sync_casesboolean required
Whether scheduled syncs pull cases (master switch; all other data depends on it)
sync_case_notesboolean required
Whether scheduled syncs pull case notes
sync_contactsboolean required
Whether scheduled syncs pull firm contacts and case-contact links
sync_calendarboolean required
Whether scheduled syncs pull calendar appointments
sync_insuranceboolean required
Whether scheduled syncs pull insurance records
sync_medical_providersboolean required
Whether scheduled syncs pull medical providers
sync_injuriesboolean required
Whether scheduled syncs pull injuries
sync_case_staffboolean required
Whether scheduled syncs pull case staff assignments
sync_liensboolean required
Whether scheduled syncs pull lien records (opt-in, default false: one API call per active case per sync)
sync_lookupsboolean required
Whether scheduled syncs refresh the SmartAdvocate picklist mirror (opt-in, default false: ~34 flat API calls per sync plus a per-parent fan-out on full syncs)
appointment_visibility_by_type_enabledboolean required
Whether the customer's per-type appointment visibility rules are enabled (exposes the settings UI)
case_status_routing_enabledboolean required
Whether the customer's case status transfer routing rules are enabled (also requires the transfer_destinations feature flag)
intake_push_enabledboolean required
Whether new-intake calls generate a draft SmartAdvocate contact + case for review (opt-in)
intake_push_mode'auto_update_auto_create' | 'auto_update_manual_create' | 'manual_update_manual_create' required
Which intake pushes happen automatically, intake_push_delay_minutes after the draft is created: auto_update_auto_create merges into the caller's staff case or creates one; auto_update_manual_create only merges and leaves callers with no staff case as drafts; manual_update_manual_create pushes nothing automatically. A developer can always push by hand while intake push is enabled
intake_push_delay_minutesinteger required
Minutes an automatic push waits after the draft is created, so a case staff open for the caller in the meantime is merged into instead of duplicated
intake_existing_case_lookback_minutesinteger required
How far before the call start a staff-opened case still counts as this caller's recent case to merge into
referral_push_dry_runboolean required
When true (the default), referral-portal submissions simulate the SmartAdvocate push with a fake case number instead of writing
intake_draft_generation_contextstring nullable
Firm-provided context injected into the intake draft extraction prompt
intake_default_case_group_idinteger nullable
Default SA case group ID for cases created from intake drafts
intake_default_case_type_idinteger nullable
Default SA case type ID for cases created from intake drafts
intake_outside_practice_case_group_idinteger nullable
SA case group ID for intake cases whose matter the firm doesn't handle (e.g. BJL's General); null = those get the default group
intake_outside_practice_case_type_idinteger nullable
SA case type ID for intake cases whose matter the firm doesn't handle; used only together with intake_outside_practice_case_group_id
intake_default_office_idinteger nullable
Default SA office ID for cases created from intake drafts
intake_default_contact_type_idinteger nullable
SA contactTypeId for contacts created from intake drafts (e.g. 10 = General); null lets SA pick its default
intake_default_defendant_contact_idinteger nullable
SA contactId of the firm's placeholder defendant (e.g. BJL's 'Doe, John') attached to created cases; null = no defendant
intake_default_incident_state_idinteger nullable
SA incident state id (GET case/incident/states) applied to created cases when extraction yields none; null = leave unset
intake_default_case_status_type_idinteger nullable
SA status TYPE id of the firm's new-lead case status; must be set together with intake_default_case_status_id
intake_default_case_status_idinteger nullable
SA status id of the firm's new-lead case status (e.g. 'Pre-Sign 01: Need to Schedule Intake'); null = leave SA's own opening status
intake_default_referral_source_contact_idinteger nullable
SA contactId the firm books 'how did you hear about us' referrals against; null = referral source goes to the free-text field only
referral_case_status_type_idinteger nullable
SA status TYPE id of the referral status; must be set together with referral_case_status_id
referral_case_status_idinteger nullable
SA status id given LAST to referral-portal cases; the firm's own SA automation sends the retainer packet when a case enters it. Null blocks real referral pushes
referral_push_ssnboolean
Whether a referral's SSN is sent to the new SmartAdvocate contact (off until the ssnNo format is verified for the firm's instance)