![]() It’s also the easiest subscription cost I pay every month as a result. We felt accomplished, but the reality is that we just logged into before our audit, printed off all the reports, labeled them, put them in a folder along with our bank account statements, and boom, perfect score. ![]() The short story is that we scored a perfect on our audit in August, and were told we were one of a few North Carolina firms each round of audits to do that. ![]() With just a few clicks every couple of months we kept our accounts perfectly balanced and all of our money accounted for. We’d had our Trustbooks subscription for three years, and the ease of use is hard to oversell. In 2019 the audit notice came, and though I was nervous I was also ready. I never thought we’d get audited when I opened Bull City Lawyer in 2016, but on the advice of a veteran lawyer, I got Trustbooks anyway. The PracticePanther integration is available in TrustBooks customer accounts now! If you’re not already using PracticePanther you can schedule a demo to see for yourself how the all-in-one practice management software can reduce your time spent on administrative tasks and supercharge your firm’s productivity. With each import (automatic or manual), a timestamp will be recorded. There you’ll follow the directions to log in to your PracticePanther account and initiate the import. From here, you will select ‘Sync Practice Management Software’ and choose PracticePanther. After logging into your TrustBooks account, navigate to the ‘Manage Integrations’ page in the Miscellaneous section. How do I get started?Īctivating the PracticePanther integration is simple. Our customers can make more informed financial decisions and simplify their reconciliations each month without overcomplicating the process, sacrificing functionality, or compliance. This is our most full-featured integration to date, unlocking an improved level of visibility into your firm’s cash flow, automatically tying PracticePanther’s built-in payments processing data with TrustBooks’ full trust and operating accounting features. And don’t worry, TrustBooks automatically syncs information from your PracticePanther account daily, so you’re always viewing the most up-to-date information, and you can also push manual syncs if you need more frequent alignment of your data. Easily import all of your matters, deposits, and payments data from PracticePanther into TrustBooks with a click of a button. The PracticePanther integration features full synchronization to TrustBooks, meaning you don’t have to worry about duplicating information and risking human error while transferring data between the PracticePanther app and Trustbooks. ![]() This said we felt it was key to invest in an integration with PracticePanther that would allow our customers to work seamlessly to manage their practice and accounting. Full synchronization to keep everything in one placeĪt TrustBooks, we understand better than anyone the importance of legal accounting, but also the role legal practice management software plays in a law firm’s overall business operations. Within PracticePanther, law firms can streamline client intake, manage case matters, track time, collaborate on documents with clients, collect eSignatures, collect online payments, and other capabilities that can be accessed from any device! You can learn more about PracticePanther, here. Similar to TrustBooks, PractiecePanther’s platform is tailor-made for lawyers and is tremendously easy to use, making it a great fit for our customers. PracticePanther is the top-rated all-in-one legal practice management platform that helps tens of thousands of attorneys automate their practice to get more done in less time. Innovating and adapting to the evolving needs of our customers is core to our DNA here at TrustBooks, so we couldn’t be more thrilled to be announcing this integration. So without further ado, here it is! Starting today, TrustBooks is now integrated with PracticePanther, our new preferred legal practice management software partner. This was a huge milestone for TrustBooks and in light of this new partnership, our team has been diligently working to launch our most exciting integration to date - one that will redefine the ease and simplicity in which our customers are able to manage their legal accounting while remaining fully compliant. We recently announced that we joined the Paradigm family - a growing legal technology company home to several industry-leading law practice management platforms, including the all-in-one solution, PracticePanther.
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