Server Based System - please perform the following configuration:
Kindly have your IT Professional configure Port 443 (or Port 80) on your server. (Instructions are https://smartadvocate.atlassian.net/l/c/BkHN739r).
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 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.
The available fields for posting are as follows:
Id
first name
last name
phone
email
summary
paid advertisement
search engine name
entry page url
referral page url
Address
City
State
Zip
referring url
keywords
Intake Date
DOB
Gender
CaseType
Referral Lawfirm
Here are our developer instructions:
https://smartadvocate.atlassian.net/l/c/7784pHGt
Here is a test form using the post method to submit the request
Here is a test post to our test server using the postman tool:
"email": "intake_609291_1600195663@inc.com",
"first name": "Test",
"last name": "30 Test",
"phone": "8583446336",
"paid advertisement": "DuncanStubbs",
"Address": "123 Test st",
"City": "Thousand Oaks",
"State": "CA",
"Zip": "91360",
"Intake Date": "2020-03-24 18:42:25",
"DOB": "01\/03\/1981",
"Gender": "Female",
"CaseType": "Talcum Powder",
"Referral Lawfirm": "DuncanStubbs",
"summary": "\n(\n [Date] => 2020-01-28 10:11:01\n [Program Name] => Test Law Talc\n [Campaign ID] => 1622\n [Caller ANI] => 1-803-334-1620\n [Phone Number] => 1-800-598-2293\n [Actual DNIS] => 1-844-386-1607\n [Disposition Type] => Order\n [Disposition] => Disqualified Lead\n [Address1] => 588 Mims St\n [Address2] => \n [City] => Edgefield\n [State\/Province] => SC\n [Zip\/Postal Code] => 29824\n [Home Phone] => 8035228441\n [Email] => NA\n [Caller First Name] => Kotestsa Nicole\n [Caller Last Name] => Dugar\n [On behalf of] => Him\/herself\n [Client First Name] => Kotestsa Nicole\n [Client Last Name] => Dugar\n [Relation] => \n [Alternative Phone Number] => 8033341620\n [Best time to reach] => Anytime\n [Address is a PO Box] => N\n [Is person deceased] => False\n [Another law firm] => No\n [Digital] => No\n [po box] => \n [DOD] => \n [Agent Id] => 11418\n [Direction] => IB\n [API ID] => \n [CSV Revision] => \n [LCS Campaign ID] => \n [Johnson Baby Powder or Shower to Shower] => Yes\n [Using Product Since] => 10 + Years\n [Used less than 4 years] => No\n [How Often] => Twice a day\n [Started using product] => 01\/01\/1993\n [Diagnosed with Ovarian Cancer] => Yes\n [Date of diagnosis] => 01\/01\/2003\n [Dx prior 2000] => No\n [Diagnosed Outside of US] => No\n [Diagnosis Age] => 22\n [Under 21] => No\n [Started Menopause] => No\/Unsure\n [Hysterectomy or Oophorectom] => None\n [Treatment received] => Unsure\n [Treatment date] => 02\/01\/2003\n [First learned about link] => 2018\n [Doctor diagnosis] => No\n [BRCA 1 & 2 Negative] => No test taken\n [Alt Number Type] => Cell\n [Consent for autodial] => Yes\n [Consent for email] => NA\n [Consent for text messages] => Yes\n [DOB] => 01\/03\/1981\n [Facility Address 3] => 471 University Parkway\n [Facility City] => Aiken\n [Facility City 3] => Aiken\n [Facility Name] => Aiken Regional Medical Centers\n [Facility Name 3] => University of South Carolina Aiken\n [Facility State 3] => South Carolina\n [Facility State] => South Carolina\n [Gender] => Female\n [Internal notes] => 8033341620\n [Opt In Alt Number] => Yes\n [Opt In Tel] => Yes\n [Tel Number Type] => Cell\n)\n"}
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