How to Connect Smith.ai to Clio Calendar

There are a few ways to connect Smith.ai receptionists and chat with the Clio Calendar, depending on the way your business currently uses calendars. The most straightforward way is to create one or m…

Booking Appointments for Clients and Using Clio

You can now set up a public-facing booking link with Clio calendar using the new Clio Scheduler. Learn how to connect your Clio Calendar to Smith.ai here. Questions? Contact us! If you're already a S…

How to Connect your Clio Account to Smith.ai Chat

Smith.ai's receptionists can staff live chat on your website 24/7 in addition to handling your phone calls. Now, with our Clio integration, we can immediately pass contact information and transcripts…

How to Connect Your Clio Grow Account to Smith.ai

Clio Grow is the newest addition to Clio , a popular choice for legal practice management software. With Clio Grow you can capture, qualify, and convert new potential clients for your law practice. W…

How to Connect Your Clio Manage Account to Smith.ai

How the Clio Manage + Smith.ai integration works. Connect Smith.ai to Clio Manage and have all your conversation logged in your Clio Manage account as communication logs. If the caller isn't yet a cl…

How to Use Clio Payments to Collect Payments with Smith.ai

Please note: Payment collection is not currently available for Essential plans. Smith.ai receptionists can accept payments from your law firm's clients over the phone through Clio , an industry-leadi…

How to Connect Your Clio Grow Account to Smith.ai Chat

Smith.ai Chat integrates with Clio Grow to immediately pass contact information and transcripts from chats into your client intake software. It's never been easier to keep track of and communicate wi…

Integrations: CRM, Marketing Software, and Ticketing Programs

Smith.ai integrates with most major CRMs, as well as popular marketing software and support ticketing programs. CRMs & Marketing Programs. ActiveCampaign. Agile CRM. Capsule CRM. ClientRock. Clio. Cl…

How to have Smith.ai receptionists check for conflicts

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 reques…

Payment Software Integrations

Smith.ai integrates with most major payment processing software so receptionists can easily collect payments on your behalf. We can collect payments on an ongoing basis, such as when pre-payment is r…

Calendaring Program Integrations

Smith.ai integrates with most major calendaring solutions so receptionists can book appointments and schedule call-backs directly on your calendar. At Smith.ai, we work with you to improve and grow y…

How to Connect Smith.ai to Apptoto

Your Smith.ai receptionists can book and modify appointments for you on Apptoto. This is also the solution for booking appointments on your Google Calendar, since a direct integration with Google Cal…

SMS Text Answering as a Service: The Basics

Smith.ai now offers text answering as a service. Our Live Chat agents work in tandem with AI bots to answer questions, screen leads, and schedule appointments for your business all day, every day. Wh…

Why are add-ons "per-call?" Why should I pay for this on all calls?

The short answer: Per-call pricing gives you a blended average cost of that functionality, proportional to your call plan. It also scales our costs of support for that add-on proportional to supporti…