What custom fields can I map to my other tools?

When integrating other tools like Clio, Lawcus, Lawmatics, or PracticePanther with DecisionVault, you can map various field types to your Matter-Level Custom Fields for seamless data transfer. Any DecisionVault custom field or question in your questionnaire or design sheet will be available to be mapped. Below are the supported field types:

1. Contacts: You will be able to select up to 9 positions for each role in your matters.
2. Date
3. Number/Integer
4. Text: supports both short and long (multiline) text fields

5. Yes/No or True/False

   These fields can be mapped from the Settings menu in each integration.

   
   

   

Frequently Asked Questions

Which questions can be mapped?

Any DecisionVault custom field or question in your questionnaire or design sheet, as long as its field type is one of the supported types listed above.

Where do I set up the mapping?

In the Settings menu of each integration, such as Clio, Lawcus, Lawmatics, or PracticePanther.

How many contacts can I map for a role?

You can select up to 9 positions for each role in your matters.