Rocket Matter Knowledge Base Smith.ai IntegrationSmith.ai integration Overview and Setup:

Smith.ai integration Overview and Setup:

What is Smith.ai?

Smith.ai continually strives to improve and expand features to better serve their clients. The U.S.-based virtual receptionists offer much more than live answering services, including but not limited to outbound calls, lead qualification, new client intake forms, appointment and call-back scheduling, and answering questions about jurisdictions, practice areas, billing rates, and more. 

Also, the smart technology delivers automatic spam and unsolicited sales call blocking, call notifications, and SMS status updates (like “Do Not Disturb” when you’re heading into court!)
Unlike most live answering services, Smith.ai never charges for wrong numbers, spam calls, or unsolicited sales calls. Moreover, billing is per-call, not per-minute. Clients who need to vent? New prospects who need to complete an intake form? Those lengthy calls won’t cost extra. Plans start at just $60/month, and every plan includes:

  • Customized call handling procedures for each law firm (and even each lawyer at the firm)
  • Coverage Monday to Friday, 6AM to 6PM PST / 9AM to 9PM EST
  • Call screening, prioritization, and VIP lists
  • Instant call summaries and end-of-day reports

How does the Smith.ai and Rocket Matter API integration work?

After each call, the call notes with the caller's name, number, and message will appear as a new Rocket Matter message in the Messages section of your dashboard. You can then add this information to an existing client record or create a new client record.

All Smith.ai will still receive texts and emails after every incoming call, as well as a daily summary of all calls, so you can determine whether to call clients back immediately or later on.

How to connect your Smith.ai account to Rocket Matter:

Rocket Matter integration is available at no additional charge to businesses using Smith.ai. If you’re already a Smith.ai customer, email support@smith.ai to receive your Rocket Matter authorization link. Setup often can be completed in one business day.

Contacting Smith.ai:

If you have additional questions or need assistance connecting your Smith.ai account to Rocket Matter, please call Smith.ai at (650) 727-6484 Monday through Friday between 5am – 6pm PT to assist you.