Levitate + PracticePanther Integration

Overview

The PracticePanther integration connects your CRM data with Levitate so you can automate communication, strengthen relationships, and keep your contacts up to date.

• Industry: Legal
• Integration Type: API
• Sync Frequency: Twice daily
• Writeback: Supported (activities from Levitate appear in PracticePanther)

How Data Syncs

• Levitate connects to PracticePanther via a secure API connection.
• Contact data is synced into Levitate automatically twice per day.
• Updates made in PracticePanther will reflect in Levitate on the next sync cycle.

What Will Sync into Levitate

Contact Information

• First and last name
• Address details (street, city, state, zip, country)
• Phone numbers (home, mobile, office, fax)

PracticePanther relies heavily on custom fields, so additional contact details may come from fields your team has created.

Ownership & User Mapping

• Contacts are assigned based on the "Assigned To" field in PracticePanther
• This maps directly to a Levitate user as the contact owner
• Each contact will have one owner in Levitate

Key Facts

Levitate can automatically create key reminders such as:

• Birthdays (from any date-formatted custom field labeled Birthday, Date of Birth, DOB, D.O.B., or any field whose label contains “birth”)

These can be used for automation and personalized outreach.

Tags

Tags help organize and segment your contacts. These may include:

• Location-based tags (city, state, zip)
• Custom field tags (formatted as: Field Name: Value)
• Account-level tags (if enabled)
• Assigned user tags

Tags are customizable and can be used to control segmentation and targeting.

Writeback to PracticePanther

Levitate can send activity data back into PracticePanther, including:

• Emails
• Notes
• Phone call logs
• Text messages
• Handwritten cards

Where this appears: All writebacks are recorded as notes in PracticePanther and can be found on the contact's Notes tab.

Contact Filtering & Settings

You can control how contacts are brought into Levitate through settings such as:

• Primary Email Only: Choose whether to import one or multiple email addresses
• Segment by Tags: Include or exclude contacts based on tag criteria
• Prospect Controls: Define whether to include all, none, or a subset of prospects

Sync Behavior & Expectations

• Initial sync begins after setup is complete
• Ongoing sync runs twice daily
• Changes made in PracticePanther will reflect in Levitate on the next sync

Requirements for Setup

To enable the integration, you'll need:

• A PracticePanther Business Plan (minimum 3 users)
• API access enabled in PracticePanther (via their support team)
• Ability to create and authorize an app connection
• At least one user to connect for syncing (additional users can connect for writebacks)

Important Notes

• PracticePanther does not include many default fields, so custom fields are often key to enriching your data in Levitate
• This is a multi-user integration for writebacks, but only one user is used for syncing data
• Contact ownership is strictly based on the Assigned To field

Enabling the Integration

If you are a PracticePanther user and want to integrate, just let your Success Specialist know. They will enable the integration for you, which allows you to connect your PracticePanther account from your Levitate dashboard.

In order to connect with PracticePanther, you will need to contact PracticePanther's customer support to have API enabled. They will typically ask you a few questions about what you intend to use the API for:

1. What do you intend to use the API for? I will be using a third party app named Levitate. It will be syncing Contact and Matter data.
2. Do you have a ballpark on the number of API requests you expect to need per minute or hour? Levitate will enumerate all of our Contacts and Matters twice a day in order to keep the data in their system up to date. Levitate will respect any throttling responses given.

You will also need to add Levitate as an App in PracticePanther. Once the API is enabled, go to the API section on the Settings Page, click the new app icon, and you will be presented with a popup. Fill in the following information:

• App Name: Levitate
• Redirect URI: https://api.levitate.ai/callback

You will need the OAuth 2.0 Credentials for getting connected to Levitate, so keep them handy.

For the initial connection, there will be one extra step to add the OAuth Client ID and Secret. Copy the Client ID and Client Secret values from the popup done in the "Add Levitate as an App" section.

PracticePanther is a single-user integration for syncing — one user with access to all contacts must be chosen for syncing contacts, but multiple users can be connected and mapped in Levitate for writebacks to PracticePanther.

FAQs

Q: Where do activities from Levitate show in PracticePanther?

A: All activities (emails, calls, texts, notes, etc.) are written back as notes and can be found in the contact's Notes tab.

Q: Do we push changes to contact data from Levitate back to PracticePanther?

A: No. PracticePanther is your legal case management tool and remains your source of truth for contact information. We only read contact information from PracticePanther and push it into Levitate. Any contact information that has been pulled from PracticePanther and changed in Levitate only will not push back to PracticePanther or persist in Levitate (it will be overwritten on the next sync). To make updates to contact information, update it first in PracticePanther so it syncs into Levitate. You can, however, add additional information into Levitate — like key facts, tags, etc. — that hasn't been sourced from PracticePanther.

Q: Can Levitate pull in archived contacts from PracticePanther?

A: No. At this time PracticePanther does not have a good way for us to pull in archived contacts due to a discrepancy between what you can see in the app and what is available for us to pull in.