PracticePanther

Connect AI agents to PracticePanther legal practice management. Agents intake clients by creating contacts and matters, log billable time entries, create follow-up tasks, and surface open matters and outstanding invoices for reporting.

11 actions OAuth available

PracticePanther website ↗ Platform Documentation ↗ Capability data verified 2026-07-28

A signed engagement confirmation arrives from the firm's intake pipeline

List Contacts searches for an existing contact matching the client's email

Create Contact registers the client when none exists, with name, email, and phone captured from intake

Create Matter opens the case linked to that contact, named to the firm's matter convention

Create Task puts the first deadline on the matter with its due date

The responsible attorney reviews the matter setup and the drafted engagement letter before anything reaches the client

The case team's channel receives the matter number, links, and the opening task list

What This Integration Enables

In a law firm, practice management software is not a convenience layer. It is the billing record, the deadline record, and, when a client or the bar asks questions, the evidence. That standard shapes how FlowRunner connects to PracticePanther: agents do the clerical work of intake, matter creation, task scheduling, and reporting at machine speed, and the entries that carry professional weight, above all billable time, are confirmed by the person whose name is on them. - Intake a new client end to end: contact, linked matter, and opening tasks from one confirmed event - Draft time entries from work completed elsewhere in a flow, gated by attorney confirmation - Keep deadlines on the matter with tasks created the moment a case reaches a new stage - Surface open matters and outstanding invoices for reporting and client communication - Apply [human-in-the-loop](/concepts/human-in-the-loop) discipline where legal work demands it: on the record that bills the client

Without FlowRunner

Intake is an afternoon of data entry A new client means retyping the same name into the contact card, the matter, the letter, and the calendar

Billable time leaks Work happens in email, documents, and calls, and the hours get reconstructed from memory on Friday

Receivables age quietly Outstanding invoices sit in a report nobody runs until cash flow forces the question

With FlowRunner

One confirmation opens the whole file Contact, matter, first tasks, and the engagement letter flow from a single intake event

Time is drafted at the moment of work Agents capture what was done and for which matter; the attorney confirms before it becomes billable

Collections run on a schedule Open invoices surface weekly with the responsible attorney named, before balances get awkward

Use Case Scenarios

From signed engagement to open case file in minutes

Intake confirms a new client. The agent checks List Contacts to avoid a duplicate, runs Create Contact, then Create Matter linked to that contact. Create Task schedules the conflict check and the kickoff call with due dates. The engagement letter goes out through [DocuSign](/integrations/docusign) after the responsible attorney approves it, and the matter number posts to [Slack](/integrations/slack) so the case team starts from the same file. The client's first impression of the firm is a same-day open matter, not a week of silence.

Billable time that survives an audit

As workflow steps complete, drafting a document, running a review, finishing a call logged in another system, the agent assembles a proposed time entry: date, hours, matter, and a description of the work performed. The attorney sees the draft and confirms or edits it; only then does Create Time Entry write it against the matter. A parallel append to [Google Sheets](/integrations/google-sheets) keeps the firm's timekeeping report current. Hours stop leaking between the work and the Friday reconstruction, and every entry has a human who stood behind it.

Receivables reviewed before they become a problem

Every Monday, the agent runs List Invoices and pages through the envelope for outstanding balances, cross-references List Matters for case status, and sends each responsible attorney a summary through [Gmail](/integrations/gmail-service): which clients owe, how much, how long. The partner meeting gets an aging picture built from live records, and reminder decisions happen weeks earlier than the old quarterly panic.

Human-in-Loop Highlight

Create Time Entry writes billable hours onto a client's matter, and those hours become the invoice the client pays and the record the firm must defend. An unworked hour billed by mistake is not a data bug in legal practice; it is an ethics exposure. So FlowRunner agents never post time on their own authority. They draft the entry with the date, quantity of hours, matter, and work description already assembled, and the timekeeper confirms it before it is recorded. The same discipline applies at intake: Create Matter opens a file that implies an attorney-client relationship, so a matter is only created from a confirmed engagement, never from an unvetted inquiry. The agent's job is to make confirmation take seconds. The signature on the hours stays human.

Agent processes routinely

Detects exception requiring judgment

Clear match Continues automatically

Ambiguous Routes to human via preferred channel

Human decides

Agent resumes with decision

Agent Capabilities

11 actions

Matters

List Matters Retrieves a paginated list of matters with a total_count envelope. Filter by status to narrow to open, closed, or pending cases, and page through large sets with page and limit.
Get Matter Retrieves a single matter's full details by ID, including display name, number, status, and the associated contact. Used to inspect a case before creating related tasks or time entries.
Create Matter Creates a new matter linked to an existing contact, with a descriptive display name. Returns the created matter including its generated identifier and number.

Contacts

List Contacts Retrieves a paginated list of contacts, clients, opposing parties, and other people, with a total_count envelope for paging.
Get Contact Retrieves a single contact's full details by ID: name, email, phone numbers, and address. Used to verify identity before linking a contact to a new matter.
Create Contact Creates a new contact with name and email. Contacts represent clients and other parties and can be linked to matters. Returns the created contact with its identifier.

Tasks

List Tasks Retrieves a paginated list of tasks with a total_count envelope.
Create Task Creates a task with a subject and due date, optionally linked to a matter. The action that turns a case deadline into a tracked to-do the moment it is set.

Billing

List Invoices Retrieves a paginated list of invoices across matters and contacts. The read behind receivables reporting and reminder workflows.
List Time Entries Retrieves a paginated list of billable and non-billable time entries. Used to audit recorded time across matters and feed timekeeping reports.
Create Time Entry Records a time entry against a matter: date worked, quantity of hours, and a description of the work performed. The operation this page's human gate exists for.

Frequently Asked Questions

What can FlowRunner do with PracticePanther?

FlowRunner agents can run List Matters, Get Matter, and Create Matter in PracticePanther, plus 8 more actions.

Does connecting PracticePanther to FlowRunner require OAuth?

Yes. PracticePanther connects to FlowRunner with OAuth 2.0, so agents authenticate without handling raw credentials.

Can PracticePanther trigger a FlowRunner workflow automatically?

PracticePanther doesn't currently expose triggers in FlowRunner. It connects as an action step inside workflows started by another trigger.

Start building with PracticePanther

$100 in credits. No card required. Connect in minutes.

Start Building Free Talk to us