/
Case Intake Data

Case Intake Data

Owned by SmartAdvocate Training Team
Last updated: Feb 27, 2024 by Michael DeCapua
1 min read

About Case Intake Data

CAMG, Captorra, Intaker Conversion Experts, Intake Desk, Intaker, Legal Fulfillment and Velawcity are SmartAdvocate integration partners.

To view Case Intake Data:

  1. Select Tools from the main menu.

  2. Select Integrations.

  3. Select Case Intake Data.

  4. Select the date range.

  5. Sort or Filter by any of the columns.

  6. To Export the list, select from the options .pdf , .xls , or .rtf .

    image-20240227-124910.png

Related Pages

Available Integrations and Partners

Captorra Intake Conversion Expert Intake Desk Legal Fulfillment Group Velawcity

 

Visit smartadvocate.com/support for other help options including how to access our Support Tracker and Daily Office Hours sessions.