GetCallerInfo

Simple interface to get call routing information based on the caller’s phone number.

Only one case and one staff member information will be returned. Open cases will be preferred to Closed. More recent (by open date) cases will be preferred if there is more than one open/closed case.

Staff member will be picked based on the configurable rules. Preferred staff member role can be configured to be different based on the case status.

Three levels:

• Default role to be returned

• Role based on the stage of the case

• Role based on the case status

Parameters

• PhoneNumber - caller's phone number.

Return Values

• CaseID - Id of the caller’s case.

• Phone - Phone number/extension of the staff member who should get the call.

• Email - Email of the staff member who should get the call.

• Open - Case Open/Closed indicator.

• Retained - Indicates if case has been retained.

• Status - Case Status

• Status Date - Date when status was set.

{
  "CaseID": 7,
  "Phone": "1234",
  "Email": "useremail@lawfirmdomain.com",
  "Open": true,
  "Retained": true,
  "Status": "Presign - Making First Contact"
  "Status date" : "12/24/2020"
}

GetCallerInfoEx

Universal interface to get call routing information based on the caller’s phone number. Returns all cases associated with the phone number (caller). Within the case information returns all staff members assigned to the case.

Parameters

• PhoneNumber - caller's phone number.

Return Values

• Cases Array

  • CaseID - Id of the caller’s case.

  • Open - Case Open/Closed indicator.

  • Retained - Indicates if case has been retained.

  • Status - Case Status

  • Status Date - Date when status was set.

  • Staff Array

    • Name - Name of the staff member

    • Phone - Phone number/extension of the staff member.

    • Email - Email of the staff member.

    • Role - Case Role of the staff member.