How to Forward Calls from Law Ruler to Smith.ai

Jessica Paxton Updated by Jessica Paxton

Law Ruler's lead and call tracking works seamlessly with Smith.ai services.

Only users with Law Ruler admin rights will have access to make the changes mentioned in this article.

Forward Calls to Smith.ai from your Law Ruler Tracking Number Unconditionally

If you are a Law Ruler customer using Smith.ai to handle your calls, you'll need to change the settings in your account to ensure your calls are being forwarded to Smith.ai.

This article is for those clients using call tracking in Law Ruler. If you are not using call tracking, you'll want to forward calls to Smith.ai directly from your phone system.

  1. Log into your LawRuler software.
  2. Using the blue menu on the left-hand side of the screen, click on Setup.
  3. Navigate to the Marketing Sources & Call Tracking #s page.
  4. Locate the source you'd like to forward to Smith.ai and hit the green edit button to the right of it.
  5. Click on Tracking numbers.
  6. Locate the number you'd like to forward to Smith.ai and hit the green edit button to the right of it.
  7. Add your Smith.ai number in the Forwards To field.
  8. Uncheck "Allow calls to ring in softphone."
  9. Press Save and then Yes, Save to confirm. Press Save and then Yes to confirm on the Edit Campaign window.

Forward Calls to Smith.ai from your Law Ruler Tracking Number on a Schedule

  1. Using the blue menu on the left-hand side of the screen, click on Setup.
  2. Navigate to the Marketing Sources & Call Tracking #s page.
  3. Locate the source you'd like to forward to Smith.ai and hit the green edit button to the right of it.
  4. Click on Schedule Rules.
  5. Click + Add Rule
  6. Add scheduling rules as needed making sure to include your Smith.ai number in the Forwards To field. Checking skip dialer/call queue during forwarded to directly Smith.ai. Leave this option unchecked if you want calls to be sent to your call queue first and Smith.ai as overflow.
  7. Press Save and Yes, Save to confirm. On the Edit Campaign window, press Save and Yes to confirm the changes.

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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