First, you will need to reach out Practice Panther Support to enable your API.
Once your API has been enabled in Practice Panther you will need to log in to Practice Panther and navigate to your settings from the drop down under your username.
On the Settings page, scroll down to the Integrations section in the menu on the left and select “API”.
Once on the API section you will click the “+ New App” button
The following box will open. You will name the App Name ‘Website Leads’ and in the ‘Redirect URL’ field you will enter the following URL: https://dashboard.legalfit.com/api/practice-panther-redirect
Click the check box to agree with the Terms and Conditions of Practice Panther. Then click ‘Save’.
You will be redirected to the main API page. Your new App name should appear in the box below the ‘+New APP’ button (see screenshot below):
Click the name of the new APP you created and copy/paste the ClientID & Client Secret.
For the next portion of this process, you will need to log in to your Legalfit Dashboard and navigate to your settings in the menu on the left.
Once on your ‘Settings’ page, click on the Practice Panther integration.
Step 1 - Copy/paste the Client ID/Client Secret from your Practice Panther App into the specified spaces as seen below:
Then click the ‘Connect Practice Panther’ button.
Step 2 – From the drop down, select who you would like all Practice Panther leads to be assigned to.
Then click ‘Enable’.
If you have followed the steps above, everything should be set up properly and you are set to utilize Practice Panther with your site.
Please note: Once Practice Panther is connected, any non-spam website inquiries will be created as Contacts in Practice Panther. In Practice Panther, those contacts will have the tag “Legalfit”.
If you would like to see all of the contacts created by the integration, in Practice Panther you can go to the Contact tab and filter for leads with “Legalfit” tags.