Delta works inside PracticePanther.
Delta reads and updates your PracticePanther matters, contacts, custom fields, tasks and notes.
What Delta does in PracticePanther.
Reads
- Matters, status and practice area
- Contacts and their relationships
- Custom fields on matters and contacts
- Tasks, events and notes
- Time entries, expenses and invoices
Updates
- Adds notes to a matter
- Creates tasks and events
- Updates custom fields
Ask it things like.
- Which open personal injury matters have had no activity in 30 days?
- Which matters have a statute of limitations date in the next 90 days?
- Add a note to the Sorensen matter with today's call with the adjuster.
Connect PracticePanther in minutes.
- 1Ask Delta to connect it
- 2Sign in once, on its own page
- 3Delta checks it can see your cases
Here is PracticePanther’s sign-in.
Sign in to PracticePantherChecking PracticePantherReading your cases
PracticePanther questions.
Does CaseDelta work with PracticePanther?
Yes. You sign in once on PracticePanther's own sign-in page. Delta reads and updates your PracticePanther matters, contacts, custom fields, tasks and notes.
Does it need PracticePanther's API?
No. Delta signs in with the same PracticePanther account your team uses, so there is nothing to install or configure in PracticePanther.
Can Delta update PracticePanther, or only read it?
Both. In PracticePanther, Delta adds notes to a matter, creates tasks and events and updates custom fields.
Is my PracticePanther data safe?
Yes. Each firm's data is isolated, and every request Delta makes is scoped to one firm. Your client data is never used to train, fine-tune or improve any AI model.
What does connecting PracticePanther cost?
Nothing extra. CaseDelta is priced per firm by account band, from $599 a month for up to 5 accounts, and every band includes every system you connect.
How long does it take to connect PracticePanther?
Minutes. You ask Delta to connect a system, sign in once on its own page, and Delta is working the same day.