PracticePanther Integration with Lead Docket

 

Docs

• https://support.leaddocket.com/hc/en-us/articles/360045903011-PracticePanther-Functionality
• https://support.leaddocket.com/hc/en-us/articles/360045902771-Integrating-with-PracticePanther

Send Contact

• Create PracticePanther Account
  • Address 1
  • Address 2
  • City
  • State
  • Zip
  • Tag (Lead Docket)
  • Notes (contact notes)
  • Assign contact to practicepanther users based on role assignments where LD users have a practice panther code
  • First
  • Last
  • Email
  • Phones

Send Matter

• Matter Name (if there is an incident date LastName, FirstName - IncidentDate otherwise LastName, FirstName - Lead ID: {leadId}
• Notes (open text field)
  • Imported from Lead Docket
  • Summary
  • Injury Information
  • Referred By
  • Referred To
  • Marketing Source
  • Contact Source
  • Marketing Source Details
  • Each role and the name of the user assigned
  • Each custom field and its value
  • Reference to the related account (contact)
  • Status (open)
  • Tags (Lead Docket)
  • Assign matter to practicepanther users based on role assignments where LD users have a practice panther code

Add related contacts (one api call per related contact)

• Add each related contact as a PracticePanther account the same as the primary contact
• Add a relationship
  • Associate contact to matter with notes and relationship

Add notes

• Send each Lead Docket user note (one api call per note)
  • subject (Note Summary)
  • Note
  • Date
  • Tags (Lead Docket)
  • Reference to matter and account
  • Assign note to practicepanther users based on role assignments where LD users have a practice panther code