Smith.ai is a virtual receptionist and intake service for live calls and web chat that provides all the services you’d need from an answering service, plus potential client qualification, client intake, and appointment booking via your phone lines and website.
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 transfer the call immediately, schedule a call-back, or book a consultation on your calendar. They’ll even take payment if you charge for new client consults.
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 transfer phone number, and $7/call after 10.
- The Basic package is $180/mo for 30 calls, 2 transfer phone numbers, and $6/call after 30.
- The Pro package is $500/mo for 100 calls, 5 transfer phone numbers, and $5/call after 100.
The transfer phone number is the number that your receptionists will transfer phone calls to. For example, if you have 5 attorneys at your firm, you can add their five numbers as transfer numbers in the Pro package.
If you’re interested in Smith.ai’s Live Web Chat services, those start at $60/month for 5 chats.
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||5am-6pm PT and 8am-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.
Free spam blocking. Smith.ai blocks spam, sales, and wrong-number calls for free so you won’t be charged for calls that don’t do your practice any good. They’ve identified over 20 million known spammers and can block certain numbers based on your preferences.
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 there will be plenty of capacity to handle your higher call volume. And don’t worry about training new receptionists to your practice, they’ll be using proprietary AI software to handle calls naturally, following the prompts and interface (not scripts) on their computer screens.
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.
Live Chat. Smith.ai also offers live chat staffed by the same U.S.-based phone receptionists, so you can have a live professional capture, screen, and book 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 receive a discount if you sign up for both 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.
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.