The current function of PracticePanther:
Creates a new PracticePanther account with contact information.
- Adds the tag “Lead Docket”
- A PracticePanther contact can have multiple users “Assigned”, which assigns contacts to users for all associated roles when Lead Docket users have a case tracker code.
Creates a new PracticePanther matter and associate contact with:
- Summary
- Injury information
- Referred by
- Referred to
- Marketing source
- Contact source
- Attorney
- Intake
- Investigator
- Paralegal
- All custom field names/values
Adds the following to Matter Note:
- Status is “Open”
- Adds the tag “Lead Docket”
- A PracticePanther matter can have multiple users “Assigned”, which assigns matters to users for all associated roles when Lead Docket users have a case tracker code.
Creates a new Note for each user note in Lead Docket
- Adds the tag “Lead Docket”
- A PracticePanther note can have multiple users “Assigned”, which assigns notes to users for all associated roles when Lead Docket users have a case tracker code.
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