Docketwise Field | Case Status Field | Required? | Additional Notes |
Matter Title | Case ID | Yes | This is the name of the case however it is NOT a unique identifier. The Matter number will be appended |
Matter ID | Case Integration ID | Yes |
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Matter Priority Date | Case Date | No |
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Matter Description | Case Description | No |
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M | Phase | No | Dictated by the start date of the phase |
Group Name | N/A | N/A |
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Date | Opened | No |
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Case Manager | Paralegal Handling | No | The paralegal will be created if they do not exist in Case Status |
Client First Name | Contact Details > First Name | Yes | Unless contact is a Company, then the field is 'Company Name' |
Client Last Name | Contact Details > Last Name | Yes | N/A if client is a Company |
Client Email Address | Contact Details > Email | No |
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Client Phone Number | Contact Details > Phone Number | Yes | First checks the labels and will pull in this order: mobile, phone, home, office, voice. If no label is found it will pull the first valid number listed. |
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