How to connect your Law Ruler account to Smith.ai
How the Law Ruler + Smith.ai integration works. When you connect Smith.ai with Law Ruler , all calls handled by Smith.ai’s receptionists will now appear in Law Ruler. With this integration, after eve…
How to Connect Your Lawmatics Account to Smith.ai
When you integrate your Lawmatics account with your Smith.ai receptionists, after each call, we can: Create new records. Look up and add information to existing contact records (using a phone number…
How to Connect Your HubSpot Account to Smith.ai
Thanks to HubSpot's open API, Smith.ai receptionists can make data management and client follow-up even easier for you with streamlined workflows between your callers and your HubSpot account. How th…
How to Connect Your Pipedrive Account to Smith.ai
When your Pipedrive account is connected to Smith.ai, after each call is handled by one of our receptionists, the following will automatically occur: A new contact is created with the name, phone, an…
How to Connect Your Wealthbox Account to Smith.ai
Connecting your Wealthbox account with Smith.ai means that after each call is handled by one of our receptionists, the following will automatically occur: A new contact is created with the name, phon…
How to Connect Your ActiveCampaign Account to Smith.ai
ActiveCampaign is a CRM built for small businesses, offering tools for both contact record management and marketing and sales automation. Smith.ai now integrates with ActiveCampaign so callers' conta…
How to Connect Your ClientRock Account to Smith.ai
ClientRock is client-friendly legal intake software for attorneys. Smith.ai integrates with ClientRock, which means our receptionists can complete an intake over the phone for new clients using your…
How to Connect Your MyCase Account to Smith.ai
How the MyCase + Smith.ai integration works. With this integration, after every call, Smith.ai can now: Add calls in the Call Log, under Communications. Add call details and receptionists' summaries…
How to connect your Filevine account to Smith.ai
Steps to integrate Filevine and Smith.ai. Enable Smith.ai to add calls to a specific Filevine project. Smith.ai call details and summaries will appear in that project's activity feed.
How to Connect Your PracticePanther Account to Smith.ai
How the PracticePanther + Smith.ai integration works. When you connect Smith.ai with PracticePanther, all calls handled by Smith.ai’s receptionists will now appear in PracticePanther. After every cal…
How to Connect Your Agile CRM Account to Smith.ai
Smith.ai integrates with Agile CRM so callers' contact information and post-call summaries are instantly added to your Agile CRM account after each call. Smith.ai's receptionists can also book appoin…
How to Connect Your Redtail CRM Account to Smith.ai
Smith.ai integrates with Redtail CRM so callers' contact information and post-call summaries are instantly added to your Redtail account after each call. Below, we explain how the integration works a…
How to Connect Your Lawcus CRM Account to Smith.ai
How the Smith.ai + Lawcus CRM integration works. With this integration, after every call, Smith.ai can now: Add calls in the Inbox, under Interactions. Add call details and receptionists' summaries t…
How to Connect Smith.ai to Your LawConnect (formally LawTap) Account
LawTap is an appointment booking management system, created exclusively for lawyers, law firms, and legal professionals. Their advanced booking system checks for potential conflicts and automatically…
How to Update Your Contact Information on Your Smith.ai Chat Dashboard
Need to update your contact details for your chat account? No problem! Simply log in to your dashboard and access your user settings by clicking the small circle icon in the lower-left corner. Click…
