Maddy Martin

Lawmatics is a brand new marketing automation, contact management (CRM), and intake platform, built by lawyers and for lawyers. When you connect your Smith.ai and Lawmatics accounts, you'll see new contacts added and existing contacts updated after each call. All call notes will be logged in their records, too. Plus, Smith.ai receptionists can complete intake forms on behalf of new prospective clients. Learn more about this integration and how to put it to work at your law practice.

ClientRock is client-friendly legal intake software for attorneys. Smith.ai now integrates with ClientRock, which means our receptionists can complete intake over the phone on behalf of new clients using your ClientRock forms. We can also schedule consultation appointments for you and other attorneys at your firm, because ClientRock integrates directly to your calendar. If you already thought intake was easy with ClientRock, just wait until it's even more streamlined with our receptionists.

WhenWorks is an inexpensive and popular iOS- and web-based scheduling tool that eliminates the hassle of scheduling meetings by allowing customers and coworkers to book time with you online when you’re available, and only during the times you’ve approved. Now, Smith.ai integrates with WhenWorks so our receptionists can book time on your calendar based on your availability (with new leads and existing clients, for example).

Smith.ai client Conor Malloy of Chi City Legal, LLC shared his playbook for small businesses looking for lean, effective marketing tactics and automated workflows today on IMPACT Branding & Design's Inbound Success podcast with Kathleen Booth. Tune in or read the transcript!

Tune in to hear Maddy Martin, Smith.ai's head of marketing and partnerships, discuss ways to improve your responsiveness to potential clients interested in working with your law firm.

Smith.ai has long been known for its integrations with contact management (CMS/CRM), business management, marketing, ticketing, calendaring, and billing software. We prioritize integrations because they drive efficiency. When your records, calendar, support tickets, invoices, and intake forms are synced with Smith.ai, you can spend less time on data entry and post-call follow-up work, which leaves you free to focus your valuable time on revenue-generating work. Now, you can see every integration partner on one handy page. It's never been easier to take full advantage of Smith.ai's integrations. Learn more about currently available integrations and how integrations work at Smith.ai.

Wealthbox is a modern, web-based CRM for financial planners and wealth advisors. Smith.ai now integrates with Wealthbox so each call handled by a Smith.ai receptionist is documented in your Wealthbox account immediately after the call. New contacts are automatically created, and each call summary is logged as a new note for a contact (new or existing).

Pipedrive is a popular sales management tool (CRM) for small businesses focused on activity-based selling. Smith.ai now integrates with Pipedrive so each call handled by a Smith.ai receptionist is logged in your account immediately after the call. Both a contact and an activity record are added, making it easy to identify progress and next steps for each deal.

Join us Tuesday, August 21, at 12:00 p.m. EST for a free webinar about online scheduling best practices. We'll focus on scenarios specific to legal and finance professionals, but any service-oriented business owner will benefit from these tips!

Tune in to hear Maddy Martin, Smith.ai's head of marketing and partnerships, discuss how the Clio and Smith.ai integration works. Plus: Learn how to get the most out of your Smith.ai receptionist services, both as a stand-alone service and in combination with Keypad, our cloud phone system.