PracticePanther Legal Software Overview

PracticePanther Legal Software is a comprehensive practice management tool designed for legal professionals. It offers features such as case management, billing, document management, and calendaring, helping law firms automate their workflow and improve efficiency.

ID Verification for PracticePanther Legal Software Users

For users of PracticePanther Legal Software, reliable ID verification is crucial to ensuring client authenticity and security. Integrating IdentityCheck with PracticePanther can streamline this process, allowing law firms to easily verify client identities without manual effort. Whether it’s onboarding new clients or verifying existing ones, ID verification becomes seamless and efficient.

Setting Up IdentityCheck Integration with PracticePanther

1. Sign in to your Zapier account or create a new account if you don’t have one.
2. Navigate to the PracticePanther Legal Software Integration Page.
3. Search for IdentityCheck in the search bar and select it once found.
4. Click on the “Connect” button to start the integration process.
5. You will be prompted to enter your IdentityCheck API credentials. Obtain these credentials from your IdentityCheck account.
6. Once connected, follow the prompts to map fields from PracticePanther Legal Software to IdentityCheck for seamless data transfer.
7. Test the integration to ensure everything is working correctly and save your settings.

Using IdentityCheck with PracticePanther Legal Software

Once you’ve set up the integration, you can begin using IdentityCheck for ID verification within PracticePanther Legal Software:

1. Log in to PracticePanther Legal Software.
2. Navigate to the client or case where you need to perform an ID verification.
3. Click on the ID Verification option (this will appear as a newly integrated feature).
4. Enter the necessary client details required for ID verification. The data will be pulled into IdentityCheck automatically.
5. Initiate the ID verification process. IdentityCheck will analyze the provided information and verify client identities swiftly.
6. Review the results that appear in PracticePanther, ensuring that the client’s identity has been verified successfully.

With this seamless integration, you can enhance your law firm’s security measures and ensure compliance with legal standards without additional manual steps.