24/7 AI receptionist with live agent backup that answers calls and chats, qualifies and intakes leads, books appointments, blocks spam, and logs details to your CRM so you never miss a client
Product Category
AI Assistant
Product Subcategory
AI Functions
AI receptionist answers 24/7, screens legal leads, captures intake, and routes or escalates to live agents
Automatic caller classification with spam blocking and priority handling
Call summaries, recordings, and searchable transcripts for rapid follow up
Bilingual handling in English and Spanish with automatic language detection
AI assisted callbacks and outreach cadences for form fills and missed calls
Product Core Functions
Smith.ai’s legal answering service acts as a front desk for law firms across phone, chat, and text. The AI receptionist greets callers at any hour, asks your conflict and qualification questions, books consultations, takes payments when directed, and warm-transfers urgent matters to your team. All interactions land in a shared dashboard with summaries, recordings, and transcripts so staff can review facts, dispositions, and next steps without relistening to full calls.
For intake and marketing, managed Outreach Campaigns call back web leads and referral lists, follow scripts you approve, and run multi-touch cadences with email or SMS follow-ups. The service supports Spanish automatically, reducing drop-off for bilingual communities.
Legal-specific integrations push new contacts, call notes, and chat transcripts directly into your practice stack. Receptionists can schedule on your legal calendars and post activity to the correct contact or matter. Payments for retainers or consult fees can be collected during the call using your existing links. Analytics show call volume, peak times, lead types, bookings, and outcomes so you can tune routing, scripts, and staffing. The result is consistent intake, fewer missed opportunities, and documented communications that live in your legal systems of record.
Key Features
24/7 legal answering with custom intake, conflict checks, warm transfers, and schedulingÂ
Bilingual answering in English and Spanish with automatic detectionÂ
Unified call and chat dashboard with summaries, recordings, and transcriptsÂ
Legal CRM integrations for Clio, Clio Grow, Lawmatics, and MyCase (contacts, notes, transcripts, scheduling)Â
Managed outbound callbacks and cadences for faster speed-to-lead
Ease Of Use
Setup: Connect a calendar and legal CRM, load intake and conflict prompts, set routing rules and greetings, enable recording. Same-day activation is realistic.Â
Daily workflow: Attorneys and staff scan summaries, review transcripts, approve dispositions, and act on hot leads; bookings and new matters appear in your CRM automatically.Â
Team onboarding: Intake scripts and templates standardize how reception handles PI, criminal, immigration, family, and other matters; a short walkthrough gets roles comfortable.Â
Tool integration: Enable native integrations for Clio/Clio Grow, Lawmatics, and MyCase; allow receptionists to schedule on those calendars and log payments via your existing links. A couple of hours and you are operational.Â
Admin demand: Light to moderate—tune spam rules, adjust scripts, monitor analytics, and update calendars or payment links as policies change.
Use Cases
Solo and small firms needing 24/7 intake, scheduling, and bilingual coverage
PI, criminal defense, and immigration practices with urgent after-hours calls
Estate planning and family law firms balancing scheduled consults and follow-ups
Mid-size firms centralizing intake across multiple practice groups and locations
Marketing agencies serving law firms that want managed callbacks and tracking