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Smith.ai

Easily transfer new leads to Lawmatics and update existing
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New Leads Dashboard

Smith.ai integration overview

Let Smith.ai complete Lawmatics intake forms over the phone with your new clients (or via web chat). With Smith.ai and Lawmatics connected, you’ll automatically see updates in your Lawmatics account: new contacts will be created and existing contacts will be updated after each call, complete with the post-call summary notes.

Here’s what you get with this Lawmatics integration:
  • Generate new contacts in Lawmatics with Smith.ai using Lawmatics intake forms
  • Integrate Lawmatics with Smith.ai’s web chat
  • Schedule appointments directly in your Lawmatics calendar using virtual receptionist

Smith.ai integrates with these Lawmatics features

Intake
Custom forms
Scheduling

Integration features

Contact transferring

Whether from phone calls or web chats, Smith.ai virtual receptionist syncs seamlessly with Lawmatics to transfer over any new leads. While Smith.ai handles your intake, your pipeline stays up to date in Lawmatics.

Appointment scheduling

Using Lawmatics booking links or booking requests from within an intake form, the Smith.ai team can book a consultation or other meeting with your leads/clients, directly in your Lawmatics calendar.

Details

Built by

Smith.ai
Category

Reception, Chatbots, and Intake

Requirements

Lawmatics subscription

Works with all Lawmatics plans
Lawmatics account permissions

No permissions required
Smith.ai account permissions

No permissions required
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