Matter notes, not message slipsClient calls are logged to the right matter in PracticePanther: the summary, the promise made, and who was told.
Intake your pipeline recognizesNew callers arrive as contacts with your screening questions answered (practice area, urgency, conflict basics), ready to work.
Something for your automations to doThe workflows you've built in PracticePanther act on what Abby logs. We capture the details; Panther runs your playbook.
Screened By Abby, Filed By Panther
ABBY PORTAL · CALL SUMMARY
ANSWERED BY ABBY · 10:18 AMAndre Boateng
(480) 555-0139 · 5 min · New caller
Partnership dispute over a Scottsdale LLC; intake questions completed · wants a consult this week.
New intakeConsult requested
PRACTICEPANTHER · NEW CONTACT
ContactAndre Boateng
Phone(480) 555-0139
Practice areaBusiness litigation
SourcePhone · Abby intake
NoteCall summary attached · 10:24 AM
WorkflowNew Client Intake · step 1 of 4 running
When Andre Boateng calls about a partnership dispute, he doesn't get voicemail; he gets a receptionist who answers in your firm's name and runs your intake interview: what happened, how urgent it is, how he found you, and the conflict basics you require.
He lands in PracticePanther as a new contact with the call summary attached and the source marked. If you've built an intake workflow, this is exactly what it was waiting for: the first task assigned before anyone at the firm has touched a phone.
A Panther Matter, Kept Current By Phone
For existing clients, every call your firm doesn't have to answer still reaches the matter. Abby identifies the caller, takes the message per your instructions, and the conversation is logged in PracticePanther: what was asked, what was promised, and who was notified.
Data flows one way, into your system: Abby never reads your matters, documents, or billing. Your receptionists are US-based, call records are encrypted, and HIPAA-compliant options are available for regulated practices.
Your Panther Playbook For Calls
✓Existing clients go to the matter. Abby identifies the caller and the note lands on the right matter, not in a general inbox someone has to sort.
✓New callers get the full interview. Practice area, situation, urgency, conflict basics: captured as a PracticePanther contact your pipeline can work.
✓Urgent means your definition. Opposing counsel, court staff, a closing in progress: you set the triggers, and Abby escalates immediately.
✓Solicitors never reach an attorney. Vendor and robocall traffic is screened out politely and never becomes a matter note.
✓After hours counts the same. A Saturday call is answered, screened, and logged like a Tuesday one, in Panther before Monday's case review.
The Panther's Front Door
Hearing days and closingsThe whole firm is out; every call is still answered by a person, and the matter notes are waiting when you're back.
Intake without the interruptionA prospective client calls mid-deposition prep. Abby runs your intake script, the contact lands in PracticePanther, and your assignment workflow takes it from there.
Escalation on your termsYou define urgent (opposing counsel, court staff, a filing deadline) and Abby escalates those calls immediately per your instructions.
After-hours, same standardsA 9 PM caller gets the same screening as a 9 AM one, and the details are in PracticePanther before the coffee is on.
How It Works
1Onboarding connects PracticePanther and maps your matter-matching rules, intake questions, and escalation triggers.
2Abby answers 24/7 in your firm's name, screening new callers and taking matter-linked messages per your instructions.
3Calls land in PracticePanther as matter notes and intake contacts, and the automations you've built pick up from there.
FAQs
Which answering service works with PracticePanther?
Abby integrates with PracticePanther natively, no middleware to babysit. Calls are answered by US-based receptionists and logged as matter notes and intake contacts.
Can Abby trigger my PracticePanther automations?
Abby writes call details into PracticePanther; your automations do the rest. Workflows you've built around new contacts or intake run on what the call captured; we never configure or change them.
How does Abby know which matter a call belongs to?
Caller identification plus the matching rules you set at onboarding. Unmatched calls are delivered clearly labeled so your team can file them in seconds.
Do you offer an AI receptionist that works with PracticePanther?
Yes. Abby's AI receptionist follows the same scripts and logs to PracticePanther the same way; many firms run it after hours with live receptionists by day.
Is this appropriate for confidential legal calls?
Yes. Receptionists follow your firm's instructions exactly, call records are encrypted, and HIPAA-compliant options are available for regulated practices.
Use a tool we haven’t listed?
We build missing integrations for new customers during onboarding, free. Tell us what you run on and we’ll connect it.
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