TAPI 3 Phone Integration with LawMaster

Modified on Wed, 3 Apr at 2:12 AM

This will allow selecting a number on a screen and the phone call to be triggered. It will not recognise a number from someone dialling in. 


Step-by-step guide


With regards to setting it up with LawMaster, the steps are as follows: 

  1. The phone system needs to be TAPI 3 compliant. 
  2. The TAPI 3 compliant driver needs to be installed on each PC that you want to make calls from LawMaster with.
    This driver is usually supplied by your telephony provider. 
  3. Enter the following information for your TAPI Telephony system in LawMaster: 
    1. Go to Parameters > Set Parameters > Miscellaneous > Processing Options
      1. TAPI Device – This is required to set up LawMaster to support dialling of a telephone from within LawMaster. The name of TAPI device should be entered here. 
      2. Place before phone no – Most PABX’s require you to dial a ‘0’ or a ‘9’ to select an outside line. (<> can be added to include the matter number) e.g. *60#<>#0 
      3. Place after phone no – This field will add the entered characters after the phone number. (<> can be added to include the matter number) 
    2. Make sure that the 00-TAPI parameter exists and the flag is set to Y: 
      1. Go to Parameters > Set Parameters > Miscellaneous > Maintain type '00' parameters directly 
      2. Make sure an entry exists like so with the Flag field set to Y:

         
  4. The integration basically allows the user to: 
    1. From an entity, right click and select Phone. 
    2. A phone number dialog box is presented for that entity and the user selects the number they want to call.
    3. When they click OK the phone call is initiated.

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