Law Practice Management Integration

Turn Every Call Into A PracticePanther Contact And Matter

Marlie AI handles new client intake 24/7, qualifies the matter, books the consultation, and pushes the contact and intake notes into PracticePanther — the front desk your firm has been understaffed for.

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Always-on intake and client communications for law firms

PracticePanther runs the back office of your firm — matters, time and expenses, billing, intake, and trust accounting. The biggest revenue lever for most solo and small firms is still intake speed: callers who reach a real person within 60 seconds become clients far more often than the ones who hit voicemail.

Marlie AI handles intake 24/7 in a respectful, on-brand voice. Prospective clients are screened for conflicts and matter type, qualified on the case, and booked into a consultation; existing clients can ask billing or matter status questions; and every call lands in PracticePanther as a Contact, Matter intake, or Activity with full notes attached.

What You Get with Marlie + PracticePanther

Everything you need to connect your phone calls with PracticePanther — fully automated, zero manual work.

Auto-Create Contacts & Matters

New client calls create a PracticePanther Contact and a draft Matter with practice area, intake notes, and qualifying answers populated.

Consultation Booking

Marlie checks attorney availability, books paid or free consultations during the call, and writes the appointment to PracticePanther.

Conflict Check Triage

Marlie collects opposing party names and key facts to route to your conflict-checker — no more incomplete intake calls.

Existing Client Lookup

Marlie identifies existing clients by phone or email and personalizes the call — billing questions, matter updates, and document follow-ups.

Practice Area Routing

Different inbound numbers or call topics route to the right practice group — family, immigration, PI, estate planning — with the matching intake script.

Call Notes On The Matter

Every call appears as a PracticePanther Activity on the Contact or Matter with a transcript, summary, and recording link.

How It Works

Get up and running with PracticePanther in minutes — no coding required.

Connect PracticePanther

Authenticate PracticePanther via OAuth from the Marlie dashboard. Map practice areas, attorneys, and consultation types.

Configure Intake By Practice Area

Set per-practice-area intake questions, fee structures, and conflict-check fields so Marlie collects the right information for each matter type.

Marlie Handles The Front Desk

Every inbound call is answered 24/7. Marlie qualifies prospective clients, books consultations, and triages existing client questions.

PracticePanther Stays Up To Date

Contacts, draft Matters, and call Activities land in PracticePanther in real time — your intake coordinator wakes up to qualified, booked consults.

Built for Real Scenarios

See how businesses use Marlie + PracticePanther to capture more leads and streamline operations.

Solo Practitioners

Scenario

A solo attorney can't answer the phone during depositions or court — and loses prospective clients to firms with bigger front desks.

Outcome

Marlie covers the line, qualifies new matters, books the consult, and the attorney walks out of court to a calendar of confirmed paid consultations.

Small Litigation Firms

Scenario

A 4-attorney firm needs consistent intake across personal injury, family, and immigration matters.

Outcome

Marlie runs different intake scripts per practice area, books the right attorney based on matter type, and creates Matters in PracticePanther with full notes.

After-Hours Client Calls

Scenario

Clients call after-hours for matter status or document questions and the firm's voicemail backs up.

Outcome

Marlie identifies the client, answers simple status questions, and routes urgent service requests to the on-call attorney with full call context.

Frequently Asked Questions

Common questions about the Marlie AI + PracticePanther integration.

Which PracticePanther plans work with Marlie?

Any PracticePanther plan with API access. Marlie uses the PracticePanther REST API to create Contacts, Matters, Activities, and to write events to attorney calendars.

Can Marlie run a real conflict check during the call?

Marlie collects the information needed for a conflict check — opposing parties, related entities, key facts — and routes it to your designated conflict-checker. The actual conflict decision stays with a licensed attorney.

How does Marlie handle the unauthorized practice of law?

Marlie does not give legal advice. Scripts are designed for intake and information collection only. Anything resembling legal advice is escalated to an attorney with full context.

Will Marlie create duplicate Contacts or Matters?

No. Marlie matches callers to existing PracticePanther Contacts by phone and email. Returning clients get a new Activity on the existing Contact or Matter instead of a duplicate.

Can Marlie route different practice areas to different attorneys?

Yes. Use different inbound numbers per practice area or have Marlie ask the matter type up front and book on the right attorney's calendar — family law to one, PI to another, immigration to a third.

Where do call recordings live?

Recordings and full transcripts stay in Marlie under attorney-client privileged storage. Each PracticePanther Matter or Activity gets a written summary and a deep link to the recording.