Integration for PracticePanther v1.0.0
Law firm intake forms become PracticePanther clients with a new matter, tagged by practice area and assigned to the right attorney; a conflict pre-screen and consultation booking in Pro.
No credit card for the trial. Pro from $5.75/mo, billed annually. 14-day money-back guarantee.
Stop retyping web enquiries into PracticePanther. Integration for PracticePanther turns every intake form on your law firm's WordPress site into a PracticePanther client with a new matter, already tagged with its practice area and assigned to the right attorney, so your team can follow up while the enquiry is still fresh. When the person is already a client, the new matter is opened for them instead of creating a duplicate client. Intake details stay on your site only until they are delivered, and the log records only PracticePanther record numbers. PracticePanther switches on access for each firm on request, so ask their support before you start. This plugin is not affiliated with or endorsed by PracticePanther.
Free
$0 forever
- Works with Contact Form 7, WPForms, Gravity Forms, Fluent Forms, Ninja Forms, Formidable Forms, Elementor Pro Forms, Forminator and FormForge, each with its own switch and field mapping
- Built-in form block and shortcode with spam protection; works without JavaScript
- Client and matter in one go: contact details become the client, and the message, the other party's name and where the enquiry came from go into the matter notes
- Practice-area routing: the practice area tags the matter and assigns it to the attorney you chose for that area
- Assignee and matter status per form, with users, matter tags and custom fields read from PracticePanther with one click
- No duplicate clients: an existing contact with the same email gets the new matter, and their client is left unchanged
- An optional follow-up task for the assignee to review the new web intake
- The visitor's first UTM parameters, referring site and landing page added to the matter notes
- Optional sync of new WordPress users (by role) and WooCommerce customers as clients
- Confidential by design: intake details are removed once PracticePanther has them, and the log and its CSV export keep record numbers only
- Background queue with retries and one-click resend, encrypted sign-in
PracticePanther Pro
$69 per year, single site
Everything in Free, plus:
- Conflict pre-screen: the other party's names searched among your contacts and matters, with a review tag and a note of possible matches for your staff (a pre-screen, not a conflict check)
- Consultation booking link: the person who sent the intake chooses a free time within your office hours, booked as an event on their matter
- Historic entries backfill, mapping import and export, and a 7-day sync widget
Screenshots
Pro pricing
One licence covers updates and support for a year. Pick the number of sites you run it on.
Checkout and licensing run on Freemius, our merchant of record. 14-day money-back guarantee. Prices in USD; any applicable tax is shown at checkout.
Requirements
WordPress 6.4 or newer (tested up to 7.1), PHP 7.4 or newer. Works with the block editor and the classic editor.
Installation
- Download the free version or start the Pro trial above. Freemius emails you the zip and, for Pro, your licence key.
- In WordPress go to Plugins → Add New → Upload Plugin, choose the zip and activate it.
- Pro: paste the licence key when the plugin asks for it, or later under the plugin's Account screen.
Stuck? Open a support ticket and include your WordPress and PHP versions.