Streamline your Workflows from Smith.ai to Clio

Jessica Paxton

We’re on a mission to help your legal practice run efficiently and smoothly. Whether you need appointment scheduling, live transfers of priority calls, or a friendly, North American-based receptionist to answer phones and form relationships with clients, Smith.ai has a solution. Integrating with your law firm’s Clio Manage and Clio Grow software is key to keeping your team in the conversation loop and your operations running smoothly. 

For years, you’ve been able to integrate Smith.ai with Clio Manage or Clio Grow, which was fine if you only used one of those products. But if you used both, you’d either have duplicate call logs in both systems or you’d have to choose one of them as the location where your contacts and call summaries were saved. That often meant seeing existing clients in your intake software or new potential clients in your case management platform, which was less than ideal.

Now, for law firms using both Clio Manage and Clio Grow, you can choose which types of callers are logged in each software program. The most common request this feature addresses is having all leads logged in Clio Grow, while all clients are logged in Clio Manage, but you can set it up however you prefer.

How will the integration between Smith.ai and Clio improve my law firm?

Repetitive tasks and busy work cut into productivity, which is why Smith.ai takes care of answering your calls, so you aren’t interrupted throughout the day. When our professional Smith.ai receptionists take a call on behalf of your law firm, every call summary is enriched with metadata, including actions completed, caller status, caller disposition, priority, relevance, and much more. 

Law firms can choose which types of callers to send to two Clio products: 

  • Existing client
  • Repeat caller
  • New lead
  • Attorney or court staff
  • Unknown
  • Other

For example, using this new functionality, the integration can add only leads to Clio Grow and all other callers into Clio Manage. This helps you streamline day-to-day tasks, emails, and workflows — so you can focus on your clients. With new leads created directly in Clio Grow, use it to manage your leads, scheduling, communications, and intake. Calls from existing clients are logged in Clio Manage, helping you organize your cases and collaborate with clients.

How to Route Callers by Type from Smith.ai Account to Clio Manage & Clio Grow

If you’re already using Clio Manage and Clio Grow, setting up the integrations and routing callers is easy! 

  1. To set up the integrations, please email us at support@smith.ai. If you’d like to segment callers, tell us which caller types below to send to which system: 
  • Existing client
  • Repeat caller
  • New lead
  • Attorney or court staff
  • Unknown
  • Other

Note: If you don’t include how to route specific types of callers, all callers will go into both Clio programs by default. 

  1. If you have not yet set up either of the Clio integrations, we’ll send you authorization link(s) to associate your Smith.ai and Clio accounts. Once you click on the link(s), you’ll see a screen like this. Just click “allow access” to finish the setup.
    If you’ve previously connected your Smith.ai and Clio accounts, you will not need to complete this step. 
  1. That’s it! We’ll email you when the caller routing is active on your account. 

What else can Smith.ai do?

In addition to this new functionality, Smith.ai receptionists can enhance your workflow and keep your business operating smoothly by running conflict checks using the data inside Clio, scheduling appointments on your Clio Scheduler, completing a Clio Grow intake form, and collecting payments with Clio Payments. And we haven’t even mentioned that all of the above also works with Smith.ai’s live chat service!

Questions? Contact us.

If you're already an existing Smith.ai client and need help with any of our Clio integrations, please review the help articles or email us at support@smith.ai for assistance.

If you're not yet a Smith.ai client, please schedule a free consultation to get started with our virtual receptionist services or email us at sales@smith.ai. We'll help you select the best plan to match your firm’s growth goals and budget. You'll also get $100 off your first month of service with Smith.ai with code CLIO100!

Jessica Paxton

Jessica Paxton is the Product Marketing Manager at Smith.ai.

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