# LegalServer plugin

Integrates LegalServer (opens new window) case management system with the Epona provisioning service. The plugin periodically syncs matters and cases from LegalServer to SharePoint.

DLL: Epona.LegalServer.dll

# What it does

  • Matter sync — reads matters/cases from LegalServer and creates or updates corresponding records in SharePoint.
  • Client sync — reads clients and associates them with matters.
  • Field mapping — maps LegalServer fields to SharePoint properties.

# Deployment

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

# Configuration reference

# Connection settings

# Name

Type: string | Default: LegalServer

Display name for this plugin configuration.

# Disabled

Type: boolean | Default: false

Set to true to disable this configuration without removing it.

# Url

Type: string

Base URL of your LegalServer instance.

# ApiKey

Type: string

LegalServer API key. Stored encrypted. Managed via Secrets manager.

# Scheduling

# IntervalInMinutes

Type: integer

How often the sync job runs.

# StartTime

Type: TimeSpan

Earliest time of day the job may run. Leave empty to run at any time.

# EndTime

Type: TimeSpan

Latest time of day the job may run. Leave empty to run at any time.

# Field mapping

# CaseCodeField

Type: string

LegalServer field containing the case code.

# CaseNameField

Type: string

LegalServer field containing the case name.

# ClientCodeField

Type: string

LegalServer field containing the client code.

# ClientNameField

Type: string

LegalServer field containing the client name.

# MatterFieldMapping

Type: string

Maps LegalServer fields to SharePoint. Syntax: sharepointField=legalserverField;.

# ClientFieldMapping

Type: string

Maps LegalServer client fields to SharePoint. Same syntax.

# Filtering

# MatterFilter

Type: string

Filters to apply when reading cases.

# Debugging

# Debug

Type: boolean | Default: false

Enables verbose debug logging.

# Example configuration

Property Example value
Name LegalServer
Url https://api.legalserver.org/
CaseCodeField caseid
CaseNameField casename
ClientCodeField clientid
ClientNameField clientname
MatterFieldMapping Status=case_status;Responsible=assigned_attorney
IntervalInMinutes 30
Debug false
Last Updated: 4/15/2026, 8:56:27 AM