1-Click Legal CRMOAuth 2.0 DirectSync SLA: 1-Click OAuth
How to Connect PracticePanther Legal CRM with CallCourty AI
1-Click OAuth connect: sync intake dossiers, contacts, and consultation tasks into PracticePanther.
1-Click OAuth connect: pushes intake questionnaires, conflict check logs, and new client contacts automatically.
Connects in one click via PracticePanther's OAuth 2.0 API.
Creates new Contacts and Intake Matters with full call transcripts and extracted case facts.
OAuth 2.0 Integration & Secure Handshake
Connect CallCourty AI directly to your PracticePanther Legal CRM workspace. Click Authorize PracticePanther Legal CRM to authenticate in a secure window, then enter your authorized credentials below to enable live two-way synchronization.
Visual Step-by-Step Instructions
PracticePanther Legal CRM Setup Walkthrough & Annotated Screens
Your CallCourty Webhook URL:
1
Open PracticePantherClick '1-Click Connect with PracticePanther'
Click 1-Click Connect to authorize your PracticePanther account with zero manual API key copying.
Where to click: Links CallCourty AI to your PracticePanther Contacts, Matters, and Calendar
app.practicepanther.com/oauth/authorize
1-Click OAuth 2.0PracticePanther Legal CRM Configuration View
Step 1 Visual GuidePortal Navigation
Account
API Access
Grant PermissionClick
1-Click OAuth 2.0
Step 1: Click 'Grant Access'
Links CallCourty AI to your PracticePanther Contacts, Matters, and Calendar
pp_oauth_verified
Automatic Schema Mapping
Real-Time JSON PayloadHow CallCourty AI Maps Call Data into PracticePanther Legal CRM
| CallCourty AI Intake Variable | PracticePanther Legal CRM Target Field |
|---|---|
| full_name + phone | PracticePanther Account / Contact |
| ai_summary | PracticePanther Call Log & Note |