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Jira Integration

Project Management

Integrate CaseDocker with Jira to link legal cases with development tickets and project management workflows.

What It Does

The Jira integration enables bidirectional linking between CaseDocker legal cases and Jira issues. Legal cases can create Jira tickets for technical implementation, and Jira issues can automatically create legal review cases when needed.

Setup Steps

  1. Create Jira API Token

    Generate an API token in Jira account settings with appropriate permissions for reading and creating issues.

  2. Configure Webhook

    Set up Jira webhooks to notify CaseDocker when relevant issues are created, updated, or resolved.

  3. Map Issue Types

    Configure which Jira issue types should create cases in CaseDocker and vice versa.

  4. Set Link Rules

    Define rules for automatically linking cases and issues based on project, component, or custom fields.

  5. Test Workflow

    Create a test Jira issue and verify case creation in CaseDocker, then test reverse workflow.

Required Permissions

  • Read/Write access to Jira issues
  • Create and update Jira tickets
  • Access Jira projects and custom fields
  • Receive Jira webhook notifications

FAQs

Yes, legal cases in CaseDocker can automatically create Jira issues for technical work or development tasks.

Status changes in either system can be configured to update the linked item, maintaining synchronization.

The integration supports Jira Cloud and Jira Server/Data Center with REST API access.

Yes, filter rules can be configured based on project, issue type, labels, or custom fields.

Related Use Cases

Litigation Intake
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