How do I setup the P4W integration with Exizent?

Easily create cases in Exizent from your P4W case management system and reduce rekeying of data

To setup the integration:

1. Contact us to discuss what type of data you'd like to share between P4W and Exizent
2. We'll discuss your requirements and work with our IT partner Xperate to establish timelines for implementation and costs to setup the integration on your behalf
3. We'll arrange a demo of the integration to help you visualise how data will be shared and what the experience will be like
4. Our IT partner Xperate will build the integration to your chosen requirements
5. You'll have a chance to test the integration and make sure all data is transferring seamlessly and as expected from P4W to your Exizent case
6. When the integration is launched in P4W, you'll be able to transfer all the key people details you've entered in P4W for the deceased, executors and beneficiaries to your Exizent case to reduce rekeying and save you time