New! AI Receptionist Now Integrates with Filevine

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. 

With this new integration, AI Receptionist call summaries and contact details will automatically be added to Filevine projects. No manual data entry — just streamlined workflows and well-organized client information.

AI Receptionist + Filevine integration: Instant & precise

This Filevine integration eliminates the back-and-forth of transferring call details to your case management system. AI Receptionist ensures that every call is documented and easily accessible within your Filevine account. 

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• Never miss a lead: Smith.ai handles conversations and pre-screens leads for you 24/7, giving your firm a competitive advantage.
• Save time: AI Receptionist handles routine admin tasks such as call handling, lead qualification, and scheduling, sharing detailed updates and summaries to your Filevine account.
• Improve client experience: Ensure client satisfaction by keeping client information accurate and up-to-date, allowing you to respond faster with access to summaries and key details all in one place. 

How to use the Filevine integration

Follow our guide for connecting and using the Filevine integration: How to Connect Your Filevine Account to AI Receptionist.

Choose Smith.ai for simplified call management

We understand how valuable your time is. That’s why we’re introducing this Filevine integration — to help you spend less time on admin work and more time practicing law.

With AI Receptionist, you get 24/7 inbound call handling, appointment scheduling, flexible call routing, lead qualification, client intake, custom greetings, FAQs, and 24/7 human backup. We’re here to help your firm run smoothly.

To learn more, schedule a consultation or reach out to hello@smith.ai.