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Your IT professional will have to create an FTP/SFTP site. Here are some instructions we found on the internet:
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Once you have created your FTP/SFTP site, provide PM Legal with the following information:
FTP/SFTP Host
FTP/SFTP User
FTP/SFTP Password
FTP/SFTP Folder Name
FTP/SFTP Port
FTP/SFTP Protocol (Implicit FTP over TLS or Explicit FTP over TLS)
Local or UNC Path for FTP FTP/SFTP
For the integration you will need to complete PM Legal’s online form with correct file numbers from cases within SmartAdvocate..
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