PracticePanther vs CounselLink

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Our analysts compared PracticePanther vs CounselLink based on data from our 400+ point analysis of Legal Software, user reviews and our own crowdsourced data from our free software selection platform.

CounselLink Software Tool

Product Basics

PracticePanther is a cloud-based platform that helps manage cases, documents, client communications, time tracking and billing for law firms. It acts as a centralized hub for handling client information, cases and documents. Its reporting tools let you track your firm’s financial health and performance.

The platform allows you to create detailed case files, including evergreen retainers, deadlines, billable hours and specific tasks associated with each case. It offers document management tools, enabling attorneys to edit, track changes, eSign and share files with concerned clients and internal departments.

Additionally, you can track time spent on each case, generate detailed invoices and automate trust account management. Practices of all sizes can automate invoicing, time-tracking and payments while remaining compliant with IOLTA, ABA and state bar guidelines.

The software also allows firms to store client contact information, communication history and matter details in one place. It provides tools for client intake and onboarding, including custom intake forms, checklists and client portals. Its intuitive mobile app helps you stay connected with your firm and communicate with staff and clients remotely.

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LexisNexis CounselLink is a cloud-based software that helps corporate departments and law firms manage their legal operations. It offers a range of features to manage matters, invoices, vendors and reports in one place. Its powerful analytical and reporting capabilities enable teams to make data-driven decisions and optimize performance, resulting in better client outcomes.

Centralizing matter and invoice management helps reduce administrative burdens and focus on higher-value work. With the ability to track budgets and spending, businesses can better allocate resources and mitigate the risk of overages.
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Product Assistance

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Product Insights

  • Never Miss Billable Hours: PracticePanther excels in time and expense management, with our data showing that it offers 96% of all key requirements out of the box. You can manage retainers and set custom hourly rates, item prices and contingency rates. It supports multiple time clocks and helps you log billable and non-billable hours accurately. You can also add uniform task-based management (UTBM) codes while creating time and expense entries to set benchmarks.
  • Improve Client Experiences: Another strong suite is the platform’s client and contact management module, which has received an 89 rating from our analysts. You can design unique client intake funnels to capture all required information. Clients get individual portals to submit documents, track cases and pay invoices. You can use the built-in two-way messaging system or send emails and text messages from the software interface. The platform maintains a communication log and enhances client outreach with email campaigns and lead-tracking tools.
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  • Comprehensive Analytics and Reporting: Legal departments can analyze expense data and make informed decisions. Generate reports on various metrics, including spend by matter type, matter status and vendor.
  • Robust Collaboration Tools: Collaborate with vendors, outside counsel and other stakeholders in a secure and centralized platform. Ensure that everyone is on the same page and can stay up-to-date.
  • Enhanced Matter Management: Track progress, store documents and manage deadlines. Automate workflows and provide alerts to ensure nothing falls through the cracks.
  • Optimized Spend Management: Gain visibility into legal fees, enforce billing guidelines and optimize billing rates. Identify cost-saving opportunities and get real-time budget tracking capabilities.
  • Efficient Vendor Management: Manage vendors, including law firms and other legal service providers. Track vendor performance, enforce service level agreements and ensure compliance with billing guidelines.
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  • Case Management: Store detailed user information with ease, along with tags and follow-up updates, making it easy and organized.
    • Remote Access: Get quick overviews of all case-related information, including contacts, tasks, calendar entries, documentation and more. Automatically sync firm databases for unobstructed remote access from any device with an internet connection.
    • Contacts and Matter Management: Keep legal matters organized and up-to-date by adding relevant contacts, notes and bills. Limit access to sensitive matter information with controlled permissions. Securely collaborate with team members and share and recall data.
    • Conflict Search: Link contacts to matters for checking on conflicts of interest and parties represented by the lawyer.
  • Document Management: Manage all your documents in one place and set up automation to reduce repetitive tasks.
    • Centralized Repository: Store and manage all legal documents and files securely in a single location. Enhance efficiency by electronically sending documents for signatures, auto-populating client information, and creating custom templates to streamline document creation workflows.
    • Organized Access: Avoid wasting time searching for documents. Organize files by client and matter for easy retrieval. Use custom tags to categorize and filter your firm's legal documents.
    • E-Signatures: Expedite the document approval process by offering electronic signatures via email, text message or the client portal. Create and send multiple documents for eSignature in batches simultaneously.
    • Cloud Integration: Connect with leading cloud storage platforms like Dropbox, Google Drive, OneDrive and Box.com. This eliminates the need to switch between platforms and helps you sync all document changes automatically.
    • Customizable Templates: Boost document creation speed by uploading and using pre-defined templates. Automatically populate templates with your firm's information and client data. Track document progress through a dashboard with status indicators (incomplete, completed, in progress, overdue) and assign conditional tasks as needed.
  • Legal Billing: Never miss a billable hour with automated time and expense tracking tools.
    • Customizable Invoicing: Create professional invoices tailored to your firm's branding. Include client information, activity logs, notes and more. Assign specific billable rates based on user, activity, matter or contact for accurate fee calculations.
    • Integrated Payment Processing: Accept payments through various methods, including custom payment links, the client portal, phone or in-person transactions using Panther Payments, the native payment processor.
    • Billing Reports: Gain insights into your firm’s performance by generating detailed reports. Analyze billing trends and collections data, identify top-billed practice areas, and filter reports by custom tags, bank accounts, payment methods, contacts or matters.
  • Trust Accounting: Manage trust and operating accounts while automating compliance with IOLTA, ABA and all 50 state bar regulations. Stay informed about retainer balances by setting up automatic alerts. Receive notifications when trust account balances fall below pre-defined thresholds and perform daily three-way reconciliations for oversight of your trust account activity.
  • Legal CRM: Organize client data, gain a holistic view of cases, automate client onboarding and sync new client data from automated intake forms.
    • Custom Tags: Categorize contacts by client type (existing, potential etc.), professional contact or any other relevant category using custom tags. Use these tags to filter data and gain insights into your client base.
    • Client Portals: Provide clients with a secure online portal. They can access uploaded documents, communicate with your firm, review invoice balances and make online payments. The platform automatically populates client information from their intake forms to create accurate profiles.
    • Workflow Automation: Streamline client follow-up with automated workflows that trigger tasks and events based on pre-defined conditions. Automate appointment scheduling and send automatic reminders to clients, ensuring timely communication.
  • Calendaring: Create time entries, confirm client meetings, manage tasks and stay on top of court rule deadlines using a centralized calendar system.
    • Visualized Deadlines: Use color-coded tags to visually identify deadlines and events associated with specific contacts, matters and tasks.
    • Automated Time Capture: Convert appointments and events into time entries with a single click, ensuring all billable hours are captured and accurately allocated to the appropriate client.
    • Court Rule Integration: Connect with LawToolBox to sync pre-set and custom court rule deadlines with your PracticePanther calendar and workflows, keeping you ahead of important legal dates.
  • Integrations: Connect to a host of essential applications to improve the firm’s productivity and automation standards. Some popular applications it supports integrations with include Gmail, Microsoft Outlook, Microsoft Exchange, Box, Dropbox, Outlook, Google Calendar, Apptoto and many more.
  • Security: Protect firm data against vulnerabilities with 256-bit military-grade encryption. Limit platform access to authorized IP addresses and enable two-step authentication. Maintain client confidentiality and HIPAA compliance with Box.com’s secure storage capabilities.
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  • Work Management:
    • Collect and Organize: Use legal requests to establish a centralized work intake source that meets specific requirements. Create custom fields that capture information unique to the department's needs. Configure the homepage to focus on what's most important and organize documents in a central repository.
    • Track, Audit and Report: The work tasks feature helps manage deadlines and maintain compliance with processes. Use the budgets module to plan legal spending and save costs. Assess the work status of law firms and internal staff and prevent any circumvention of business rules using audit trails. Get 80+ standard reports to analyze work and customize reports to organize and present data.
  • Financial Management:
    • Paper Invoice Processing: Capture all expenses with invoicing service. Convert all non-LEDES format invoices, including PDFs and paper, into electronic invoices.
    • Smart Review: Examine and categorize all line-item invoice charges with proprietary AI-enabled technology to comply with billing guidelines. Save time and money with automatic error flagging and adjustments.
    • Invoice Review: Automate invoice processing, audit electronic and non-electronic invoices, and include non-CounselLink reviewers with external invoice review.
    • Advanced Accounting: Manage budget, discounts, accruals and reserves to stay on track within preset thresholds.
    • Allocations: Easily assign invoice spend to one or more accounts by setting up allocation codes and applying allocation templates to any matter.
  • Vendor Management:
    • Vendor Profiles and Scorecards: Use law firm profiles and scorecards to gain comprehensive insights into the firm's performance. Analyze legal spending, matter distribution and timekeeper-level billing with visualizations. Rate and score law firms for better vendor selection.
    • Fee Structure: Invoice for legal work by negotiating fee agreements with law firms. Be equipped to handle all types of alternative fee arrangements.
    • Diversity Survey: Assess the vendor's diverse talent pool. Collect and track diversity information to increase accountability.
    • Rate Analysis: Compare and evaluate performance by establishing, monitoring and enforcing timekeeper rates. Visualize historical time comparisons for better insights.
    • Billing Guidelines: Simplify onboarding by creating and publishing billing practice documentation and allow law firms to accept before invoicing.
  • Contract Lifecycle Management: Draft better contracts, expedite authoring, streamline negotiation and analyze executed contracts. Manage all contract-related work with one tool, featuring real-time collaboration, workflow automation and actionable analytics.
  • Analytics:
    • Interactive Dashboards: Optimize the user interface by tailoring dashboards with relevant metrics.
    • Reports: Use standard and customized reports to make strategic decisions supporting organizational goals.
    • Benchmarking Database: Evaluate fair legal rates and compare department performance.
    • Trends Report: Gain insights for better decision-making and analyze legal market dynamics over time with guiding metrics and expert contributions.
  • Legal Hold: Automate and simplify legal hold obligations by identifying, notifying and communicating with document custodians. Create an auditable record and maintain control with customized tools and templates for communication, surveys, reports and web pages.
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Product Ranking

#14

among all
Legal Software

#47

among all
Legal Software

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Analyst Rating Summary

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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

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Billing And Payments Calendaring And Legal Docketing Client And Contact Management Dashboard And Reporting Document Management Matter/Case Management Mobile Capabilities Task Management Time And Expense Management 84 90 55 18 75 76 82 97 0 25 50 75 100
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User Sentiment Summary

Excellent User Sentiment 613 reviews
Good User Sentiment 12 reviews
92%
of users recommend this product

PracticePanther has a 'excellent' User Satisfaction Rating of 92% when considering 613 user reviews from 3 recognized software review sites.

76%
of users recommend this product

CounselLink has a 'good' User Satisfaction Rating of 76% when considering 12 user reviews from 1 recognized software review sites.

4.2 (100)
3.8 (12)
4.7 (508)
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4.6 (5)
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Awards

PracticePanther stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award

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Synopsis of User Ratings and Reviews

Ease of Use: Many users find PracticePanther easy to use, with an intuitive interface that makes it accessible for beginners without extensive coding experience.
Comprehensive Features: The software addresses critical legal practice management needs, offering tools for billing, invoicing, time tracking, case management, document handling and client portals.
Efficient Automation: PracticePanther offers automation for client onboarding, billing and document handling, streamlining workflows and saving time on repetitive tasks.
Easy Accessibility: The cloud-based platform, along with its mobile app, helps users access tasks and stay in touch with their operations from anywhere.
Streamlined Client Experiences: The platform offers client onboarding automation, unique portals and internal messaging tools that help simplify and streamline client-attorney interactions.
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Intuitive Interface: CounselLink is recognized for its user-friendly design, which simplifies navigation and overall user experience, even for those who are new to the platform.
Streamlined Billing: The platform streamlines the process of generating and managing client invoices, allowing for easy upload of billing entries and linking relevant client and matter details.
Invoice Tracking: CounselLink provides transparency into the invoice status and payment process, allowing users to track their invoices and anticipate payment timelines.
Client-Matter Linking: Users can easily link client information to specific matters, ensuring quick and convenient access to relevant data.
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Performance Issues: Some users report the software being slow and unresponsive, particularly during peak usage times.
Bugs and Errors: A few users reported calculation errors in trust accounting and time tracking due to bugs and cookie issues.
Documentation Quality: The software’s documentation could be clearer and more user-friendly, particularly for new users.
Limited Reporting: The solution offers limited pre-built reporting templates and dashboard visualizations. However, the vendor offers assistance in designing custom ones.
Integration Challenges: Users have reported faulty integrations with third-party tools, especially with Zapier, Jubilee and Record Grabber.
Billing Limitations: The platform offers limited billing customizations and requires users to manually open each bill to see its content, making the review process slow and cumbersome.
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Slow Performance: Users have reported experiencing slow loading times and delays between actions within the CounselLink platform, impacting productivity and user experience.
Time and Expense Entry Challenges: Some users find the process of entering time and expenses cumbersome and not as user-friendly as other features, potentially leading to inaccuracies or frustration for legal professionals.
Customization Limitations: Tailoring CounselLink to specific business processes or integrating it with certain existing systems may require additional coding or professional services, potentially adding to the overall cost and implementation timeline.
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During testing, I found PracticePanther relatively straightforward to set up. Customizing the platform with my firm’s logo and name was a breeze. Creating matters, assigning tasks and syncing calendars felt intuitive. Even integrating Panther Payments for online payments was smooth sailing. While the interface could use a design refresh, it’s functional and easy to navigate.One standout feature is the matter creation process. The ability to categorize matters with tags and custom fields is beneficial. PracticePanther’s flexibility in handling different billing structures, including flat rates, hourly rates and retainers, is a major plus. The platform's automatic alerts for depleted retainer funds are a time-saver.I'm also impressed with its document management capabilities. The integration with cloud storage and the version history feature is invaluable for maintaining document control. Creating custom templates for different document types is a convenient touch.While PracticePanther offers a solid foundation for legal practice management, it presents some notable limitations. The billing process is particularly cumbersome. The absence of a streamlined review function, forcing users to open each invoice individually, significantly hampers efficiency. This contrasts sharply with other platforms that offer more intuitive billing and reviewing navigation.Additionally, the lack of advanced features, such as integrated legal research tools, is a drawback for firms that rely heavily on online research. Although the software can track time, the absence of connections with research websites and tools means manual timekeeping, which can be error-prone and time-consuming.Despite these shortcomings, PracticePanther is well-suited for solo practitioners and small law firms with relatively straightforward caseloads. Its ease of use and core features, such as matter management and document handling, make it a viable option for firms that prioritize these functions. However, for larger firms with complex caseloads or those that require advanced features like robust reporting and analytics, PracticePanther may fall short.

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Can CounselLink link arms with your legal team to boost efficiency and transparency? User reviews from the past year suggest a qualified "yes," but with some caveats. CounselLink garners praise for its user-friendly interface, with reviewers consistently highlighting its intuitive design and ease of navigation, even for those new to legal software. This accessibility is crucial for legal teams who need to quickly adapt to new technologies without extensive training. Users also appreciate CounselLink's robust billing management capabilities, particularly its ability to streamline invoice creation, submission, and tracking, which significantly reduces administrative burden and accelerates payment cycles. However, some users have reported that CounselLink can feel sluggish at times, with slow loading speeds impacting productivity. This is a recurring complaint that LexisNexis should address to ensure a seamless user experience. Additionally, while CounselLink's integration with eBillingHub is generally viewed positively, some users find the need for separate websites for certain clients cumbersome and counterintuitive. This fragmentation of access can lead to confusion and disrupt the otherwise streamlined workflow that CounselLink aims to provide. CounselLink's strengths lie in its user-friendly design, efficient billing features, and comprehensive reporting capabilities, making it a valuable asset for legal teams seeking to enhance operational efficiency and gain better visibility into their financial data. However, the occasional slow performance and the somewhat disjointed experience with client-specific websites are areas that LexisNexis should address to solidify CounselLink's position as a top-tier legal management solution. Overall, CounselLink is best suited for legal departments and law firms of all sizes looking to streamline their operations and improve financial transparency, particularly those who prioritize ease of use and efficient billing processes.

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