--- title: "Get Smartadvocate Settings" method: GET path: "/smartadvocate/settings" tags: ["SmartAdvocate"] --- # Get Smartadvocate Settings `GET /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 Get customer-scoped SmartAdvocate sync settings (developer only). Returns defaults (everything synced) if the customer has no settings row. ## Response `200` Successful Response - SmartAdvocateSettingsResponse: Customer-scoped SmartAdvocate sync settings (developer only). - `sync_cases` boolean, required: Whether scheduled syncs pull cases (master switch; all other data depends on it) - `sync_case_notes` boolean, required: Whether scheduled syncs pull case notes - `sync_contacts` boolean, required: Whether scheduled syncs pull firm contacts and case-contact links - `sync_calendar` boolean, required: Whether scheduled syncs pull calendar appointments - `sync_insurance` boolean, required: Whether scheduled syncs pull insurance records - `sync_medical_providers` boolean, required: Whether scheduled syncs pull medical providers - `sync_injuries` boolean, required: Whether scheduled syncs pull injuries - `sync_case_staff` boolean, required: Whether scheduled syncs pull case staff assignments - `sync_liens` boolean, required: Whether scheduled syncs pull lien records (opt-in, default false: one API call per active case per sync) - `sync_lookups` boolean, 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_enabled` boolean, required: Whether the customer's per-type appointment visibility rules are enabled (exposes the settings UI) - `case_status_routing_enabled` boolean, required: Whether the customer's case status transfer routing rules are enabled (also requires the transfer_destinations feature flag) - `intake_push_enabled` boolean, 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_minutes` integer, 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_minutes` integer, required: How far before the call start a staff-opened case still counts as this caller's recent case to merge into - `intake_additional_plaintiffs_enabled` boolean: 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 - `referral_push_dry_run` boolean, required: When true (the default), referral-portal submissions simulate the SmartAdvocate push with a fake case number instead of writing - `intake_draft_generation_context` string, nullable: Firm-provided context injected into the intake draft extraction prompt - `intake_default_case_group_id` integer, nullable: Default SA case group ID for cases created from intake drafts - `intake_default_case_type_id` integer, nullable: Default SA case type ID for cases created from intake drafts - `intake_outside_practice_case_group_id` integer, 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_id` integer, 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_id` integer, nullable: Default SA office ID for cases created from intake drafts - `intake_default_contact_type_id` integer, nullable: SA contactTypeId for contacts created from intake drafts (e.g. 10 = General); null lets SA pick its default - `intake_default_defendant_contact_id` integer, 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_id` integer, 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_id` integer, 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_id` integer, 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_id` integer, 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_id` integer, nullable: SA status TYPE id of the referral status; must be set together with referral_case_status_id - `referral_case_status_id` integer, 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_ssn` boolean: 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 - **2026-11-02** `de90a8dcbc07`: 1 info - added the optional property `intake_additional_plaintiffs_enabled` to the response with the `200` status - **2026-10-19** `fbd59b3d2df0`: 2 info - added the optional property `intake_outside_practice_case_group_id` to the response with the `200` status - added the optional property `intake_outside_practice_case_type_id` to the response with the `200` status - **2026-10-16** `47c26f79c0d8`: 3 info - added the optional property `referral_case_status_id` to the response with the `200` status - added the optional property `referral_case_status_type_id` to the response with the `200` status - added the optional property `referral_push_ssn` to the response with the `200` status - **2026-09-30** `bba1521500af`: 2 breaking, 1 info - removed the required property `intake_push_automatic` from the response with the `200` status - removed the required property `intake_push_dry_run` from the response with the `200` status - added the required property `intake_push_mode` to the response with the `200` status - **2026-09-28** `cb38229a1f17`: 2 info - added the required property `intake_existing_case_lookback_minutes` to the response with the `200` status - added the required property `intake_push_delay_minutes` to the response with the `200` status [Operation history](https://skmtc.dev/openintake/apis/openintake-api/changes/smartadvocate/settings/get.md) --- [API](https://skmtc.dev/openintake/apis/openintake-api.md) - [All operations](https://skmtc.dev/openintake/apis/openintake-api/llms.txt) - [OpenAPI document](https://skmtc.dev/openintake/apis/openintake-api/revisions/de90a8dcbc07?raw)