How to use MyCase Intake Forms with Smith.ai
Another option, which we explain below, is to use an external MyCase intake form that your Smith.ai receptionists or chat agents can use. By using an intake form, we can add potential leads to your MyCase account.
- Log into your MyCase account and go to "Settings" then "Intake Forms"
- Your Contact Form is pre-built into your account, and will appear at the top of your list of intake forms. Click the edit icon in the top right corner to update the name and fields of the form:
- Customize the form to have us gather the information you want in your account. Generally, this is just Name, Email, Phone, and maybe one or two questions specific to your practice:
- Click "Save Changes" and then click on the link icon to copy your form link to your clipboard.
- Send your link to firstname.lastname@example.org with instructions on how to use it. Your link will look something like this: https://smithai.mycase.com/contact_us/6S5KAcgjW4Trtkmcot8ePa5s
That's it! Every time our receptionists take a call that fits your instructions for use, we'll fill out your contact form and the caller's information will be synced your account.
Note: Your firm will still need to approve the lead by clicking on the "Online Lead" section in MyCase and then clicking "Approve." Then, the lead will officially show up on the "Lead Status" page.
Questions? Contact us.
If you need any further assistance with this, please get in touch with Smith.ai Support at email@example.com.