Smith.ai is a virtual receptionist service that provides all the services you’d want from a call answering service plus potential client qualification, client intake, and appointment booking.
Just text it. Will you be in court for a few hours and unable to answer calls? Do you prefer to have calls directed to you? Or maybe you just want all calls handled and call summaries sent to you for a while. With Smith.ai, there’s no need to log into any interface, just text them to manage how your calls are handled.
Qualified new leads. Smith.ai is capable of handling your entire potential client qualification and intake process. Their receptionists will talk with potential clients who call your office or contact potential clients who have completed your ‘Contact Us’ forms and, based on your criteria, ensure that those folks will be a good match for your practice. From there, they can schedule an appointment for you to speak with your potential new client.
Earn referral fees. When one of your potential new clients asks for help outside your practice area or your geographical area, sometimes you aren’t able to help. And sometimes you know just the person to get the job done. With Smith.ai, you provide your referral lists—and your specific instructions on when to send potential clients to your recommended attorneys —to your virtual receptionists, helping you earn referral fees from potential clients you aren’t able to work with. Just remember, there are ethics rules you must consider carefully when tweaking your referral pipeline.
Smith.ai is unique from other virtual receptionist services because it prices per call, not per minute. Like other services, it does not charge for spam calls, unsolicited sales calls, or wrong-numbers.
- The Starter package costs $70/mo for 10 receptionist calls, 1 live transfer, and $7/call after 10.
- The Basic package is $180/mo for 30 calls, 2 live transfers, and $6/call after 30.
- The Pro package is $500/mo for 100 calls, 5 live transfers, and $5/call after 100.
To help you determine what package would work best for you, and to see if you could benefit from the many add-on services they offer, Smith.ai offers a 30-day or 10-call (whichever comes first) free trial. After the free trial, if you decide that none of the packages work for you but you like the service, you can also create a custom plan that works best for your practice.
for 10 calls
|Free trial||30 days or 10 calls free, whichever comes first|
|Live transfers/call forwarding||✓|
|Use existing number||✓|
|Free local or toll-free number||✓|
|Hours||6am-6pm PT/9am-9pm ET
Things You Might Want to Know
Integrations. Smith.ai features integrations with over 30 different popular legal software, including Clio, Rocket Matter, PracticePanther, and Lexicata, and compatibility with a wide variety of calendar and scheduling apps, including Acuity, Appointy, Calendly, Google Calendar, Schedulista, ScheduleOnce, and YouCanBook.me. It also has its own Zapier app so you can customize your own integrations and workflows with Smith.ai.
Text, email, or Slack summaries. Get messages after every call and daily summaries of all calls at 6:30 pm PST through text, email, or Slack. You can also select who in your firm will receive the summaries.
Rotating receptionists. There are no set receptionists for your practice. Instead, a rotating group of receptionists will handle your calls according to the criteria and preferences you will have sent to Smith.ai before enrolling in their service. Having no set receptionists means that if you happen to receive many calls at once, either through a new marketing campaign or by just being busy, new receptionists won’t need to be trained; there will be plenty of capacity to handle your higher call volume.
They work with businesses other than law firms. While Smith.ai works primarily with attorneys, some of their other clientele are in other businesses. While they are well versed in the needs and requirements of attorneys who practice solo and in firms, it doesn’t hurt to be clear and diligent in setting forth your requirements, preferences, and criteria for them, as you would with other services.
Cloud phone system. Another feature that makes Smith.ai stand out from other virtual receptionist services is its upcoming cloud phone system, Keypad. It will cost $25/mo and will offer services like porting your number to the cloud, call routing, fax, voicemail transcription, call recording, and call analytics. Keypad will work seamlessly with Smith.ai’s virtual receptionist services.
Live Chat. Smith.ai also has a live chat you can add to your website so you’ll have a live person chatting with potential clients that visit your website. This is a service separate from its live receptionist services with its own add-on and pricing package. Though you’ll be able to contact Smith.ai to customize a package that includes both services.
Who Smith.ai is For
Smith.ai is best suited to solo, boutique, and small firms trying to scale and actively bring in new clients, while still providing excellent service to current and past clients. Smith.ai is also a great option for firms looking to reduce costs and increase efficiency by outsourcing receptionist services.
Smith.ai is based in Palo Alto, California, with receptionists working across the United States.