CSV Integration

Detect Client Deaths from
PracticePanther Exports — No Spreadsheet Hell

Probate case monitoring for firms on PracticePanther. Upload your matter export once — we auto-detect columns, monitor obituaries, and alert you when a client or party dies. Statute of limitations dates ride along so SOL and death context stay in one place.

OAuth Coming Q2 2026: Direct API integration in development. CSV works now.

Enterprise firm with 50+ matters? Schedule a personalized demo

PracticePanther

PracticePanther

CSV Import Ready

// Detection Keys
{
  "platform": "practicepanther",
  "detection_keys": [
    "statute_of_limitations_date",
    "assigned_to",
    "matter_id"
  ]
}
Format Auto-Detection recognizes your CSV instantly
ClioMyCasePracticePantherRocket Matter

Used by law firms nationwide16,000+ sources monitored dailyTrusted for probate & estate workflows

PracticePanther does not run obituary checks for you—teams typically export matters and search by hand. Automate death detection with this PracticePanther integration → Does PracticePanther track client deaths?, PracticePanther vs manual obituary search, PracticePanther probate obituary automation. Problem-first reads: probate death verification requirements, client dies during a case.

Who this integration is for

Firms that live in PracticePanther workflows and need death verification plus SOL awareness — especially probate, litigation, and creditor practices.

Probate & estate attorneysLitigators tracking SOL + partiesCreditor rights firmsMid-size firms on PracticePantherTeams using matter_id & assigned_to heavily

What happens when a death is detected (PracticePanther workflow)

CSV in → monitoring → alert → export back with matter_id and assigned_to intact.

1

Upload & auto-map

Export matters from PracticePanther. We detect statute_of_limitations_date, matter_id, assigned_to, and practice area columns automatically — no templates.

2

Obituary match & review

When a watched person appears in an obituary, you get an alert. Review sources and confirm. Your matter_id and assigned_to stay attached for context.

3

Export audit for the file

Generate a court-ready death audit log and export in PracticePanther-friendly CSV. Re-import or attach to the matter so your PracticePanther record reflects diligence.

See how it works

Illustrative example — your live dashboard reflects your real matters. See pricing · Integration details

Input
Matters & contacts as watches
Detection
16,000+ sources scanned 24/7
Report
Court-ready verification log
Match to review

John A. Smith

Possible obituary match — high confidence

Source: Memorial Gardens Funeral Home

Cleveland, OH · Published March 12, 2026

Matter: 2024-PROB-0892

Death verification summary

John A. Smith — Verified via Memorial Gardens Funeral Home

Watch started: Jan 8, 2026

Match detected: March 14, 2026 06:42 UTC

Confirmed by: Firm user (timestamped)

Source URL: …/obituaries/john-a-smith-2026

Export includes matter fields for re-import into your practice management system.

Example only. Live reports include full source links, match rationale, and timestamps suitable for court and compliance files.

Why PracticePanther Firms Choose ObituaryMonitor

Statute of limitations, matter IDs, and practice areas—aligned with how PracticePanther organizes work.

Statute of limitations in the loop

We recognize PracticePanther’s statute_of_limitations_date and assigned_to fields. Import deadlines with the matter so you get death alerts and SOL context in one place.

Matter-level tracking

Watches link to matter_id and assigned_to. Death alerts show which matter and who’s responsible, so you can update PracticePanther and close the loop without guesswork.

Practice area → case type mapping

PracticePanther practice areas map to ObituaryMonitor case types. Probate, estate planning, and creditor matters get the right categorization for compliance and audit logs.

Export in PracticePanther-ready format

Death audit logs export with matter_id, assigned_to, and notes so you can re-import or attach to the matter file. No duplicate data entry.

Format Auto-Detection, no setup

Upload a normal PracticePanther export. We detect statute_of_limitations_date, matter_id, and other headers automatically—no column mapping or templates.

PracticePanther Integration Features

Full CSV support with intelligent format detection

CSV Auto-Detection

Our Format Auto-Detection engine recognizes PracticePanther exports by 'statute_of_limitations_date' and 'assigned_to' headers.

Statute of Limitations Tracking

Import deadline dates directly from PracticePanther. Get alerts before critical dates pass.

Practice Area Mapping

PracticePanther practice areas automatically map to ObituaryMonitor's case types for accurate categorization.

Native Format Export

Export death audit logs in PracticePanther-compatible format for direct re-import.

How It Works

PracticePanther-Native Detection & Export

We identify your export by PracticePanther’s unique columns and export audit logs so they drop back into your workflow.

Detection keys

Our engine recognizes PracticePanther CSV by these headers (among others):

statute_of_limitations_date
assigned_to
matter_id
practice_area
Export fields

Death audit exports include PracticePanther-compatible fields for re-import or matter attachment:

matter_id
assigned_to
notes
first_name
last_name

How PracticePanther Firms Use ObituaryMonitor

📁

Probate & estate matters

Import contacts by matter from PracticePanther. Get death alerts tied to matter_id and assigned_to so you can update the file and document diligence for court.

⏱️

Statute of limitations awareness

Bring in statute_of_limitations_date with each matter. See death alerts alongside SOL deadlines so you don’t miss creditor or claim cutoff dates.

💰

Creditor and collections

Monitor debtors and interested parties. Verify death before collection action and keep FDCPA-ready audit logs that export back into PracticePanther format.

PracticePanther Integration FAQs

How do I import from PracticePanther?

Export your matters or contacts from PracticePanther as CSV, then upload the file in ObituaryMonitor. Our Format Auto-Detection recognizes PracticePanther exports by statute_of_limitations_date, assigned_to, matter_id, and other headers—no manual mapping needed.

Do you support statute of limitations dates?

Yes. We read statute_of_limitations_date from your export and associate it with each watch. You can see SOL context alongside death alerts so you stay ahead of creditor and claim deadlines.

Can I export death audit logs back into PracticePanther?

Yes. Exports include matter_id, assigned_to, notes, and name fields in PracticePanther-compatible format. You can re-import into PracticePanther or attach the audit to the matter file.

When will OAuth/direct API be available for PracticePanther?

We’re developing direct API integration for PracticePanther (targeting Q2 2026). CSV import and export work today with full format auto-detection and matter-level tracking.