Lead Screening & Intake

68% of leads consulted with a business they didn't hire.

Don't waste time on unqualified leads. Our agents screen leads on the first call or chat, using your criteria.
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KEEPING UP IS IMPOSSIBLE

Pre-qualified leads only

Our virtual receptionists ask for context — not just a name and phone number. We’ll only pass on leads who are a fit for your business.

MORE LEADS IN LESS TIME

Less back-and-forth, less wasted time

You don’t need a list of unfiltered leads to call or email at the end of the day. We’ll vet clients up front, saving you time and energy.

Screening for tire-kickers

Increase revenue with ideal clients

Accelerate growth and efficiency when you only take on qualified clients. Spend your time on clients who make your business money.

Start a step ahead

New client intake

Know more about your leads faster when we gather custom or business-specific information. We’ll get case numbers, traffic ticket numbers, property addresses for real estate, etc.

integrations

We play well with your software

Calls, chats, appointments, and payments are automatically logged in your systems. Here is a selection of our many integration partners.

Talk to our expert sales team

Book a Free 15-Minute Consultation

Learn how Smith.ai can help your business. We'll address your questions about Smith.ai in general, whether you're interested in our 24/7 phone receptionists, live chat, or both.

Live Receptionists

"In-House" Quality

Lead Screening

Appointments

Call-Back Leads

English & Spanish

Trusted by businesses &
the agencies that support them

"Smith.ai is a plug-and-play intake process and a built-in sales machine."
Gyi Tsakalakis
AttorneySync
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How Do The Best Businesses Make Use of Smith.ai?

Use our best practices to hit the ground running with Smith.ai virtual receptionists, and achieve results from Day One.