Integrations and source ownership

• Court filing or exchange system. Agree which acknowledgement establishes delivery and carry its reference into the operation and matter record.
• Document source. Keep the external document identifier and date with each attachment and event line brought into the case.
• Identity source. Map staff access to the correct user and organization before granting matter or review permissions.
• Case source. Preserve stable matter numbers and event source IDs when existing records are imported.

Agree the source of truth, field mapping, source identifier and result reference for each connection. Source mappings can hold the reviewed source field, target field, transform rule and effective date for a matter type. Check an uncertain external result against its original reference before repeating the action. Keep failed and reconciliation-required runs visible until the source confirms what happened.

External filing and document services require their own access and configuration. Reconcile imported records to the linked organization, matter and revision before relying on them for review. Restrict connection credentials to the intended scope and test a duplicate source event and a changed document during setup.

Plan the implementation around the actual source systems.