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Switching guide
How to migrate from PracticePanther
Get your matters, contacts, and billing out of PracticePanther cleanly, know what the export leaves behind, and see where Referent picks up.
Get your data out of PracticePanther
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Export each list
Open Contacts, then Matters, then the reports you rely on. Set filters to include everything (all statuses, all users, full date range) and export to Excel. Excel keeps the columns; PDF is only for a readable archive.
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Keep IDs and dates
Every export should carry the PracticePanther ID and creation date. That is what ties a matter to its client and a time entry to its matter.
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Separate money from matters
Invoices, payments, and trust go to your bookkeeper as their own files. Matters and contacts go to the new system.
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Test one messy matter
Pick a matter with several contacts, tasks, and billing entries. If the relationships survive for that one, the rest will.
What the CSVs do not carry
PracticePanther exports records, not conversations. The client history is in your inbox, and that is what Referent builds the workspace from.
Before you cancel anything, run the same five checks every firm should: record counts against the screen, client-to-matter links, a few documents opened on the right matter, balances reconciled with your bookkeeper, and an untouched copy of every export kept as the archive. Download the checklist (CSV) and tick it off as you go.
Where Referent fits
Move the records. Let your inbox do the rest.
Referent is practice management rebuilt AI-native. You connect your email, calendar, and documents; the AI reads the correspondence and builds your clients and matters from it. From there, agents run intake, follow-ups, deadlines, and billing prep, and you approve every client-facing step.
- Workspace built from your inbox. The thread history a PracticePanther CSV never had.
- A person on your side. Bring the exports to a 20-minute onboarding call; your manager sets the workspace up with you.
- Your data stays yours. No training on firm data, full audit trail, delete means delete.
Frequently asked questions
Can I export PracticePanther documents?
Documents download per matter. If your firm stored files in Box, Dropbox, or Google Drive through the integration, you already have them.
Does Referent import my PracticePanther data automatically?
Not from a CSV, no. Referent builds your workspace from the mailbox, calendar, and documents you connect: the AI reads your correspondence and sets up clients, matters, and files from it. For the PracticePanther exports, your personal manager loads and checks them with you during onboarding. There is no button that swallows a PracticePanther file today, and we would rather say so than surprise you.
When should I cancel my PracticePanther subscription?
After you have counted records in the new system against your exports, opened a few documents on the right matters, and reconciled balances with your bookkeeper. Keep read access for a month past cutover if the contract allows it. Export first, cancel last.
Sources
Checked September 7, 2026. Menus, plans, and connectors change; the links above are the place to confirm the current state. PracticePanther is a trademark of its owner; this guide is not affiliated with or endorsed by PracticePanther.