Copitrak/Equitrac

https://www.nikecsolutions.com/en/products/copitrak/

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

Your IT professional will have to 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/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/SFTP

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.

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

The information will be added to as follows:

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.