Integration · Legal
AI agents for PracticePanther
Find and open matters, look up and add client accounts, add tasks, events, notes and time entries, and read invoices and the firm's users in PracticePanther.
- Actions
- 16
- Read
- 10
- Write
- 6
Actions
What your agents can do in PracticePanther
16 actions. Each one is a tool your agents can call and a step your workflows can run.
Read 10
Look things up. Nothing changes.
Find matters
Lists matters matching a search text, status, client account, assigned user, tag or change time.
Get a matter
Reads one matter by ID: number, name, status, open, close and statute-of-limitations dates, notes, tags, the client account, the assigned users and custom field values.
Find accounts
Lists client accounts (a person or a company with its contacts) matching a search text, tag, assigned user or change time.
Find contacts
Lists contacts (the people on accounts) matching a search text, one account, or a change time.
List tasks
Lists tasks for a matter, an account or an assigned user, by status or due date range.
List calendar events
Lists calendar events between two times, optionally for one matter, account or assigned user.
List notes
Lists notes on a matter or an account, optionally dated within a range.
List time entries
Lists time entries for a matter, an account or a user, optionally within a date range.
List invoices
Lists invoices for an account or a matter, optionally issued within a date range, up to 100 at a time (skip to page on).
List users
Lists the firm's PracticePanther users, or the one with an email address.
Write 6
Create, change or send.
Open a matter
Opens a matter for a client account (ID from "Find accounts") with a name (like Smith vs. Jones), at least one assigned user (IDs from "List users"), and optionally a status.
Add a client account
Adds a client account for a person, or for a company (with a company name), with its primary contact's first and last name, email and phone numbers, an address, tags and at least one assigned user.
Add a task
Adds a task with a subject, and optionally notes, a due date, a status (NotCompleted by default), the matter or account it belongs to, the users it is assigned to and tags.
Add a calendar event
Adds a calendar event with a subject, start and end times with their offset.
Add a note
Adds a note with a subject and text to a matter or an account, dated now unless a date is given, optionally with users and tags.
Record time
Records a time entry on a matter for the user who did the work (ID from "List users").
A person can approve first
Any write action can be set to wait for a person's approval before it runs, so an agent asks before it changes anything.
Connection
How it connects
Connect it once in the console, then give it to the agents and workflows that need it.
Sign in with PracticePanther and approve access (OAuth).
Kept safe
- Credentials are stored encrypted with your organization's own keys.
- They are opened only by the process that makes the call, at the moment it runs, and never go into a prompt or the browser.
- Calls go only to the tool's own servers.
Ideas
Ideas to start with
Starting points made only from the actions above. Mix them with any other tool your agents can use.
- 01
Ask about your PracticePanther data
Ask a question in plain words. The agent can find matters, get a matter or find accounts in PracticePanther, then answers with what it found.
- 02
Let an agent update PracticePanther
Have the agent open a matter or add a client account in PracticePanther as part of a larger task. Turn on approval and a person signs off on each change first.
- 03
Share what it finds in Slack
Give one agent PracticePanther and Slack: it can find matters in PracticePanther and post a summary to a Slack channel in the same run.
Works well with
More Legal tools
- Clio21 actionsFind and open matters, add contacts, tasks, notes, time entries, calendar entries and communications, and read bills, documents and the firm's people in Clio Manage, in the region where the firm's account lives.
- MyCase16 actionsFind and open cases, add people, tasks, events, notes and time entries, and read invoices, case documents and the firm's staff in MyCase (API access comes with MyCase Advanced).
- Actionstep16 actionsFind and open matters, look up and add contacts, add tasks, appointments, file notes and time entries, and read bills and matter documents in Actionstep, in whichever region the firm's Actionstep lives.
- Filevine16 actionsFind and open projects (cases), look up and add contacts, add tasks, notes and time entries, and read appointments, billing items, invoices, documents and users in Filevine, in the US, Canada or the government cloud.
- BoldSign8 actionsSend documents for e-signature with BoldSign, from a template or from PDF links, list and read documents and their signers' status, list templates, remind signers and revoke documents.
- Centerbase12 actionsFind matters, contacts, activities, billing entries, bills and users, list any Centerbase item with filters or a saved query, and add contacts, notes, tasks, appointments and other items in the firm's Centerbase.
FAQ
PracticePanther and MyDeepAgents
Can MyDeepAgents connect to PracticePanther?
Yes. The PracticePanther connector has 16 actions: 10 read and 6 make changes. Your agents can call them as tools, and your workflows can run them as steps.
How do I connect PracticePanther?
Sign in with PracticePanther and approve access (OAuth). Credentials are stored encrypted with your organization's own keys and are opened only at the moment of a call.
Can an agent change data in PracticePanther without asking?
Only if you let it. Each of the 6 actions that change data can be set to wait for a person's approval before it runs.
Can I use PracticePanther in workflows as well as agents?
Yes. Every PracticePanther action also works as a step in a workflow, and the same connection serves your agents and your workflows.
Early access
Put PracticePanther to work
Connect it in a few minutes, give an agent the actions it needs, and decide which changes wait for a person.