Actionstep

Create Actionstep contacts from new Smith.ai calls and chats
No items found.

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 to Actionstep
  • Deliver call summaries to Actionstep
  • Deliver chat transcripts to Actionstep

Sync contact information to Actionstep with Zapier

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.


Deliver call summaries to Actionstep with Zapier

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. 

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.

Actionstep works with these Smith.ai products

Virtual Receptionist

Chat

Outreach Campaigns

REQUIREMENTS FOR INTEGRATION

Smith.ai Subscription

Actionstep plans

Zapier account

RESOURCES

How to connect Actionstep to Smith.ai using Zapier

Trusted by 3,000+ businesses

5.0 stars
4.9 stars
5.0 stars
4.6 stars
Converts callers into clients
Smith.ai is our inbound sales team. Having a trained and personable voice has transformed our ability to answer the phone and convert callers to clients.
Jeremy Treister
Owner, CMIT Solutions of Downtown Chicago

Trusted by 3,000+ businesses

5.0 stars
4.9 stars
5.0 stars
4.6 stars

Take the faster path to growth.
Get Smith.ai today.

Affordable plans for every budget.