Copitrak/Equitrac

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

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

Server Based System - please perform the following configuration:

Kindly have your IT Professional 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 Host
FTP User
FTP Password
FTP Folder Name
FTP Port
FTP Protocol (Implicit FTP over TLS or Explicit FTP over TLS)
Local or UNC Path for FTP

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.

SaaS Cloud System - we will be configuring your system for you directly and advise you once completed. We will forward the FTP information to you to submit to Copitrak/Equitrac.

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

Invoice Date	Entered/ Last Modified	Date	Num	Name	Source Name	Memo	Account	Debit	Extra
11/2/2020	11/2/2018	11/2/2018	311502		CBAUR03	Medical	BW Copies	1.8
10/31/2020	11/2/2018	10/31/2018	329671		CCDTC02	Expert	Color Copies	0.25
11/2/2020	11/2/2018	11/2/2018	301661		POSTAURR	Client	Postage	0.89

The information will be added to as follows:

Copitrak/Equitrac Field	SmartAdvocate Field
Invoice Date	Invoice Date
Entered/Last Modified	Status Date
Date	Comments
Num	Case Numbers
Name	Comments
Source Name	Payee
Memo	Comments
Account	Description
Debit	Amount
Extra	Comments

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.