Filevine

FILEVINE + SMITH.AI OVERVIEW

Connect your Filevine to a superior customer engagement service

Smith.ai is Filevine’s preferred partner for 24/7 call answering and intake services. 

If you’re using Filevine, you know efficiency is essential for growing your legal practice. Filevine is a case management software that helps law firms operate smoothly with analytics, calendaring, document management, and more.

Benefits of Filevine + 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 business 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 Filevine, including contact information, summaries, and much more. 

Automation

Combining our receptionists with Filevine allows you to automate repetitive tasks like conducting new client intake and scheduling appointments with qualified clients. You’ll spend less time on these administrative tasks and more time growing your practice and practicing law. 

Ways to integrate Filevine with Smith.ai

• Use Filevine forms to intake new qualified leads
• Schedule appointments in Filevine
• Add Smith.ai calls to a Filevine project
• Add Smith.ai chats to a Filevine project

Use Filevine forms to intake new qualified leads 

Our receptionists can screen, qualify, and intake new leads using your Filevine forms. We’ll handle the call or chat, answer questions about your business, and conduct new client intake with qualified clients based on your instructions. Once the intake form is completed, you’ll see all the relevant information in your Filevine account.

Schedule appointments in Filevine 

Our receptionists can schedule appointments directly on your Filevine calendar (via Google Calendar and Office 365) with qualified leads and existing clients. Whether it’s an inbound call or an outbound call, we’ll make sure your calendar is full of qualified appointments so your law practice can continue to grow!

Add Smith.ai calls to a Filevine Project

Calls that are handled by Smith.ai will appear in the “Activity” tab of the chosen Filevine project you want them to be logged under. If a new potential client calls your firm and they are qualified based on your instructions, you’ll be able to see the call details and summary in the “Activity” tab enabling your staff to assign the lead to be worked on. 

Add Smith.ai chats to a Filevine Project

Chats that are handled by Smith.ai will appear in the “Activity” tab of the chosen Filevine project you want them to be logged. If a new potential client chats or texts with your firm and they are qualified based on your instructions, you’ll be able to see the lead details and transcripts in the “Activity” tab enabling your staff to assign the lead to be worked on. 

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About Filevine

Filevine is case management software that helps law firms run like businesses with analytics, calendaring, document management, and more.

REQUIREMENTS FOR INTEGRATION

Smith.ai Subscription

Filevine plans

RESOURCES

How to connect your Filevine account to Smith.ai

How to use Filevine with Smith.ai for lead capture, client intake, and appointment scheduling

Filevine Partners With Smith.ai for Improved Communication