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Smith.ai handles both inbound and outbound calls, improving client acquisition and retention. The Smith.ai and Assembly Neos integration allows calls handled by Smith.ai receptionists to automatically populate call summaries and contact details in Neos, ensuring efficient data entry and providing immediate access to client communication in the case management software you already use. This is a cost-effective solution that provides a comprehensive view of all call activity, allowing your law firm to stay organized, efficient, and highly responsive to clients. Now, your law firm can provide a smoother, more engaging client experience.
The Smith.ai and Neos integration automatically logs all calls handled by Smith.ai receptionists into your Neos platform. After each call, Smith.ai creates a new lead for unknown callers, adds call details (including duration, time, date, and a link to the recording and transcript, if applicable), and assigns the call to the relevant case. This integration enhances organization, accuracy, and efficiency by providing a comprehensive view of all call activity.
With the integration of Neos and Smith.ai, your firm will stay fully connected to clients, ensuring that every interaction is handled with professionalism. Each incoming call is answered promptly by one of Smith.ai's highly trained receptionists, providing a personalized experience for your clients. Every call summary with contact information will be accessible in Neos, so you’ll always have the necessary information for your next steps.
The Neos and Smith.ai integration eliminates the need for duplicating efforts. By reducing manual data entry, your firm can focus on delivering exceptional service while maintaining a high level of accuracy across all client communications. Plus, this straightforward integration can be set up in a few simple steps.
When a potential client calls, Smith.ai automatically creates a contact record in Assembly Neos if one doesn't already exist, ensuring that client information is captured and ready for your team’s follow-up. This integration keeps your client data consistent, up-to-date, and easily accessible, allowing your team to respond quickly with everything they need.
Assembly Neos is a legal practice management software designed to optimize case handling for law firms of any size, featuring tools for case management, client intake, AI, and reporting.
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