Note: As of March 2020, Smith.ai adds calls to open matters (as long as the client only has one matter) and logs call durations in Clio.
We at Smith.ai recognize how valuable time is to your legal practice, which is why we’re always looking for ways to save you minutes. Our new integration with Clio allows us to add and update client information in real-time including:
Calls are added as communications to open matters (when the client has only one matter). If the caller isn't yet a client in your Clio account, we'll add them as a new client and log the call under communication.
Clio is law firm management software that provides a package of features designed to streamline everything for managing cases at your practice. The software organizes your clients and their cases in a user-friendly layout, making it simple to access valuable information from scheduling, documents, time-tracking, billing, and more. A dashboard provides a firm-wide view for daily activities, plus, each client is easily accessible when it comes times to retrieve important documents or create invoices.
The beauty of integrating Smith.ai into Clio is that it provides access for our virtual receptionists to plug in the information we collect. When an existing client calls in, a record of the information is input into the Clio system. If the caller is a prospective client, we create a new contact in the system with as much information as we are able to collect during the call.
If you’re taking advantage of our live virtual receptionist service, then the post-call information that you would normally receive in a text or email is also input into the Clio system. If the caller is a current client, call notes and the length of the call are added as a communication to their open matters (if they have one). If the caller isn't yet a client in your Clio account, we'll add them as a new client with the call logged. Critical messages you receive while in court or at some other engagement (perhaps just golfing – we won’t tell) will still arrive via text or to your email inbox, but they will also make their way into your Clio records.
We know that not every call is critical to an upcoming case. Call notes, duration, and summaries can be reviewed in the Clio system at a later time, plus, the daily log of calls you receive at the end of each day will allow you to decide who to call back first. Contacts on your VIP List will still ring through to your line, and we can always forward urgent calls from other callers. In most cases, we will simply schedule time for you to either call back or meet with the client.
If you’re already a Clio customer, that’s great! Email us at email@example.com and we’ll send you the authorization link to associate your Smith.ai and Clio accounts.
Once you click on the link, you’ll see a screen like this. Just click “allow access” to finish the setup. That’s it!
Please note: Your first CRM integration is free. Any additional CRMs will incur an extra fee. View current pricing for more information.
If you have additional questions or need assistance setting up your Smith.ai account in Clio, please call us at (650) 727-6484 Monday through Friday between 5am – 6pm PT to assist you.