Overview
PracticePanther is a legal CRM + billing platform – matters, contacts, invoices, time entries, expenses, payments. The Automize PracticePanther connector covers these.
- Regions: US-focused, global SaaS.
- Plans: Per-user subscription.
Setting up the connection
Auth type: OAuth 2.0 (Authorization Code).
- PracticePanther → Settings → Integrations → API → OAuth credentials.
- In Automize → Settings → Connectors → PracticePanther. Paste credentials.
Find your credentials at https://app.practicepanther.com/.
Rate limits
Per-account.
Data model
Legal practice:
Account ─┬─ Matters
├─ Contacts
├─ Time Entries
├─ Expenses
├─ Invoices
└─ PaymentsAvailable operations
12 operations available. Click any row to jump to its detail.
| Operation | Category | What it does |
|---|---|---|
| Create Contact | General | Create a new contact |
| Create Expense | General | Create a new expense |
| Create Invoice | General | Create a new invoice |
| Create Matter | General | Create a new matter |
| Create Time Entry | General | Create a new time entry |
| Get Contact | General | Get a contact by ID |
| Get Matter | General | Get a matter by ID |
| List Contacts | General | List all contacts |
| List Expenses | General | List all expenses |
| List Invoices | General | List all invoices |
| List Matters | General | List all matters |
| List Time Entries | General | List all time entries |
Operations
Create Contact
Create a new contact
| Parameter | Required | Type | Description |
|---|---|---|---|
First Name first_name | Yes | text | |
Last Name last_name | Yes | text | |
Email email | Yes | text | |
Phone phone | Yes | text |
Create Expense
Create a new expense
| Parameter | Required | Type | Description |
|---|---|---|---|
Matter Id matter_id | Yes | text | |
Amount amount | Yes | number | |
Description description | Yes | text | |
Date date | Yes | text |
Create Invoice
Create a new invoice
| Parameter | Required | Type | Description |
|---|---|---|---|
Matter Id matter_id | Yes | text | |
Line Items line_items | Yes | text | |
Due Date due_date | Yes | text |
Create Matter
Create a new matter
| Parameter | Required | Type | Description |
|---|---|---|---|
Name name | Yes | text | |
Contact Id contact_id | Yes | text | |
Practice Area practice_area | Yes | text | |
Status status | Yes | text |
Create Time Entry
Create a new time entry
| Parameter | Required | Type | Description |
|---|---|---|---|
Matter Id matter_id | Yes | text | |
Duration duration | Yes | number | |
Description description | Yes | text | |
Date date | Yes | text | |
Rate rate | Yes | text |
Tips
- matter + qty + rate + description + date + user.
Get Contact
Get a contact by ID
| Parameter | Required | Type | Description |
|---|---|---|---|
Contact Id contact_id | Yes | text |
Get Matter
Get a matter by ID
| Parameter | Required | Type | Description |
|---|---|---|---|
Matter Id matter_id | Yes | text |
List Contacts
List all contacts
No input parameters.
Tips
- Filter by type (Person/Company).
List Expenses
List all expenses
No input parameters.
List Invoices
List all invoices
No input parameters.
Tips
- Filter by status (sent, paid, overdue).
List Matters
List all matters
No input parameters.
Tips
- Filter by status, contact, practice_area.
List Time Entries
List all time entries
No input parameters.
FAQ
- vs Clio?
- Both legal practice mgmt. PracticePanther: simpler UX, US-focused. Clio: more features + global.