PracticePanther

Supergood | PracticePanther API

Alex Klarfeld

Alex Klarfeld

— 7 min read
Supergood | PracticePanther API

Programmatically access matter records, contacts, time entries, invoices, trust balances, and document links from PracticePanther with a stable REST API. Supergood builds and operates production-grade, unofficial PracticePanther integrations so your team can automate legal operations without heavy custom engineering.

Plain English: PracticePanther is law practice management software that helps firms organize matters, clients, documents, time tracking, billing, trust accounting, and workflows in one place. An unofficial API lets a different tech company plug into a firm’s day-to-day operations—pulling live matter metadata, contacts, tasks, time and billing data, trust balances, and document references—and pushing updates like new matters, time entries, invoices, and document links. If your customer uses iManage as their DMS, this API can keep PracticePanther’s matter and client metadata in sync with iManage workspaces, automate filing and document associations, and unify billing/time data with the documents attorneys work on.

For a tech company integrating with PracticePanther, you can mirror a firm’s source-of-truth records into your platform, enrich them with your features (e.g., smart intake, document automation, AI drafting, or billing analytics), and publish results back. Examples include:

  • Ingesting matters/clients to automatically create or update iManage workspaces and folder structures
  • Logging time entries from your application and having them appear in PracticePanther for billing
  • Generating invoices, applying trust, and syncing payment status to your dashboards
  • Attaching document metadata and links so attorneys can jump between iManage and your product without losing context

What is PracticePanther?

PracticePanther (https://www.practicepanther.com) is a legal practice management platform used by law firms to manage matters, clients, documents, time & billing, trust accounting, tasks, calendars, and reporting. It centralizes firm operations, reduces administrative overhead, and supports compliance with client funds handling and billing workflows.

Core product areas include:

  • Matter Management (matter intake, assignments, statuses, practice areas)
  • Contacts & CRM (clients and related parties, conflict checks, intake forms)
  • Time Tracking & Billing (time entries, expenses, billable rates, invoice runs)
  • Trust Accounting & Payments (trust accounts, deposits/disbursements, PantherPayments)
  • Document Management & Templates (document storage, versioning, e-signatures)
  • Tasks & Calendaring (deadlines, reminders, workflows, automations)
  • Client Portal & Communications (secure messaging, file sharing, online payments)
  • Reporting & Analytics (productivity, WIP/AR, collections, utilization)
  • Integrations (accounting systems, email/calendars, DMS like iManage)

Common data entities:

  • Matters (number, title, client, practice area, billing type, rate tables)
  • Contacts/Clients (individuals/organizations, primary contacts, billing preferences)
  • Time Entries & Expenses (activity codes, hours, rates, amounts)
  • Invoices & Payments (line items, taxes/discounts, trust applications, status)
  • Trust Accounts & Transactions (balances, deposits, disbursements, ledger)
  • Tasks & Events (due dates, assignees, status)
  • Documents (files, templates, links to DMS like iManage, versions)
  • Users/Roles (attorneys, paralegals, admins, permissions)
  • Workflows (automations, task lists, triggers)
  • Notes & Communications (internal notes, client messages)

The PracticePanther Integration Challenge

Legal teams rely on PracticePanther daily, but turning portal-centric workflows into API-driven automation—especially alongside iManage—can be challenging:

  • Cross-system mapping: Matters, clients, and responsible attorneys must map cleanly to iManage workspaces, cabinets, and folders without duplications
  • Trust accounting rigor: Deposits/disbursements and invoice applications must respect compliance rules, auditability, and ledger integrity
  • Role-based permissions: Access to sensitive matters and trust accounts varies; APIs must honor user entitlements and ethical walls
  • Long-running operations: Batch invoice runs, rate recalculations, and bulk document actions take minutes to hours and require asynchronous handling
  • Authentication complexity: SSO/MFA and session lifecycles complicate headless automation across firm environments
  • Data hygiene: Conflict checks, duplicate detection, and canonical client records need standardization to avoid fragmentation across systems

How Supergood Creates PracticePanther APIs

Supergood reverse-engineers authenticated browser flows and network interactions to deliver a resilient API endpoint layer for your PracticePanther tenant.

  • Handles username/password, SSO/OAuth, and MFA (SMS, email, TOTP) securely
  • Maintains session continuity with automated refresh and change detection
  • Normalizes matter, contact, time, billing, and trust objects so you can integrate once and rely on consistent schemas
  • Aligns with customer entitlements and role-based permissions to ensure compliant access
  • Supports high-volume operations (bulk matter sync, invoice runs) with polling or webhooks for long-running jobs

Use Cases

Matter & Contact Sync With iManage

  • Pull matters and clients to create/update iManage workspaces and client/matter folders
  • Keep responsible attorney, practice area, and status aligned between PracticePanther and iManage
  • Maintain consistent client-matter numbering across systems for accurate filing

Document & DMS Orchestration

  • Attach document metadata and DMS links to matters so attorneys can open files in iManage directly n- Capture version references, audit trails, and filing notes
  • Drive automated filing rules that route generated documents to iManage folders

Time, Billing & Trust Accounting Automation

  • Log time from your product and post into PracticePanther with correct matter, code, and rate
  • Generate invoices, apply trust, and sync payment status back to your platform
  • Feed QuickBooks Online or internal accounting with normalized invoice data

Intake & Workflow Coordination

  • Push approved leads into PracticePanther as new matters with tasks and SLA timelines
  • Trigger conflict checks, assign teams, and set billing models automatically
  • Surface deadlines and task lists in your application via unified calendars

Available Endpoints

Authentication

POST /sessions: Establish a session using credentials. Supergood manages MFA (SMS, email, TOTP) and SSO/OAuth when enabled. Returns a short-lived auth token maintained by the platform.

curl --request POST \
  --url https://api.supergood.ai/integrations/<integration_id>/sessions \
  --header 'Authorization: Basic <Base64 encoded token>' \
  --header 'Content-Type: application/json' \
  --data '{
    "username": "[email protected]",
    "password": "<password>",
    "mfa": { "type": "totp", "code": "123456" }
  }'

Example response

{
  "authToken": "eyJhbGciOi...",
  "expiresIn": 3600,
  "user": {
    "id": "u_pp_1a92b7",
    "name": "Paralegal",
    "entitlements": ["matters", "contacts", "time", "invoices", "trust"]
  }
}

POST /sessions/refresh: Refresh an existing token to keep sessions uninterrupted.

Matters

GET /matters: List matters with filters for status, client, attorney, and update windows.

Query parameters

  • status: open | pending | closed
  • clientId: string
  • responsibleAttorneyId: string
  • updatedFrom, updatedTo: ISO 8601 timestamps
  • page, pageSize: integers for pagination

Example response

{
  "items": [
    {
      "matterId": "mat_9c31d2",
      "number": "2026-0041",
      "title": "Acme v. Contoso",
      "status": "open",
      "clientId": "cli_445f10",
      "practiceArea": "Commercial Litigation",
      "responsibleAttorney": {"userId": "u_pp_7ab202", "name": "Jane Attorney"},
      "openDate": "2026-01-10",
      "billing": {"type": "hourly", "defaultRate": 395.0, "currency": "USD"},
      "trustAccountId": "tra_21ff67",
      "iManageWorkspaceId": "iman_ws_8831",
      "tags": ["priority", "trial-prep"],
      "updatedAt": "2026-02-18T17:21:02Z"
    }
  ],
  "page": 1,
  "pageSize": 50,
  "total": 1
}

POST /matters: Create or update a matter and optionally link to an iManage workspace.

curl --request POST \
  --url https://api.supergood.ai/integrations/<integration_id>/matters \
  --header 'Authorization: Bearer <authToken>' \
  --header 'Content-Type: application/json' \
  --data '{
    "externalId": "crm_lead_982341",
    "number": "2026-0042",
    "title": "IP Licensing – BetaSoft",
    "clientId": "cli_97ea55",
    "practiceArea": "Intellectual Property",
    "responsibleAttorneyId": "u_pp_7ab202",
    "billing": {"type": "flat_fee", "flatAmount": 15000.0, "currency": "USD"},
    "iManage": {"workspaceId": "iman_ws_9020", "autoCreate": false},
    "tags": ["intake", "fixed-fee"]
  }'

Example response

{
  "matterId": "mat_b7811e",
  "iManageWorkspaceId": "iman_ws_9020",
  "createdAt": "2026-02-19T10:03:11Z"
}

Contacts

POST /contacts: Create or update a client or related party with billing preferences.

curl --request POST \
  --url https://api.supergood.ai/integrations/<integration_id>/contacts \
  --header 'Authorization: Bearer <authToken>' \
  --header 'Content-Type: application/json' \
  --data '{
    "externalId": "acct_00124",
    "type": "organization",
    "name": "Acme Holdings LLC",
    "primaryContact": {"given": "Alex", "family": "Morgan", "email": "[email protected]"},
    "emails": ["[email protected]"],
    "phones": [{"type": "work", "value": "+1-312-555-0199"}],
    "addresses": [{"line1": "200 W Monroe St", "city": "Chicago", "region": "IL", "postalCode": "60606", "country": "US"}],
    "billingPreferences": {"delivery": "email", "terms": "net30", "currency": "USD"},
    "notes": "Existing iManage client; map by client number 11287"
  }'

Example response

{
  "clientId": "cli_445f10",
  "createdAt": "2026-02-19T11:44:07Z"
}

Time Entries

POST /time-entries: Log a billable time entry against a matter with activity code and rate.

curl --request POST \
  --url https://api.supergood.ai/integrations/<integration_id>/time-entries \
  --header 'Authorization: Bearer <authToken>' \
  --header 'Content-Type: application/json' \
  --data '{
    "matterId": "mat_9c31d2",
    "userId": "u_pp_7ab202",
    "date": "2026-02-18",
    "activityCode": "L110",
    "description": "Draft motion to compel; reviewed exhibits in iManage",
    "hours": 2.7,
    "billable": true,
    "rate": 395.0,
    "tags": ["motion", "discovery"]
  }'

Example response

{
  "entryId": "tim_c812e0",
  "amount": 1066.5,
  "createdAt": "2026-02-18T18:02:12Z"
}

GET /time-entries: List time entries with filters for matter, user, and date window.

Query parameters

  • matterId: string
  • userId: string
  • dateFrom, dateTo: YYYY-MM-DD
  • page, pageSize: integers for pagination

Invoices

POST /invoices: Generate an invoice for a matter/client, including time entries and optional trust application.

curl --request POST \
  --url https://api.supergood.ai/integrations/<integration_id>/invoices \
  --header 'Authorization: Bearer <authToken>' \
  --header 'Content-Type: application/json' \
  --data '{
    "matterId": "mat_9c31d2",
    "clientId": "cli_445f10",
    "issueDate": "2026-02-20",
    "dueDate": "2026-03-20",
    "lineItems": {
      "timeEntryIds": ["tim_c812e0"],
      "expenses": [
        {"description": "Filing fee", "amount": 120.00, "taxable": false}
      ]
    },
    "discounts": [{"type": "percent", "value": 5.0}],
    "tax": {"rate": 0.0},
    "applyTrust": {"enabled": true, "maxAmount": 500.0},
    "notes": "Billed through 2026-02-18"
  }'

Example response

{
  "invoiceId": "inv_71a92f",
  "status": "draft",
  "subtotal": 1186.5,
  "discount": 59.325,
  "tax": 0.0,
  "trustApplied": 500.0,
  "total": 627.175,
  "paymentLink": "https://payments.practicepanther.example/pay/inv_71a92f",
  "createdAt": "2026-02-20T09:15:44Z"
}

Get full API Specs →

Technical Specifications

  • Authentication: Username/password with MFA (SMS, email, TOTP) and SSO/OAuth where enabled; supports service accounts or customer-managed credentials
  • Response format: JSON with consistent resource schemas and pagination across modules
  • Rate limits: Tuned for enterprise throughput while honoring customer entitlements and usage controls
  • Session management: Automatic reauth and cookie/session rotation with health checks
  • Data freshness: Near real-time retrieval of matters, contacts, time entries, invoices, and trust balances
  • Security: Encrypted transport, scoped tokens, and audit logging; respects PracticePanther role-based permissions and ethical walls
  • Webhooks: Optional asynchronous delivery for long-running workflows (e.g., invoice runs, bulk matter sync)

Performance Characteristics

  • Latency: Sub-second responses for list/detail queries under normal load; invoice creation times reflect underlying platform behavior
  • Throughput: Designed for high-volume matter/contact synchronization and time-entry posting
  • Reliability: Retry logic, backoff, and idempotency keys minimize duplicates and support at-least-once processing
  • Adaptation: Continuous monitoring for UI/API changes with rapid adapter updates

Getting Started

  1. Schedule Integration Assessment

Book a 30-minute session to confirm your modules, licensing, and authentication model.

  1. Supergood Builds and Validates Your API

We deliver a hardened PracticePanther adapter tailored to your workflows and entitlements.

  1. Deploy with Monitoring

Go live with continuous monitoring and automatic adjustments as PracticePanther evolves.

Schedule Integration Call →

Frequently Asked Questions

Q: Which PracticePanther modules can this integration cover?

Supergood supports workflows commonly used for Matter Management, Contacts/CRM, Time & Billing, Trust Accounting, Tasks/Calendars, and Document metadata, subject to your licensing and entitlements. We scope coverage during integration assessment.

Q: How does iManage fit into this integration?

We can map PracticePanther matters/clients to iManage workspaces, maintain consistent client/matter numbers, attach DMS links, and automate filing rules. Updates in either system can be synchronized to keep attorneys working in iManage while your application and PracticePanther stay aligned.

Q: Do you support trust accounting actions?

Yes. We can read trust balances, capture deposits/disbursements, and apply trust to invoices while preserving ledger integrity and audit trails. Actions respect permissions and applicable firm policies.

Q: How are MFA and SSO handled for automation?

We support username/password + MFA (SMS, email, TOTP) and can operate behind SSO/OAuth when enabled. Sessions are refreshed automatically with secure challenge handling and monitoring for session expiry.

Q: Can we manage documents and attachments?

We support linking document metadata and DMS references to matters, capturing version identifiers, and associating uploads via signed tokens. Where firms use iManage, we maintain the linkages rather than duplicating files.

Ready to automate your PracticePanther workflows?

Supergood can have your PracticePanther integration live in days with no ongoing engineering maintenance.

Get Started →

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