Your twin + PracticePanther

Close the gap between doing the work and recording it.

Turn the day’s matter activity into a reviewable record. Your twin prepares time entries and follow-ups; you decide what goes into PracticePanther.

Requires an existing PracticePanther account with API access.

Try the workflow · fictional matter

Recorded product guide · Explore the example beside it.

“Help me record today’s work and catch the loose ends.”

AUTHORIZED SOURCES · EXAMPLE

Chen · Fictional business matter

Your calendar includes a client conference.
An email thread records a revised agreement.
The matter needs a follow-up after attorney review.

Step 1 of 4 · No system is connected.

Illustrative example. Connection requires an existing account with API access. Your permissions and approval rules govern updates. This example does not change your records.

The complete example

Read the context: Chen · Fictional business matter

Your calendar includes a client conference.
An email thread records a revised agreement.
The matter needs a follow-up after attorney review.

Prepare the work: A draft record of the day

Suggest a time-entry narrative linked to the matter.
Leave duration for you to confirm; activity is not proof of billable time.
Prepare a follow-up task based on the reviewed correspondence.

Review the change: Your billing judgment comes first

Confirm duration, rate and whether the work is billable.
Check the matter and revise the narrative.
Approve each entry or task before a permitted update.

See the record: Simulated approved update

Time entry: the duration and narrative you approved.
Matter task: the follow-up you authorized.
History: source activity, revisions and approval.

Context to connect

PracticePanther matter context + the calendar and email you authorize

Only the matters and tools you authorize. Access in one system never grants broader access in another.

Work to review

Draft time entries and proposed matter follow-ups

Each permitted update needs the right scope and approval. A draft is not a sent message, a filing or an approved time entry.

Visibility that supports your supervision.

See the source, proposed change, approval and resulting record together. That supports your review and documentation; it does not replace your professional judgment or guarantee compliance.

Explore the safeguards →Professional responsibility →

Make this your practice.

We’ll connect your PracticePanther account and configure access and approval rules with you.

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PracticePanther is a trademark of its owner. Use of its name does not imply endorsement or a certified partnership.