Smith.ai

BACKGROUND

Please describe your company and your position there.

We are a trademark law firm that focuses on counseling business owners on how to protect their catchy business names, logos, and tag lines through trademark registrations.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Smith.ai?

Virtual receptionist services.

What were your goals for this project?

I wanted clients to be able to speak to a live person during business hours. I wanted to provide better customer service to my clients.

SOLUTION

How did you select this vendor?

I researched and read online reviews of companies that provide this type of service.

Describe the project in detail.

Having a virtual receptionist has made my life easier and provides me with a sense of ease knowing I have someone there to assist my clients initially, whenever I am away from my desk.

What was the team composition?

They have excellent staff that provides 24/7 coverage.

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

It saves me a lot of time and money.

How effective was the workflow between your team and theirs?

They connect with me directly via email at least once a week to see if my virtual receptionist needs are being met.

What did you find most impressive about this company?

They are very professional, well organized and provide excellent customer service.

Are there any areas for improvement?

I cannot think of anything at this time.

BACKGROUND

Please describe your company and your position there.

I own a family law firm with a large number of callers daily.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Smith.ai?

Smith answers the phones for us and they are our first contact with clients.

What were your goals for this project?

Increase client's access to our company and make them feel heard without having too many bodies in the office or having to manage schedules for others.

SOLUTION

How did you select this vendor?

I spoke with a number of other services before hiring them and did substantial research. They were more readily able to operate within my workflow.

Describe the project in detail.

They answer the overwhelming majority of calls to my office and answer basic questions, as well as screen away non-ideal clients.

What was the team composition?

They have a rotating team of receptionists that answer the phone.

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

We sometimes get compliments on how nice the receptionists are. Smith also worked with me to create an ideal answering protocol that works for both of us.

How effective was the workflow between your team and theirs?

Smith has done things better than I ever could do in-house.

What did you find most impressive about this company?

I am amazed that they continue to stall my phones with happy people with a good attitude.

Are there any areas for improvement?

They are constantly improving. They have opportunities to expand services to more completely complement my practice and they are actively working on them- I talk to them occasionally about their pipeline projects and I am optimistic they will continue to grow in a direction that serves my firm.

BACKGROUND

Please describe your company and your position there.

I am the Membership and CLE Director for the Memphis Bar Association.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Smith.ai?

We do not have a full time receptionist and receive large amounts of calls from the public seeking legal advice. The Chatbot has significantly cut down on our call volume. In addition, the Chatbot has some excellent customizable features that are beneficial for our members too.

SOLUTION

How did you select this vendor?

We initially started the relationship as an affinity partner for MBA members. Upon learning more about the product and receiving continual follow up and customer service, we decided to try it out for ourselves!

Describe the project in detail and what their cost structure looked like.

We were looking for a customizable solution to cut down on significant call volume from the public and a useful tool for members with simple questions.

RESULTS & FEEDBACK

How would you describe/assess the quality of their work?

The team has been great to work with! They're easy to get in touch with and always there to answer questions!

What impressed you about their services?

• Customer service
• the product itself
• feedback from our members

Are there any areas for improvement?

We are looking forward to the Chatbot being trained further to answer our members' questions.

BACKGROUND

Introduce your business and what you do there.

I’m the founder and managing attorney of K Bennett Law LLC. we’re a virtual trademark and business strategy law firm.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Smith.ai?

I was growing my business and scaling my team, but I knew it was very important for my clients to be able to contact someone with their questions and needs. When I first started, I was a solo attorney so I hired Smith.ai. to help support and manage these needs.

SOLUTION

What was the scope of their involvement?

I use them as an extension of my team, so they serve as a communication touchpoint, handling outbound and inbound calls along with our chat feature. We had an onboarding process and ran through the various parameters for the calls. We iterated on the drafts and ran some test calls before getting them started. 

They handle the incoming calls to my business and follow-up as needed so we have a consistent brand across our communication with my clients. If I’m in meetings and can’t make it to the phone, they schedule a lot of my consultations and client calls, too. 

What is the team composition?

I’ve met some of the core team at Smith.ai, but I’m not sure exactly how many people are working with us. 

How did you come to work with Smith.ai?

Since I’m a huge supporter of building a tech-forward business, I started looking for providers I could delegate these tasks to. I considered a few other providers, but I had heard mixed reviews and didn’t like any of their business models. When I tested Smith.ai and I liked their value-based model, since I don’t do hourly billing, it was a great fit. Everything felt seamless, so I’ve been working with them ever since. 

How much have you invested with them?

I estimate we’ve spent around a couple of thousand dollars. If I ever go over what’s part of my package, I know what the cost will be and I have no complaints about their pricing model. 

What is the status of this engagement?

We’ve been working together since January 2018 and our engagement is ongoing. 

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement? 

When a call is transferred to me, people always give very positive feedback about their experience speaking with the Smith.ai team. People have spoken about how accommodating and nice they are, which makes me feel good. It’s been very helpful in our scaling efforts. 

How did Smith.ai perform from a project management standpoint?

Their team is absolutely easy to communicate with, whenever I send an email, I know I’ll get a response quickly. There is a portal for me to view the call instructions and see how the team is utilizing them. They’ve been very flexible about adjusting call instructions whenever I need to. The team, overall, has always been looking to support us as a modern law firm, so we’ve had a really great relationship. 

What did you find most impressive about them?

Their level of client service shows how much they care. At the core of their business, they have their clients in mind and their business model keeps them in that spot, so it’s a win-win. It’s been exciting to watch their team grow with mine and see the ways they continue to develop their service. 

Are there any areas they could improve?

It would be nice to have a dedicated person, but I know our team structure is more unique and modern. As they continue to build their portal, I’m excited to see any additional technology improvements. 

Do you have any advice for potential customers?

Ask questions. If you feel like you could be supporting your clients even more, bring on a team like Smith.ai that will bring that same level of support. Do a trial, since you won’t know until you try. If it works for you, keep going and it’ll be seamless. 

BACKGROUND

Introduce your business and what you do there.

I am the CEO of CMIT Solutions of Upper Chesapeake – Columbia, a managed security services provider (MSSP).

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Smith.ai?

We hired Smith.ai to manage the flow of call volume coming in and out. We needed someone to coordinate that side of the business while we were out in the field and to serve as our virtual office assistant.

SOLUTION

What was the scope of their involvement?

They act as our virtual receptionist. Their primary function is handling all our incoming calls, but if there’s a call drop they’ll reconnect and make outgoing calls. They’ve also integrated chat services to our website.

What is the team composition?

I’ve interacted with 5–6 people, but there’s a whole group of great people that answer the phones. 
    
How did you come to work with Smith.ai?

They were at CompTIA, an industry trade show. Their table was across from ours, and we struck up a great conversation with them.

How much have you invested with them?

I invest about $1,800 a month, but the price fluctuates depending on call volume. I only pay for the calls that I want to take. Robocalls, sales spam, wrong numbers—I don’t pay for any of those calls.

What is the status of this engagement?

They’ve been working with us since September 2018, and the relationship is ongoing. I found a partner for life with them.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement? 

The quality of their work is consistent. Regardless of who’s taking the call, I know they're trained well and can handle it professionally. I consistently receive high praise for Smith.ai from my customers and my prospects. I actually have gotten direct business because of the way they handle calls.

How did Smith.ai perform from a project management standpoint?

We have regular meetings and communicate daily, mostly through email. They’ve been wonderfully hands-on with me. I am project management certified, and I think they’ve been pretty spot on with their project management.

What did you find most impressive about them?

They’re just good at everything. The quality of their program, their training, their systems—all are impressive. The fact that their systems are repeatable and scalable is invaluable.

Are there any areas they could improve?

Initially, they relied on a lot of paperwork—giving us a form and telling us to fill it out. That leads to problems in this space. The onboarding process could be a little more personable. But after that little hump, they’ve been flawless. 

Do you have any advice for potential customers?

Make sure you make constant tweaks to your call flow instructions. The only time we’ve had problems arise if when we neglected to update them.

BACKGROUND

Introduce your business and what you do there.

I am the founder and president of a criminal defense law firm in northern Arizona. 

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Smith.ai?

We were looking for help with voice answering services and chatbot integration.

SOLUTION

What was the scope of their involvement?

I started using Smith.ai for answering services last year. Their answering service integrates directly with my CRM, which was my favorite feature of that product. Eventually, we did bring a lot of that answering in-house with a dedicated employee to handle our call volume. However, if we had some overflow and needed more call capacity, they can do that pretty easily for us. We set it up with our phone tree so that if one of our operators couldn’t answer the phone or if we wanted to schedule it for after hours, the calls could go directly to Smith.ai.

We currently use Smith.ai to manage our chatbot. When a website visitor goes to our website, a pop-up window invites the website user to initiate an online chat with the chatbot. It will gather the name, phone number, and email for that contact. After that, the chatbot prompts the visitor to describe why they are contacting us and what legal problem they have. It helps qualify the leads to determine if they have an issue that we can help with or not. That information also integrates with our CRM through an API and captures all that contact information. 

The chatbot also offers a screening feature where it will ask the potential lead some qualifying questions. If the lead answers negatively to some of those questions, the chatbot will gently inform them that it is not a case we can handle for them. If the lead responds positively to those questions, we still can decide what to prioritize and reach out to contacts with actions already in mind. 

The tool uses a playbook, which is its workflow. It establishes how the chatbot responds to inquiries and what answers to give the website visitor to prompt them for information. A support specialist helped set that up for us. They made some suggestions and did some tweaks to get it right.

What is the team composition?

I’ve worked with Maddy (Head of Growth & Education, Smith.ai) the most. Other staff members can respond as well if I have a question. Another representative helped me establish the chatbot.

How did you come to work with Smith.ai?

I encountered Smith.ai in one of the network groups I am a member of. Maddy has also given some presentations and appeared on some podcasts I’ve listened to. A lot of companies compete in that niche to serve attorneys, but it became apparent that her company did work with law firms and had experience in handling legal consumers. There was also a lot of positive references from other users and networking groups.

How much have you invested in them?

We’ve spent less than $10,000.

What is the status of this engagement?

We began working with them in February 2019, and they still provide support for the chatbot.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

It is extremely labor and time-efficient to have this chatbot. That $300–$400 initial investment has generated about $35,000 in revenue from clients that signed up through the chatbot service. 

I get about 3–5 leads a day with the service, but a vast majority are not qualified leads. A live operator service would charge anywhere between $20–$30 per lead that comes in. With a chatbot, depending on the pricing scheme, it ends up being effectively 50 cents to a dollar per lead. That is a huge cost saving.

How did Smith.ai perform from a project management standpoint?

My impression of Smith.ai is that they are a fairly small company. They are available by telephone, but most of the communication is done through email. I can direct emails to Maddy or their general support email and get a tailored and personal response promptly. If they require further research, I usually get an answer fairly quickly.

What did you find most impressive about them?

Smith.ai gives prompt and personal attention to any questions about their services. They address any questions or concerns about topics like billing really quickly. Their customer service reps, brand ambassadors, and community outreach people are very proactive. I think that is their strongest attribute.

Are there any areas they could improve?

They could benefit from creating some onboarding videos or sessions to demonstrate what the chatbot does. It’s not 100% intuitive and requires some thought to plan, design, and flesh it out. Someone from the company did follow up after we set it up and suggested some improvements to the playbook. I think Smith.ai should give some more sample playbooks or generic with templates to start with that customers can then tailor further.

Do you have any advice for potential customers?

Take advantage of their support to help them get set up. Give them as much feedback and ask as many questions as possible. I feel that Smith.ai is constantly trying to improve their company and the quality of their product and their services. 

BACKGROUND

Please describe your company and position.

I am the Office Manager of Clifford Senior Law, PLLC

Describe what your company does in a single sentence.

Elder Law Firm

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Smith.ai to accomplish?

• Answer phones
• Intake with potential clients

SOLUTION

How did you find Smith.ai?

Other

Why did you select Smith.ai over others?

• Pricing fit our budget
• Other

Describe the scope of work in detail. Please include a summary of key deliverables.

We originally hoped that Smith.ai would be able to do a great deal of intake for us with potential clients.  This turned out to not be possible, but we still kept them to answer our calls and take messages.  I record the calls, and still listen to them.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Our calls are answered regularly by human beings.  Important to us as a firm.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

They answer most calls, occasionally one slips through to voicemail, but it is rare.  If it does, they do attempt a callback.

What was your primary form of communication with Smith.ai?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

I am happy with the support staff overall.  Some receptionists are very good, some not so much.

Are there any areas for improvement or something Smith.ai could have done differently?

My biggest issue is when a receptionist lies on their notes.  Training is vital.  I think Smith.ai makes attempts, but isn't always successful.

BACKGROUND

Introduce your business and what you do there.

I’m the owner of Mr. Law, a legal services company.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Smith.ai to accomplish for your legal practice?

We needed help with our client intake process.

SOLUTION

Can you describe the scope of work Smith.ai handled for MR.LAW?

Smith.ai provides intake client call services for us.

What is the team composition?

We work with 6-10 teammates from Smith.ai.

How did you come to work with Smith.ai?

We found Smith.ai through an online search and chose them because they had high ratings and offered good value for the cost.

What is the status of this engagement?

We started working with Smith.ai in March 2022, and our engagement is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Smith.ai has improved our intake handling, and we’ve seen an increase in the number of calls answered.

How did Smith.ai perform from a project management standpoint?

Smith.ai delivers on time and uses virtual meetings as their primary form of communication.

What did you find most impressive about them?

Smith.ai’s responsiveness is impressive.

Are there any areas they could improve?

Smith.ai could improve their ability to listen to instructions.

BACKGROUND

Please describe your company and position.

I am the Owner & operator of Phoenix Mobile massage

Describe what your company does in a single sentence.

Mobile services for massage therapy clients in the phoenix valley and surrounding areas 

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Smith.ai to accomplish?

• Capture potential client information
• Receive missed calls
• Revenue

SOLUTION

How did you find Smith.ai?

Online Search

Why did you select Smith.ai over others?

• Pricing fit our budget
• Referred to me
• Company values aligned

How many teammates from Smith.ai were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

The main reason for implementation was to receive missed calls I would not normally be able to capture while busy or working in the business 

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

I am creating ROI 

Describe their project management. Did they deliver items on time? How did they respond to your needs?

They are efficient when I need help with any issue.

What was your primary form of communication with Smith.ai?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

It is ai and constantly learning my brand 

Are there any areas for improvement or something Smith.ai could have done differently?

Not at this time 

BACKGROUND

Please describe your company and position.

 I am the Attorney of a law firm. 

Describe what your company does in a single sentence.

Legal

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Smith.ai to accomplish?

• Answer Phones
• Take Messages

SOLUTION

How did you find Smith.ai?

Online Search

Why did you select Smith.ai over others?

• Pricing fit our budget
• Good value for cost

How many teammates from Smith.ai were assigned to this project?

1 Employee

Describe the scope of work in detail. Please include a summary of key deliverables.

They answered my phones when I could not answer my phones.  They take messages for me.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

They answered the 100% of the time when I could not asnwer the phone.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

The met the time deadline of answering the phone before it stops ringing and the caller hangs up

What was your primary form of communication with Smith.ai?

Email or Messaging App

What did you find most impressive or unique about this company?

they answer phones

Are there any areas for improvement or something Smith.ai could have done differently?
They do a pretty good job.