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In SmartAdvocate you must implement the following:
Your SmartAdvocate case types must match the case types which are being transmitted exactly. If the integration cannot find a match, the integration will select a general negligence case type in SmartAdvocate.
Each case type must have a generic sub-type labeled as “Unknown”. If unknown is not an available option under case sub type in SmartAdvocate, the integration will select a random case sub-type. You can also the vendor provide the information for case sub type and have the integration pass this information if it is available association with the case type.
Each case type you will be using for the integration must have a default status. This will allow you to change the status accordingly and kick off any associated work plans or automated campaigns configured in SmartAdvocate after the case is imported.
Each case type must have a default defendant assigned to the case types in SmartAdvocate.
Each question being transmitted must have an exact corresponding user defined field in SmartAdvocate's case wizard. If a question does not match it will be added to a comment field which may not be desirable for reporting purposes.
Please find our videos on configuring the above items https://smartadvocate.atlassian.net/l/c/XSGW2Bf0
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If you have further questions about Alert Communications directly, please contact:
Tom Ball
SVP, Business DevelopmentJosh Kluge
Vice President, Revenue & Partnerships
Alert Communications
Call, Intake & Contract Services for Law Firms
805715-844410-3002 0077 cell805-477-3557 direct
Josh.Kluge@AlertCommunications.com
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