Intake Desk
- Implementation
Server Based System - please perform the following configuration:
Kindly have your IT Professional configure Port 443 (or Port 80) on your server https://smartadvocate.atlassian.net/l/c/BkHN739r
Please email Implementation@SmartAdvocate.com once completed.
Your IT Professional must also whitelist the following:
3.83.67.122
34.192.57.18
12.91.67.26
73.139.220.80
Please provide Intake Desk the following
Your Smart Advocate Domain (URL)
Admin user login credentials. Intake Desk will need to check the test cases in SmartAdvocate.
The endpoints for services, file upload, and case information will be created as provided in the examples below:
/sasvc/sawebservice.svc/v2/
/CaseIntakeFileUpload/fileupload.asmx
/CaseIntakeInfo/getcaseinfo.aspx
SaaS Cloud System - you will need the tenant ID which is unique for each client and can be provided to you by request to Implementation@SmartAdvocate.com. You will use the following Post URL for your integration:
https://app.smartadvocate.com/GetCaseInfo/caserelinfoaspx.aspx
In SmartAdvocate you must implement the following:
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.
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.
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.
Each case type must have a default defendant assigned to the case types in SmartAdvocate.
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 find our videos on configuring the above items https://smartadvocate.atlassian.net/l/c/XSGW2Bf0
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.
If you have further questions about Intake Desk directly, please contact:
Marie Arnold
Implementation/Campaign Coordinator
O: (754) 227-5189 Ext. 1041
A: 4611 Johnson Road, Suite #6, Coconut Creek, FL 33073
Visit smartadvocate.com/support for other help options including how to access our Support Tracker and Daily Office Hours sessions.