PracticePanther's document automation pulls matter and contact fields into a saved template and generates a finished document in a couple of clicks, instead of a staff member copying details into a blank form by hand. It's a real time-saver inside the platform. We don't build or configure PracticePanther's templates themselves. We connect what a generated document should trigger once it exists, routing, signature, filing, which PracticePanther doesn't handle natively.
Generating the document is the easy part once a template is built correctly. The document then usually needs to go somewhere, out for a signature, over to a client, into a separate file system, and that handoff is still a manual step at most firms, the same copy-paste-and-attach work the template was supposed to eliminate in the first place.
A generated document that routes itself. The moment a document finishes generating from a PracticePanther template, we trigger the next step automatically, an e-signature request, an email to the client, a save into a document management system, instead of someone opening the finished file and deciding what to do with it.
A connection where PracticePanther's API doesn't reach. PracticePanther exposes an API for matter, time, and billing data, but document-level automation past what the platform's own templates support isn't something every firm's downstream tool can plug into directly. Where that's the case, we build the connection through browser-based automation instead of waiting on an API PracticePanther doesn't expose for that specific step.
A new-matter document finished through PracticePanther's template goes straight to an e-signature tool addressed to the client, instead of sitting in a folder until someone remembers to send it.
A finished document saves into the firm's document management system under the correct matter the moment it generates in PracticePanther, instead of someone downloading and re-filing it by hand.
Tell us where a finished document sits waiting for a person right now. We'll scope what can route automatically instead.
Tell us what a finished document needs to do next at your firm, signature, delivery, filing, and we'll look at what can trigger the moment PracticePanther generates it. And if document automation isn't where the real friction sits for your firm, that's fine too, the same approach applies to whatever manual step actually is.
Let's talk →A firm builds a template with merge fields tied to matter and contact data, and PracticePanther fills those fields in automatically when generating a document from that template, instead of someone typing the details into a blank form by hand.
PracticePanther's own document automation handles the generation step. Sending the finished document out for signature or on to the next destination without someone doing it manually is the kind of connection we build on top of the platform rather than a feature that ships built in for every e-signature tool.
PracticePanther's API is built around matter, time, and billing data. Where a specific document-automation step isn't exposed through the API, we build the connection through browser-based automation instead, working from the actual PracticePanther interface rather than waiting on an API endpoint that doesn't exist for that step.
Template-based document automation is one of the features PracticePanther markets as part of its platform; check PracticePanther's own current plan comparison for which tier includes it, since plan features and pricing change periodically.