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.
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.
When Smith.ai handles a caller or chatter for your firm, you’ll see detailed information including name, contact, and notes of the call in your Actionstep practice management account. Track your leads in Actionstep and allow the entire team access to follow-up on leads, clients, and others who call your business.
After Smith.ai agents take your calls, you'll get your summaries 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 call summary.
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.
Actionstep is an adaptable practice management platform for midsize law firms.