PracticePanther MCP. Manage case files and log billable hours from chat.

Listen up. This PracticePanther MCP Server connects your AI agent directly to every part of your legal practice management system. You don't gotta jump through hoops or export data into spreadsheets just to get an answer or log a few hours. Your agent handles the whole lifecycle—cases, contacts, billing, deadlines—using nothing but natural language commands.

Managing Cases and Matters

The create_practicepanther_matter tool lets you open a brand-new legal case file instantly, giving it a name and linking it to an existing client. If you need to review what's happening with any existing case, your agent uses get_practicepanther_matter to pull up all the detailed history and status updates for that specific matter ID.

For general overviews, the list_practicepanther_matters tool shows every open or closed case in the firm; you can filter this list by practice area or status. If you're hunting down a specific file, use search_practicepanther_matters to run deep searches across your entire case base using keywords or criteria like 'Status eq Open.' You can also modify key details of any matter with update_practicepanther_matter, say changing its description or status.

Handling Contacts and Clients

The agent manages all the people in your system. If you meet someone new—a client, a witness, or opposing counsel—create_practicepanther_contact adds them to your database right away. To review a person's full file, get_practicepanther_contact pulls up every detail for one specific contact record. For an overview of everyone you work with, the agent can use list_practicepanther_contacts, letting you filter by type or name.

It also knows your custom fields; list_practicepanther_custom_fields shows you what extra data points you've configured for matters and contacts. You never lose track of interactions either: list_practicepanther_activities pulls a full, chronological list of every call, email, meeting, or note attached to the practice.

Time Tracking and Tasks

Logging time is simple with this server. The create_practicepanther_time_entry tool records billable or non-billable hours, making sure they're linked to a specific matter ID and added straight to the client’s ledger. If you need to check all the recorded time for auditing purposes, list_practicepanther_time_entries shows every entry in the system, letting you filter by date range or matter ID.

For workflow management, list_practicepanther_tasks provides a status list of every open task assigned to matters or contacts. You'll always know what’s coming up because list_practicepanther_calendar_events shows all upcoming court dates, hearings, and scheduled meetings. The system also keeps track of expenses; use list_practicepanther_expenses to pull a report listing every expense logged against your client matters.

Billing and Financial Audit

When it comes to money, the agent handles everything from logging time to collecting payments. To create a billable record, you can fetch all detailed information for one specific invoice number using get_practicepanther_bill. For an overview of outstanding debt, list_practicepanther_bills lists every invoice in your system, showing who owes what and when it's due.

You can track money coming in with list_practicepanther_payments, which shows a list of all payments received from clients. The agent gives you full visibility into the firm’s finances by connecting these billing tools to matter details.

The Bottom Line

This server makes your AI client a dedicated legal assistant that works directly inside PracticePanther. It handles complex workflows—from initiating a case to logging hours and generating an invoice—all through simple, conversational prompts.