How to set up the integration between PracticePanther and DecisionVault?
Setting up the integration involves the following steps:
- Set up Custom Fields in PracticePanther
- Authenticate PracticePanther with DecisionVault
- Map the Custom Fields to DecisionVault Fields
- 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:
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
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.
You are now able to sync matter level fields from DecisionVault into custom fields in PracticePanther. Below you can see how the custom fields are reflected in PracticePanther.
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 "Integrations" 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.
If you want to link an existing matter, type in the matter name in the search box and then click "Link to this matter"
After this - you get to the sync screen where you can sync the matter and contacts with PracticePanther. After linking the contacts click "Link Matter and Contacts".
After linking the matter and contact, you will be able to select which contacts you want to sync over to PracticePanther. You are able to update existing contacts or create new contacts in PracticePanther. After selecting the contacts click "Start Sync".
After the sync is complete you will be able to review the synced contacts and matter in PracticePanther by clicking the link.
