PracticePanther API
PracticePanther is law practice management software that helps firms organize matters, clients, documents, time tracking, billing, trust accounting, and workflows in one place. An unofficial API lets a different tech company plug into a firm’s day-to-day operations—pulling live matter
What is PracticePanther?
PracticePanther is a legal practice management platform used by law firms to manage matters, clients, documents, time & billing, trust accounting, tasks, calendars, and reporting. It centralizes firm operations, reduces administrative overhead, and supports compliance with client funds handling and billing workflows.
Core product areas include:
- Matter Management (matter intake, assignments, statuses, practice areas)
- Contacts & CRM (clients and related parties, conflict checks, intake forms)
- Time Tracking & Billing (time entries, expenses, billable rates, invoice runs)
- Trust Accounting & Payments (trust accounts, deposits/disbursements, PantherPayments)
- Document Management & Templates (document storage, versioning, e-signatures)
- Tasks & Calendaring (deadlines, reminders, workflows, automations)
- Client Portal & Communications (secure messaging, file sharing, online payments)
- Reporting & Analytics (productivity, WIP/AR, collections, utilization)
- Integrations (accounting systems, email/calendars, DMS like iManage)
Common data entities:
- Matters (number, title, client, practice area, billing type, rate tables)
- Contacts/Clients (individuals/organizations, primary contacts, billing preferences)
- Time Entries & Expenses (activity codes, hours, rates, amounts)
- Invoices & Payments (line items, taxes/discounts, trust applications, status)
- Trust Accounts & Transactions (balances, deposits, disbursements, ledger)
- Tasks & Events (due dates, assignees, status)
- Documents (files, templates, links to DMS like iManage, versions)
- Users/Roles (attorneys, paralegals, admins, permissions)
- Workflows (automations, task lists, triggers)
- Notes & Communications (internal notes, client messages)
The PracticePanther Integration Challenge
Legal teams rely on PracticePanther daily, but turning portal-centric workflows into API-driven automation—especially alongside iManage—can be challenging:
- Cross-system mapping: Matters, clients, and responsible attorneys must map cleanly to iManage workspaces, cabinets, and folders without duplications
- Trust accounting rigor: Deposits/disbursements and invoice applications must respect compliance rules, auditability, and ledger integrity
- Role-based permissions: Access to sensitive matters and trust accounts varies; APIs must honor user entitlements and ethical walls
- Long-running operations: Batch invoice runs, rate recalculations, and bulk document actions take minutes to hours and require asynchronous handling
- Authentication complexity: SSO/MFA and session lifecycles complicate headless automation across firm environments
- Data hygiene: Conflict checks, duplicate detection, and canonical client records need standardization to avoid fragmentation across systems
How Supergood Creates PracticePanther APIs
Supergood reverse-engineers authenticated browser flows and network interactions to deliver a resilient API endpoint layer for your PracticePanther tenant.
- Handles username/password, SSO/OAuth, and MFA (SMS, email, TOTP) securely
- Maintains session continuity with automated refresh and change detection
- Normalizes matter, contact, time, billing, and trust objects so you can integrate once and rely on consistent schemas
- Aligns with customer entitlements and role-based permissions to ensure compliant access
- Supports high-volume operations (bulk matter sync, invoice runs) with polling or webhooks for long-running jobs
Getting Started
- Schedule Integration Assessment
Book a 30-minute session to confirm your modules, licensing, and authentication model.
- Supergood Builds and Validates Your API
We deliver a hardened PracticePanther adapter tailored to your workflows and entitlements.
- Deploy with Monitoring
Go live with continuous monitoring and automatic adjustments as PracticePanther evolves.
Use Cases
Matter & Contact Sync With iManage
- Pull matters and clients to create/update iManage workspaces and client/matter folders - Keep responsible attorney, practice area, and status aligned between PracticePanther and iManage - Maintain consistent client-matter numbering across systems for accurate filing
Document & DMS Orchestration
- Attach document metadata and DMS links to matters so attorneys can open files in iManage directly n- Capture version references, audit trails, and filing notes - Drive automated filing rules that route generated documents to iManage folders
Time, Billing & Trust Accounting Automation
- Log time from your product and post into PracticePanther with correct matter, code, and rate - Generate invoices, apply trust, and sync payment status back to your platform - Feed QuickBooks Online or internal accounting with normalized invoice data
Intake & Workflow Coordination
- Push approved leads into PracticePanther as new matters with tasks and SLA timelines - Trigger conflict checks, assign teams, and set billing models automatically - Surface deadlines and task lists in your application via unified calendars
Technical Specifications
Authentication
Username/password with MFA (SMS, email, TOTP) and SSO/OAuth where enabled; supports service accounts or customer-managed credentials
Response format
JSON with consistent resource schemas and pagination across modules
Rate limits
Tuned for enterprise throughput while honoring customer entitlements and usage controls
Session management
Automatic reauth and cookie/session rotation with health checks
Data freshness
Near real-time retrieval of matters, contacts, time entries, invoices, and trust balances
Security
Encrypted transport, scoped tokens, and audit logging; respects PracticePanther role-based permissions and ethical walls
Webhooks
Optional asynchronous delivery for long-running workflows (e.g., invoice runs, bulk matter sync)
Latency
Sub-second responses for list/detail queries under normal load; invoice creation times reflect underlying platform behavior
Throughput
Designed for high-volume matter/contact synchronization and time-entry posting
Reliability
Retry logic, backoff, and idempotency keys minimize duplicates and support at-least-once processing
Adaptation
Continuous monitoring for UI/API changes with rapid adapter updates
Frequently asked questions
Supergood supports workflows commonly used for Matter Management, Contacts/CRM, Time & Billing, Trust Accounting, Tasks/Calendars, and Document metadata, subject to your licensing and entitlements. We scope coverage during integration assessment.
We can map PracticePanther matters/clients to iManage workspaces, maintain consistent client/matter numbers, attach DMS links, and automate filing rules. Updates in either system can be synchronized to keep attorneys working in iManage while your application and PracticePanther stay aligned.
Yes. We can read trust balances, capture deposits/disbursements, and apply trust to invoices while preserving ledger integrity and audit trails. Actions respect permissions and applicable firm policies.
We support username/password + MFA (SMS, email, TOTP) and can operate behind SSO/OAuth when enabled. Sessions are refreshed automatically with secure challenge handling and monitoring for session expiry.
We support linking document metadata and DMS references to matters, capturing version identifiers, and associating uploads via signed tokens. Where firms use iManage, we maintain the linkages rather than duplicating files.