Practice Panther Integration Guide

Part 1: Enabling the Practice Panther Integration

Step 1: Access the Integrations Tab

1. Click your name in the top-right corner.
2. Select Administrator Panel.
3. Click the Integrations tab (sixth tab from left to right).
4. Scroll to the bottom of the page.
5. Locate the Practice Panther Integration section.

Step 2: Connect to Practice Panther

1. Click the green Connect button.
2. You will be prompted to enter your Practice Panther credentials.
3. Log in using your credentials.
4. Grant permissions for Prima.Law

After authentication:

• You may be prompted to log out of Prima.Law.
• Log back in.
• Return to Administrator Panel → Integrations → Practice Panther.

Step 3: Review Integration Options

Once connected, you will see:

• Disconnect
• Custom Fields

Part 2: Managing Custom Fields

Importing Custom Fields from Practice Panther

1. Click Custom Fields.
2. You will see all custom fields from Practice Panther.
3. Select the fields you want to import using the checkboxes.
4. Click Import.

If a field has already been imported:

• It will display as Imported.
• The Import button will not appear.

You can:

• Sort by name, type, or options.
• Search by field name.
• Bulk import multiple fields at once.

Both:

• Contact custom fields
• Matter/Case custom fields

can be imported and will appear in Prima.Law accordingly.

Part 3: Importing Contacts from Practice Panther

Important:
You cannot import matters alone. Matters are tied to contacts.
You must import the contact first.

Step 1: Search for a Contact

1. Go to the Prima.Law search bar.
2. Type the contact’s first name (or first and last name).
3. Do NOT press Enter immediately.

You will see:

• Prima.Law contacts (top list)
• Practice Panther contacts (bottom list)

If a contact has already been imported:

• It will show (Imported) next to the name.

Step 2: Import the Contact

Click on a Practice Panther contact that is not marked as imported.

The Import Contact interface will appear.

You will see:

• First name, middle name, last name
• Email
• Addresses
• Other names
• Biographic information
• Immigration information
• Phone numbers
• Matters
• Custom fields

You can:

• Expand each section.
• Edit the information before importing.
• Choose which matters to import.
• Modify case names before import.

Important: Assigning Cases Properly

When importing matters:

• The case type will default to Imported from Integration.
• You can modify the case name before importing.
• You must assign:
• • At least one attorney or paralegal.

You can also choose whether or not to import each matter.

Step 3: Complete the Import

Click Import.

You will be redirected automatically to the imported contact page.

You will also see a Go to Practice Panther button on the contact page for quick access.

Integration Updates Tab

On the contact page, next to the Tasks tab, you will see:

Integration Updates

If changes are made in Practice Panther:

• Notifications will appear here.
• You can choose whether to import those updates.

Part 4: Assigning the Correct Case Type

Any imported matter will initially have the default case type:

Imported from Integration

Before beginning casework:

1. Open the imported case.
2. Click Edit Case (below the case name).
3. Select the appropriate library (Immigration, California, etc.).
4. Choose the correct case type from the dropdown.
5. Save changes.

Important:
Changing the case type resets checklist items and forms.
Always assign the correct case type before beginning work.

Once assigned properly:

• The checklist will populate.
• The forms list will populate.
• The workflow becomes fully functional.

Who Is This Integration For?

This integration is ideal for firms that:

• Already use Practice Panther.
• Want advanced Immigration or California form libraries.
• Want powerful autofill and reverse autofill tools.

Important:

Prima.Law does not require Practice Panther to function.

Prima.Law is a complete case management and forms solution on its own. The Practice Panther integration is optional and designed to enhance workflows for firms that already operate in both systems.