Actionstep

ACTIONSTEP + SMITH.AI OVERVIEW

Connect your Actionstep to a superior customer engagement service

If you’re using Actionstep, you know that productivity is essential for growing your law practice. When you connect your Actionstep account to Smith.ai, our agents can reach out to leads and customers immediately on your behalf. 

You’re already using Actionstep to manage your online firm, manage clients, and build credibility through nurturing leads. 

Benefits of Actionstep + Virtual Receptionists

Never miss a lead

Have peace of mind (and the competitive advantage) when Smith.ai’s receptionists handle conversations for you 24/7 — making a great first impression on behalf of your law firm and reducing overhead and workload. Our receptionists offer a warm greeting, and pre-screen leads with your custom questions and criteria while sharing updates via Actionstep, including contact information, summaries, and much more. 

Ways to integrate Actionstep with Smith.ai

• Sync contact information and call summaries to Action (native integration)
• Set up a custom connection between Smith.ai & Actionstep with Zapier

Sync contact information and call summaries to Actionstep

With our native integration, when Smith.ai handles a caller for your firm, you’ll see detailed information including name, contact, and notes of the call in your Actionstep account. Track your leads in Actionstep and allow the entire team access to follow-up on leads, clients, and others who call your business. In addition to creating a new contact, the integration will also send the call summary information by creating a task, including the contact’s first and last name, email, phone number, and full call summary, including recording link. 

Set up a custom connection between Smith.ai & Actionstep with Zapier

Using Zapier, you can set up a custom connection between Smith.ai and Actionstep. For example, when Smith.ai handles a call or website chat for your firm, you’ll see detailed contact information including name, contact, and notes of the call/chat in your Actionstep account. Here are a few template examples.

‍

‍Deliver chat transcripts to Actionstep with Zapier

After Smith.ai agents take your chats, you’ll get your chat transcripts via email and SMS. They will also automatically sync with your Actionstep account and creates a task, including the contact’s first and last name, email, phone number, and chat transcript. 

‍

‍About Actionstep

With Actionstep, midsize law firms get total control over their future success. Actionstep’s legal business management platform is built to adapt to a firm’s unique strengths and goals. Firms using Actionstep feel empowered to modernise and build a firm advantage in the legal marketplace.