PracticePanther typically holds matters, contacts, tasks and billing records. Agents can read matter details before a client conversation, create new contacts and matters from intake, and add notes. The billing and time agent can propose time entries for review and read invoice status before it prepares a reminder. We confirm what is practical for your set-up on the discovery call.
A good first step is time capture. The agent proposes entries from email and calendar, a fee earner approves them and the entries go into the matter. After a month, compare them with what people used to record. That gives you evidence before you widen the scope, and it shows partners what the agent actually produces. We would also check the notes the agent adds, so the file reads the way your team writes.
Anything that affects money gets a person's approval. Draft time entries wait for the fee earner. Pre-bills go to a partner. Payment reminders follow a script you have agreed. The agent does not change rates, write off time or move funds.
Billing data is only as tidy as its inputs. Check that matters have the right billing arrangement recorded and that activity codes are consistent. If some partners bill differently, say so at the start. We would rather build those differences into the rules than discover them in week three.