Blog: Integrations

ClientSherpa is client-friendly legal intake software for attorneys. Smith.ai now integrates with ClientSherpa, which means our receptionists can complete intake over the phone on behalf of new clients using your ClientSherpa forms. We can also schedule consultation appointments for you and other attorneys at your firm, because ClientSherpa integrates directly to your calendar. If you already thought intake was easy with ClientSherpa, just wait until it's even more streamlined with our receptionists.

Smith.ai has long been known for its integrations with contact management (CMS/CRM), business management, marketing, ticketing, calendaring, and billing software. We prioritize integrations because they drive efficiency. When your records, calendar, support tickets, invoices, and intake forms are synced with Smith.ai, you can spend less time on data entry and post-call follow-up work, which leaves you free to focus your valuable time on revenue-generating work. Now, you can see every integration partner on one handy page. It's never been easier to take full advantage of Smith.ai's integrations. Learn more about currently available integrations and how integrations work at Smith.ai.

Wealthbox is a modern, web-based CRM for financial planners and wealth advisors. Smith.ai now integrates with Wealthbox so each call handled by a Smith.ai receptionist is documented in your Wealthbox account immediately after the call. New contacts are automatically created, and each call summary is logged as a new note for a contact (new or existing).

Combine Keypad's call recording feature with Descript's audio transcription service for the most affordable, fastest, and easiest way to generate call transcripts. Whether you need transcripts to monitor customer support or sales teams' calls, for court depositions, or any other business purpose, combining these two programs means never having to wait for expensive, slow call-transcription services again.

Pipedrive is a popular sales management tool (CRM) for small businesses focused on activity-based selling. Smith.ai now integrates with Pipedrive so each call handled by a Smith.ai receptionist is logged in your account immediately after the call. Both a contact and an activity record are added, making it easy to identify progress and next steps for each deal.

Tune in to hear Maddy Martin, Smith.ai's head of marketing and partnerships, discuss how the Clio and Smith.ai integration works. Plus: Learn how to get the most out of your Smith.ai receptionist services, both as a stand-alone service and in combination with Keypad, our cloud phone system.

71% of consumers are more satisfied when they're given the option to make an online payment, and legal services are no exception.. Clients are still just consumers, after all, and legal services are just another type of transaction. Learn from Sarah Schaaf, CEO and co-founder of legal payment provider Headnote, why accepting online payments will be a major leap forward for your law practice, resulting in greater profitability, professionalism, and productivity.

Smith.ai has partnered with CPACharge to help CPAs run more profitable financial planning firms by helping them collect more of their earnings.

At Smith.ai, we're constantly adding new CRM integrations so your systems stay in sync and your business runs more efficiently. Our receptionists can now add and update existing contacts in ActiveCampaign, as well as add call summaries as notes in contacts' records. All of this happens instantly after each call.

Agile CRM is a popular sales, marketing automation, and customer service tool. Smith.ai now integrates with their software so callers' contact information and call summaries are instantly added to your Agile CRM account. Our receptionists can also book appointments directly in your Agile CRM calendar.

Often used in conjunction with Infusionsoft, AppointmentCore allows you to automate your appointment bookings and sync them with your Google or Outlook calendar, your GoToMeeting account, and the client's Infusionsoft record. Smith.ai's receptionists can now book appointments on behalf of your prospects and clients using your custom booking links.

Do you use Infusionsoft to manage client records, cases, and marketing campaigns? Smith.ai can now send data to your account immediately after wrapping up a call, so your data is in sync.

Your Smith.ai receptionists can interact with your HubSpot account in many ways, including looking up contacts, adding new contacts, updating existing contacts, and adding "call" events with summary notes.

Smith.ai has partnered with LawPay to help attorneys run more profitable law practices by helping them collect more of their earnings.

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.

Whether you're looking for your first CRM or eager to switch to a new practice management solution, law firm management software is more powerful and capable than ever. Here is our comprehensive guide to the best legal CRMs on the market, with options suited to every budget.

Not only does Smith.ai now integrate with Housecall Pro, but Smith.ai clients also get a special discount on Housecall Pro plans!

YouCanBook.me is online scheduling software that allows your clients to book appointments with you and integrates with your existing Google or Microsoft calendars. Smith.ai now integrates with YouCanBook.me, so our receptionists can book appointments for your callers. Callers will see their appointment with you on their calendar, and you'll see their appointment on yours. Here's how to get set up!

Schedulista is a popular online scheduling tool that allows your clients to book appointments with you. It syncs with their calendar and yours. Smith.ai now supports scheduling through your Schedulista account, so our receptionists can book appointments for your callers. Here's how to set this up.

Do you use Appointy to schedule and track your appointments online? Your Smith.ai receptionists can now book appointments directly on your Appointy calendar.