SmartAdvocate

Update Smartadvocate Settings

Changed on

Update SmartAdvocate sync settings (developer only). Creates the row if missing.

patch/smartadvocate/settings

Request

  • Base URL: https://api.openintake.ai (the document declares no server; this is the origin it was published from)
  • URL: https://api.openintake.ai/smartadvocate/settings
  • Auth: none declared

Request body

sync_casesboolean nullable
sync_case_notesboolean nullable
sync_contactsboolean nullable
sync_calendarboolean nullable
sync_insuranceboolean nullable
sync_medical_providersboolean nullable
sync_injuriesboolean nullable
sync_case_staffboolean nullable
sync_liensboolean nullable
sync_lookupsboolean nullable
appointment_visibility_by_type_enabledboolean nullable
case_status_routing_enabledboolean nullable
intake_push_enabledboolean nullable
intake_push_mode'auto_update_auto_create' | 'auto_update_manual_create' | 'manual_update_manual_create' nullable
intake_push_delay_minutesinteger nullable
intake_existing_case_lookback_minutesinteger nullable
referral_push_dry_runboolean nullable
intake_draft_generation_contextstring nullable
intake_default_case_group_idinteger nullable
intake_default_case_type_idinteger nullable
intake_outside_practice_case_group_idinteger nullable

0 clears

intake_outside_practice_case_type_idinteger nullable

0 clears

intake_default_office_idinteger nullable
intake_default_contact_type_idinteger nullable
intake_default_defendant_contact_idinteger nullable
intake_default_incident_state_idinteger nullable
intake_default_case_status_type_idinteger nullable
intake_default_case_status_idinteger nullable
intake_default_referral_source_contact_idinteger nullable
referral_case_status_type_idinteger nullable

0 clears

referral_case_status_idinteger nullable

0 clears

referral_push_ssnboolean nullable

Response

Successful Response

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)

Changes

  • fbd59b3d2df0Revision changes
    • info

      added the new optional request property

    • info

      added the new optional request property

    • info

      added the optional property to the response with the status

    • info

      added the optional property to the response with the status

  • 47c26f79c0d8Revision changes
    • info

      added the new optional request property

    • info

      added the new optional request property

    • info

      added the new optional request property

    • info

      added the optional property to the response with the status

    • info

      added the optional property to the response with the status

    • info

      added the optional property to the response with the status