How to set up the integration between PracticePanther and DecisionVault?

Setting up the integration involves the following steps:

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

1. Set up Custom Fields in PracticePanther

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

DecisionVault Field PracticePanther 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
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 PracticePanther to receive this info from Decisionvault.

You can do this in PracticePanther under Settings > Personal & Company > Custom Fields ( here)

The correct settings for these fields are:

Contact - Also Known As:

  • Contact Custom Field
  • Type: Text Box

Contact - Preferred Name:

  • Contact Custom Field
  • Type: Text Box

Contact - Gender (Binary):

  • Contact Custom Field
  • Type: Drop Down List
  • Options: Female, Male

Note: We're working on the option to ask a broader gender question in DecisionVault - coming soon

Contact - Date of Birth:

  • Contact Custom Field
  • Type: Date

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: Drop Down List
  • Options: Living, Deceased, Incapacitated

Contact - United States Citizen:

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

Contact - United States Resident:

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

2. Authenticate PracticePanther with DecisionVault

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

Note: this only stores an 'access token' in DecisionVault to access PracticePanther 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 PracticePanther 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 PracticePanther account (that haven't been mapped yet) on the right hand side -- available to map them.

4. Sync a Matter and Contacts to PracticePanther

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 PracticePanther - DecisionVault will first give you the option to link the matter to an existing one in PracticePanther, by searching in your matters. Or you have the option to just create a new matter in PracticePanther.

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

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