Here at Smith.ai, we continually strive to improve and expand our features to better serve our clients. Whether you need appointment scheduling, live transfers of priority calls, or just a friendly U.S.-based receptionist to answer phones, we can help. We understand that integration with your current software is important, so we're happy to announce that Smith.ai now integrates with Rocket Matter.
Rocket Matter offers cloud-based legal management software. With Rocket Matter, all of your important data, including time and billing information, is stored in one place, making it easy to track billable time and financial data. It also simplifies administrative tasks so you can focus on growing your practice.
If you currently use Rocket Matter, integration means that after each call, the call notes with the caller's name, number, and message will appear as a new Rocket Matter message in the Messages section of your dashboard. You can then add this information to an existing client record or create a new client record.
You’ll still receive texts and emails from Smith.ai after every incoming call, as well as a daily summary of all calls, so you can determine whether to call clients back immediately or later on.
Already using Rocket Matter? Great! Just email us at firstname.lastname@example.org to receive your authorization link.
Please note: CRM integration is an optional add-on service and will incur an extra fee. View current pricing for this and all other add-on services.
If you have additional questions or need assistance connecting your Smith.ai account to Rocket Matter, please call us at (650) 727-6484 Monday through Friday between 5am – 6pm PT to assist you.
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Contact us at (650) 727-6484 or schedule a call.