Legalsense Integration (API V3)

Authentication

In the LegalsenseConfig in ContactManager you need to fill in the following fields:

• UserName {Legalsense Username}

• ClientIdentifier

• ClientToken

• BearerToken

In the Legalsense tenant https://YOURLEGALSENSE.legalsense.nl/users/users/userprofile/ (opens new window) you need to add an Authenticate token for the useraccount that is configured in the Legalsense config in ContactManager. This token is the "BearerToken" for the Legalsense config in ContactManager.

Legalsense password is no longer required with the API V3 and can be left empty

Configuration

• SyncMatterNotesFromCMtoLS

Set this property to Text1 or Text2 to sync the value from Text1 or Text2 from Contact Manager to Archive notes in LegalSense

• RetentionPeriod

Sync LookUpField to field Retention_period in the Legalsense Matter Archive Information. Specify the CM LookupField. Retention_Period in Legalsense is an Integer field. Only integer values are allowed. The values in Legalsense can only be added by Legalsense.

Example:

• LookupField.{LookUpFieldCode}.Name (for sending the name of the value)
• LookupField.{LookUpFieldCode} (for sending the code of the value)