Proof x SmartAdvocate Integration Guide

Integration setup is simple.

Step 1: Click on the Admin menu in top right, then select Users

Step 2: Click on New User

Step 3: Fill out the form and save the login name and password. This will be used to connect to Proof to authenticate (step 3 above). Set permission groups as Administrator

Step 4: Enable API Access, Active, and Visible settings

Step 5: Do NOT enable locked, mobile application, enforce password change, and read-only settings

Step 6: Add a primary email to your user's SmartAdvocate contact. Proof uses it to link to existing Proof accounts or provision new ones. Open the user's contact in SmartAdvocate, add an email, and set Primary to Yes.

Step 7: Connect to Proof with the API username and password. This is a one time connection for each firm.

Sync documents and generate expenses automatically. Here’s how to get set up:
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Go to a Case within SmartAdvocate and open the Proof tab. Click on Integration settings, then toggle on relevant settings such as:

Each option walks you through folder and category choices once it’s enabled. Choose Save settings when you’re done.
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Note: you must be an admin user Proof to configure Integration Settings. To check your permissions, go to https://app.proofserve.com/admin.

To get started, click create new serve

Next. upload your documents for service. You have 2 options:

After uploading your documents, Run Autofill. Proof will extract data from your documents and pre-fill the entire job form eliminating the need for manual data entry and saving you time!

Job details are auto-populated by Autofill. Review for accuracy, then add a credit card to pay for service.

Servee details like servee name, servee type, and address are also auto-populated by Autofill. If you'd like to pre-authorize ordering a skip trace in the event of a bad address, simply check the box.

Select a serve speed as well as any add-ons like mailing of service documents. You can also create job specifications to ensure your jobs are execute to preference.

Last step - submit the serve! Once submitted, a nearby server will claim the job and begin attempts based on the serve speed selected.

The serve table provides an overview of status for each serve on the case. At a glance you can see the overall health

Click on the servee name to see more detail attempts notes, chat with your server, review affidavits, and more!

Serve tracker provides a clear overview of what is happening now and what's happening next. Use the timeline to get a sense for timing of each step.

Chat: Stay in the loop across every server who touches a serve. Chat now includes two tabs:

See all chats across all servers chronologically, along with key events like attempts and reassignments.

Quick Actions. When action is needed—like a bad address—quick action buttons let you resolve the issue in one click:

Documents center gives you visibility into every document tied to a serve - like files uploaded for service, skip traces reports, or servee photos. You can also upload your own documents and preview files without leaving your case management system.

Affidavits tab. View and download your affidavit directly in Proof. If attempts are made by multiple servers, you may see multiple affidavits associated with the servee. If you spot an issue with the affidavit, simply flag the job and our team will review the request.

If you turn on document sync within integration settings, Proof will push affidavits and invoices back to the documents folder within SmartAdvocate.

Turn on invoice disbursement within "integration settings" to automatically generate invoice disbursements in the Expenses tab. When enabled, Proof will record expense activity whenever an invoice is generated.

Still stuck after checking self‑hosted URL format with your admin? Contact Proof support.