Your PracticePanther intake list fills itself overnight, one qualified caller at a time
The route is a GreetKeeper webhook into Zapier, then PracticePanther's own Zapier app. Catching a webhook needs a paid Zapier plan. No direct write, and this page does not imply one.
Caller
“I'm the executor for my mother's estate and the bank wants a letter I don't have. Do you handle probate, and what does that usually take?”
What happened next
- Recorded the caller as the executor, with the county and the date of death
- Confirmed you handle probate and gave the process outline you wrote
- Created the PracticePanther contact and an intake task through Zapier
How GreetKeeper connects to PracticePanther
Three states, and we publish the one that is true rather than the one that reads best.
| Tool | How it connects | What that means |
|---|---|---|
| PracticePanther | Through Zapier |
What PracticePanther is, and what its Zapier app supports
PracticePanther is cloud practice management built around matters, contacts, tasks, time entries and invoices. Its automation workflows are a reason firms choose it over lighter tools.
Because tasks sit at the center of how firms use it, a new inquiry fits naturally as a contact plus a task assigned to whoever runs intake this week.
Its Zapier app creates contacts, matters, tasks, notes and call logs. For phone intake, contact and task are the two that matter, and a matter comes later once a lawyer has decided.
Where the call actually lands
A caller, a Zap, and a task with a name on it. That is the whole shape of it.
PracticePanther creates the contact from the caller's details. The Zap then creates a task, assigned to your intake person, carrying the answers GreetKeeper collected on the call.
Firms that run intake through PracticePanther's own workflows can trigger those from the new contact. The Zap drops the record in, and your existing automation takes over from there.
A matter is not created automatically, and that is deliberate. Estate inquiries in particular go cold often, and a matter list full of callers who never signed makes your reporting useless.
Wiring it up
Four steps. Decide the destination first, because changing it later means rebuilding the field map.
Name the intake owner
Tasks need an assignee. Pick the person or the role that reads new inquiries, and put that into the Zap so nothing lands unowned.
Give GreetKeeper a hook to post to
Your firm needs its own paid Zapier account. Add Webhooks by Zapier as the first step, choose Catch Hook, and paste the address into GreetKeeper. Each finished call then arrives with the caller's name and number, the reason for calling and a link to the transcript.
Create the contact, then the task
Two actions in one Zap. The task body should hold the reason for calling and the transcript link, so whoever owns intake can read the full answers in one click.
Enable AI disclosure and run one live call
Utah requires regulated occupations, law included, to disclose verbally at the start. Switch the announcement on, then call your own number and confirm the task lands with the right assignee.
What this connection does not do
Questions about PracticePanther and GreetKeeper
Can the Zap create a matter instead of a task?
It can, because the app has a create-matter action. Most firms choose not to, because unqualified probate and family inquiries fill a matter list quickly and distort your reporting.
Does it work with PracticePanther's own workflows?
Yes, indirectly. The Zap creates the contact, and any workflow you have triggered by a new contact runs as usual. GreetKeeper does not need to know those workflows exist.
What does a caller hear if we are closed?
Whatever you wrote. Typically that the firm is closed, that you are taking their details, and when someone will call back. It does not promise a same-day call unless you told it to.
Will PracticePanther show up next to GreetKeeper in Zapier's app list?
PracticePanther will. GreetKeeper won't, because we have no Zapier app yet. The call reaches your Zap through Webhooks by Zapier, which needs a paid Zapier plan.
Watch a probate call get written up
Bring your intake questions. Two minutes, no card.