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 |
|---|---|
| Identity Type | Display As |
| Reference | Contact Number |
| Title | Title |
| First | First |
| Middle | Middle |
| Last | Last |
| Company Name | Company |
| Suffix | Suffix |
| Alias | Alias |
| Physical Address | Main Address |
| Mailing Address | Additional Address (Usage displayed as Billing) |
| Line 1 | Address Line 1 |
| Line 2 | Address Line 2 |
| City | City |
| County | --- |
| State/Province | State/Province |
| Zip/Post Code | Zip/Postal Code |
| Country | Country |
| Business (only the first business number in Practice Management) | Work |
| Mobile (only the first mobile number in Practice Management) | Mobile |
| Home (only the first home number in Actionstep) | Home |
| Other | Other (Additional communication methods) |
| Fax | Fax (Additional communication methods) |
| TXT/SMS | No mapping |
| Website | Additional Communication Methods |
| 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. |
Additional Resources:
- About the Actionstep Legal Accounting and Practice Management Integration
- Working with Contacts in Practice Management and Legal Accounting
- Working with Matters in Practice Management and Legal Accounting
- Actionstep Legal Accounting FAQ
- Understanding Contact and Matter Syncing in Legal Accounting
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