Importing/Syncing New Cases 

If the nightly sync is turned on, the firm will not have to do anything in order to import new cases or sync existing ones. The nightly sync will kick off for all firms around 8pm and will run through the night updating each firm accordingly. 

If the nightly sync is off, the firm will have to trigger the sync manually either for all cases or for each case individually by choosing one of the options below.

Regardless of how the sync is triggered, if any data in SmartAdvocate does not match the data in Case Status the case will be updated accordingly. The following attributes will be updated when the sync runs for existing cases

• Lead attorney assigned to the case
• Additional attorneys assigned to the case
• Paralegals assigned to the case
• Case description
• Practice Area
• Current stage of the case
• Case date
• Readable ID

Message & Document Syncing

All messages that have been sent by either the client or attorney/paralegal users will sync back into SmartAdvocate under the Notes section. The type will indicate whether the message was outgoing or ingoing and all messages will sync back within 2 minutes of being sent.

All documents that have been shared in Case Status will sync back into SmartAdvocate under the Documents section. Documents are syncing automatically every 20 minutes and will be found in the ‘Case Documents’ section of the matter

Additionally messaging can be sent directly from within the Smart Advocate and will post back to Case Status and thus your clients. 

Navigate to the case you wish to send a message and click the 'Note' button in the left hand corner. Then set the type to 'Plaintiff' and click the 'Shared in Client Portal' check box. Now the note will send as a message to the client. 

The message will then post to Case Status with the sender listed as the Smart Advocate user who created the note. The message will post instantly to the Case Status platform.