PracticePanther | ElevenLabs Documentation

Your receptionist can find a caller in PracticePanther or add them as a new contact, log the call, and create a follow-up task for your team. PracticePanther’s API uses OAuth and is only available on request, so Reception connects through Zapier.

Set up

Connect Zapier

If you haven’t yet, connect Zapier in Reception.ai.

Add the PracticePanther actions

In your Zapier MCP server at mcp.zapier.com, add the actions below and sign in to PracticePanther when Zapier asks. For each field, either set a fixed value or let the AI fill it in, as listed.

Assign the tools

In Reception.ai, open the Zapier integration’s Tools tab, select Refresh tools, and assign each action to the Client (receptionist).

Test it

Test your receptionist as a new caller who asks for a consultation. The contact, the call log, and a task appear in PracticePanther.

Actions

Find or add the caller

Field	Value
Zapier action	Find or Create Contact
Set in Zapier	User: the team member new contacts are assigned to. Tags, for example `Reception`.
Let the AI fill in	Search Text (the caller’s name, email, or phone number), First Name, Last Name, Email, and Mobile #.
Assign to	Client

Log the call

Field	Value
Zapier action	Create Call Log
Set in Zapier	User and Direction (inbound).
Let the AI fill in	Contact (from the previous action), Subject, Date/Time, Duration, and Notes.
Assign to	Client

Create a follow-up task

Field	Value
Zapier action	Create Task
Set in Zapier	User: the team member who handles callbacks.
Let the AI fill in	Contact, Subject, Notes, and Due Date.
Assign to	Client

Open a matter

Field	Value
Zapier action	Create Matter
Set in Zapier	Status: the status you use for new inquiries. User.
Let the AI fill in	Contact, Matter Name, and Notes.
Assign to	Client

If your firm runs a conflict check before opening a matter, leave Create Matter out and let your team open matters from the follow-up task.

Add a rule telling your receptionist to take down the caller’s details and never give legal advice.

Limitations

Zapier’s PracticePanther app can’t check availability, so your receptionist can’t offer open times. For real-time booking, use Reception’s own booking with Google Calendar, Calendly, or Cal.com.
Each action your receptionist runs uses tasks from your Zapier plan. Zapier currently counts two tasks per successful call; failed calls aren’t counted. When the plan runs out, the actions stop until it resets.

Troubleshooting

Problem	What to check
A PracticePanther action doesn’t appear in Reception.ai	Select Refresh tools on the Zapier integration after adding actions in Zapier.
An action shows Changed and isn’t used	You edited it in Zapier. Select Update in the Tools tab.
Returning callers are added twice	PracticePanther matches values as stored. Ask your receptionist to search by email when it can.
Call logs or tasks aren’t linked to the caller	Your receptionist needs the contact from Find or Create Contact. Run it first.