Integration Walkthrough

The purpose of this document is to set expectations of how to set up the integration for Practice Panther using Zapier and how the integration works.

01

Setup (Expected Time: 1 - 2 hours)

Requirements for full Practice Panther integration capabilities:

  • Must have a login for an active PracticePanther account
  • Must have a Case Status Login and must be configured prior to integration
  • Must have a login for an active Zapier account

Zapier Setup:

  • Setup a trigger to add a case to Case Status (Must use two steps
  • Set up an action to post client communication from Case Status back to Practice Panther
  • Set up an action to post document links from Case Status back to Practice Panther

To access the Case Status templates on Zapier to make setup easy, click here: https://zapier.com/apps/case-status/integrations#page=3

02

Testing

  • Firm must provide an implementation manager with 2-5 test cases, to be used for testing the integration.
  • While not required, it is preferred for your Firm to give temporary Practice Panther access to the implementation manager in order to expedite the setup and testing process.

03

How the Integration Works

The Zapier integration will allow your organization to tailor business logic-driven solutions to end-users of the Case Status platform. Additional information regarding the Case Status Zapier integration can be found at: https://zapier.com/apps/case-status/integrations



Create a case in Case Status Automatically when a new matter is created in Practice Panther. To access a zap template that can be cloned into your zapier account, click here: https://zapier.com/shared/9c33d8b8ac470330294cbfaa1cf568eb2bbbf6c1
A detailed explanation of this Zap’s configuration is also listed
here.

Sync a message to Practice Panther Notes from Case Status when a client sends a message we can sync that message back to the appropriate matter in PracticePanther. To access a zap template that can be cloned into your Zapier account, click here:
https://zapier.com/shared/b89046495ccce76a62a391d2ed8f65de4332898e
A detailed explanation of this Zap’s configuration is also listed
here.

Case Status is not responsible for any functionality delivered by Zapier, but we would like to help you understand how their platform works at this time to assist with creating your integration with PracticePanther. 

  • Cases are pushed into Case Status as frequently as they are created per the limitations of your Zapier and Practice Panther accounts.
  •  In the event that Zapier is unable to complete the process defined within any of the Zaps that your firm chooses to create, you should receive notification from Zapier at the email account associated with your Zapier account. 
  • We would advise that your firm create your zap to assign Practice Panther information to at minimum the required Case Status fields, which include Internal ID (this is a required field that will allow Case Status to sync information back to Practice Panther), Readable ID (also called Case ID), Client Phone Number, Client First Name, and Attorney Email Address. Of course, adding things like the client’s last name, case type, or description might also create additional opportunities to trigger automation in Case Status or deliver other valuable information to clients.  


Create a Case in Case Status 

Currently, the Zap to create a Case in Case Status is configured using the following process: 


First, you will connect the Practice Panther Zapier app to your Zapier account, then log in to the account you would like to use for the process of creating cases.
 
In the section labeled “create a Trigger” select - “New Matter in PracticePanther Legal Software” You will be prompted with options that you can use to filter the selected matters Practice Pather can send to Case Status via this integration. Once you have selected the triggers which will apply to your firm, if any, you will use the continue prompt, test your trigger, and move to the next step.

We will then need to collect client information related to a matter, we will do this in the second step of the Zap by selecting - Find Contact in Practice Panther Legal Software in the list of options for PracticePanther. Our recommendation is that you use the contact name from the matter in the first step, normally this is listed as the second option in the list. You have the option as well to create a PracticePanther Legal Software Contact if it doesn’t exist yet, or stop the Zap from moving forward if the client is missing. Once you have selected the options most appropriate to your firm, you may test the action and continue.

Lastly, we must configure another action You will start by selecting the Case Status App, then log into the account where you would like to create new cases. Then you will be prompted to setup the action. You will select specifically which fields you would like to source the needed Case Status information from and can choose to gather that information from either the contact or the matter that triggered the action in the first place. In the example below you will see mapping that we choose to use in our test account, but you could make adjustments as need to your individual Zap.

Sync a message to Practice Panther Notes from Case Status


Currently, the Zap to Sync a message to Practice Panther Notes from Case Status is configured using the following process: 


First, you will connect the Case Status Zapier app to your Zapier account, then login to your Case Status account.
 
In the section labled “create a Trigger” select - “New Client Communication Activity in Case Status”, lastly you will be given the opportunity to review the last message recieved from a client in Case Status. We will use this message to complete the following steps.

  • As a second step you will want to locate the matter that you would like to update. In order to complete this action you will want to select the Action - “Find Matter in PracticePanther Legal Software, then connect this action to your existing practice pather account, you should be able to select it from the list if you have already configured the Zap to create cases in Case Status. The action will be completed by mapping the PracticePanther matter name or number to the Search text field, in our example it was available as the readable ID:

Lastly, we must configure the action, that we would like to complete this process. We will select from PracticePanther’s available options - “Create Note in PracticePanther Legal Software”. As we have in the previous step you will choose you existing PracticePanther account, then we must configure the selected action. Below you will find and example of how this is configured in our testing accounts. We choose to assign the note to the assigned user listed on the Matter. This, and the matter ID can be selected from the custom options listed when updating the fields. The Date and Note can also be select from the custom options Case Status- New Client Communication Activity in Case Status.

Trigger

New Client Communication Activity.

Triggers when there is a new client communication activity in any case in your firm. For example, when a new message is received from a client in Case Status, copy that message to PracticePanther’s note object. 

Actions 

Close a Case

When the selected trigger occurs, for example, specific fields on a matter are updated in PracticePanther, close a case in Case Status

Create a New Case

When the selected trigger, for example, a matter is created in PracticePanther, occurs create a new case in Case Status.

Send Message

When the selected trigger occurs, Send a Message on a Case. For example, when task is created in PracticePanther, send a message to the client letting them know that their attorney has added that task for themselves 

Update the Status of a Case

When the selected trigger occurs, update the status of a case in Case Status.

Some firms might choose to create a custom field to mirror the status between Case Status and Practice Panther, rather than using the status field that exists currently since it only lists options such as Open, Closed, or Pending in order to deliver a better client experience. PracticePanther has created documentation that you can reference for adding additional fields to matters here: https://support.PracticePanther.com/en/articles/480016-custom-fields-tutorial


04

Field Mapping

05

Additional Comments

For additional questions, please refer back to our sales or support team and they will be able to answer specific questions regarding your integration.