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Whether scheduled syncs pull cases (master switch; all other data depends on it)

Whether scheduled syncs pull case notes

Whether scheduled syncs pull firm contacts and case-contact links

Whether scheduled syncs pull calendar appointments

Whether scheduled syncs pull insurance records

Whether scheduled syncs pull medical providers

Whether scheduled syncs pull injuries

Whether scheduled syncs pull case staff assignments

Whether scheduled syncs pull lien records (opt-in, default false: one API call per active case per sync)

Whether the customer's per-type appointment visibility rules are enabled (exposes the settings UI)

Whether the customer's case status transfer routing rules are enabled (also requires the transfer_destinations feature flag)

Whether new-intake calls generate a draft SmartAdvocate contact + case for review (opt-in)

When true, promoting an intake draft returns 409 instead of writing to SmartAdvocate

When true (and dry-run off), eligible lead-call drafts are promoted automatically after creation

Firm-provided context injected into the intake draft extraction prompt

Default SA case group ID for cases created from intake drafts

Default SA case type ID for cases created from intake drafts

Default SA office ID for cases created from intake drafts

SA contactTypeId for contacts created from intake drafts (e.g. 10 = General); null lets SA pick its default

SA contactId of the firm's placeholder defendant (e.g. BJL's 'Doe, John') attached to created cases; null = no defendant

SA incident state id (GET case/incident/states) applied to created cases when extraction yields none; null = leave unset