How to set up the integration between Lawcus and DecisionVault?

Setting up the integration involves the following steps:

  1. Set up Custom Fields in Lawcus
  2. Authenticate Lawcus with DecisionVault
  3. Map the Custom Fields to DecisionVault Fields
  4. Sync a Matter and Contacts to Lawcus

1. Set up Custom Fields in Lawcus

There are several standard DecisionVault fields that can sync to Lawcus by default:

DecisionVault Field Lawcus Field
Matter - Name Matter - Name
Matter - Open Date Matter - Open Date
Matter - Close Date Matter - Close Date
Contact - First Name Contact - First Name
Contact - Middle Name Contact - Middle Name
Contact - Last Name Contact - Last Name
Contact - Gender Contact - Gender
Contact - Date of Birth Contact - Date of Birth
All contact detail fields (addresses, phone, email) All contact detail fields (addresses, phone, email)

To sync additional information over you'll have to create custom fields in Lawcus to receive this info from Decisionvault.

You can do this in Lawcus under Settings > Firm Settings > Custom Fields ( here)

The correct settings for these fields are:

Contact - Also Known As:

  • Contact Custom Field
  • Type: Text

Contact - Preferred Name:

  • Contact Custom Field
  • Type: Text

Contact - Date of Death:

  • Contact Custom Field
  • Type: Date

Contact - Social Security Number:

  • Contact Custom Field
  • Type: Text

Contact - Status (living or deceased):

  • Contact Custom Field
  • Type: Dropdown List
  • Options: Living, Deceased, Incapacitated

Contact - United States Citizen:

  • Contact Custom Field
  • Type: Dropdown List
  • Options: Unknown, United States Citizen, Not United States Citizen

Contact - United States Resident:

  • Contact Custom Field
  • Type: Text
  • this will show up as "Yes" or " " (blank)

2. Authenticate Lawcus with DecisionVault

To authenticate Lawcus with DecisionVault go to the integrations page - and look for the 'Authenticate with Lawcus' button. Follow the prompts to login to Lawcus and to give DecisionVault access. 

Note: this only stores an 'access token' in DecisionVault to access Lawcus on your behalf. We don't have access to your login details, and you can always remove DecisionVault's access on the integration page by clicking 'remove'.

3. Map the Custom Fields to DecisionVault Fields

After authenticating with Lawcus you will get redirected automatically to the Custom Fields mapping setup page:

This lists the DecisionVault field on the left, and the available custom fields that were found in your Lawcus account (that haven't been mapped yet) on the right hand side -- available to map them.

You are also asked to pick the workflow & stage inside that workflow where new matters will be created by DecisionVault.

4. Sync a Matter and Contacts to Lawcus

After you map the custom fields, when you open up a matter detail screen on the attorney side of DecisionVault you can click 'Sync to Other Tools" on the right hand side.


For a matter that has not yet been synced with Lawcus - DecisionVault will first give you the option to link the matter to an existing one in Lawcus, by searching in your matters. Or you have the option to just create a new matter in Lawcus.

After this - you get to the sync screen where you can sync the matter and contacts with Lawcus:

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