Delta works inside SmartAdvocate.
Delta reads and updates your SmartAdvocate cases, insurance, treatment and notes.
What Delta does in SmartAdvocate.
Reads
- Cases and case status
- Insurance and adjusters
- Medical providers and treatment
- Negotiations
- Notes and documents
Updates
- Adds case notes
- Creates tasks
- Updates case fields
Ask it things like.
- Which cases are still treating with no new medical record in 45 days?
- List every case where the policy limits are not recorded yet.
- Add a note to the Martinez case with today's settlement offer.
Connect SmartAdvocate in minutes.
- 1Ask Delta to connect it
- 2Sign in once, on its own page
- 3Delta checks it can see your cases
Here is SmartAdvocate’s sign-in.
Sign in to SmartAdvocateChecking SmartAdvocateReading 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, insurance, treatment and notes.
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 client data is never used to train, fine-tune or improve any AI model.
What does connecting SmartAdvocate cost?
Nothing extra. CaseDelta is priced per firm by account band, from $599 a month for up to 5 accounts, and every band 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.