Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.

Please fill out the contact form below and we will reply as soon as possible.

Sign in
  • Sign in
  • Home
  • Products
  • Automations

Available Integrations

Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.

Please fill out the contact form below and we will reply as soon as possible.

  • Getting Started
    • Sign In
    • Setup Locations
    • Add New Users
    • Setup User Roles
    • Manage Users
    • Integrate Social Pages
    • Make Business Phone Textable
    • Activate Call Forwarding
    • Birdeye Mobile App
    • Additional Support
  • Products
    • Listings
    • Reviews
    • Referrals
    • Social
    • Social Messaging
    • Website Leads
    • Payments
    • Automations
    • Campaigns
    • Messaging
    • Appointments
    • Surveys
    • Insights
    • Competitors
    • Ticketing
    • Reporting
    • BirdAI
    • Insights AI
    • Competitors AI
  • Video Library
  • Resources
    • Birdeye Webinars
    • Birdeye Guides
    • Birdeye Blogs
    • Customer Videos
    • Birdeye Podcast
    • Birdeye Results
  • Developer Portal

Integrating Birdeye with PracticePanther

PracticePanther is a cloud-based legal practice management software (PMS) used by law practitioners. The PMS comes with a host of features including, document management, billing, tracking, reporting etc.

Once PracticePanther is integrated with Birdeye, Birdeye will pull client information from PracticePanther once daily from the matters that were closed on the previous day. Birdeye collects the first name, last name, email address and phone number of your clients and automatically sends them review requests based on the preferences set within the Birdeye dashboard.

To set up the initial part of the integration with Birdeye, please reach out to the Birdeye technical support team @ 1-800-561-3357  Ext. 3 or email them at - support@birdeye.com. After the initial integration is set up by the Birdeye technical support team, you can log in to your Birdeye account to complete the integration process.

Birdeye allows you to fetch data from your CRM using a predefined trigger. Here is the supported trigger for PracticePanther:

Trigger Name
Trigger Description 
PracticePanther Closed Matter Trigger
This trigger is used to fetch customer data based on closed matters.

PracticePanther Open Matter Trigger

This trigger is used to fetch customer data based on open matters.

To complete the process, click on the 'Settings' tab located on the left navigation rail of your Birdeye dashboard. At the bottom of the 'Settings' page, click on the 'Authorize PracticePanther' button under the CRM integrations header. 

After you click on the authorization button, you will be redirected to the PracticePanther website. Enter the email address and password associated with your PracticePanther account and click on 'Login'. 

Once you have signed in to your PracticePanther account, Birdeye will ask for certain permissions to obtain client data from your Panther account. Click on the 'Allow Access' button at the bottom to complete the integration process.

After the access has been granted, you will be redirected to the Birdeye dashboard and an 'Authorized' message will appear right next to PracticePanther.

If you want to send review requests for selected matters, you have the ability to create a custom field within your PracticePanther account. To create a custom field, click on the 'Name' icon on the top right corner and from the drop-down menu click on the 'Settings' button. 

Now, to create a new custom field for new matters, click on the 'New Matter Field' button at the bottom of the screen.

Enter 'Don't send review' in the name field and select 'Checkbox' as type. Before saving the selection, click on the 'Show more information' icon to add help text to the custom field.

Adding a 'TOOLTIP' and 'HELP TEXT' ensures to improve consistency and accuracy of the newly created custom field. Once you have added text in the required boxes, click on the 'Save' button on the bottom to save the custom field.

The 'Don't send review' custom field will appear every time you are in the process of creating a new matter. To avoid sending a review request for a particular matter, check this field before saving the matter.

For Enterprise Businesses

To ensure matters are mapped to the right business location, it is essential to create a custom field within your PracticePanther account. To create a new custom field, click on the 'New Matter Field' button on the 'Custom Fields' page.

Enter 'Location' in the name field and select 'Drop Down List' as the type. In the 'List Options' field, enter the name of all your business locations. Before saving the selection, click on the 'Show more information' icon to add help text to the custom field.

Adding a 'TOOLTIP' and 'HELP TEXT' ensures to improve consistency and accuracy of the newly created custom field.

Delete

NOTE:

Don't forget to turn the 'Always Visible' and 'Required ' buttons to 'Yes' before saving your selection.

The 'Location' custom field will appear every time you are in the process of creating a new matter. To map a matter to a particular location, select the right location from the drop-down menu.

practicepanther integration birdeye integration custom field authorization

Was this article helpful?

Yes
No
Give feedback about this article

Related Articles

  • Integrating Birdeye with SiteLink
  • Integrating Birdeye with Nextech Practice+
  • Integrating Birdeye with Keap (Formerly Infusionsoft)
  • Integrating Birdeye with Dotloop

Still can't find what you're looking for?

Create a case
Birdeye for businesses
  • Attract
  • Listings
  • Reviews
  • Referrals
  • Pages
  • Google Seller Ratings
  • Convert
  • Messaging
  • Webchat
  • Social
  • Mass Texting
  • Appointments
  • Payments
  • Delight
  • Surveys
  • Insights
  • Benchmarking
  • Ticketing
  • Objectives
  • Google for local business
  • Review Management
  • Review Generation
  • Online Reputation Management
  • Customer Messaging
  • Referral Marketing
  • Website Chat
  • Google Reviews
  • Google My Business
  • Facebook Reviews
  • Business Listings Management
  • Customer Experience
  • Industries
  • Automotive
  • Dental
  • Financial Services
  • Healthcare
  • Home Services
  • Legal
  • Property Management
  • Public Storage
  • Real Estate
  • Retail
  • Wellness
Learn more
  • Company
  • About Us
  • Leadership Team
  • Watch Demo
  • Book a time
  • Resources
  • Blog
  • Press
  • Product Updates
  • Careers
  • Success Stories
  • Birdeye Reviews
  • Birdeye Results
  • Contact Us
  • Services
  • Managed Services
  • Professional Services
  • Support and Tools
  • Scan Your Business
  • Find a Business
  • For Developers
  • Birdeye Support
  • Refer a Business
Ic App Ios BlackIc App Android Black
CONTACT SUPPORT
  • Terms & Conditions
  • Privacy Policy
  • Security
  • HIPAA
  • CCPA
  • © 2023 Birdeye Inc

Knowledge Base Software powered by Helpjuice

Definition by Author

0
0
Expand