October 24, 2018

Smith.ai Now Integrates with Lawmatics

Lawmatics is a brand new marketing automation, contact management (CRM), and intake platform, built by lawyers and for lawyers. It allows you to capture and convert more leads, improve responsiveness to prospective and existing clients, automate workflows to expedite routine tasks (like document signing), and much more.

If you're using Smith.ai Virtual Receptionists to answer and return your calls, you can now hand off yet another routine task to us. Just share the links to your intake forms and provide directions for proper use, and we'll complete the form over the phone with your new clients. And of course, when your Smith.ai and Lawmatics accounts are connected, you'll automatically see updates in your Lawmatics account: new contacts will be created and existing contacts will be updated after each call.

Running and growing your law practice just got a heck of a lot easier, more efficient, and more effective. Read on to get the full scoop and directions for connecting your accounts.

How the Lawmatics & Smith.ai integration works

When you integrate your Lawmatics account with your Smith.ai receptionists, after each call, we can:

  • Create new records
  • Look up and update existing contact records (using a phone number or email address)
  • Add post-call summary notes to contact's records after every call
  • Complete intake forms based on your custom directions

Here's an example of what you will see within a contact record when a post-call note is created:

You'll also see all of these activities logged in each contact's activity stream.

Not only does this integration save you time, but it also reduces the chance of data entry errors when copying caller information from your post-call summary notes. Plus, if you have workflows that trigger upon the creation of a new record creation or the completion of an intake form, those will be instantly activated without delay.

Below, we explain how to implement this integration at your law practice.

How to connect your Lawmatics account to Smith.ai

If you're already a Lawmatics user, getting started is easy: Just send an email to support@smith.ai to request your unique integration URL, using the subject line "Lawmatics integration." A member of our Support team will get back to you typically within one business day.

As soon as your Lawmatics and Smith.ai accounts are synced, you'll start seeing new records added, existing records updated, and new intake forms completed in your Lawmatics account, right after calls are completed. You will continue to see post-call summaries via email, text, or Slack (based on your Smith.ai setup), so you're fully in tune with all work being completed.

How to share Lawmatics intake forms with Smith.ai

If you'd like your Smith.ai receptionists to complete intake for your firm using your Lawmatics forms, please share all relevant forms with us by emailing each form URL to us at support@smith.ai.

Here's how to retrieve your intake form URLs:

1. Log in to your Lawmatics account at https://app.lawmatics.com

2. Click on "Assets" and then select "Custom Forms."

3. Click on the "Share" icon

4. Click "Copy" and send the link to us at support@smith.ai. Or, simply type in "support@smith.ai" in the "email address" field, enter your message to us as the "email body," and click "Email Form."

Note: Please be sure to include directions for completing intake using each specific intake form you provide, including how to identify and qualify new leads as good potential clients for your firm. (Meaning, Smith.ai's receptionists can ask qualifying questions before completing intake so only those clients who "pass" those initial questions will move on to the "intake" stage.) Also, indicate any preferences for scheduling consultations, if you'd like us to take care of that step, too. For example, you may prefer that your receptionists only schedule new consultations on Thursday and Friday mornings.

Please note: CRM integration and custom intake are typically additional services that incur extra fees on top of Smith.ai's base pricing. You can view pricing for these and all other add-on services on our Pricing page. Please also refer to our Reasonable Use policy.

Contact Smith.ai for assistance

Want to discuss how to get more out of Lawmatics and Smith.ai? We're happy to discuss best practices for implementing this integration. Please reach Smith.ai Support Monday through Friday, 5am – 6pm PT / 8am – 9pm ET via phone at (650) 727-6484 or via email at support@smith.ai.

Share this on Twitter | Facebook

Recent Posts

Categories