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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 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)

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)

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

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

How far before the call start a staff-opened case still counts as this caller's recent case to merge into

Whether others a call takes on from the same incident (a passenger, a family member) are added to the client's case as more plaintiffs; off = one plaintiff per call

When true (the default), referral-portal submissions simulate the SmartAdvocate push with a fake case number instead of writing

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

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

SA case type ID for intake cases whose matter the firm doesn't handle; used only together with intake_outside_practice_case_group_id

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

SA status TYPE id of the firm's new-lead case status; must be set together with intake_default_case_status_id

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

SA contactId the firm books 'how did you hear about us' referrals against; null = referral source goes to the free-text field only

SA status TYPE id of the referral status; must be set together with referral_case_status_id

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

Whether a referral's SSN is sent to the new SmartAdvocate contact (off until the ssnNo format is verified for the firm's instance)