Earlier today, Smith.ai and Clio co-hosted a webinar to discuss the benefits of integrating our virtual receptionists with their legal practice management software, as well as tips for running a more productive and professional law firm by outsourcing non-lawyering tasks like lead qualification and appointment booking.
If you missed it, not to worry! You can watch the full webinar here anytime you wish:
Watch the Clio & Smith.ai Integration Webinar (Note: This is a shared Google Drive file, downloading is not required; it is about 41 minutes long.)
Webinar highlights include tips for:
If you're looking for specific directions to connect your Smith.ai and Clio accounts, please follow the directions here.
If you're seeking advice or best-practice tips for integrating Smith.ai's receptionists into your law practice in general, please contact us Monday through Friday from 6:00 a.m. to 6:00 p.m. PST by phone at (650) 727-6484 or by email at firstname.lastname@example.org. We're here to help you convert leads, keep clients happy, and achieve better work/life balance!