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.
Why connect firmTRAK to PracticePanther?
The benefits of connecting firmTRAK with Practice Panther include:
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 PracticePanther does
PracticePanther is and all in one legal practice management solution.
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.
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.
Connect firmTRAK to Practice Panther in 3 steps
Step 1 – Signup firmTRAK
Signup with firmTRAK at https://app.firmtrak.com/signup
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.
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.
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.
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.”