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. 


Contact Field Mappings

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

Practice Management FieldLegal Accounting Field
ReferenceContact Number
TitleTitle
FirstFirst
MiddleMiddle
LastLast
SuffixSuffix
AliasAlias
EmailEmail
Physical AddressMain Address
Mailing AddressAdditional Address
Line 1Address Line 1
Line 2Address Line 2
CityCity
County---
State/ProvinceState/Province
Zip/Post CodeZip/Post Code
CountryCountry
Business (only the first business number)Work
Mobile (only the first mobile number) Mobile
Home (only the first home number) Home
OtherOther (Additional communication methods)
FaxFax (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 FieldLegal Accounting Field
Matter NameDescription
File ReferenceFile Number
Assigned toAssigned (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.
DateOpen Date

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






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