Captorra

https://www.captorra.com/

If you haven't already created an account, please reach out to Chris O’Brien from Captorra (CObrien@Captorra.com) and set up your account.

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

Have your IT Professional provide Captorra with the following information:

Once you have forwarded Captorra the above information, Captorra will configure their side and advise SmartAdvocate to complete the integration.  

In SmartAdvocate you must implement the following:

1. 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.

2. 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.

3. 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.

4. Each case type must have a default defendant assigned to the case types in SmartAdvocate.

5. 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 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.