8 workflow automations purpose-built on top of PracticePanther — no data leaves your system, no parallel tool for your team to learn.
AI runs the conflict check against MyCase, drafts the fee agreement, sends the intake packet, and books the consult — lead-to-consult time drops from 4 days to under 4 hours. Purpose-built for teams running PracticePanther — uses the native API or agent integration so nothing leaves the system of record.
AI monitors the docket across MyCase and court portals, calculates response deadlines, calendars every owner, and escalates anything within 72 hours of running — zero missed deadlines, no matter how many matters. Purpose-built for teams running PracticePanther — uses the native API or agent integration so nothing leaves the system of record.
AI drafts the research memo against the firm's prior work product, pulls current authority from MyCase, and produces a cite-checked first draft of the brief — associate refines, doesn't start from zero. Purpose-built for teams running PracticePanther — uses the native API or agent integration so nothing leaves the system of record.
AI redlines against the firm's playbook in MyCase, flags non-standard terms with a risk rating, and drafts a client-ready summary — 80% of low-risk contracts clear without partner time. Purpose-built for teams running PracticePanther — uses the native API or agent integration so nothing leaves the system of record.
AI drafts personalized case-status updates from live matter state in MyCase on a weekly cadence, and generates on-demand replies when the client asks — client satisfaction climbs, billable hours come back. Purpose-built for teams running PracticePanther — uses the native API or agent integration so nothing leaves the system of record.
AI rewrites narratives to match each client's outside-counsel guidelines in MyCase, flags block-billing, and pre-validates against the portal — write-down rate drops from 12% to under 3%. Purpose-built for teams running PracticePanther — uses the native API or agent integration so nothing leaves the system of record.
AI ingests the beneficiary's evidence into MyCase, auto-builds the exhibit index, drafts forms, cross-checks consistency across the package, and flags missing items — petition prep time drops 70%. Purpose-built for teams running PracticePanther — uses the native API or agent integration so nothing leaves the system of record.
AI classifies the RFE, pulls the matter file from MyCase, drafts a point-by-point response against the original petition and current guidance, and calendars the deadline — first-pass RFE responses go out same-day. Purpose-built for teams running PracticePanther — uses the native API or agent integration so nothing leaves the system of record.
We build custom AI workflows on top of PracticePanther for any repetitive process. Tell us what you'd automate.
