Previously Available Integrations (v2020)

ApexChat – Website Chat Service. Get new cases created from ApexChat leads automatically. https://www.apexchat.com/

AssureSign – Electronic Signature Solution. Create your eSignature documents using SmartAdvocate Template Editor. Send documents for signature via email or text directly from SA. Get signed documents automatically uploaded to SA. https://www.assuresign.com/

CallRail – Tracking and analytics for phone calls and web forms. Automatically assign referral sources based on the dialed phone number. https://www.callrail.com/

Cotiviti (Verscend) - Medical Records Retrieval Service. Request medical records directly from SA and get the received records automatically sent to SA. https://www.cotiviti.com/

Deitz Court Reporting – Court reporting services. Receive deposition transcripts directly in SmartAdvocate. http://deitzcourtreporting.com/

Diamond Reporting & Legal Video – Court reporting services. Receive deposition transcripts directly in SmartAdvocate. http://www.diamondreporting.com/

eLaw – eDocket, eCalendaring, Calendar e-watching and e-copying Service. Get court appointments directly to your SA (and Outlook) calendar. http://www.e-law.com/

Intake Conversion Experts - Experts in Legal Intake and Lead Conversion. Get new SmartAdvocate cases created from ICE leads automatically. http://intakeconversion.com

Legal Intake Professionals – Legal Answering Service & More. Get new cases created from LIP leads automatically. http://www.legalintake.com/

Legal Monkeys - Medical Records Retrieval Service. Request medical records directly from SA and get the received records automatically sent to SA. http://legalmonkeys.com/

Legalex - Litigation Support Service. Legalex handles all types of service of process assignments, no matter how voluminous, difficult, or complex. Submit documents to Legalex directly from SA. Get documents and costs automatically uploaded to SA. https://www.legalexllc.com/

MASSIVE - the nation's leading independent provider of healthcare Lien Resolution and Medical Cost Projection Services, including Medicare Set-Asides. http://www.gomassive.com/

MessageMedia – Texting Service. Send and receive text messages directly in SmartAdvocate. http://www.messagemedia.com/

National Record Retrieval – Medical Records Retrieval Service. Request medical records directly from SA and get the received records automatically sent to SA. https://www.nationalrr.com/

NexaComm – Phone System/PBX. Click-to-Dial, screen-pop, automatic voice mail attachment to cases. Automatically assign referral sources based on the dialed phone number. https://www.nexacomm.com/

Ngage – Website Chat Service. Get new cases created from Ngage leads automatically. http://www.ngagelive.com/

Persist – Automated Lead Communications Service. Follow-up on your leads using automatic calling, IVR, voicemails, email and text. Fully integrated with SmartAdvocate's contacts, cases and statuses. http://forpersist.com/

PM Legal/inSync – Litigation Support Service. Handle trial prep, process service, investigations, surveillance and statements. Processes summons & complaints, affidavits of service, index numbers and more. Get documents and bills directly to you and automatically uploaded to SA. Get index number directly into SA. http://www.pmlegal.com/

QuickBooks – Accounting Software. Two-way synchronization for case disbursements (expenses).

RingCentral – Phone System. Click-to-dial and screen-pop supported with Ring Central client software running on workstation. Texting is also supported. Send and receive text messages directly in SmartAdvocate.
https://www.ringcentral.com/

Telemetrics - Powerful Enterprise Call Analytics. Automatically assign referral sources based on the dialed phone number. https://telmetrics.com/

XeeBee - Medical Records Retrieval Service. Request medical records directly from SA and get the received records automatically sent to SA. https://xebee.com/