--- title: "PracticePanther Integration" description: "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." url: https://flowrunner.ai/integrations/practicepanther date_modified: 2026-08-01T02:40:32-07:00 --- # PracticePanther [Project Management](https://flowrunner.ai/integrations/category/project-management-productivity) 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. [Verified](https://flowrunner.ai/integrations/verified "What does verified mean?") · 11 actions · OAuth · available [PracticePanther website](https://practicepanther.com/) · [Platform Documentation](https://app.practicepanther.com/content/apidocs/index.html) · Capability data verified 2026-07-28 1. A signed engagement confirmation arrives from the firm's intake pipeline 2. List Contacts searches for an existing contact matching the client's email 3. Create Contact registers the client when none exists, with name, email, and phone captured from intake 4. Create Matter opens the case linked to that contact, named to the firm's matter convention 5. Create Task puts the first deadline on the matter with its due date 6. The responsible attorney reviews the matter setup and the drafted engagement letter before anything reaches the client 7. 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](https://flowrunner.ai/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](https://flowrunner.ai/integrations/docusign) after the responsible attorney approves it, and the matter number posts to [Slack](https://flowrunner.ai/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](https://flowrunner.ai/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](https://flowrunner.ai/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 3 - **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 3 - **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 2 - **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 3 - **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. **Work at PracticePanther?** This integration exposes PracticePanther to AI agents on every FlowRunner plan, including through MCP, at no cost to you. [See what FlowRunner offers integration partners](https://flowrunner.ai/integrations/partners), including how to keep this page current. --- Markdown version of https://flowrunner.ai/integrations/practicepanther. Site index: https://flowrunner.ai/llms.txt