. Law firms are unique in the way they analyze data. You get a variety of free custom reports in addition to the standard law firm reporting.

Quilia keeps track of client treatment and case details all in one place. Automated reminders make sure clients don't miss appointments, keep cases on track, and build stronger outcomes. Real-time updates and alerts allow you to monitor the entire treatment process. Keep clients engaged, and cases moving without constant intervention. Complete treatments lead stronger cases and higher settlements. Quilia eliminates the need for lawyers to chase down clients for updates. Clients are kept informed and engaged by automated reminders and treatment tracking. Spend less time on follow-ups with clients and more time building stronger case. Quilia makes sure that nothing falls through the cracks. Quilia engages your clients in the treatment process and increases their satisfaction. Our AI system analyzes data from clients to provide personalized feedback, recommendations, and creates automatic case updates for attorneys.

How to build a marketplace, online school, or membership site? You will find tools, integrations, workflows, and guides to help you jumpstart your idea. Browse tools and apps, compare features, and leave feedback. Automating routine tasks? All integrations from Zapier and Integromat, Automateio, and other automation platforms are available in one place. Compare features and prices. Find tutorials and guides from vendors and the community. Contribute your knowledge. Make use of the nocode community's openness. Create your profile, grab your favorite tools, and share your stack.