May 14, 2019

Smith.ai Web Chat Now Integrates with PracticePanther

PracticePanther is a law practice management software for client intake (CRM), document management, billing, and more. Now you can automatically add Smith.ai web chat intake info and transcripts directly into PracticePanther. Use this integration to create a seamless process from web visitor chat to creating a contact (or lead) in your CRM. Each time a web visitor engages with live chat on your site, the transcript will be logged in PracticePanther, either as a new contact or as new activity for an existing contact.

Facilitate client conversion and intake by using Smith.ai’s live web chat alongside PracticePanther. Learn more about how to easily set up and start using this integration.

How Smith.ai Web Chat & PracticePanther work together

This integration is fairly simple. When you connect Smith.ai’s web chat to PracticePanther, contact information and transcripts from web chat conversations will be logged in your PracticePanther account under “Contacts.” For new web visitors, a new contact will be created. Returning web visitors will have their contact activity updated with a new chat transcript. Setup takes a few minutes and then the platforms will communicate automatically. You don’t have to do anything else!

How to connect PracticePanther to Smith.ai Web Chat

These instructions assume you already have a PracticePanther account. If you don’t, go set one up at practicepanther.com and come back here.

  1. Sign in to your Smith.ai web chat account and navigate to Integrations.
  2. Click on the “PracticePanther” tile. Then click the button to connect.
  1. Sign into your PracticePanther account (unless you have already). Then you'll be transferred to a screen asking for authorization of data sharing between PracticePanther and Smith.ai. Click “Grant Access.”

That’s it! You’ll then be sent back to Smith.ai’s dashboard where you should see PracticePanther is now connected. Your live chat contact information and conversation transcripts will now start appearing in your PracticePanther account after every relevant chat.

Please note: PracticePanther integration is an add-on service for web chat and will incur an additional fee. View add-on pricing.

How to access chat transcripts in PracticePanther

Once this integration is set up, new contacts will start to appear in your PracticePanther account. Here's how to access them:

  1. If the chat was logged recently or you have a low volume of activity, you should be able to see the new contact in the “Recent Activity” section of your PracticePanther main dashboard.
  1. To access all contacts created within the current day, navigate to the Contacts tab in PracticePanther and set the Created Date to “Today.”
  1. As you review the new contacts, check the "notes" or "activities" tab in each contact to review the chat transcript. Remember you will also always get an email from Smith.ai with every chat transcript.

Sign up for Live Web Chat

If you don’t have Live Website Chat yet, get started with 5 chats/30 days free! Our live US-based receptionists will answer your web visitors’ questions, qualify leads, schedule appointments, take billing info, and more. And with 30+ integrations with programs like PracticePanther, it’s a no-brainer for the modern-day lawyer.

Integrate virtual receptionists & web chat services with PracticePanther

Capture more leads when you combine virtual receptionists and web chat services. Smith.ai’s live call receptionists service also integrates with PracticePanther, so acquiring and managing contacts and clients is easier than ever. Want to learn more? Send us an email at support@smith.ai or call us from Monday - Friday between 5am – 6pm PT / 8am – 9pm ET at (650) 727-6484. We are happy to help you set up the right integrations and workflows for your practice.

Do you want us to integrate with a new platform or software? Let us know by filling out this form! We use your requests to prioritize new integrations.

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