Hi - Cam said to talk to you both about an issue we have with ACTS law firm - our VSS team enters data for invitees they conduct into LawRuler - ACTS wants that information in Smart Advocate as well - to avoid duplicate work of entering the same info into LawRuler and then again into Smart Advocate Cam says you both might have a solution where data can reside in Law Ruler and then API to Smart Advocate? Happy to discuss further -
Hi @Michael Brunet. We could probably create an api integration/automation like we do for delivering leads to clients. we'd just need the details, and then we'll have to figure out when and where we can fit it in.
Okay let me know what information you need thanks
Also can we get myjahnee@toetintakeprofessionals.com added to Shield Legal slack thanks