How to Connect your Clio Account to Smith.ai Live Chat
Smith.ai's receptionists can staff live chat on your website in addition to handling your phone calls. Now, with our Clio integration, we can immediately pass contact information and transcripts from live chats into your law practice management software. It's never been easier to keep track of and communicate with new leads and existing clients who connected with you online.
How it works
When you integrate your Smith.ai Chat account with your Clio account, the following happens for you:
- New contacts are added after each chat
- Existing contacts are matched to their current record (by phone number or email)
- Chat transcripts are added to each contact's record
In Clio, a chat transcript appears in your Communications log, like this:
How to connect your Clio account to Smith.ai Live Chat
(The directions below assume you have an active Clio account. If you don't have one, go get one and then return to these directions!)
2. Click on Clio.
3. Click "Connect."
4. Review the add-on fee (at the time of writing, $.50/chat) and click "Add to plan" to accept the fee and continue with the integration.
5. You will then be taken to a screen that prompts you to log in to Clio and authorize the integration with Smith.ai Chat. Accept, and then you will be taken back to your Smith.ai Chat account.
That's it! Once your account is successfully connected to Smith.ai Chat, you'll see it listed under the "Connected" category within the Integrations menu. You can connect or disconnect integrations at any time.
Please note: CRM integration is an optional add-on service and will incur an extra fee. View current pricing for this and all other add-on services.
How to request a new integration with Smith.ai Live Web Chat
Clio is just one of the integrations that we have enabled for Live Chat. From CRMs to online calendaring programs, we build integrations based on client demand. Please take a look at all of our active integrations here, and then if you don't see the program you use, request a new integration. We will do our best to implement it for you!
Questions? Contact us!
Would you like more information on the Clio integration before you get started? We're here to help you get the most out of your Smith.ai receptionists through smart software integrations and workflows. Please get in touch with us at firstname.lastname@example.org or call us at (650) 727-6484. We're here Monday through Friday, 5am – 6pm PT / 8am – 9pm ET.