For lawyers and law firms using PracticePanther as their law practice management software, you'll be happy to know Smith.ai virtual receptionist and web chat services now sync with your contacts, calendar (through Calendly or another connected scheduling app), and intake forms.
When you connect Smith.ai's virtual receptionists to your PracticePanther account, new client records will be created after each call, and call notes will be logged as a new activity within that client's record.
You can also view the details of each call including a link to listen to the call recording and transcript.
Connect Smith.ai web chat to your PracticePanther account to have contacts created or updated with essential information (name, email, phone) and chat transcripts. No more copy-and-paste grunt work to keep your records and notes in sync!