# LegalTracker plugin
Integrates LegalTracker (opens new window) practice management system with the Epona provisioning service. The plugin processes CSV files to sync matters and clients from LegalTracker to SharePoint.
DLL: Epona.LegalTracker.dll
# What it does
- CSV-based sync — reads matters from LegalTracker CSV exports and creates or updates corresponding records in SharePoint.
- Client sync — syncs client/company information.
- User mapping — maps LegalTracker users to SharePoint group members.
- Field mapping — maps LegalTracker fields to SharePoint properties with flexible configuration.
# Deployment
- Copy
Epona.LegalTracker.dllto the service's bin directory. - Restart the provisioning service.
- Open the Configurator, select the relevant
SharepointCfg, and configure the LegalTracker section that now appears in the property grid.
# Configuration reference
# General settings
# Name
Type: string | Default: LegalTracker
Display name for this plugin configuration.
# Disabled
Type: boolean | Default: false
Set to true to disable this configuration without removing it.
# Default values
# DefaultClientCode
Type: string
Default client code used when a LegalTracker record has no mapped client code.
# DefaultClientName
Type: string
Default client name used when a LegalTracker record has no mapped client name.
# Field mapping
# FieldMappingMatterCode
Type: string | Default: Matter ID
LegalTracker CSV field containing the matter code.
# FieldMappingMatterName
Type: string | Default: Full Matter Name
LegalTracker CSV field containing the matter name.
# FieldMappingClientCode
Type: string
LegalTracker CSV field containing the client code.
# FieldMappingClientName
Type: string
LegalTracker CSV field containing the client name.
# FieldMappingMatterUser
Type: string | Default: User
LegalTracker CSV field containing user/member information. Maps to SharePoint column name (e.g., __Members).
# FieldMappingMatter
Type: string
Maps LegalTracker CSV fields to SharePoint matter fields. Syntax: legaltrackField=sharepointField;legaltrackField2=sharepointField2. Example: Practice Area=PracticeArea;Status=Status.
# CSV format
LegalTracker CSV files should include these standard columns (or mapped equivalents):
# Matter ID
Unique matter identifier
# Full Matter Name
Matter name/description
# Client
Client name
# User
Responsible user/attorney
# Other fields
Custom fields mapped via FieldMappingMatter
# Example configuration
| Property | Example value |
|---|---|
Name | LegalTracker |
DefaultClientCode | GENERAL |
DefaultClientName | General Matters |
FieldMappingMatterCode | Matter ID |
FieldMappingMatterName | Full Matter Name |
FieldMappingClientCode | Client |
FieldMappingClientName | Client |
FieldMappingMatterUser | User |
FieldMappingMatter | Practice Area=PracticeArea;Status=Status;Budget=BudgetAmount |
Disabled | false |
# CSV import example
Sample CSV file for LegalTracker import:
Matter ID,Full Matter Name,Client,User,Practice Area,Status,Budget
00123,ACME v. Company A,ACME Corp,alice@contoso.com,Litigation,Active,50000
00124,ACME v. Company B,ACME Corp,bob@contoso.com,Litigation,Active,75000
00501,BETA Acquisition,Beta Inc,carol@contoso.com,Corporate,On Hold,100000
# How it works
- The plugin processes LegalTracker CSV files uploaded to the watch folder.
- For each row, it reads the configured field mappings.
- It creates or updates the corresponding matter record in SharePoint using the mapped field values.
- User information is assigned to the SharePoint group or column as configured.
- Custom fields are mapped using the
FieldMappingMattersyntax.
# Related
- Configuration reference — provisioning configuration reference
- Plugins index — list of available plugins