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https://www.nikecsolutions.com/en/products/nuance-equitrac/

Server Based System - please perform the following configuration:

Kindly have your IT Professional create an FTP/SFTP site.  Here are some instructions we found on the internet:  https://www.windowscentral.com/how-set-and-manage-ftp-server-windows-10 

Once you have created your FTP/SFTP site, provide Copitrak/Equitrac with the following information: 

FTP Host

 

FTP User

 

FTP Password

 

FTP Folder Name

 

FTP Port

 

FTP Protocol

(Implicit FTP over TLS or Explicit FTP over TLS)

 

Local or UNC Path for FTP

 

Please forward the above responses to Copitrak/Equitrac. Copitrak/Equitrac will configure their portion and advise SmartAdvocate to configure ours.  Testing will be done and once testing is completed SmartAdvocate will advise you to begin using the integration.

SaaS Cloud System - we will be configuring your system for you directly and advise you once completed. We will forward the FTP information to you to submit to Copitrak/Equitrac.

Copitrak/Equitrac will provide SmartAdvocate with a report of data collected. Typically it will be in the following format:

Invoice Date

Entered/
Last Modified

Date

Num

Name

Source Name

Memo

Account

Debit

Extra

11/2/2020

11/2/2018

11/2/2018

311502

 

CBAUR03

Medical

BW Copies

1.8

 

10/31/2020

11/2/2018

10/31/2018

329671

 

CCDTC02

Expert

Color Copies

0.25

 

11/2/2020

11/2/2018

11/2/2018

301661

 

POSTAURR

Client

Postage

0.89

 

The information will be added to as follows:

Copitrak/Equitrac Field

SmartAdvocate Field

Invoice Date

Invoice Date

Entered/Last Modified

Status Date

Date

Comments

Num

Case Numbers

Name

Comments

Source Name

Payee

Memo

Comments

Account

Description

Debit

Amount

Extra

Comments

Please note, you will need to advise us directly if you wish the information above is to be located in a different field or if the status of the disbursement not be marked paid. Currently the integration will select the primary plaintiff. Kindly advise us if the integration should select the disbursement to share expenses across all clients instead.

All case costs Copitrak/Equitrac sends will be automatically uploaded to the case’s disbursement screen.

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