Contact and Matter Field Mapping Between Practice Management and Legal Accounting

Modified on Thu, 5 Jun at 1:32 PM

Information in this article may still be under development.

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
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	---

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 (if it's a new matter, this will also populate Resp and Lead from Assigned fields) Note: Changes to Responsible and Lead in Legal Accounting will not be reflected in Practice Management.
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.