Legal Integration
Best AI Assistant for PracticePanther
Carly is an AI assistant that connects to PracticePanther so you can log time entries, add expenses, create tasks, and update matters — all by email or text. No logging into PracticePanther between hearings and client calls.
Try Carly →What Carly can do with PracticePanther
Log time entries by text
Text Carly the matter, the time, and what you did — "0.7 hours on Okafor, call re: settlement" — and she logs the time entry in PracticePanther before the billable moment slips your mind.
Record expenses on the spot
Just paid a filing fee, courier, or expert deposit? Email Carly the amount and matter and she adds the expense in PracticePanther so it makes it onto the client's invoice.
Create tasks and events on the go
Tell Carly to add a task like "draft motion to compel by Friday" or a calendar event for a deposition and she creates it on the right matter in PracticePanther without you opening the app.
Pull matter details before a hearing
Ask Carly for a matter's contacts, open tasks, recent time entries, and outstanding invoices and she pulls them from PracticePanther — ready before a hearing or client meeting.
Why solo and small-firm attorneys use AI to run PracticePanther
PracticePanther is the practice-management hub for solo and small-firm attorneys — matters, contacts, time entries, expenses, invoices, tasks, and events all in one place. But at a small firm, you are the attorney, the biller, and the admin. The billable hour you spend on a client call is the same hour you're supposed to log a time entry for. If logging that time means stopping to open the app, it doesn't happen — and unbilled time is money that walks out the door.
An AI tool for PracticePanther should let you capture time, log an expense, or set a task the second it happens — by text, from the courthouse steps or the car — without breaking your stride. When logging 0.3 hours takes one message, your billing stays complete. When it takes a login and five clicks, entries pile up and get reconstructed from memory at month-end.
How Carly works as your AI PracticePanther assistant
Carly connects to your PracticePanther account through the API. Once connected, you log time, add expenses, create tasks and events, and update matters over email or text — like having an admin who keeps your billing and calendar current in real time.
Just wrapped a 40-minute client call? Text Carly "log 0.7 hours on the Okafor matter for a call re: settlement offer" and the time entry is in PracticePanther before you pull out of the lot. Paid a filing fee? Email Carly the amount and matter and she records the expense. Need to remember to draft a motion? Ask Carly to add a task with a due date. Heading into a hearing? Ask what's on the matter and she pulls the contacts, open tasks, and recent entries.
Because Carly works from outside PracticePanther, she can cross-reference your matters with your calendar and email — flagging a client's upcoming appointment or pulling their latest message alongside the matter record.
Who uses Carly with PracticePanther
Solo attorneys who are their own back office and lose real money every time a billable moment goes unlogged. Small-firm lawyers who spend their days in court and on calls and hate reconstructing time entries at the end of the week. Legal assistants and office managers who keep matters, tasks, and events current for a busy attorney and want to do it without living inside the app. If your firm runs on PracticePanther and unbilled time and forgotten expenses are quietly costing you, Carly captures them the moment they happen.
See it in action
How to connect PracticePanther to Carly
Sign up for Carly
Create your account in under 2 minutes.
Connect PracticePanther
Authorize the PracticePanther integration from your Carly dashboard. One click, and you're connected.
Start giving instructions
Email or text Carly with what you need done in PracticePanther. She handles the rest.
Automate PracticePanther in 2 minutes
No complex setup. No code. Just tell Carly what you need.
Get Started →Frequently asked questions
What is the best AI tool for PracticePanther?
Carly is an AI assistant that connects to PracticePanther and lets you log time entries, add expenses, create tasks, and update matters — all by email or text. She works from outside PracticePanther so you can capture billable time from court or the car without opening the app.
Can AI log time entries in PracticePanther?
Yes. Text or email Carly something like "log 0.7 hours on the Okafor matter for a client call" and she records the time entry in PracticePanther within seconds. No solo attorney should lose billable time because logging it meant stopping to open the app.
How do I connect Carly to PracticePanther?
In your Carly dashboard at carlyassistant.com/integrations, connect PracticePanther with your API key. Once connected, Carly can log time, add expenses, create tasks and events, and pull matter data from your PracticePanther account.
Can Carly record expenses and create tasks in PracticePanther?
Yes. Tell Carly the matter and the detail — a filing fee to expense, a motion to draft with a due date, a deposition to add as an event — and she creates it in the right PracticePanther matter without you touching a keyboard.
Can Carly pull matter details from PracticePanther?
Carly can pull a matter's contacts, open tasks, recent time entries, and outstanding invoices from PracticePanther on demand. Ask her before a hearing or client call and she sends the summary by email or text.
Is Carly different from PracticePanther's built-in automations?
Yes. PracticePanther's automations trigger inside the platform based on matter workflows and rules. Carly is an external assistant you email or text — she gives you on-demand access to your practice from anywhere and the ability to log time, add expenses, and create tasks without logging in. She also connects PracticePanther to 200+ other tools.
Ready to automate your busywork?
Carly schedules, researches, and briefs you—so you can focus on what matters.
See what people say
"Before Carly, I relied on a Calendly link, but the whole process felt impersonal and not very professional. Carly changed that by handling all the back-and-forth, so I'm no longer stuck in endless email threads trying to line up schedules.
Now Carly reaches out to candidates, shares my real-time availability, lets them pick a slot, then sends a Zoom link and drops it straight into my calendar. She sends reminders to both of us before each call, which has significantly reduced no-shows and last-minute confusion.
On top of scheduling, Carly acts like a full executive assistant, sending me my schedule the night before so I can prepare for each call. It reminds me of the old x.ai assistant, but Carly is noticeably smarter, faster, and better suited to my healthcare recruitment business."