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CaseDelta

Delta works inside SmartAdvocate.

Delta reads and updates your SmartAdvocate cases, plaintiffs, insurance, medical providers and negotiations.

What Delta does in SmartAdvocate.

Reads

  • Cases, case types and status
  • Plaintiffs and their medical providers
  • Insurance, adjusters and policy limits
  • Negotiations, settlements and liens
  • Notes, tasks and documents

Updates

  • Adds case notes
  • Creates tasks
  • Updates case fields

Ask it things like.

  • Which cases have no policy limits recorded on the insurance page?
  • Which cases still in treatment have no medical records request in 45 days?
  • Add a note to the Abernathy case with today's settlement offer.

Connect SmartAdvocate in minutes.

  1. 1Ask Delta to connect it
  2. 2Sign in once, on its own page
  3. 3Delta checks it can see your cases

SmartAdvocate questions.

Does CaseDelta work with SmartAdvocate?

Yes. You sign in once on SmartAdvocate's own sign-in page. Delta reads and updates your SmartAdvocate cases, plaintiffs, insurance, medical providers and negotiations.

Does it need SmartAdvocate's API?

No. Delta signs in with the same SmartAdvocate account your team uses, so there is nothing to install or configure in SmartAdvocate.

Can Delta update SmartAdvocate, or only read it?

Both. In SmartAdvocate, Delta adds case notes, creates tasks and updates case fields.

Is my SmartAdvocate data safe?

Yes. Each firm's data is isolated, and every request Delta makes is scoped to one firm. Your data is never used to train, fine-tune, or improve any AI models, ensuring complete user privacy.

What does connecting SmartAdvocate cost?

Nothing extra. CaseDelta is priced per user, from $139.99 a month, and every plan includes every system you connect.

How long does it take to connect SmartAdvocate?

Minutes. You ask Delta to connect a system, sign in once on its own page, and Delta is working the same day.
How we protect client data

See it on your
own cases.