Blog: Integrations

Live chat client information and transcripts will now be available in your Lead Docket account if you implement this integration.

You can now use LawTap, the appointment booking platform, alongside Smith.ai's virtual receptionist service to seamlessly onboard new clients and schedule appointments with current clients. Hand off appointment booking to us, and then just call your new or existing client at the appointed time!

Smith.ai's receptionists can staff live chat on your website in addition to handling your phone calls. Now, with our Clio Grow integration, we can immediately pass contact information and transcripts from web chats into your client intake software. It's never been easier to keep track of and communicate with new leads who connected with you online.

Smith.ai's receptionists can staff live chat on your website in addition to handling your phone calls. Now, with our Capsule CRM integration, we can immediately pass contact information and transcripts from web chats into your Capsule account as a new task, which you can then associate with a contact, opportunity, or case. It's never been easier to keep track of and communicate with new and existing contacts who visited your website.

Smith.ai's receptionists can staff live chat on your website in addition to handling your phone calls. Now, with our Lexicata integration, we can immediately pass contact information and transcripts from web chats into your CRM and client intake software. It's never been easier to keep track of and communicate with new leads and existing clients who connected with you online.

Smith.ai's receptionists can staff live chat on your website in addition to handling your phone calls. Now, with our Clio and HubSpot integrations, we can immediately pass contact information and transcripts from live chats into your CRM, intake, and marketing software. It's never been easier to keep track of and communicate with new leads and existing clients who connected with you online.

Zapier rhymes with "happier" — and that's exactly what you'll be when you use Smith.ai's new Zap to automate data capture, workflows, alerts, and tasks.

Apptoto is an online calendaring tool that makes your existing calendar (Google, Outlook, Office365, Salesforce, Clio, etc.) available online. This makes it easy to put your calendar on your website and in your email for easy booking with leads and clients. It also now means you can share your calendar with Smith.ai receptionists so we can book appointments (and follow-up on upcoming appointments) on your behalf. The result is less calendaring work for you and your team (you have more important things to do), and more qualified leads on your calendar.

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. With this integration, Smith.ai receptionists can add new leads and post-call summary notes to your Clio Grow Inbox instantly after every receptionist call.