How to Integrate Smith.ai with Filevine

Do you use or are you considering using Filevine case management software? Explore the core features of Filevine and see how your Smith.ai receptionists can work with your Filevine forms and calendar to bring greater efficiency to your law practice.

Why Choose Filevine?

Filevine is case management software best known for its workflows, integrations, and analytics. All of the best features from top-tier project management software programs have been incorporated, so you're not stuck choosing between a case management program and a project management program like Trello, Asana, Jira, or the like. Filevine has streamlined the best of both worlds so cases are treated as projects that have clear phases, with tasks in each. Every step is customizable to suit your law firm's unique processes.

Dive into many of Filevine's core features by following the links below:

• Intuitive tasking and automated taskflow

• Project management and collaboration

• In-file client texting

• Cloud-based document management

• One-click document generation

• In-depth productivity and case monitoring

• Deep reporting functionality

• Integration with Domo for data visualization

• Integrations with top-tier document management and intake services

• Template customization for any case type

• Fast and integrated Support helplines

• Fluid and easy-to-use interface

• Responsive web design for mobile-friendly work

How to Use Smith.ai with Filevine

There are a number of ways to leverage Smith.ai and Filevine for even more efficient operations at your law practice, but there are three primary integrations that we'll focus on here, which involve lead capture, new client intake, and appointment booking.

1. Lead capture: Use Smith.ai receptionists to call back new leads

Filevine allows you to create custom integrated web forms and embed them on your website. You can use these forms to collect any information, so they're excellent to capture new leads or to intake new clients.

Integrated web forms are a new Filevine feature, so you'll need to first contact Filevine support to enable the form builder on your account. Once that's done, just build your form and embed it on your website. For example, a new lead form can be placed on your "Contact Us" page.

When new leads come in, you'll receive an email notification that a new web form submission has been made. You can auto-forward these emails to Smith.ai, and our receptionists will call these new leads back immediately, and qualify them based on your custom criteria. See #2 below, for what happens next.

2. New client intake: Have Smith.ai receptionists complete web intake forms

Once our receptionists have qualified the lead on the phone, whether it's from a web form call-back or from an incoming call, we can then proceed with client intake, if they meet your criteria. Just create another web form, this time for new client intake, and our receptionists will complete it on the caller's behalf. All we need is the link to the web form that you've embedded on your website.

3. Appointment booking: Let Smith.ai receptionists schedule meetings & call-backs on your calendar

Depending on your workflows for new leads and existing clients, you may wish for our receptionists to book appointments on your behalf. These could be new lead call-backs if a live transfer was not possible, existing client meetings, court dates, or other appointment types.

Filevine integrates with Google Calendar and Office 365. While our receptionists are not able to use Filevine to directly add events to your calendar, there is a very easy and inexpensive workaround using Calendly. Simply link your Google Calendar or Office 365 account to Calendly (which is free for one event type and very inexpensive thereafter), and then provide your Calendly scheduling link to your Smith.ai receptionists. We will book events on Calendly, and those will appear in your Filevine calendar auto-magic-ally.

Get started with Smith.ai and Filevine

If you're already a customer of Smith.ai and Filevine, just email support@smith.ai to get started with these integrations.

If you use Filevine, but you're not yet a Smith.ai customer, you can get started risk-free today, and mention that you would like to integrate your receptionists with Filevine during on-boarding. 

Please note: CRM integration and appointment booking are optional add-on services and will incur extra fees. View current pricing for these and all other add-on services.

Get in touch with Smith.ai

Do you have questions about how Smith.ai integrates with Filevine, and perhaps other programs you use at your law practice? We'd love to help you make the most of your office systems and integrate them smartly with our receptionist service. You can reach us Monday through Friday 5am – 6pm PT by phone at (650) 727-6484 or by email at support@smith.ai.