The stakes

Only 37% of law firms use client intake software like online scheduling, e-signatures, or forms. The ones that do see over 50% more leads and revenue than the ones that don't, according to Clio's 2025 Legal Trends Report.

The gap between "interested" and "on the calendar" is where most leads disappear. A caller who has to wait for a callback has time to call the next law firm on their list. Closing that gap while they're still on the phone is the whole point.

How it works

Smith.ai can now book consultations directly onto your connected Lawmatics calendar during the call and update your Lawmatics CRM with intake details.

• Qualify and intake the caller: We screen and ask questions specific to the matter before offering a time.
• Book the consultation: We check your calendar and lock in an open slot, live on the call.
• Update CRM: A detailed call summary with contact information is sent to your Lawmatics account after the call.

With this powerful update, Smith.ai becomes a deeper partner, giving your team everything they need without lifting a finger. 

Picture this: It's 9 pm on a Thursday, and someone calls about a car accident claim. Your AI Receptionist asks a handful of questions first: their name, when the accident happened, whether they've seen a doctor, and email for the booking confirmation. Then it checks your connected Lawmatics calendar and offers Friday at 9 am for a consultation. The caller agrees and gets a confirmation email right away, plus a follow-up text.

After the call, the caller's contact info and intake details are logged in your Lawmatics account. Friday morning, your team sees the consultation on the calendar and has everything they need to prep.

The upgraded integration works the same on Virtual Receptionist plans.

Getting connected

The Lawmatics integration upgrade is live now for AI Receptionist and Virtual Receptionist clients. Connecting your Lawmatics account takes a few minutes, and you're not locked into one setup. Turn scheduling on for the caller types where it makes sense, such as new client inquiries. Also, AI Receptionist can book Lawmatics consultations itself, so there’s no per-appointment live-agent charge. 

Full setup steps are in our help center: How to Connect Your Lawmatics Scheduling Account to AI Receptionist. If you're a Virtual Receptionist client and want it connected, email support@smith.ai or call (650) 727-6484.

If you're new to Smith.ai, book a free consultation and our sales team can walk you through it.