Vetted Intake + SmartAdvocate
For SmartAdvocate, we agree on the intake or case record, incident fields, permissions, and handoff. Then we test a sample record before launch.
What can be mapped
A new case with contact details.
Injury type, incident date, and attorney-review flag.
Conflict-check result and intake detail.
Transcript and, when recording is enabled and permitted, audio as approved records.
What can be used
Consult availability for booking.
Case and contact de-duplication data.
Routing by case type and office.
Confirm access
We confirm the supported SmartAdvocate connection method and permissions with your firm.
Map your fields
We map intake to SmartAdvocate's case fields.
Test the delivery
The firm tests the approved case-delivery workflow before go-live.
Put each qualified intake where SmartAdvocate expects it.
For SmartAdvocate, scoping confirms the intake or case record, incident fields, permissions, and handoff.
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