Integrating with PracticePanther

This article discusses how to integrate PracticePanther with Lead Docket. To learn more about the PracticePanther integration, read the PracticePanther Functionality article.

Create an API app in PracticePanther

In Practice Panther, go to Settings. In the Integrations section, select API.

Click + New App. For App Name, enter "Lead Docket." For Redirect URI, copy and paste the following URI. This URI is case sensitive, so be sure to enter it exactly as it is shown here. Replace [YOURHOSTNAME] with the actual host name in your Lead Docket URL.

• https://[YOURHOSTNAME].leaddocket.com/PendingCaseTracker/PracticePantherCallBack

In the OAuth 2.0 Credentials section, make a note of the Client ID and Client Secret key. Then, reach out to Lead Docket support and provide these details. The support team will add this information to your account to activate the PracticePanther integration.

Authenticate with PracticePanther

After the support team adds your PracticePanther details to Lead Docket, you will see a new section in Lead Docket called Pending PracticePanther. Select that section, and then click Grant access to allow data sharing between PracticePanther and Lead Docket.

Edit Lead Docket Users

To edit Lead Docket users, go to the Manage section and select Users. Find the desired user and click Edit. Find the “Case Tracker Code” field, and then click Browse.

Click on PracticePanther contact name listed:

Click Save at the bottom of the screen, and repeat for all desired users.

Post to Practice Panther

Select the Pending PracticePanther section in Lead Docket. To send a lead to PracticePanther, click Post to PracticePanther to the left of the lead.

You should now see all relevant information in your Recent Activity feed in PracticePanther.