We’ll convert your leads into clients, so you can focus on winning cases
Some solutions stop at answering the phone. Smith.ai answers every call, qualifies every lead, books the consultation live on the call, and captures the details your team needs directly into your CRM. One system, from first ring to active case.
Answering rate x booking rate = more signed cases
Problem
67%
of prospects hire whichever firm responds first
Solution
99% + Answer rate
99%+
of calls are answered with Smith.ai, 24/7
+80% Booking rate
+80%
increase in booking rate with Smith.ai vs. an in-house solution
We optimize your law firm’s conversion funnel
1
Answer & Qualify
Calls answered, 24/7
Caller type is identified to handle accordingly.
24/7
Callers are qualified based on your firm’s specifications. No more time wasted on unqualified leads.
2
Intake & Book
Intake is specific to firm and practice area
Capture the right information based on the caller’s matter. Complete and consistent intake, every time.
Consults are booked live on the call
77% of callers say yes when asked to schedule a consult.
We make sure to ask.
77%
Complex or urgent matters are routed
Transfer the call to your team or one of our Live Agents immediately when needed.
3
Sync & Convert
Always
Case synced to CRM
Transcript, summary, and intake data are sent to the right people and places.
Case-by-case
Next steps
Action items, booking confirmation, or retainer agreement sent.
New clientExisting clientCourt or policeOpposing party
Qualified
Qualifying questionsPractice area:Estate planning & probateJurisdiction:Fulton County, GAMatter type:Contested divorce
Out of scope
Spam or sales
Internal team member
Smith.ai live agent
Ready to schedule
Synced to CRM
Transcript logged
Send client next steps
The cost of bad intake
The cost of bad intake
The cost of an understaffed or undertrained front office goes beyond missed revenue.
Incomplete or inconsistent intake wastes time
Conflicts and unqualified leads take up valuable slots on your calendar.
Converting clients is unbillable
Every minute a paralegal spends taking a first call is a minute off a billable case.
Urgent matters can’t wait until the office opens
Arrests and emergencies need attention now, not Monday at 9am.
A bad caller experience damages your reputation
Don’t let a missed or fumbled call be your firm’s first impression.
Answer first. Qualify right. Win the client.
Smith.ai answers first and books the consultation before your prospect calls a competitor.
Tailored to your practice areas and intake process, not a generic script.
Tell us what’s important, and we’ll build the right flows for every practice area and case type. Callers get off the phone feeling heard and ready for next steps.
Pick your practice area:
Sample exchange
Personal injury
I’m sorry that happened. Did you see a doctor after the accident?
I went to urgent care on Saturday. My neck still hurts.
Thank you. Has the other driver’s insurance company called you?
They left a voicemail this morning.
We recommend speaking with Attorney Reyes before anyone else. How’s 1:30 today?
The best of AI. The best of humans.Working as one.
Our unique hybrid solution gives you the best of both worlds. You get coverage without compromise, quality without cost, and a system that improves on every call.
Three ways to staff your intake.
100% AI
Fast and efficient, with some limitations
Hybrid solutions
Maximum flexibility, control, and cost efficiency
100% Human
Warm and skilled with nuance, but harder to scale
AI-first
Starting at
$1.60/call
Answers on the first ring, day or night. Handles routine intake, books the consult, and humans are always available to step in. Try it free before you commit.
AI handles the routine, live agents handle the complex. Every call gets what it needs, and you never overpay. Choose your mix for the smartest version of coverage.
Your practice management system stays your system of record.
Smith.ai integrates with 7,000+ systems to sync data and push call outcomes into the tools your firm already runs. One master system of record—no manual work.
I’ve been in a car accidentI was injured at workI’m getting a divorce
2
Experience how our AI front office seamlessly handles your inquiry
Look out for how you’re qualified, how FAQs are handled, and how information is gathered based on your specific matter.
3
Look out for follow-up
After your call, you may receive an SMS with a booking confirmation or request for further action.
The difference
The difference
Punch above your weight. Enterprise-grade quality and support.
The caliber of infrastructure, intelligence, and service usually reserved for the big companies, now available to you. Our Quality Flywheel is a self-reinforcing improvement loop built to ensure every call makes the next one better.
Quality
We get it right.
Accurate, dependable, and always improving. Every call makes the next one better.
Flexibility
We get it right your way.
Your AI ⇄ human balance. Your custom playbooks and integrations. Your industry-specific logic.
Support
We do it for you.
Experience a level of service excellence smaller businesses usually can’t access.
Train
Test
Deploy
Analyze
The Smith.ai Quality Flywheel
Load your procedures, policies, and knowledge base. Key Words ensure the AI understands your industry’s specific terminology — not just generic speech patterns.
LLM-as-a-judge evaluation runs alongside human reviewers. Thousands of synthetic simulations, reviewed by people, build confidence in complexity before deployment.
Every call with your AI receptionist feeds the system. Voice quality, transcription accuracy, and conversational UX are monitored in real time by AI and human reviewers across AI and live agent interactions.
CSAT signals, unanswered FAQs, and quality trends are processed automatically and reviewed by humans, then fed back into Train. The loop compounds. Every call widens the moat.
Quality is our moat. Humans are our unfair advantage.
Our system trains, tests, deploys, and improves in parallel, around the clock, with humans in the loop at every stage.
Smith.ai is going to save you so much time, really screen clients, and get to the chase—and also provide a great experience for those calling your business.”
Carol O’Connor CadizO’Connor Cadiz Accident & Injury Law
Since we started with Smith.ai, we’ve gotten 12 cases. We wouldn’t have gotten those cases unless Smith.ai had answered the phone. Smith.ai has been beneficial to building our business.”
Smith.ai helps with my firm’s customer service and intake process. We never miss a call because of them.”
Tycha KimbroughKimbrough Legal
Family law
FAQs
FAQs
Questions firms ask us first
Most firms use Smith.ai to supplement their intake staff, so teams can spend more time on the relational client work once qualified leads are retained. We’re here to empower legal teams to get back to the work they’re meant to do, with fewer interruptions.
No. Our receptionists never give legal advice. They are trained to feel like an extension of your firm, but legal advice is left to the attorneys and legal team.
Yes. Out-of-practice-area callers are identified during qualification and, per your instructions, can be referred to a bar association or another firm, so your team only spends time on valuable conversations.
Yes, you can customize your AI Receptionist to follow your firm’s bar rules and disclosure preferences, and it never claims to be human when a caller asks directly. With Virtual Receptionist, every call is answered by a real, live agent from the start.
For complex calls, our AI seamlessly hands off to a human receptionist from our Live Agent Network, so the caller reaches a real person instead of a dead end.
We do the heavy lifting. Smith.ai’s call flows are built from patterns refined across 25M+ calls and more than a decade of legal intake, so your firm starts with a system already shaped by what converts, not a blank script. Our playbooks are customizable, so flows can be further tailored to your firm’s established intake flow.
Our live agents can check callers against your existing contacts and matters during qualification.
Call data is encrypted and stored within the dashboard, protected by your logged-in credentials, to protect your privacy and confidentiality. Call recordings are deleted after three months.
Built-in oversight is part of our system. Every call runs through our Quality Flywheel (train, test, deploy, improve), and if something needs to be corrected on your setup, our world-class CS team can ensure it’s optimized going forward.
Setup depends on the complexity of your firm’s needs, but our years of intake expertise make the process smooth. Most law firms are up and running in a few days.
AI Receptionist runs about $1–2 per call, Virtual Receptionist about $6–10 per call, and Hybrid about $2–5 per call. You pay per call, not per minute, so a long new-client call costs the same as a short one.
Yes. We integrate natively with Clio, MyCase, Lawmatics, Filevine, and 7,000+ other tools — updating contact records, logging every call as CRM activity, and pulling case status in real time.
Both. We’ll take a message if that’s what your firm wants, but we can also book consultations directly on your calendar the moment a caller qualifies, so nothing waits on a callback.
Yes, with the same oversight any firm applies to nonlawyer intake staff. Under ABA Rule 5.3, a supervising attorney is expected to confirm any outsourced intake service acts consistently with the firm’s professional obligations, which is why our playbooks are built to your firm’s needs rather than open-ended. (General awareness, not legal advice, since state bar rules vary.)
Yes. Your firm’s specific intake fields and qualifying questions can be built into every onboarding call, so all the information you need lands directly in your practice management system, already organized.
Yes, appointment management works both ways. If a client needs to reschedule a consultation, we can do so directly on your calendar, just as we book.
On Virtual Receptionist plans, our live agents place outbound calls to confirm appointments, return missed calls, follow up on leads, or relay time-sensitive updates. If follow-up calls matter to your firm, ask about Virtual Receptionist plans or Hybrid plans rather than AI Receptionist alone.
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Featured in: Above the Law, LawNext, Lawyerist, Legal Toolkit, The Un-Billable Hour and the Kennedy-Mighell Report.
Proudly serving: AttorneySync, BenGlassLaw, Dallo Law, Express Legal Funding, Kimbrough Legal and Nyman IP.
We’ll convert your leads into clients, so you can focus on winning cases
Some solutions stop at answering the phone. Smith.ai answers every call, qualifies every lead, books the consultation live on the call, and captures the details your team needs directly into your CRM. One system, from first ring to active case.
Answering rate x booking rate = more signed cases
Problem — 67% of prospects hire whichever firm responds first
Solution — 99%+ of calls are answered with Smith.ai, 24/7
+80% increase in booking rate with Smith.ai vs. an in-house solution
We optimize your law firm’s conversion funnel
1. Answer & Qualify
Calls answered, 24/7. Caller type is identified to handle accordingly.
Callers are qualified based on your firm’s specifications. No more time wasted on unqualified leads.
2. Intake & Book
Intake is specific to firm and practice area. Capture the right information based on the caller’s matter. Complete and consistent intake, every time.
Consults are booked live on the call. 77% of callers say yes when asked to schedule a consult. We make sure to ask.
Complex or urgent matters are routed. Transfer the call to your team or one of our Live Agents immediately when needed.
3. Sync & Convert
Always — case synced to CRM. Transcript, summary, and intake data are sent to the right people and places.
Case-by-case — next steps. Action items, booking confirmation, or retainer agreement sent.
The cost of an understaffed or undertrained front office goes beyond missed revenue.
Incomplete or inconsistent intake wastes time. Conflicts and unqualified leads take up valuable slots on your calendar.
Converting clients is unbillable. Every minute a paralegal spends taking a first call is a minute off a billable case.
Urgent matters can’t wait until the office opens. Arrests and emergencies need attention now, not Monday at 9am.
A bad caller experience damages your reputation. Don’t let a missed or fumbled call be your firm’s first impression.
Answer first. Qualify right. Win the client.
Smith.ai answers first and books the consultation before your prospect calls a competitor.
Tailored to your practice areas and intake process, not a generic script.
Tell us what’s important, and we’ll build the right flows for every practice area and case type. Callers get off the phone feeling heard and ready for next steps.
Personal injury — time-sensitive, high-value
Qualify: Where did the incident occur? Who was at fault? What is the extent of the injuries sustained?
Capture: date of incident; treatment status; insurer contact; current or prior counsel; driver, passenger, or pedestrian.
Qualify: Are you calling regarding your own documents, or those of a significant other? What type of assets are you looking to protect? What is the estimated value of the estate?
Capture: document type; new or existing; upcoming deadlines; number of dependents.
Convert: book consultation.
Immigration — bilingual by default
Qualify: Are you or the person you’re calling for currently detained? What is your current immigration status?
Capture: case type; country of citizenship; date entered US; upcoming hearing or deadline; primary language.
Convert: schedule consultation; transfer to firm.
Employment law — screened against your standard
Qualify: Are you the employer or employee? What is the nature of the employment complaint? Is this related to a protected class?
Capture: proof or documentation; name of employer/company; position/title of employee; salary or hourly wage.
Convert: book consultation; send retainer agreement.
The best of AI. The best of humans. Working as one.
Our unique hybrid solution gives you the best of both worlds. You get coverage without compromise, quality without cost, and a system that improves on every call.
Three ways to staff your intake.
100% AI — fast and efficient, with some limitations
Hybrid solutions — maximum flexibility, control, and cost efficiency
100% Human — warm and skilled with nuance, but harder to scale
AI-first — starting at $1.60/call
Answers on the first ring, day or night. Handles routine intake, books the consult, and humans are always available to step in. Try it free before you commit. AI Receptionist
Hybrid — starting at $2.50/call (most firms start here)
AI handles the routine, live agents handle the complex. Every call gets what it needs, and you never overpay. Choose your mix for the smartest version of coverage. Hybrid
Human-first — starting at $7/call
A dedicated North American team that learns your firm, your attorneys, and exactly how your team does intake. Virtual Receptionist
Key features included in every plan
Practice-aware intake — intake flows tailored to every practice area you serve, so you always capture the right details.
Lead qualification — qualified leads are identified by the most desirable case attributes, specified by you.
Appointment booking — convert more leads by scheduling consultations live on the call, no follow-up required.
Payment collection — require consultation fees to be paid upfront so only the most sincere leads get time on your calendar.
Retainer sending — send contingency agreements for e-signature right after a qualified lead call.
Human escalation ($3 extra) — your most complex and valuable calls handled by our Live Agent Network.
Warm transfers — callers routed to your team with full context for a professional end-to-end experience.
Bilingual fluency — conversational fluency in English and Spanish, so you can serve a more diverse client population without bilingual front-office staff.
Native & custom integrations — direct connections to your CRM, calendar, and practice management tools, eliminating manual data entry.
Call recording & transcription — instant call summaries keep you in the loop, with full records available for every call.
Spam screening & blocking — over 20 million known robocalls and solicitors automatically blocked, so your team can focus on real callers.
Dashboard & analytics — see how your intake is performing over time through call volume, appointments scheduled, call quality scores, and more.
Your practice management system stays your system of record.
Smith.ai integrates with 7,000+ systems to sync data and push call outcomes into the tools your firm already runs. One master system of record—no manual work.
Integrations include Clio, Filevine, Lawmatics, MyCase, PracticePanther, Smokeball, Litify and Rocket Matter. See all integrations
Live demo
AI Receptionist — call (380) 333-6907
Call Heartland Law Group’s AI front office to experience our intelligent intake system firsthand. Call (380) 333-6907.
Call as a potential client seeking legal services. Call in with a specific inquiry, such as: I’ve been in a car accident; I was injured at work; I’m getting a divorce.
Experience how our AI front office seamlessly handles your inquiry. Look out for how you’re qualified, how FAQs are handled, and how information is gathered based on your specific matter.
Look out for follow-up. After your call, you may receive an SMS with a booking confirmation or request for further action.
Virtual Receptionists — call (804) 689-3538
Call Thornbury Estate & Trust Law’s virtual receptionists to experience live, human-led intake built for estate planning firms. Call (804) 689-3538.
Call as a potential client with an estate planning need. Call in with a specific inquiry, such as: I need to make a will; I need power of attorney for my mom; My father passed and I need help with probate.
Experience how our receptionists handle your intake. Look out for how a live receptionist gathers the details of your specific matter and books a consultation with an attorney.
Try it out again. Call again with a different matter to experience a completely different intake.
Punch above your weight class. Enterprise-grade quality and support.
The caliber of infrastructure, intelligence, and service usually reserved for the big companies, now available to you. Our Quality Flywheel is a self-reinforcing improvement loop built to ensure every call is better than the last.
Quality — we get it right. Accurate, dependable, and always improving. Every call makes the next one better.
Flexibility — we get it right your way. Your AI and human balance. Your custom playbooks and integrations. Your industry-specific logic.
Support — we do it for you. Experience a level of service excellence smaller businesses usually can’t access.
The Smith.ai Quality Flywheel
Train — load your procedures, policies, and knowledge base. Key Words ensure the AI understands your industry’s specific terminology — not just generic speech patterns.
Test — LLM-as-a-judge evaluation runs alongside human reviewers. Thousands of synthetic simulations, reviewed by people, build confidence in complexity before deployment.
Deploy — every call with your AI receptionist feeds the system. Voice quality, transcription accuracy, and conversational UX are monitored in real time by AI and human reviewers across AI and live agent interactions.
Analyze & improve — CSAT signals, unanswered FAQs, and quality trends are processed automatically and reviewed by humans, then fed back into Train. The loop compounds. Every call widens the moat.
Quality is our moat. Humans are our unfair advantage. Our system trains, tests, deploys, and improves in parallel, around the clock, with humans in the loop at every stage.
Real attorneys, real outcomes.
“Smith.ai is going to save you so much time, really screen clients, and get to the chase—and also provide a great experience for those calling your business.”
“Since we started with Smith.ai, we’ve gotten 12 cases. We wouldn’t have gotten those cases unless Smith.ai had answered the phone. Smith.ai has been beneficial to building our business.”
“Smith.ai has elevated our client interactions. Their dedication to quality and customer service is unmatched, making them an extension of our team.”
“Smith.ai screens, qualifies, and saves a lot of time. I let Smith.ai handle everything.”
“Smith.ai helps with my firm’s customer service and intake process. We never miss a call because of them.”
Questions firms ask us first
Can Smith.ai replace my intake staff?
Most firms use Smith.ai to supplement their intake staff, so teams can spend more time on the relational client work once qualified leads are retained. We’re here to empower legal teams to get back to the work they’re meant to do, with fewer interruptions.
Do the receptionists give legal advice?
No. Our receptionists never give legal advice. They are trained to feel like an extension of your firm, but legal advice is left to the attorneys and legal team.
Can Smith.ai turn away matters we don’t take?
Yes. Out-of-practice-area callers are identified during qualification and, per your instructions, can be referred to a bar association or another firm, so your team only spends time on valuable conversations.
Will my callers know they’re talking to AI?
Yes, you can customize your AI Receptionist to follow your firm’s bar rules and disclosure preferences, and it never claims to be human when a caller asks directly. With Virtual Receptionist, every call is answered by a real, live agent from the start.
What happens when the AI can’t handle a call?
For complex calls, our AI seamlessly hands off to a human receptionist from our Live Agent Network, so the caller reaches a real person instead of a dead end.
Who decides what gets asked on the call?
We do the heavy lifting. Smith.ai’s call flows are built from patterns refined across 25M+ calls and more than a decade of legal intake, so your firm starts with a system already shaped by what converts, not a blank script. Our playbooks are customizable, so flows can be further tailored to your firm’s established intake flow.
Can you run conflict checks?
Our live agents can check callers against your existing contacts and matters during qualification.
What happens to confidential caller information?
Call data is encrypted and stored within the dashboard, protected by your logged-in credentials, to protect your privacy and confidentiality. Call recordings are deleted after three months.
What if the receptionists get something wrong?
Built-in oversight is part of our system. Every call runs through our Quality Flywheel (train, test, deploy, improve), and if something needs to be corrected on your setup, our world-class CS team can ensure it’s optimized going forward.
How much work is this to set up on our end?
Setup depends on the complexity of your firm’s needs, but our years of intake expertise make the process smooth. Most law firms are up and running in a few days.
What does this cost, and what am I actually paying for?
AI Receptionist runs about $1–2 per call, Virtual Receptionist about $6–10 per call, and Hybrid about $2–5 per call. You pay per call, not per minute, so a long new-client call costs the same as a short one.
Can you integrate with my practice management system?
Yes. We integrate natively with Clio, MyCase, Lawmatics, Filevine, and 7,000+ other tools — updating contact records, logging every call as CRM activity, and pulling case status in real time.
Can Smith.ai receptionists book consultations, or do they just take a message?
Both. We’ll take a message if that’s what your firm wants, but we can also book consultations directly on your calendar the moment a caller qualifies, so nothing waits on a callback.
Is it okay for a service outside our firm to handle end-to-end intake?
Yes, with the same oversight any firm applies to nonlawyer intake staff. Under ABA Rule 5.3, a supervising attorney is expected to confirm any outsourced intake service acts consistently with the firm’s professional obligations, which is why our playbooks are built to your firm’s needs rather than open-ended. (General awareness, not legal advice, since state bar rules vary.)
Can you complete my intake forms?
Yes. Your firm’s specific intake fields and qualifying questions can be built into every onboarding call, so all the information you need lands directly in your practice management system, already organized.
Can you reschedule my appointments?
Yes, appointment management works both ways. If a client needs to reschedule a consultation, we can do so directly on your calendar, just as we book.
Can you make outbound calls?
On Virtual Receptionist plans, our live agents place outbound calls to confirm appointments, return missed calls, follow up on leads, or relay time-sensitive updates. If follow-up calls matter to your firm, ask about Virtual Receptionist plans or Hybrid plans rather than AI Receptionist alone.
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