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Contact and Matter Field Mapping Between Practice Management and Legal Accounting

This article covers information about the Legal Accounting / Practice Management integration. To learn more, contact your customer success manager or account executive.

 

Contact Field Mappings

The following table shows how contact fields between Practice Management and Legal Accounting are mapped:

Practice Management Field Legal Accounting Field
Reference Contact Number
Title Title
First First
Middle Middle
Last Last
Company Name Company
Suffix Suffix
Alias Alias
Email Email
Physical Address Main Address
Mailing Address Additional Address
Line 1 Address Line 1
Line 2 Address Line 2
City City
County ---
State/Province State/Province
Zip/Post Code Zip/Post Code
Country Country
Business (only the first business number) Work
Mobile (only the first mobile number) Mobile
Home (only the first home number) Home
Other Other (Additional communication methods)
Fax Fax (Additional communication methods)
TXT/SMS ---
Additional phone numbers ---

 

Matter Field Mappings

The following table shows how matter fields are mapped between Practice Management and Legal Accounting:

Practice Management Field Legal Accounting Field
Matter Name Description
File Reference File Number
Assigned to Assigned (These fields are mapped between Practice Management & Legal Accounting)
Responsible  Responsible (This Practice Management field sources the data from Legal Accounting)
Lead Lead (This Practice Management field sources the data from Legal Accounting)  
Introducing Lawyer Introducing Lawyer (This Practice Management field sources the data from Legal Accounting) 
Date

Open Date

Note: Changes to the Open Date field will not be synced back to Practice Management.
Client  Contact
Multiple clients on a matter The first contact listed in Practice Management will appear as the primary contact in Legal Accounting.

 

Updated