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If you haven't already created an account with Intake Desk, please reach out to Marie Arnold from Intake Desk (MArnold@IntakeDesk.com) and set up your account.
Server Based System - please perform the following configuration:
Kindly have your IT Professional configure Port 443 (or Port 80) on your server . (Instructions are https://smartadvocate.atlassian.net/l/c/BkHN739r)
Please email Implementation@SmartAdvocate.com once completed.
Your IT Professional must also whitelist the following:
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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
Please advise us if we should not create a case if a new case was created in the last 24 hours with the exact same caller's name, phone number, email address and case type if you are using another integration in tandem.
If you have further questions about Intake Desk directly, please contact:
Marie Arnold
Implementation/Campaign Coordinator
O: (754) 227-5189 Ext. 1041
A: 4611 Johnson Road, Suite #6, Coconut Creek, FL 33073