# CaseManager plugin

Integrates CaseManager (opens new window) case management system with the Epona provisioning service. The plugin syncs matters and case information from CaseManager to SharePoint on a configurable schedule.

DLL: Epona.CaseManager.dll

# What it does

  • Matter sync — reads matters from CaseManager and creates or updates corresponding records in SharePoint.
  • Case information — syncs case details and assignments.
  • Client information — syncs client/party information.
  • Field mapping — maps CaseManager fields to SharePoint properties.

# Deployment

  1. Copy Epona.CaseManager.dll to the service's bin directory.
  2. Restart the provisioning service.
  3. Open the Configurator, select the relevant SharepointCfg, and configure the CaseManager section that now appears in the property grid.

# Configuration reference

See the Configurator UI for available configuration properties once the plugin is deployed.

Last Updated: 4/15/2026, 8:56:27 AM