Blog: Integrations

Pipedrive users, say hello to even smoother sales growth. AI Receptionist now integrates seamlessly with your Pipedrive account for effortless customer management and conversion.

Juggling daily client communications and casework demands efficiency. That’s why AI Receptionist from Smith.ai now integrates with Lawmatics, saving you time and streamlining your law firm’s workflow. 

Managing client communications and casework is no small feat — especially when every missed call could mean a missed opportunity. That’s why we’re excited to announce that AI Receptionist — our AI-first call answering and intake solution — is now directly integrated with Filevine, a leading legal case management platform. Smith.ai is Filevine’s preferred partner for 24/7 call answering and intake services, and with this new integration, we’re making it easier than ever for attorneys to capture and qualify leads around the clock. 

HubSpot is one of the most popular inbound marketing software providers and has, for years, integrated with Smith.ai through our virtual receptionist services. HubSpot's platform has endless resources, software, and tools to grow your business, so it's no surprise that our clients have requested that AI Receptionist integrate with it. You asked, and we listened. AI Receptionist now integrates with HubSpot, allowing for more streamlined workflows between your calls and your HubSpot account. Data management and client follow-up just got a lot easier!

Running a successful law firm is difficult enough. Tracking client calls and maintaining client records shouldn’t come at the cost of your time. With Smith.ai’s newest MyCase integration, now it doesn’t have to. 

AI Receptionist now integrates with Clio Manage and Clio Grow to streamline call management. This integration automatically logs caller details and call summaries, eliminating manual data entry and ensuring accurate client records. Existing clients’ call details are synced with Clio Manage, keeping case records current, while new leads are routed to Clio Grow for quick intake. These integrations allow law firms to operate more efficiently, reduce administrative tasks, and provide a better client experience.

At Smith.ai, we’re constantly improving ways to keep your firm running smoothly. Today, we’re thrilled to announce our latest integration with Assembly Neos! Now, with the Smith.ai and Assembly Neos integration, every call handled by our receptionists will automatically populate in your Neos account.

Smith.ai and Make are two cutting-edge tools that help businesses automate workflows and take their operations to the next level. With the new Smith.ai and Make integration, businesses can connect Smith.ai to a wide range of apps, software, and systems, including CRMs, marketing automation platforms, and project management tools. We’re proud to be the first virtual receptionist service on Make!

Businesses of all sizes are increasingly expected to do more with less. Better data, more technology, and increased customer engagement only scratch the surface of what is needed to remain ahead of competitors today. That is why Smith.ai has launched a major upgrade to its New Call Trigger in Zapier — eliminating the need to jump between multiple sources to get the customer insights you need.