Closing Checklist & Disclosure Packet for Criminal Defense Attorneys with PracticePanther
The Problem
Every Criminal Defense deal closing runs on a 60-item checklist spread across MyCase, email, and the title company — and a single missing disclosure can blow up the close.
What We Build in PracticePanther
AI runs the closing checklist, chases missing docs, assembles the disclosure packet, and validates each item before closing — closings hit schedule, no scramble day-of. Purpose-built for teams running PracticePanther — uses the native API or agent integration so nothing leaves the system of record.
PracticePanther Integration Approach
Audit your PracticePanther configuration
We map the specific PracticePanther objects, custom fields, and workflows the automation needs to touch for your criminal defense practice.
Build on the PracticePanther API or agent
Integration happens inside PracticePanther — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in PracticePanther with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your PracticePanther instance
30-minute call. We'll look at your actual PracticePanther setup and show exactly how this workflow fits.