SmartAdvocate

Update Smartadvocate Settings

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

patch/smartadvocate/settings

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

appointment_visibility_by_type_enabledboolean nullable

case_status_routing_enabledboolean nullable

intake_push_enabledboolean nullable

intake_push_dry_runboolean nullable

intake_push_automaticboolean nullable

intake_draft_generation_contextstring nullable

intake_default_case_group_idinteger nullable

intake_default_case_type_idinteger nullable

intake_default_office_idinteger nullable

intake_default_contact_type_idinteger nullable

intake_default_defendant_contact_idinteger nullable

intake_default_incident_state_idinteger 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)

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_dry_runboolean required

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

intake_push_automaticboolean required

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

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_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

Changes

No recorded changes to this endpoint across all 1 revision of this API.