Caller info and case type create a contact and a matter draft ready for intake.
Every call your AI agent takes flows into PracticePanther with the full context: caller info, what they asked about, how they sounded, and what happened. Catch it in Zapier and route it however you want.
One webhook out of RevSquared, then any number of Zaps that route it to PracticePanther. Here's what teams build.
Caller info and case type create a contact and a matter draft ready for intake.
Preferred time and matter type route to the attorney's calendar with full context.
Repeat callers attach a call note to their existing matter.
Captured billing or retainer questions route to billing with the caller's exact wording.
Connect Zapier once in RevSquared. From then on every call posts a full JSON payload — build as many Zaps as you want.
In Zapier, create a new Zap. Pick “Webhooks by Zapier” → “Catch Hook”. Copy the webhook URL Zapier gives you.
In your RevSquared dashboard, open the Zapier integration and paste the URL. One connection covers every future call.
Make a test call (or use the test-payload button). Zapier receives the JSON and shows you the structure to map.
In the same Zap, add PracticePanther as the next step. Pick an action, map the webhook fields into PracticePanther, and turn it on.
New caller details land in PracticePanther for conflict-check and intake.
Case type + facts create a matter draft the intake coordinator can finalize.
Call summaries auto-attach to the matter as notes.
Preferred date routes to the attorney's PP calendar.
Categorize by area so reporting holds up.
Existing clients update instead of duplicating.
One Zapier integration. Paste your Catch Hook URL and every intake call posts to it.
Different Zaps for contacts, matters, consultations, billing follow-ups.
Webhook fires within seconds so intake responds while the caller is warm.
Build a Zap once. Every future call lands where it needs to go automatically.