Legal

RevSquared + PracticePanther.

RevSquared connects to PracticePanther through Zapier, enabling law firms to streamline client intake and case tracking from AI-handled phone calls. Capture every prospective client call and keep your practice management data complete even when the office is closed.

Start Free Trial Visit PracticePanther

How RevSquared Works With PracticePanther.

RevSquared connects to PracticePanther through Zapier, enabling law firms to streamline client intake and case tracking from AI-handled phone calls. After every call, RevSquared sends structured data — caller name, phone number, email, call summary, transcript, sentiment analysis, call outcome, recording URL, and appointment details — to Zapier. You build a Zap that routes this data into PracticePanther as contacts, matters, events, or tasks.

PracticePanther is a cloud-based legal practice management platform built for modern law firms. It handles case management, time tracking, billing, and client communications. By connecting RevSquared to PracticePanther through Zapier, your firm can capture every prospective client call, log consultation notes automatically, and keep your practice management data complete even when the office is closed.

RevSquared acts as your firm's AI receptionist. Zapier moves the data. You control how contacts, matters, and workflow items land inside PracticePanther.

What This Integration Does.

Every feature built to keep your business running without you on the phone.

Create Contacts

Build a Zap to create PracticePanther contacts from AI intake calls.

Open New Matters

Build a Zap to open new matters in PracticePanther from call data.

Log Call Notes

Build a Zap to log call notes and transcripts on matter records.

Create Events

Build a Zap to create PracticePanther events from AI-booked consultations.

Assign Intake Tasks

Build a Zap to assign intake tasks to attorneys based on practice area.

Tag Contacts

Build a Zap to tag contacts with referral source and case type from call data.

Getting Started.

You'll be connected in minutes, not days.

Connect your RevSquared account to Zapier and select a call event trigger

Connect your PracticePanther account as the action app in Zapier

Map RevSquared call data to PracticePanther fields — contacts, matters, events, or tasks

Every AI-handled call sends structured data into PracticePanther through your Zap

Real-World Use Cases.

Businesses like yours are already using this integration.

After-Hours Client Intake

A criminal defense firm receives calls around the clock. The AI agent captures the caller's situation, urgency level, and contact information. The Zap creates a PracticePanther contact and matter with all details, flagging urgent cases for immediate attorney review.

Consultation Scheduling

The AI agent qualifies a prospective immigration client and books a consultation. The Zap creates a PracticePanther contact, opens a preliminary matter tagged with the visa type, and adds the consultation as a calendar event with call notes attached.

Practice Area Routing

Based on the caller's legal issue, the AI agent identifies the practice area. The Zap routes the new matter to the right attorney group in PracticePanther, with the intake summary and caller details already populated.

Frequently Asked Questions.

Everything you need to know about this integration.

How does RevSquared integrate with PracticePanther?

RevSquared sends call data to Zapier after every AI-handled call. You build a Zap that creates contacts, matters, events, or tasks in PracticePanther based on the call data and your firm's workflow rules.

Can RevSquared handle legal intake for different practice areas?

Yes. RevSquared's AI agent can be configured to ask practice-specific intake questions. The call data sent to Zapier includes all captured details, letting you route matters to the right team in PracticePanther.

Does the PracticePanther integration support time tracking?

Through Zapier, you can create PracticePanther time entries from call data, helping firms track time spent on client communications. The call duration and summary data make it easy to log billable time accurately.