For more information on the functionality of the PracticePanther integration, see this article: Practice Panther Functionality.
Step 1 - Creating an API app in PracticePanther
Start by going into your Settings in PracticePanther
Select "API" under Integrations section within Settings (Scroll to bottom left of page)
Create "New App"
Copy and Paste the URI:
- Be sure to do this EXACTLY as it is listed here, this URI is case sensitive.
- Where you see [YOURHOSTNAME], be sure to edit this to match your host name in your Lead Docket URL.
Step 2 - Set Case Tracker to Practice Panther / Add Practice Panther Tokens in Lead Docket
Go to your Settings in the left navigation menu.
Scroll down the page until you see the Admin Only section. Select PracticePanther and add all relevant information. (The Client ID and Secret Key can be found in PracticePanther where you created a new app)
The Client ID and Client Secret fields can be found in the same place you entered the URI.
Remember to press Save at the bottom of the screen.
Step 3 - Authentication with PracticePanther
Grant access for data sharing between PracticePanther and Lead Docket by clicking the Pending PracticePanther section on the left hand side of your Lead Docket. That will open up a new window where you will select the green Grant Access button.
Step 4 - Edit Lead Docket Users
To edit Lead Docket users, go to "Users" under the Manage section in the left navigation menu.
Click the Edit button next to the user.
Click the Browse button on the right side of the screen.
Click on PracticePanther contact name listed:
Click "Save" at the bottom of the screen.
Repeat for all necessary users.
Step 5 - Post to Practice Panther
Go to Pending Practice Panther in the left navigation menu.
Select any lead you would like to send to Practice Panther by pressing the "Post to PracticePanther"button to the left of the lead.
You should now see all relevant information in your Recent Activity feed in Practice Panther.