PracticePanther
Sync matter data from Lawmatics to PracticePanther upon lead conversion
Automatically sync matters from Lawmatics to PracticePanther, eliminating any need for multiple data entry. Streamline your lead intake in Lawmatics and seamlessly transfer matter details to PracticePanther for efficient case management upon lead conversion.Here’s what you get with this Lawmatics integration:
- Automatic matter creation in PracticePanther upon lead conversion in Lawmatics
- Custom field mapping options for data transfer
- Synchronize contacts and related notes to their corresponding matter in PracticePanther.
- Sync appointments directly onto your PracticePanther calendar
- Manually sync matters or set it as an automation action
- Update PracticePanther matters with any new Lawmatics additions by initiating a resync.
Matters
Calendar
Relationships
Automations
Details
Requirements
Resources
Integration Features
Integration Features
Matter sync
Lawmatics seamlessly integrates with PracticePanther, transferring matters once they convert. This can be done manually or automatically. The matter status then updates in Lawmatics and opens as a new matter in PracticePanther.
Custom field mapping
Map any or all of your Lawmatics fields to your PracticePanther fields. These fields can be mapped at the contact and matter levels. When a matter is synced, these fields will all transfer over to the new PracticePanther matter.
Automation potential
Sync matters automatically triggered by events like signed agreements or fee payments. Most firms incorporate this into their automated processes, ensuring effortless syncing.
Resync
This integration offers more than a one-time sync. If updates are needed in Lawmatics, simply click the 'Resync' button. This action seamlessly transfers any changes to the corresponding PracticePanther matter.
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