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firmTRAK is an expanded reporting dashboard for users of Practice Panther

The firmTRAK application was created by practicing attorney Rich Marvel to save the time and hassle of running manual reports.  Each report is crafted to provide valuable business insights about law firm profitability, top client and matter money makers, accounts receivable, and contractors and employee billable hour goals and forecasts. No even solo and mid size attorney firms can compete with the metrics of ‘big law’ with PracticePanther and firmTRAK’s out of the box reporting solution.

financial client report
productivity analytics

Why connect firmTRAK to PracticePanther?

The benefits of connecting firmTRAK with Practice Panther include:

Save Time

If you are already putting together your own set of reports, chances are you will benefit from the metrics in firmTRAK’s application.  These reports are updated daily automatically by connecting to the PracticePanther API.

Achieve Revenue Targets

Monitor the firm’s resources and users actively, early and often to ensure your firm is hitting its billable hour targets.  The visuals provide an easy to understand source of accountability for law firm staff.

Keep Trust Funds Green

Monitor the balances of all matter trust funds in comparison to the current work in process within PracticePanther.  Clients with low funds can easily be tracked without combining a bunch of separate reports.

Keep Matters on Track

Monitor the calendar events, task completion, activities, and accounts receivable due dates in one easy to use interface to determine if your customers are happy and the law firm is on track for a 5 star review.

What firmTRAK does

Integrated KPI Dashboard

View your annual revenue trends, snapshots, clients/ matters volume snapshots, outstanding WIP, and Days sales outstanding. These and many more reports and dashboards once you sync your firm. If we don’t have it, CONTACT US about creating your own custom reporting dashboard.

What PracticePanther does

PracticePanther is and all in one legal practice management solution.

Client Portal

Keep clients up-to-date on their case. Share files, send secure messages, and texts, assign tasks & more

Bank Account Tracking

Manage trust and operating accounts directly in PracticePanther.

Time Tracking

Never miss another billable minute again. Track & bill time from any device, on any screen in PracticePanther


Bill for time, expenses, flat rates, & contingency. Get paid seamlessly with built-in online payments processing and collect faster with custom payment links.

financial client report
productivity analytics

Connect firmTRAK to Practice Panther in 3 steps

Step 1 – Signup firmTRAK
Signup with firmTRAK at

Enter your name, email, and create a password to register with your email address and follow the instructions to verify your email. Or, click the Sign up with Xero button and create a password to get started.

Xero Integration

Step 2 – Connect to Practice Panther

Go to setting -> integrations section, click on Connect to PracticePanther.

Once you’re email is verified you can connect to PracticePanther by navigating to the gear icon for settings and click integrations and hit the Connect button for PracticePanther.

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3 – Authorize firmTRAK to use with Practice Panther

Authorize firmTRAK to access your Practice Panther data.

After you select the connect button in settings, you will be prompted to authorize your PracticePanther account. Sign in and choose the account you wish to connect to firmTRAK.

Hit the Allow Access button to complete.

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Customers Thoughts

Using firmTRAK has been vital to me reclaiming passion for my practice, my clients, and my overall quality of life. The easy-to-use dashboard allows me to check the health of my practice in real time.
rich marvel

Richard Marvel

Marvel Law

As a successful attorney, we at firmTRAK are here to help you achieve the most that you can.

“firmTRAK fills a critical void in understanding and calculating the metrics of my law firm – both financial KPI’s and case-by-case revenue tracking. It takes the information already available in my practice management software and turns it into easy to follow visualizations that are incredibly powerful. And the best thing about it may be that I don’t have to do much, if anything, to get there. Since I am already inputting the base-level information (i.e. – matters, expenses, invoices, payments, etc.) in my practice management software, firmTRAK is practically self-sufficient. As a busy law firm owner, I don’t have much time to input additional information or calculate key performance indicators. Thanks to firmTRAK, I don’t have too.”


Steven Lefkoff

Lefkoff Law, LLC
“I have my own growing law practice with several employees. Not only does firmTRAK do the bookkeeping and accounting that I need, but they integrate with my law practice software (Clio) and accounting software (Xero) in order to provide me with KPI information about my practice through their firmTRAK solution. All at a price that’s less than if I hired a regular bookkeeper! I did a lot of research and looking around before I went with firmTRAK, and I am very happy with them.”
Headshot Jose Padilla

José M. Padilla

Padilla Law, PLLC