How to set up the integration between Interactive Legal and DecisionVault?
Setting up the integration involves the following steps:
- Authenticate Interactive LegalSuite Online with DecisionVault
- Sync a Matter and Contacts to Interactive Legal
1. Authenticate Interactive LegalSuite Online with DecisionVault
To authenticate Interactive Legal with DecisionVault go to the integrations page - and look for the 'Authenticate with ILS' button. Follow the instructions to create an API key in ILS and save it in DecisionVault.
Note: this only stores an 'access token' in DecisionVault to access ILS on your behalf. We don't have access to your login details, and you can always remove DecisionVault's access in ILS under Settings > API Access.
2. Sync a Matter and Contacts to Interactive Legal
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.
You can then sync the matter and all contacts over into one client file on the ILS side.
It's best to wait to sync until you have all the information collected in DecisionVault, because we don't yet support updating the information in ILS.
It is possible to sync the client file again if you need to, it will show up with an updated name and timestamp: