How to connect your Filevine account to Smith.ai

Heather Perry Updated by Heather Perry

How the Filevine + Smith.ai integration works

With this integration, after every call, Smith.ai will:

  • Add calls to the Activity tab of an existing Filevine project
  • Add call details and summary notes to each activity
  • A link to the call recording and transcription (if it is turned on for your account)

This keeps your call history organized directly within Filevine.

Before You Begin

Before connecting your Filevine account to Smith.ai, you’ll need to collect the following information from Filevine:

  • Filevine Region
    Your Filevine region determines the correct API endpoint. If you’re unsure which region your account is in, contact your Filevine administrator or Filevine Support.
  • Personal Access Token (PAT)
    Filevine uses Personal Access Tokens to authenticate integrations. To learn how to generate a PAT, go here.
  • Project ID
    Identify the default project in which you want Smith.ai calls to appear. You can find this information in your Filevine Dashboard. If you’d like, you can choose to create a new project labeled “Smith.ai” so it’s easier for you to view and organize communications handled by Smith.ai.

How to Generate a Personal Access Token (PAT)
  1. Log into Filevine and select Manage My Account.
  2. From the left menu, select Access Tokens.
  3. Click + New in the top-right corner.
  4. In the New Token window:
    • Enter a unique Name (example: Smith.ai Integration)
    • Select the appropriate User
    • Click Create.
  5. Copy the token immediately and store it in a secure location. You will not be able to view it again.
  6. Edit the token expiration.
    Click the edit icon on the far right, and then click Extend Expiration. Set the expiration to 12 months.
    By default, Filevine sets tokens to expire after 3 months. If you leave the default expiration, the integration will stop working after 3 months and a new token will need to be generated.

How to connect your Filevine account to Smith.ai

Once you’ve collected all the required information from your Filevine account, you’re now ready to connect it to your Smith.ai Virtual Receptionist account.

  1. Go to your Smith.ai Virtual Receptionist Dashboard and select the “Integrations” tab. Select Filevine to begin the integration process.

  1. Complete the required form with the information you collected earlier from your Filevine account: Region, PAT, and Project ID.

  1. Click "Connect Filevine."
  2. That’s it! Once you’ve completed the last step, the integration between your Smith.ai account and Filevine will be live! All activity will go to your default project.
  3. If you'd like the below additional functionality, please reach out to us at support@smith.ai.

Smith.ai agents can transfer callers to primary

Smith.ai agents can search your Filevine instance (via APIs) to look up existing clients and route those callers to the appropriate primary on the case (attorney, paralegal, etc.).

Smith.ai agents match callers to Filevine projects

Smith.ai agents can search your Filevine instance (via APIs) to look up existing clients and route those call summaries to the appropriate project as an activity. If an appropriate project is not found (or doesn't exist), the activity will be added to the default project setup during connecting Smith.ai and Filevine.

How to see Smith.ai calls and callers in Filevine: 

To view your Smith.ai calls in Filevine, navigate to the Activity tab and view Smith.ai calls that have been logged.

You will see the caller's contact information, call details, and summary notes.

Note: The time zone that appears will match the time zone set for your Smith.ai account.

filevine smith.ai integration showing a call in the activity log

Smith.ai integration pricing note: Each plan includes one free integration. View current pricing.

Access to call recording & transcription is an additional charge. View current pricing.

Questions? Contact us!

If you're already a Smith.ai client and need help, please email us at support@smith.ai or call us at (650) 727-6484 for assistance.

If you're not yet a Smith.ai client, please schedule a free consultation to get started with our virtual receptionist services or email us at sales@smith.ai. We'll help you select the best plan to match your business’s growth goals and budget.

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