PracticePanther is a law practice management software for client intake (CRM), document management, billing, and more. Now you can automatically add Smith.ai 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 Live Chat alongside PracticePanther. Learn more about how to easily set up and start using this integration.
This integration is fairly simple. When you connect Smith.ai 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!
These instructions assume you already have a PracticePanther account. If you don’t, go set one up at practicepanther.com and come back here.
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 chat and will incur an additional fee. View add-on pricing.
Once this integration is set up, new contacts will start to appear in your PracticePanther account. Here's how to access them:
If you don’t have Live Chat yet, get started with our 20-chat /14-day free trial! Our live agents 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.
Capture more leads when you combine virtual receptionists and 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 email@example.com 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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