PracticePanther
Vetted Intake + PracticePanther
For PracticePanther, we confirm the contact and matter fields, permissions, and booking owner before testing the handoff.
Vetted Intake → PracticePanther
What can be mapped
→
A new contact and matter.
→
Injury type, incident date, and attorney-review flag.
→
Conflict-check result and intake notes.
→
Transcript and, when recording is enabled and permitted, audio as approved records.
PracticePanther → Vetted Intake
What can be used
←
Calendar availability for booking.
←
Contact and matter status.
←
Assignment rules.
How the integration works
1
Confirm access
We confirm the supported PracticePanther connection method and permissions with your firm.
2
Map your fields
We map intake to your PracticePanther fields.
3
Test the delivery
The firm tests the approved contact and matter workflow before go-live.
Connection to confirm during scoping: PracticePanther API support, permissions, contact fields, and matter fields.
Other integrations
Keep PracticePanther current from the first answered call.
For PracticePanther, scoping confirms contact and matter fields, permissions, and booking ownership.
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