SmartAdvocate
Vetted Cases + SmartAdvocate
During a signed implementation, approved intake fields can be mapped into SmartAdvocate, including incident date and liability notes.
Vetted Cases → SmartAdvocate
What can be mapped
→
A new case with contact details.
→
Injury type, accident date, and Attorney-review flag.
→
Conflict-check result and intake detail.
→
Transcript and, when recording is enabled and permitted, audio as approved records.
SmartAdvocate → Vetted Cases
What can be used
←
Consult availability for booking.
←
Case and contact de-duplication data.
←
Routing by case type and office.
How the integration works
1
Confirm access
We confirm the supported SmartAdvocate connection method and permissions with your firm.
2
Map your fields
We map intake to SmartAdvocate's case fields.
3
Test the delivery
The firm tests the approved case-delivery workflow before go-live.
Connection to confirm during scoping: SmartAdvocate API support, permissions, case fields, and approved attachments.
Put each qualified intake where SmartAdvocate expects it.
For SmartAdvocate, scoping confirms the intake or case record, incident fields, permissions, and handoff.
Book the 20-minute demo →