PracticePanther Legal Software + Woodpecker
Populate Woodpecker templates for new relationships in PracticePanther
This integration automatically populates one or more Woodpecker templates with relationship data from PracticePanther when a new relationship is created. You can add a third step to this zap to save the finalized documents to a storage drive of your choice, or simply email them to yourself.
This integration automatically populates one or more Woodpecker templates with relationship data from PracticePanther when a new relationship is created. You can add a third step to this zap to save the finalized documents to a storage drive of your choice, or simply email them to yourself.
- When this happens...New Relationship
New Relationship.
- automatically do this!Populate Documents
Populates one document or multiple with values that you specify.
- Free forever for core features
- 14 day trial for premium features & apps
About PracticePanther Legal Software
PracticePanther is a practice management software used by numerous legal practitioners worldwide to automate their firms.
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About Woodpecker
Woodpecker is a document automation platform that allows you to automatically prepare & populate frequently used documents for new recipients without ever having to open Microsoft Word!