How to have Smith.ai receptionists check for conflicts

Luis Santiago Updated by Luis Santiago

Note: The Conflict Checker is currently only available for Clio, Lawmatics, and Google Sheets. If you’d like us to build it for your CRM, please let us know (we are adding CRMs based on client requests).

How to add Conflict Checker if you use Clio or Lawmatics

Here’s how to add Conflict Checker to your Smith.ai account if you use Clio Manage or Lawmatics.

  1. Set up the CRM integration. Already set up? Great, move on to step 2.
  2. Email support@smith.ai to ask for the Conflict Checker add-on.
    1. Include in this email instructions on how we should use it. For example, if it’s a legal case you might need us to ask for the adversary's name, and any related business entities to do a Conflict Check and see if you've ever represented anyone related to that case. (We can refer leads with conflicts out if you would like).
  3. In a day or so, we’ll email you back letting you know we’ve set up the Conflict Checker in your account.
We currently search all of your CRM contacts: current clients, previous clients, and leads. We can search for a first and last name or a business name, not a combination of both

How to add Conflict Checker for Google Sheets

Here’s how to have us check for conflicts in a Google Sheet

  1. Create a simple Google Sheet with first names in column a, last names in column b, and business names in column c. Rows need to include either a first and last name or a business name, not both. Ensure your Google Sheet has no empty rows between the name columns. Example:
  2. Share your sheet with this email address: conflictcheck@smithai.iam.gserviceaccount.com
  3. Email support@smith.ai to ask for the Conflict Checker Add-on using Google Sheets
    1. Include in this email instructions on how we should use it. For example, if it’s a legal case you might need us to ask for the adversary's name, and any related business entities. Then we can do a Conflict Check against your Google Sheet to see if you've ever represented anyone related to that case. (We can refer leads with conflicts out if you would like).
  4. In a day or so, we’ll email you back letting you know we’ve set up the Conflict Checker for your account.
Conflict Checker is an add-on to our phone receptionists plans, and will incur an added charge.

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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