If enabled, SmartAdvocate cases can be create created via simple HTTP post from your web site (or third party system).
Attached is an example of the form that submits basic case information.
The fields in the below screenshot are standard fields that will go into standard SmartAdvocate case and contact (plaintiff) fields.
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If additional fields are passed they will be treated as custom fields and an attempt to match them to SmartAdvocate UDFs (User Definable Fields) will be made. The name of the custom field should match the name of the UDF exactly.
Unmatched additional fields will be appended to Incident Facts field (together with standard Case Details field).
Return Values
If the new case is successfully created the case number will be returned.
If the email or phone number matches an email or phone number used in the case created in the last 3 days the existing case number will be returned.
If the creation of the new case encounters any issues the error code with an error message will be returned.
The available fields for posting are as follows:
Id
first name
last name
phone
email
summary
paid advertisement
search engine name
entry page url
referral page url
Address
City
State
Zip
referring url
keywords
Intake Date
DOB
Gender
CaseType
Referral Lawfirm
Here is a test form using the post method to submit the request
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Here is a test post to our test server using the postman tool:
"email": "intake_609291_1600195663@inc.com",
"first name": "Test",
"last name": "30 Test",
"phone": "8583446336",
"paid advertisement": "DuncanStubbs",
"Address": "123 Test st",
"City": "Thousand Oaks",
"State": "CA",
"Zip": "91360",
"Intake Date": "2020-03-24 18:42:25",
"DOB": "01\/03\/1981",
"Gender": "Female",
"CaseType": "Talcum Powder",
"Referral Lawfirm": "DuncanStubbs",
"summary": "\n(\n [Date] => 2020-01-28 10:11:01\n [Program Name] => Test Law Talc\n [Campaign ID] => 1622\n [Caller ANI] => 1-803-334-1620\n [Phone Number] => 1-800-598-2293\n [Actual DNIS] => 1-844-386-1607\n [Disposition Type] => Order\n [Disposition] => Disqualified Lead\n [Address1] => 588 Mims St\n [Address2] => \n [City] => Edgefield\n [State\/Province] => SC\n [Zip\/Postal Code] => 29824\n [Home Phone] => 8035228441\n [Email] => NA\n [Caller First Name] => Kotestsa Nicole\n [Caller Last Name] => Dugar\n [On behalf of] => Him\/herself\n [Client First Name] => Kotestsa Nicole\n [Client Last Name] => Dugar\n [Relation] => \n [Alternative Phone Number] => 8033341620\n [Best time to reach] => Anytime\n [Address is a PO Box] => N\n [Is person deceased] => False\n [Another law firm] => No\n [Digital] => No\n [po box] => \n [DOD] => \n [Agent Id] => 11418\n [Direction] => IB\n [API ID] => \n [CSV Revision] => \n [LCS Campaign ID] => \n [Johnson Baby Powder or Shower to Shower] => Yes\n [Using Product Since] => 10 + Years\n [Used less than 4 years] => No\n [How Often] => Twice a day\n [Started using product] => 01\/01\/1993\n [Diagnosed with Ovarian Cancer] => Yes\n [Date of diagnosis] => 01\/01\/2003\n [Dx prior 2000] => No\n [Diagnosed Outside of US] => No\n [Diagnosis Age] => 22\n [Under 21] => No\n [Started Menopause] => No\/Unsure\n [Hysterectomy or Oophorectom] => None\n [Treatment received] => Unsure\n [Treatment date] => 02\/01\/2003\n [First learned about link] => 2018\n [Doctor diagnosis] => No\n [BRCA 1 & 2 Negative] => No test taken\n [Alt Number Type] => Cell\n [Consent for autodial] => Yes\n [Consent for email] => NA\n [Consent for text messages] => Yes\n [DOB] => 01\/03\/1981\n [Facility Address 3] => 471 University Parkway\n [Facility City] => Aiken\n [Facility City 3] => Aiken\n [Facility Name] => Aiken Regional Medical Centers\n [Facility Name 3] => University of South Carolina Aiken\n [Facility State 3] => South Carolina\n [Facility State] => South Carolina\n [Gender] => Female\n [Internal notes] => 8033341620\n [Opt In Alt Number] => Yes\n [Opt In Tel] => Yes\n [Tel Number Type] => Cell\n)\n"}