Serve documents nationwide directly from SmartAdvocate. Proof offers real-time status tracking, chat with your server, and automated expenses management.
Getting started
Getting started
Integration setup is simple.
Interest form. Please indicate your interest in integrating Proof with SmartAdvocate by filling out this form. A teammate from Proof will reach out to you within 1 business day via email.
Approval. Once approved, the SmartAdvocate team will whitelist your firm’s account, adding the integration to your workspace.
Login. Go to https://app.smartadvocate.com/SA/login.aspx and sign-in with your SmartAdvocate credentials.
Proof tab. Navigate to the the Proof tab within the side navigation inside of any case.
Authentication. A one time sign-in is required with your firm’s API user. Your SmartAdvocate admin can provide the API username and password. If you do not have an API user, follow these steps below to create one.
Settings. Click on “integration settings” within the Proof experience to sync affidavits and invoices to your documents folder and automatically create disbursements for invoices. Must be an admin user to configure.
Submit your first job. Serve documents nationwide without leaving your case management system!
How to create an API user
How to create an API user
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 complete Authentication (step 5 in section Getting Started). Set "permission groups" field as Administrator and update the checkboxes at the bottom of the modal:
Enable API Access, Active, and Visible settings.
Do NOT enable locked, mobile application, enforce password change, and read-only settings
Step 4: Connect to Proof with the API username and password. This is a one time connection for each firm.
Integration settings (firm-wide)
Integration settings (firm-wide)
Sync documents and generate expenses automatically. Here’s how to get set up:
Go to a Case within SmartAdvocate and open the Proof tab. Click on Integration settings, then toggle on relevant settings such as:
Sending affidavits from Proof into SmartAdvocate Documents
Sending Proof invoices into SmartAdvocate Documents
Creating SmartAdvocate disbursements when there’s an invoice
Each option walks you through folder and category choices once it’s enabled. Choose Save settings when you’re done.
Note: you must be be an admin user Proof to configure Integration Settings. To check your permissions, go to https://app.proofserve.com/admin.
Creating and managing serves
Creating and managing serves
To get started, click create new serve
Next. upload your documents for service. You have 2 options:
Pull documents directly from SmartAdvocate using the dropdown on the left
Upload documents from your local folder on the right
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
🟢 on track
🟠 behind schedule
🔴 action required
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:
Active: Your current conversation with the active server and Proof Specialist.
Past: Chats from prior servers on re-dispatched serves.
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:
Approve the suggested address
Provide a new address
Continue with additional attempts at the current address
Close out the serve and obtain an affidavit of non-service
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.
Document sync
Document sync
If you turn on document sync within integration settings, Proof will push affidavits and invoices back to the documents folder within SmartAdvocate.
Invoice disbursements
Invoice disbursements
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.
Troubleshooting common issues
Troubleshooting common issues
Email missing. SmartAdvocate needs an email on your contact in SmartAdvocate. If you do not have en email, Proof may display an error like Your SmartAdvocate user account does not have an email address on file.
Self-Hosted URL. Fill out this field during authentication if your firm runs SmartAdvocate on its own servers. This is not common.
Wrong API login on Connect to Proof. Invalid username or password means the API user or password (not your personal SmartAdvocate login) is wrong; reach out to your SmartAdvocate admin.
Session expired or auth failed. If you leave your tab open for a few hours you may see a session expired error. Simply refresh your SmartAdvocate page.
Something went wrong / unexpected response. Try refrehsing your SmartAdvocate page. If this keeps happening, email Proof support below.
Still need help? Contact Proof support at support@proofserve.com