Pushbuild

PracticePanther holds the matters. We connect the work around them.

A new client call turns into a contact, a matter, a folder, a conflict check and a stack of tasks. In most small firms someone does each step by hand. We connect PracticePanther to your intake forms, calendar, documents and billing tools so the setup happens the same way every time. The scope is written down and agreed before we start.

Tell us what you needSee example projects

Sound familiar?

What law firms on PracticePanther tell us before a project starts.

  • A new matter means retyping the client's details in three places.
  • Intake form answers sit in an inbox until someone copies them over.
  • Document folders are created by hand and named differently by each person.
  • We can't see which matters are stalled without opening each one.
  • Billing follow-up depends on someone remembering to check.

What we build

Each one is a working piece you can open and check when it's done.

Intake into matters

Website and form answers create the contact and matter in PracticePanther, with a task for the right person to review.

API integrations and data sync n8n, Make and Zapier automation

Matter folders and documents

A folder with a consistent name and structure created in Google Drive or your document system for every new matter.

n8n, Make and Zapier automation

Task and deadline reminders

Checklists by matter type, with reminders to the responsible person and a nudge when something goes quiet.

n8n, Make and Zapier automation

Calls and communication logging

Phone calls and messages logged against the right matter instead of living only in someone's memory.

API integrations and data sync

Billing and payments follow-up

Unbilled time and overdue invoices listed for a person to act on each week.

QuickBooks, Xero and HubSpot integrations

Firm reporting

Open matters by attorney and stage, and intake by source, on one page.

Dashboards and reporting

What we connect it to: Zapier, Google Drive, Google Sheets, Gmail, Outlook, RingCentral, QuickBooks.

Industries that use it: Law firms, Accounting, Insurance.

Example projects

Illustrations of the shape of the work, not past clients. Yours gets its own written scope.

Example project

Intake form to matter

Example: a small family-law firm wants each completed intake form to create the contact and matter, set up a folder, and put a first-call task on the intake coordinator's list.

PracticePanther, Zapier, Google Drive

Example project

Stalled-matter list

Example: a litigation firm wants a weekly list of matters with no activity for thirty days, sent to the attorney responsible.

PracticePanther, a scheduled script, email

Example project

Billing review sheet

Example: a firm collects unbilled time and overdue invoices into one sheet for the monthly billing meeting.

PracticePanther, Google Sheets

Questions people ask first

How does this connect to PracticePanther?

PracticePanther has a Zapier integration, and it offers an API that its support team can enable for an account. We check what your account allows first.

Is client information kept safe?

We build in your own accounts and keep access limited to what the work needs. Anything sensitive stays in the systems your firm already uses for client files.

Who owns what you build?

You do. It is built in your accounts, with notes so your office can maintain it.

How do we start?

Tell us which step of intake or matter setup is slowest. We reply with questions or a written scope.

Tell us what you need built.

Email a few lines about what you want and which tools you use, or call. We reply with questions or a written scope.

hello@pushbuild.com

(617) 299-8887