{"id":9573218681106,"title":"PracticePanther Create a Matter Integration","handle":"practicepanther-create-a-matter-integration","description":"\u003cbody\u003e```html\n\n\n\n \u003cmeta charset=\"UTF-8\"\u003e\n \u003ctitle\u003eCreate a Matter with PracticePanther API\u003c\/title\u003e\n\n\n\n\u003ch2\u003eUsing the Create a Matter Endpoint in the PracticePanther API\u003c\/h2\u003e\n\n\u003cp\u003eThe PracticePanther API provides a powerful way for developers to integrate with the PracticePanther platform, enhancing the legal software's functionality by allowing for the creation, management, and update of legal cases, or \"Matters\", via the API. The \"Create a Matter\" endpoint is used to digitally initiate and store a new case, client matter, or project within the PracticePanther system. By utilizing this endpoint, various problems in managing legal practices can be addressed, contributing to a more efficient and automated workflow.\u003c\/p\u003e\n\n\u003ch3\u003eWhat Can Be Done with the Create a Matter Endpoint?\u003c\/h3\u003e\n\u003cp\u003eWith the \"Create a Matter\" endpoint, users can programmatically create new Matters within their PracticePanther account. This includes setting vital information such as:\u003c\/p\u003e\n\u003cul\u003e\n \u003cli\u003eCase Title\u003c\/li\u003e\n \u003cli\u003ePractice Area\u003c\/li\u003e\n \u003cli\u003eAssignee (responsible attorney or staff)\u003c\/li\u003e\n \u003cli\u003eClient Reference\u003c\/li\u003e\n \u003cli\u003eDescription of the Case\u003c\/li\u003e\n \u003cli\u003eCase Number\u003c\/li\u003e\n \u003cli\u003eStatus (Open, Closed, Pending, etc.)\u003c\/li\u003e\n \u003cli\u003eCustom Fields (if previously created for customized tracking)\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003cp\u003eOnce this endpoint is accessed with the required data fields, a new Matter is created in the system, adding to the collection of active cases that can be managed through PracticePanther.\u003c\/p\u003e\n\n\u003ch3\u003eWhat Problems Can Be Solved?\u003c\/h3\u003e\n\u003cp\u003eHere are some of the issues that can be addressed by using the Create a Matter API endpoint:\u003c\/p\u003e\n\n\u003cul\u003e\n \u003cli\u003e\n\u003cstrong\u003eStreamlining Intake:\u003c\/strong\u003e Automatically creating a Matter after a potential client intake form is completed reduces the manual data entry workload and improves the accuracy of the records.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eIntegration with Third-Party Systems:\u003c\/strong\u003e Firms that use separate systems for different aspects of their business can integrate these systems with PracticePanther, ensuring all data concerning a new Matter is synchronized across platforms.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eTask Automation:\u003c\/strong\u003e When a new Matter is created, a sequence of automated tasks can be triggered, such as sending welcome emails to clients, setting initial consultation appointments, or generating document templates.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eCentralized Information:\u003c\/strong\u003e Keeping all relevant case information within a single, searchable database makes it easier for the legal team to find and manage case details as needed.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eAvoid Data Duplication:\u003c\/strong\u003e Through the API, checks can be implemented to prevent creating duplicate Matters, maintaining the integrity and accuracy of case records in the PracticePanther database.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eReports and Analytics:\u003c\/strong\u003e By creating Matters through the API with standardized data points, firms gain the ability to run consistent reports and analytics on case intake, progress, and outcomes.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003cp\u003eIn conclusion, automating the creation of legal matters with the PracticePanther API's \"Create a Matter\" endpoint can greatly enhance a law practice's efficiency by saving time, reducing errors caused by manual entry, and fostering a data-driven approach to case management.\u003c\/p\u003e\n\n\u003cfooter\u003e\n \u003cp\u003eFor more details on implementing and using the PracticePanther API endpoints, please refer to the official \u003ca href=\"https:\/\/support.practicepanther.com\/\"\u003ePracticePanther documentation\u003c\/a\u003e.\u003c\/p\u003e\n\u003c\/footer\u003e\n\n\n\n```\n\nWith this HTML content, users are presented with a well-formatted overview explaining the benefits and capabilities of using the \"Create a Matter\" endpoint in the PracticePanther API. The information is organized into sections with headers for better readability, and lists are used to clearly outline the types of data that can be incorporated into a new matter as well as the problems that can be solved by using this endpoint. A footer provides a helpful link to the official documentation for further guidance.\u003c\/body\u003e","published_at":"2024-06-09T06:48:32-05:00","created_at":"2024-06-09T06:48:33-05:00","vendor":"PracticePanther","type":"Integration","tags":[],"price":0,"price_min":0,"price_max":0,"available":true,"price_varies":false,"compare_at_price":null,"compare_at_price_min":0,"compare_at_price_max":0,"compare_at_price_varies":false,"variants":[{"id":49479217643794,"title":"Default Title","option1":"Default Title","option2":null,"option3":null,"sku":"","requires_shipping":true,"taxable":true,"featured_image":null,"available":true,"name":"PracticePanther Create a Matter Integration","public_title":null,"options":["Default Title"],"price":0,"weight":0,"compare_at_price":null,"inventory_management":null,"barcode":null,"requires_selling_plan":false,"selling_plan_allocations":[]}],"images":["\/\/consultantsinabox.com\/cdn\/shop\/files\/2f89cdcf8a7094ff83068956735dd763_25666443-0a4a-4b65-9678-8e5230ebf9f8.png?v=1717933713"],"featured_image":"\/\/consultantsinabox.com\/cdn\/shop\/files\/2f89cdcf8a7094ff83068956735dd763_25666443-0a4a-4b65-9678-8e5230ebf9f8.png?v=1717933713","options":["Title"],"media":[{"alt":"PracticePanther Logo","id":39635467010322,"position":1,"preview_image":{"aspect_ratio":7.222,"height":108,"width":780,"src":"\/\/consultantsinabox.com\/cdn\/shop\/files\/2f89cdcf8a7094ff83068956735dd763_25666443-0a4a-4b65-9678-8e5230ebf9f8.png?v=1717933713"},"aspect_ratio":7.222,"height":108,"media_type":"image","src":"\/\/consultantsinabox.com\/cdn\/shop\/files\/2f89cdcf8a7094ff83068956735dd763_25666443-0a4a-4b65-9678-8e5230ebf9f8.png?v=1717933713","width":780}],"requires_selling_plan":false,"selling_plan_groups":[],"content":"\u003cbody\u003e```html\n\n\n\n \u003cmeta charset=\"UTF-8\"\u003e\n \u003ctitle\u003eCreate a Matter with PracticePanther API\u003c\/title\u003e\n\n\n\n\u003ch2\u003eUsing the Create a Matter Endpoint in the PracticePanther API\u003c\/h2\u003e\n\n\u003cp\u003eThe PracticePanther API provides a powerful way for developers to integrate with the PracticePanther platform, enhancing the legal software's functionality by allowing for the creation, management, and update of legal cases, or \"Matters\", via the API. The \"Create a Matter\" endpoint is used to digitally initiate and store a new case, client matter, or project within the PracticePanther system. By utilizing this endpoint, various problems in managing legal practices can be addressed, contributing to a more efficient and automated workflow.\u003c\/p\u003e\n\n\u003ch3\u003eWhat Can Be Done with the Create a Matter Endpoint?\u003c\/h3\u003e\n\u003cp\u003eWith the \"Create a Matter\" endpoint, users can programmatically create new Matters within their PracticePanther account. This includes setting vital information such as:\u003c\/p\u003e\n\u003cul\u003e\n \u003cli\u003eCase Title\u003c\/li\u003e\n \u003cli\u003ePractice Area\u003c\/li\u003e\n \u003cli\u003eAssignee (responsible attorney or staff)\u003c\/li\u003e\n \u003cli\u003eClient Reference\u003c\/li\u003e\n \u003cli\u003eDescription of the Case\u003c\/li\u003e\n \u003cli\u003eCase Number\u003c\/li\u003e\n \u003cli\u003eStatus (Open, Closed, Pending, etc.)\u003c\/li\u003e\n \u003cli\u003eCustom Fields (if previously created for customized tracking)\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003cp\u003eOnce this endpoint is accessed with the required data fields, a new Matter is created in the system, adding to the collection of active cases that can be managed through PracticePanther.\u003c\/p\u003e\n\n\u003ch3\u003eWhat Problems Can Be Solved?\u003c\/h3\u003e\n\u003cp\u003eHere are some of the issues that can be addressed by using the Create a Matter API endpoint:\u003c\/p\u003e\n\n\u003cul\u003e\n \u003cli\u003e\n\u003cstrong\u003eStreamlining Intake:\u003c\/strong\u003e Automatically creating a Matter after a potential client intake form is completed reduces the manual data entry workload and improves the accuracy of the records.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eIntegration with Third-Party Systems:\u003c\/strong\u003e Firms that use separate systems for different aspects of their business can integrate these systems with PracticePanther, ensuring all data concerning a new Matter is synchronized across platforms.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eTask Automation:\u003c\/strong\u003e When a new Matter is created, a sequence of automated tasks can be triggered, such as sending welcome emails to clients, setting initial consultation appointments, or generating document templates.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eCentralized Information:\u003c\/strong\u003e Keeping all relevant case information within a single, searchable database makes it easier for the legal team to find and manage case details as needed.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eAvoid Data Duplication:\u003c\/strong\u003e Through the API, checks can be implemented to prevent creating duplicate Matters, maintaining the integrity and accuracy of case records in the PracticePanther database.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eReports and Analytics:\u003c\/strong\u003e By creating Matters through the API with standardized data points, firms gain the ability to run consistent reports and analytics on case intake, progress, and outcomes.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003cp\u003eIn conclusion, automating the creation of legal matters with the PracticePanther API's \"Create a Matter\" endpoint can greatly enhance a law practice's efficiency by saving time, reducing errors caused by manual entry, and fostering a data-driven approach to case management.\u003c\/p\u003e\n\n\u003cfooter\u003e\n \u003cp\u003eFor more details on implementing and using the PracticePanther API endpoints, please refer to the official \u003ca href=\"https:\/\/support.practicepanther.com\/\"\u003ePracticePanther documentation\u003c\/a\u003e.\u003c\/p\u003e\n\u003c\/footer\u003e\n\n\n\n```\n\nWith this HTML content, users are presented with a well-formatted overview explaining the benefits and capabilities of using the \"Create a Matter\" endpoint in the PracticePanther API. The information is organized into sections with headers for better readability, and lists are used to clearly outline the types of data that can be incorporated into a new matter as well as the problems that can be solved by using this endpoint. A footer provides a helpful link to the official documentation for further guidance.\u003c\/body\u003e"}