# Smith.ai Smith.ai Reviews (77), Pricing, Services & Verified Ratings - Premier Verified - 4.8 out of 5 average review rating - 8 connections joined Smith.ai's Network [Visit Website](https://smith.ai/?utm_source=clutch.co&utm_medium=review_site) [Get a Custom Proposal](https://clutch.co/profile/smithai) **24/7 front office coverage, powered by AI + humans** Smith.ai offers superior call answering and intake services for businesses of all sizes. AI Receptionist is our AI + human call answering solution. On these plans, our AI seamlessly handles call answering, lead qualification, intake, and more, with our live agents available as needed. AI Receptionist plans start at $0/month. Our Virtual Receptionist plans include North America-based receptionists who handle inbound calls; provide bilingual answering; screen and intake new clients; schedule appointments; and make outbound calls to leads who complete your online forms, ensuring instant follow-up with new potential clients. Plans start at $300/month. With integrations including Clio, MyCase, PracticePanther, Lawmatics, and Calendly, plus thousands more through Zapier and Make, conversations are synced with your systems in real-time. Our offerings include: - 24/7 handling of calls and chats - Bilingual services (English & Spanish) - Options to handle all calls, after-hours, weekends, or overflow - Free spam blocking - Lead qualification and intake form completion - Outbound calls and outreach campaigns - Thousands of CRM and software integrations - Call recording and searchable transcripts - Client dashboard with conversation history - Call intelligence and performance analytics - Text and email follow-up messages - Conflict checks (for law firms) - Partner portal: Agencies can access clients' conversation data for improved campaign performance (optional) We offer a risk-free, 30-day money-back guarantee on all paid plans. Plans are monthly, with no cancellation fees. Small or large, we work with businesses of all types across all industries. Let us explore with you how we can align with your growth goals and budget. Schedule a free consultation at https://smith.ai/booking. ## Company Information - Number of employees: 250 - 999 - 1 Locations: - Los Altos, CA (Headquarters) - Founded in 2015 - 2 languages: English, Spanish ## Services, Focus Areas, Industries, and Clients ### Service Lines - 50% Call Center Services - 10% AI Development - 10% Back Office Outsourcing - 10% Conversion Optimization - 10% Customer Service Outsourcing - 10% Sales Outsourcing ### Focus Areas - Sales Outsourcing: - 100% B2B Lead Generation - Back Office Outsourcing: - 88% Virtual Assistant - 12% Data Entry & Processing - AI Expertise: - 80% Chatbots & Conversational AI - 10% Machine Learning - 10% Natural Language Processing - Inbound Services: - 56% Virtual receptionist - 33% Answering services - 11% Inbound appointment scheduling - Customer Service Outsourcing: - 50% Chat Support Services - 50% Email Support Services ### Industries - 10% Education - 10% Real estate - 10% Advertising & marketing - 10% Legal - 10% Information technology - 10% Financial services - 10% Medical - 10% Energy & natural resources - 10% Dental - 10% Hospitality & leisure ### Clients - 70% Small Business (<$10M) - 30% Midmarket ($10M - $1B) ## Pricing Snapshot Average rating for cost based on this provider's reviews: 4.7 out of 5 **What Clients Have Said** *(This summary is based on verified Clutch reviews.)*: Smith.ai offers affordable virtual receptionist services with pricing around $200 monthly for basic plans. Clients appreciate the value for cost, citing effective call handling and professional service that enhances business image. Engagements typically cost under $10,000, providing significant ROI through increased client interactions. **Most Common Project Size**: Less than $10,000 based on 65 reviews *(Pricing information for this provider is based on reviews where the project size was available.)* ### Pricing by Service - Call Center Services: Less than $10,000 based on 56 reviews - Business Consulting: Less than $10,000 based on 4 reviews - Customer Service Outsourcing: Less than $10,000 based on 3 reviews - IT Staff Augmentation: Less than $10,000 based on 3 reviews - Back Office Outsourcing: Less than $10,000 based on 2 reviews - AI Agents: Less than $10,000 based on 1 review - AI Development: Less than $10,000 based on 1 review - Conversion Optimization: Less than $10,000 based on 1 review - HR Consulting: Less than $10,000 based on 1 review - Translation: Less than $10,000 based on 1 review - Transcription: Less than $10,000 based on 1 review ## Reviews Clutch investigates each reviewer's identity and work history. Every review goes through a rigorous, human-led verification process to confirm the reviewer's identity, and reviews that we verify are visibly marked as 'Verified' so you can trust that they come from a real client. [Learn More](https://help.clutch.co/en/knowledge/how-clutch-verifies-reviews) ### Smith.ai Review Insights Overall Review Rating: 4.8 - Quality: 4.8 - Schedule: 4.8 - Cost: 4.7 - Willing to Refer: 4.8 ### Top Mentions - Professional (25 mentions) - Easy to work with (12 mentions) - Helpful (8 mentions) - Communicative (6 mentions) - Exceptional performance (6 mentions) - Timely (6 mentions) - Detail-oriented (5 mentions) - Great project management (5 mentions) - High-quality work (5 mentions) - Easy to reach (4 mentions) - Accommodating (3 mentions) - Efficient (3 mentions) - Personable (3 mentions) - Reasonable pricing (3 mentions) - Customized support (2 mentions) - Exceptional results (2 mentions) - Flexible (2 mentions) - Innovative (2 mentions) - Transparent (2 mentions) - Well-organized projects (2 mentions) ### Review Highlights **Cost-Effective Solutions** Clients appreciate Smith.ai’s cost-effective pricing model, which provides value for money without compromising on service quality. Many clients have noted significant savings compared to hiring in-house staff. **Effective Call Management** Smith.ai effectively manages inbound and outbound calls, reducing missed calls and increasing client engagement. Their services have helped clients improve organization and reduce workload. **Lack of Onboarding Support** Some clients reported dissatisfaction with the lack of onboarding support, particularly with chat services, which required clients to set up and adjust systems independently. **Scalable Services** Smith.ai offers scalable services that adapt to the growing needs of their clients, providing consistent quality regardless of call volume or business size. **Issues with Call Screening** A few clients noted occasional issues with call screening, leading to improper handling or referral of calls. However, these issues were typically addressed quickly by Smith.ai. **Excellent Chatbot Integration** Clients using Smith.ai's chatbot services have reported significant improvements in lead management and client engagement, with the chatbot effectively qualifying leads. **Dependable After-Hours Support** Smith.ai provides reliable after-hours support, ensuring clients' calls are answered 24/7, which has been particularly beneficial for law firms and service providers. **Efficient Workflow Integration** Smith.ai integrates seamlessly with clients’ existing workflows and systems, including CRM platforms, improving overall efficiency and reducing administrative burdens. **Responsive Customer Service** Smith.ai is praised for their responsive customer service and ability to quickly address issues. They maintain consistent communication with clients to ensure satisfaction. **Improvements in Client Conversion Rates** Many clients have seen improvements in client conversion rates due to Smith.ai's effective call handling and initial client interactions. ### Smith.ai Reviews #### Call Center Services for Travel Agency (Featured Review) **The Project** - Services: Call Center Services - Project size: Less than $10,000 - Project length: June 2025 - Ongoing **Project Summary**: Smith.ai provides call center services for a travel agency. The main task is to answer calls to find out what vacations callers are interested in and follow up with them regarding the quoted sail price. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Owner & Travel Agent, Kats Purrfect Getaways - Industry: Hospitality & leisure - Client size: 1-10 Employees - Review Type: Online Review - Verified **The Review** — Jul 9, 2025 **Feedback Summary**: Smith.ai has successfully provided an AI receptionist to answer calls and be the voice on the phone, freeing up the internal team's time for other tasks. They've impressed the client with the accuracy of the calls and the notes they send through email. Overall, it's been a successful collaboration. ""Their AI receptionist is very good."" **BACKGROUND** Please describe your company and position.I am the Owner/travel agent of Kats Purrfect GetawaysDescribe what your company does in a single sentence.Travel agent. Specializing in cruises.   **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Smith.ai to accomplish?Answer phonesSort spamEmail me call logs to follow up on **SOLUTION** How did you find Smith.ai?Facebook adWhy did you select Smith.ai over others?Pricing fit our budgetGood value for costDescribe the scope of work in detail. Please include a summary of key deliverables.Answered calls to find out what vacations callers were interested in so we can follow up to quote sail price **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?Having a ai receptionist to answer call and be the voice on phone to free me up for other tasksDescribe their project management. Did they deliver items on time? How did they respond to your needs?NaWhat was your primary form of communication with Smith.ai?Email or Messaging AppWhat did you find most impressive or unique about this company?Their AI receptionist is very good. When trialing it i was impressed with accuracy of call and notes sent in email Are there any areas for improvement or something Smith.ai could have done differently?Wish they could text call summarizes instead of email  --- #### Call Center Services for IT Services Provider **The Project** - Services: Call Center Services - Project size: Less than $10,000 - Project length: Jan. 2018 - Ongoing **Project Summary**: Smith.ai provides call center services for an IT services provider. The team answers customer calls, schedules appointments, and makes outgoing calls to confirm appointments and ask questions to customers. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** IT Consultant, Close to the Earth - Industry: Other industries - Client size: 1-10 Employees - Review Type: Online Review - Verified **The Review** — Jan 3, 2026 **Feedback Summary**: Smith.ai's efforts have made the client's business appear more professional, and their customers have praised the team's friendliness. Smith.ai delivers on time and communicates effectively across various platforms. The client has also been impressed with the team's innovative solutions. ""I'm impressed by Smith.ai's friendly service and great innovation."" **BACKGROUND** Introduce your business and what you do there.I’m an IT consultant for Close to the Earth, an IT services provider for small and medium-sized businesses. **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Smith.ai to accomplish for your IT services business?I wanted to have a phone answering service that felt personal and high-quality. **SOLUTION** Can you describe the scope of work Smith.ai handled for this project?Smith.ai provides call answering and appointment confirmation services. The team is also responsible for making outgoing calls to confirm appointments and get my clients to answer questions I need to know the answers to without getting stuck on the phone with them.What is the team composition?I'm unsure of the team composition.How did you come to work with Smith.ai?We found Smith.ai through an online search and a referral. We chose them over other options because they had high ratings, their pricing fit our budget, they offered good value for the cost, and their company values aligned with ours.How much have you invested with them?We've spent less than $10,000.What is the status of this engagement?We started working with Smith.ai in January 2018, and our engagement is ongoing. **RESULTS & FEEDBACK** What evidence can you share that demonstrates the impact of the engagement?Smith.ai's work has made our business seem a lot more professional. Our clients have said, "Wow, your staff is so nice!"How did Smith.ai perform from a project management standpoint?Smith.ai always delivers on time with anything I ask them to update. We communicate via virtual meetings and email or messaging apps.What did you find most impressive about them?I'm impressed by Smith.ai's friendly service and great innovations.Are there any areas they could improve?No, everything has been great. --- #### AI Chatbot for Law Firm **The Project** - Services: AI Development - Project size: Confidential - Project length: Oct. 2025 - Ongoing **Project Summary**: Smith.ai has provided a chat platform for a law firm. The solution is intended to provide an AI chatbot for answering basic service questions and scheduling appointments on behalf of the client. **Review Rating**: 2.0 - Quality: 2.0 - Schedule: 3.0 - Cost: 2.0 - Willing to Refer: 1.0 **The Reviewer** Owner, Law Firm - Industry: Legal - Client size: 11-50 Employees - Review Type: Online Review - Verified **The Review** — Oct 24, 2025 **Feedback Summary**: The client is disappointed with Smith.ai's solution. The chatbot has provided generic answers and has not met expectations. The client is dissatisfied with the responses, and no onboarding or setup help has been provided. The team's communication and project management are also deficient. This review includes the service provider's response. ""The service is terrible."" **BACKGROUND** Introduce your business and what you do there.I am the owner of Stone Arch Law Office PLLC. We provide comprehensive legal services in estate planning, wills, trusts, estate and trust management, and related areas for individuals, families, and small businesses. **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Smith.ai to accomplish for Stone Arch Law Office?We were looking for an AI chat agent to fill in the gap of a live agent on our website. Our goal was to have a chatbot that could answer basic questions about our services and help visitors schedule appointments when a live agent was unavailable. **SOLUTION** Can you describe the scope of work Smith.ai handled for your legal practice? Please include the main deliverables if you can.We signed up for the a-la-carte chat subscription, which charges per chat. Smith.ai provided access to their chat platform, but did not assist with setup or onboarding. We were responsible for setting up the chat agent ourselves.What is the team composition?We were not assigned any team. I had a single online conversation with someone expecting a demo and was just asked generally "what would you like it to do" without any information on what it *could* do. I left the meeting stating that we would just have to figure it out on our own. Not a helpful call.What is the status of this engagement?The project began in October 2025 and is still ongoing. **RESULTS & FEEDBACK** What were the measurable outcomes from your project with Smith.ai that showed progress or success?The main outcome was whether the chatbot worked as advertised. However, the chatbot provided very general answers that did not meet our expectations for service quality. We were unable to track specific metrics, but it was clear that clients did not like the answers they received.I signed up for their chat agent service. I am currently in the middle of a 30 minute wait on their website using their own chat agent, I can only assume this is what my clients experience.. The service is terrible.How would you describe Smith.ai’s project management?There was no project management provided by Smith.ai. They did not assist with onboarding or programming, and all setup was left to us.What did you find most impressive or unique about working with Smith.ai?I was not impressed with Smith.ai during this engagement.Is there anything Smith.ai could have done better or differently during the project?They could have provided assistance with onboarding and programming the chatbot to better meet our needs. **Company Response** The service provider responded on December 18, 2025.Thanks for taking the time to share your experience. We’re sorry the chat product didn’t deliver the level of quality or support you expected — or that we expect from ourselves.Your notes on onboarding, setup, and the clarity of our demo are taken seriously. Chat should be easy to configure, and your meeting shouldn’t have left you feeling on your own. The generic responses your clients received and the long wait you experienced on our website chat aren’t the standard we hold across our services, and we understand how that impacts trust.Our chat tool is a self-serve product, however, we agree that better guidance and clearer expectations would have made a difference.While this particular product wasn’t the right fit for your firm, your feedback is valuable and is already informing how we evaluate improvements moving forward. --- #### Call Center Services for Screen Printing & Embroidery Co **The Project** - Services: Call Center Services - Project size: Less than $10,000 - Project length: Apr. 2025 - Ongoing **Project Summary**: Smith.ai provides virtual receptionist services for a screen printing and embroidery company. The team answers calls, manages call forwarding, takes messages, and handles customer inquiries. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Owner, Hale Ink LLC - Industry: Manufacturing - Client size: 1-10 Employees - Review Type: Online Review - Verified **The Review** — Aug 25, 2025 **Feedback Summary**: Smith.ai has helped the client achieve fewer missed calls and better organization of customer messages. Moreover, the team is very responsive and communicative via virtual meetings, email, and messaging apps. Ultimately, the service provider has delivered exactly what the client needed. ""They've been very responsive when we've needed anything."" **BACKGROUND** Please describe your company and position.I am the Owner of Hale Ink LLCDescribe what your company does in a single sentence.We offer screen printing and embroidery services.  **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Smith.ai to accomplish?Answer calls **SOLUTION** How did you find Smith.ai?Online SearchWhy did you select Smith.ai over others?High ratingsPricing fit our budgetGood value for costHow many teammates from Smith.ai were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.Smith.ai provides virtual receptionist services for our business. Their team answers all incoming calls, manages call forwarding, and takes messages when needed. The system prioritizes sales opportunities and forwards those directly to a sales rep, while filtering out solicitations and general inquiries. They also handle customer inquiries in a professional way, giving us the ability to focus on production without worrying about missed calls. **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?Since bringing on Smith.ai, we’ve had fewer missed calls and better organization of customer messages. Their system ensures that sales opportunities are prioritized and connected to our sales rep right away, which has helped us respond faster to potential clients. Internally, it’s freed up our team to stay focused on production without being interrupted by calls, which has improved our efficiency. Overall, the service has delivered exactly what we needed.Describe their project management. Did they deliver items on time? How did they respond to your needs?They've been very responsive when we've needed anything. What was your primary form of communication with Smith.ai?Virtual MeetingEmail or Messaging AppWhat did you find most impressive or unique about this company?Very easy to set up and use. Are there any areas for improvement or something Smith.ai could have done differently?I don't have anything to add.  --- #### Call Center Services for Marketing Solutions Company **The Project** - Services: Call Center Services - Project size: Confidential - Project length: Jan. 2025 - Ongoing **Project Summary**: Smith.ai provides call center services for a marketing solutions company. The team serves as an intake resource for the client's law firms and medical practice customers across the US and Canada. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Co-OP Project Manager, Matador Solutions - Industry: Advertising & marketing - Client size: 11-50 Employees - Review Type: Online Review - Verified **The Review** — Jul 24, 2025 **Feedback Summary**: The client and end customers are satisfied with Smith.ai's services. The team is consistently on top of deadlines and enthusiastic about their customer service, takes feedback well, and ensures that the client is updated on new opportunities. Smith.ai is committed to striving for perfection. ""Their customer service and communication are consistently good."" **BACKGROUND** Please describe your company and position.I am the Co-OP Project Manager of Matador SolutionsDescribe what your company does in a single sentence.Matador Solutions serves Law Firms and Medical practices with a Co-Op marketing model, focused on SEO and turnkey website management. From client acquisition to patient acquistion, we define and refine best practices for each industry.  **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Smith.ai to accomplish?Provide high quality call answering services to Co-Op members **SOLUTION** How did you find Smith.ai?ReferralWhy did you select Smith.ai over others?High ratingsPricing fit our budgetGreat culture fitGood value for costCompany values alignedHow many teammates from Smith.ai were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.As a Co-Op vendor partner, Smith.ai is an intake resource for law firms and medical practices across the United States and Canada. When a business needs to improve its intake process, Smith.ai services are one of the first recommendations that Co-Op project managers make.  **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?Co-OP members report satisfaction with Smith.ai services. We have also worked on co-marketing collaborations with the Smith.ai team, to great success. Describe their project management. Did they deliver items on time? How did they respond to your needs?Smith.ai is always on top of deadlines and enthusiastic in their customer service. They take feedback well and ensure that we are kept up to date on new opportunities. What was your primary form of communication with Smith.ai?Virtual MeetingEmail or Messaging AppWhat did you find most impressive or unique about this company?Their customer service and communication are consistently good. Are there any areas for improvement or something Smith.ai could have done differently?All businesses have an obligation to chase perfection, and Smith.ai demonstrates their commitment.  --- #### Call Center Services for Family Law Firm **The Project** - Services: Call Center Services, Conversion Optimization - Project size: Less than $10,000 - Project length: July 2025 - Ongoing **Project Summary**: Smith.ai provides call center services for a family law firm. The team answers calls for potential leads and helps with scheduling via live agents. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Owner & Operating Attorney, Meridian Law Office - Industry: Legal - Client size: 1-10 Employees - Review Type: Online Review - Verified **The Review** — Jul 20, 2025 **Feedback Summary**: Smith.ai has successfully helped the client schedule two consultations within a week. The team's live agents have been consistently professional, warm, and helpful to potential customers. Overall, the client has been pleased with the service Smith.ai provides and has had no issues with them so far. ""So far, it's been a great experience!"" **BACKGROUND** Please describe your company and position.I am the Owner/Operating Attorney of Meridian Law OfficeDescribe what your company does in a single sentence.Family Law Firm **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Smith.ai to accomplish?Answering calls for potential leads: overflow and after hours, weekends **SOLUTION** How did you find Smith.ai?ReferralWhy did you select Smith.ai over others?High ratingsPricing fit our budgetGood value for costReferred to meDescribe the scope of work in detail. Please include a summary of key deliverables.The AI service answers the phones and transfers to live agents to assist with scheduling. **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?We hired the AI service a week ago and have already have two scheduled consultations. The AI service transfers to live agents to assist with scheduling. We have had less than stellar experiences with live answering services in the past, so were overjoyed to find that the live agents with Smith AI have been consistently professional, warm and helpful to our potential clients. So far it's been a great experience!Describe their project management. Did they deliver items on time? How did they respond to your needs?We hired the AI service a week ago and have already have two scheduled consultations. The AI service transfers to live agents to assist with scheduling. We have had less than stellar experiences with live answering services in the past, so were overjoyed to find that the live agents with Smith AI have been consistently professional, warm and helpful to our potential clients. So far it's been a great experience!What was your primary form of communication with Smith.ai?Email or Messaging AppWhat did you find most impressive or unique about this company?We hired the AI service a week ago and have already have two scheduled consultations. The AI service transfers to live agents to assist with scheduling. We have had less than stellar experiences with live answering services in the past, so were overjoyed to find that the live agents with Smith AI have been consistently professional, warm and helpful to our potential clients. So far, it's been a great experience!Are there any areas for improvement or something Smith.ai could have done differently?Not at this time --- #### Call Center Services for Events Management Firm **The Project** - Services: Call Center Services - Project size: Confidential - Project length: June 2024 - Ongoing **Project Summary**: Smith.ai provides call center services for an events management firm. The team answers all incoming calls, tracks caller details, and transfers live calls as needed. They also identify and block spam callers. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Event Strategist, Devonshire - A Perfect Events Company, LLC - Industry: Business services - Client size: 1-10 Employees - Review Type: Online Review - Verified **The Review** — Dec 4, 2024 **Feedback Summary**: Thanks to Smith.ai's services, the client has closed three clients who found them on Google. The team has an excellent project management style, which earns consistent praise from internal stakeholders. Moreover, the service provider ensures the work flow is consistent and accurate. ""They feel like an extension of our company because they always respond to my needs in a timely manner."" **BACKGROUND** Please describe your company and position.I am the Event Strategist of Devonshire - A Perfect Events Company, LLCDescribe what your company does in a single sentence.We help families and corporations bring people together and create magical memories with  curated events. **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Smith.ai to accomplish?Save me time from answering calls or having to check voicemails.Add a professional and live voice to interact with my callers from someone other than myself.Help to easily identify new clients and respond faster with the help of the text call summaries. **SOLUTION** How did you find Smith.ai?Online SearchWhy did you select Smith.ai over others?High ratingsGreat culture fitGood value for costCompany values alignedDescribe the scope of work in detail. Please include a summary of key deliverables.The scope of work:Answer all incoming calls and track caller details.Transfer live calls as needed.Identify and block spam callers and provide the option to block certain sales calls.The key deliverables:Clear and concise message reporting on every call.24/7 availability.Low or no percentage of calls going to voicemail. **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?I was able to close three clients who found us on Google thanks to having a live agent answer the call v. just sending them to my voicemail.Describe their project management. Did they deliver items on time? How did they respond to your needs?Project management is excellent! They feel like an extension of our company because they always respond to my needs in a timely manner.What was your primary form of communication with Smith.ai?Email or Messaging AppWhat did you find most impressive or unique about this company?I am impressed by their use of live agents with AI call flow assistance.Are there any areas for improvement or something Smith.ai could have done differently?Smith.ai is always improving!  On my end, I need to market my business more widely to generate more interested client calls for this team to answer. --- #### Call Center Services for Criminal Defense Law Firm **The Project** - Services: Call Center Services, Customer Service Outsourcing - Project size: Less than $10,000 - Project length: Jan. 2023 - Ongoing **Project Summary**: Smith.ai provides call center services for a criminal defense law firm. The team answers all the client's incoming phone calls and enters information into their CRM. **Review Rating**: 5.0 - Quality: 4.5 - Schedule: 4.5 - Cost: 4.5 - Willing to Refer: 4.5 **The Reviewer** Law Practice Manager, Meade Law Group - Industry: Legal - Client size: 11-50 Employees - Review Type: Online Review - Verified **The Review** — Jan 17, 2024 **Feedback Summary**: Smith.ai has helped the client reduce the number of missed calls from 4–5 per week to zero. The team is professional and captures succinct information like no other company the client has worked with. Smith.ai provides the client with weekly reports of logged calls and access to a custom dashboard. ""Smith.ai has been incredibly professional."" **BACKGROUND** Please describe your company and position.I am the Law Practice Manager of Meade Law GroupDescribe what your company does in a single sentence.Family Law and Criminal Defense Law Firm **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Smith.ai to accomplish?Answer the phonesGather informationget the phone call to the right employeeenter the information into our CRM **SOLUTION** How did you find Smith.ai?ReferralWhy did you select Smith.ai over others?Referred to meDescribe the scope of work in detail. Please include a summary of key deliverables.Smith AI was first enlisted to answer our phones after hours and then to enter the information into our CRM. After doing an excellent job, we expanded their service to include ALL incoming calls at all hours. **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?Smith AI sends us a weekly report of calls logged, as well as access to a dashboard. By logging incoming calls into our CRM, we were able to alleviate the workload of 2 team mates. We went from missing 4-5 phone calls a week to missing 0Describe their project management. Did they deliver items on time? How did they respond to your needs?Smith AI was responsive, although I never spoke with the same person twice, an indicator that they have an excellent internal messaging system (i.e. they can track their clients) The dashboard is easy to use and their turn around time for a request is about 2 business days.What was your primary form of communication with Smith.ai?Email or Messaging AppWhat did you find most impressive or unique about this company?Smith.ai has been incredibly professional despite cranky clients. They also capture succinct information like no other firm that we have used. They understand what information that a Criminal Defense and Family Law firm needsAre there any areas for improvement or something Smith.ai could have done differently?Their turnaround time for requests for changes could be faster, but I would rather have right than immediate. --- #### Call Center Services for Family Law & Estate Planning Firm **The Project** - Services: Back Office Outsourcing, Call Center Services, Customer Service Outsourcing - Project size: Less than $10,000 - Project length: Jan. 2022 - Ongoing **Project Summary**: Smith.ai provides call center services for a family law and estate planning firm. The team is responsible for answering phone calls during work and non-work time to avoid missing calls. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** COO, View Ridge Law and Estate Planning - Industry: Legal - Client size: 11-50 Employees - Review Type: Online Review - Verified **The Review** — Jul 21, 2023 **Feedback Summary**: Smith.ai has successfully answered each incoming call for the client, so they haven't experienced missed calls. Smith.ai's phone system is easy to install, and they offer various packages to cater to the client's diverse needs. Moreover, they provide great customer service and consistent training. ""They answered each call."" **BACKGROUND** Please describe your company and position.I am the COO of View Ridge Law and Estate PlanningDescribe what your company does in a single sentence.Attorney office providing family law assistance and estate planning services. **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Smith.ai to accomplish?Answer the phone during work timeAnswer the phone during work non work time **SOLUTION** How did you find Smith.ai?Online SearchWhy did you select Smith.ai over others?High ratingsPricing fit our budgetGood value for costHow many teammates from Smith.ai were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.Smith AI stands out as a remarkable addition to the software landscape, sparing me from the arduous hours typically needed to learn new tools. With a minimal investment, I achieved remarkable results. Setting up the system was a breeze, and their staff was exceptionally well-trained. I was thoroughly impressed by their top-notch customer service.Offering various plans and the option to charge per call, Smith AI caters to diverse needs. Whether you're establishing your intake team or require additional coverage, rest assured that no calls will be missed, as they ensure seamless and accurate call routing. **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?They answered each call. We have no missed calls.Describe their project management. Did they deliver items on time? How did they respond to your needs?Great customer service, it takes about 24 hrs turnaround time, but that was great for me.What was your primary form of communication with Smith.ai?Virtual MeetingWhat did you find most impressive or unique about this company?Consistency in training of their staff.Are there any areas for improvement or something Smith.ai could have done differently?Not at this time. --- #### Call Center Services for Business Law Firm **The Project** - Services: Call Center Services, Customer Service Outsourcing - Project size: Confidential - Project length: Jan. 2020 - Ongoing **Project Summary**: Smith.ai provides call center services for a business law firm. The team also handles the client's consultation scheduling needs.  **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Executive, The Benkabbou Law Firm, PLLC - Industry: Legal - Client size: 1-10 Employees - Review Type: Online Review - Verified **The Review** — May 2, 2023 **Feedback Summary**: The client is pleased with Smith.ai's services. The team has been an invaluable partner as they provide detailed call notes. They also have quick customer service and are always accessible to the client. Overall, their systematized workflow ensures their collaboration with the client is smooth. ""They are phenomenal at providing all the details of the calls."" **BACKGROUND** Please describe your company and position. I'm an executive at The Benkabbou Law Firm, PLLC Describe what your company does in a single sentence. Business Law Firm **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Smith.ai to accomplish? Handle our calls seamlessly Schedule Consultations **SOLUTION** How did you find Smith.ai? Referral Why did you select Smith.ai over others? High ratings Pricing fit our budget Good value for cost Company values aligned Describe the scope of work in detail. Please include a summary of key deliverables. Handle our calls and schedule consultations. **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success? I have been with Smith.ai for a few years now. They have been invaluable to the law firm. No matter how large the firm grows, it will always be part of my BLF family. They provide detailed call notes, include a transcription of the call, and collect all of the information we need to nurture our leads and handle client calls. Their customer service is super fast and always on hand to help with any issues and to help you make any changes to your firm's call policies. What I love most about them is the integration with my Microsoft Teams to accept calls and with MyCase Call Logs. As a firm that prides itself on systemized processes with the help of SaaS, Smith.ai fit perfectly right into our systemized process. Describe their project management. Did they deliver items on time? How did they respond to your needs? We receive an email with detailed notes of each and every call with the pertinent information our firm needs to move forward with the lead or clients. What was your primary form of communication with Smith.ai? Virtual Meeting Email Messaging App What did you find most impressive or unique about this company? Their ability to take detailed notes of the calls. Literally, the best call notes I have ever seen. I don't know how they train their employees, but they are phenomenal at providing all the details of the calls. Are there any areas for improvement or something Smith.ai could have done differently? None. --- #### Virtual Receptionist Services for Immigration Law Firm **The Project** - Services: Call Center Services - Project size: Confidential - Project length: Feb. 2021 - Ongoing **Project Summary**: Smith.ai serves as the 24/7 virtual receptionist of an immigration law firm. They answer and make calls in English and Spanish using the client-provided script and send the call recordings to the client. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 4.5 - Willing to Refer: 5.0 **The Reviewer** Attorney & Partner, The E A Wood Law Firm - Industry: Legal - Client size: 1-10 Employees - Review Type: Online Review - Verified **The Review** — Jun 28, 2022 **Feedback Summary**: Thanks to Smith.ai's support, the client has booked after-hours and weekend consultations. The client has also saved money by not having to hire a staff member to answer the calls. Moreover, they commend the vendor's responsiveness and how they can quickly change scripts when necessary.  ""We get recordings of all the calls taken, which are great tools to help with quality assurance."" **BACKGROUND** Please describe your company and your position there. I am an attorney and partner in the law firm. **OPPORTUNITY / CHALLENGE** For what projects/services did your company hire Smith.ai, and what were your goals?? We receive calls through our website and internet advertising. Smith.ai answers the calls 24/7. Smith.ai answers calls and makes outgoing calls to our online inquiries. They serve as a receptionist for our law firm. **SOLUTION** How did you select this vendor and what were the deciding factors? We interviewed several virtual receptionist and found Smith.at to be the best fit for our needs. Describe the project in detail and walk through their service package, including any calling tools used. They provide call coverage 24/7. We provided them with a script to use when answer the calls. They provide both English and Spanish speaking calls which is important for our firm as 50% of our clients are Spanish speaking. We get recordings of all the calls taken, which are great tools to help with quality assurance. Who did you work with and what was the feedback process like? We have an account manager. If we have any problems, they are quickly resolved. **RESULTS & FEEDBACK** Can you share any measurable outcomes of the project or general feedback about the service? We have been able to have consultations booked after hours and even on the weekends. This has been helpful as the calling could easily move on to the next firm. By using Smith.ai we have saved money by not having to hire a staff person to answer the calls. Describe their project management style, including communication tools and timeliness. We typically communicate with them via email. They are very responsive. What did you find most impressive or unique about this company? They are able to change the script as necessary and quickly. Are there any areas for improvement or something they could have done differently? I think they have the process figured out. We had a few mishaps with individual employees (not giving the correct information) however the issue was addressed and correctly promptly. --- #### Call Center Services for Law Firm **The Project** - Services: Business Consulting, Call Center Services, HR Consulting - Project size: Confidential - Project length: Oct. 2021 - Ongoing **Project Summary**: Describe.ai provides 24/7 answering services for a local law firm. They take messages and send them to the client for each call that comes through. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 4.5 - Willing to Refer: 4.5 **The Reviewer** Director of Operations, Law Firm - Industry: Legal - Client size: 1-10 Employees - Review Type: Online Review - Verified **The Review** — May 25, 2022 **Feedback Summary**: Describe.ai’s dedication and exceptional communication skills have resulted in a successful collaboration. They work as if they're in the internal team and saved a lot of time for the client. ""The people who call us can't tell they're speaking to an answering service."" **BACKGROUND** Please describe your company and your position there. We operate a local law firm and use Smith.ai as our answering service for the firm. **OPPORTUNITY / CHALLENGE** For what projects/services did your company hire Smith.ai, and what were your goals?? We hired Smith.ai to take all the phone calls for the firm and filter those calls, keeping us from answering unwanted calls or those calls that don't work with our firms speciality. **SOLUTION** How did you select this vendor and what were the deciding factors? This vendor was recommended by the Oklahoma bar association. Describe the project in detail and walk through their service package, including any calling tools used. They provide answering services 24/7 even on holidays, weekends, etc. During business hours the calls are transferred to us directly if they meet the criteria we have set forth with Smith.ai. Smith will take messages and text and email those to us for every single phone call so we never miss an opportunity to contact the client. Who did you work with and what was the feedback process like? We work with the call staff which is based throughout the United States. It is an easy process, we met with onboarding first and established how we would want the calls answered and filtered then we were given access to a dashboard so we could monitor the calls, change our hours, etc. **RESULTS & FEEDBACK** Can you share any measurable outcomes of the project or general feedback about the service? The service is unbelievable. It saves us time and money to filter out and miss unwanted sales calls or calls from prospective clients that just don't fit our firm. We are able to contact callers back right away if a call is missed and we always get a full download of their information so we know who we are talking to at any time. Describe their project management style, including communication tools and timeliness. We get text messages and emails for every single call whether it was transferred to us or not. What did you find most impressive or unique about this company? They are professionals. The people who call us can't tell they're speaking to an answering service. We saved a ton of time and money by not having to hire someone directly to answer the phones. Are there any areas for improvement or something they could have done differently? We have loved every minute of this service and could not recommend it enough. --- #### Virtual Receptionist Services for Law Firm **The Project** - Services: Call Center Services - Project size: Confidential - Project length: Jan. 2020 - Ongoing **Project Summary**: Smith.ai is providing virtual receptionist services for a law firm. Their responsibilities include managing the inflow of calls, verifying leads, evaluating potential clients, and scheduling appointments. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Owner & President, Law Firm - Industry: Legal - Client size: 1-10 Employees - Review Type: Online Review - Verified **The Review** — Apr 12, 2022 **Feedback Summary**: The client is enjoying an increase in their client base and lead volume, thanks to Smith.ai's excellent screening process and impressive attention to detail. The team showcases their commitment to providing excellent customer support by remaining responsive and quickly addressing all concerns. ""I am impressed with how quickly they respond. Their customer service is top-notch."" **BACKGROUND** Please describe your company and your position there. I am the owner of a solo law firm which practices exclusively Family Law and Mediation. **OPPORTUNITY / CHALLENGE** For what projects/services did your company hire Smith.ai, and what were your goals?? As a true solo, I was spending too much time on the phone trying to evaluate potential clients and schedule appointments. I needed a service to manage the inflow of calls and qualify leads to that I could concentrate my time on those clients who were best suited for my services. **SOLUTION** How did you select this vendor and what were the deciding factors? Smith.ai was the first virtual receptionist that I tried. I called them based on the outstanding recommendations made by others in my field. Since that time, I have conducted free trials with two other virtual receptionist providers, but I cancelled both within a few short days. The service paled in comparison to what I receive from smith.ai. Describe the project in detail and walk through their service package, including any calling tools used. Smith.ai answers my phones during normal business hours. They have detailed instructions as to what kinds of cases I will accept, what cases I will not take, and what courts I will practice in front of. After screening callers to make sure that their needs fit within my parameters, smith.ai schedules the caller a consultation, gives them directions as to payment, and then relays all pertinent information to me. They schedule the appointments directly into my calendaring system as well as enter the contact information into my case management software. Who did you work with and what was the feedback process like? I have worked with several people in the customer service department. Everyone has been extremely helpful. **RESULTS & FEEDBACK** Can you share any measurable outcomes of the project or general feedback about the service? I have had more new client consultations booked since smith.ai began answering the phones. I also have more qualified leads since they do such an excellent job of screen potential clients. Describe their project management style, including communication tools and timeliness. Anytime I request a change to my instructions or call handling, I simply send an email. Within a few hours, all of my requested changes have been made. They are very responsive. What did you find most impressive or unique about this company? I am impressed with how quickly they respond. Their customer service is top-notch. Are there any areas for improvement or something they could have done differently? I have had a few instances where an operator didn't follow my instructions fully, but smith.ai is quick to give additional instruction to the operators to make sure that it doesn't happen again. They are very responsive. --- #### Virtual Receptionists for Law Firm **The Project** - Services: Call Center Services - Project size: Less than $10,000 - Project length: Apr. 2021 - Ongoing **Project Summary**: Smith.ai provides virtual receptionist services for a law firm. The team is in charge of answering calls from potential and current clients on a 24/7 basis. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Attorney & Counselor at Law, Allums Law - Industry: Legal - Client size: 1-10 Employees - Review Type: Online Review - Verified **The Review** — Jan 3, 2022 **Feedback Summary**: Thanks to Smith.ai, the firm's client conversion rate increased from 70%–80%. Their client retention rate also improved significantly. The team creates a smooth workflow by being accessible at all times — they're always available to handle any requests. They're efficient, prompt, and reliable. ""I have been very happy with their overall professionalism, attention to detail, and willingness to customize services."" **BACKGROUND** Please describe your company and your position there. I am a solo estate planning attorney in San Diego, California. **OPPORTUNITY / CHALLENGE** For what projects/services did your company hire Smith.ai, and what were your goals?? As a solo attorney, I receive a steady stream of calls from clients and potential clients. Juggling phones on my own meant most of the call went to voicemail and often were not returned for a day or two. Potential clients were lost due to the delay and impersonal nature of voicemail messages. I needed help but was not yet ready to hire a full or part-time staff member. **SOLUTION** How did you select this vendor and what were the deciding factors? I reviewed several virtual receptionists, specifically those that integrated with our law firm client management software for ease of intake and tracking. Smith.ai was competitively priced and offered flexibility so that I could control the hours the phones would be answered live, which clients would be transferred and how much detail I needed to be collected from each caller. Describe the project in detail and walk through their service package, including any calling tools used. Smith.ai provides 24/7 live receptionist services. I choose the hours that my phones will be answered. A detailed call log is emailed to me for every call, whether it is a live transfer or a message it taken. All leads are uploaded directly to my client management software with the detail necessary to allow me to respond quickly with the right information for that prospective client. They integrate with my VOIP services through Vonage as well. Who did you work with and what was the feedback process like? From the sales staff to the onboarding team, my transition to the system was seamless. Any time I have a concern or request, they have been prompt and helpful to accommodate my changing needs. Each call log has the option to provide feedback to Smith.ai to refine their process, thank them for exceptional service or ask for additional help to return a call or schedule an appointment at my request. They have been fantastic to work with. **RESULTS & FEEDBACK** Can you share any measurable outcomes of the project or general feedback about the service? My conversion rate for potential clients has risen from 70% to 81% using Smith.ai. Having a live receptionist gathering detailed information at the first point of contact makes my potential clients feel connect with my firm immediately. It also allows me to respond immediately and specifically to their needs, resulting in better conversion and client retention. They also filter out all spam/solicitor calls for me at no charge. That feature alone is a huge time and money saver! Describe their project management style, including communication tools and timeliness. Smith.ai is available at any time 24/7 to handle my requests. Feedback is prompt and action taken right away. I have only had one occasion to provide a critique and I received an email the same day to address the concern and have it remedied. What did you find most impressive or unique about this company? The onboarding process was quick and easy. The contract services are clear. With Smith.ai, I always know exactly what I am paying for and no one tries to upsell services that I don't need. Are there any areas for improvement or something they could have done differently? On two occasions the company had a phone outage on their end that resulted in calls going to voicemail on their end. This was beyond their control, but the immediately returned every call at no charge when the system was up and running again. I don't blame them for rare technological issues, but was very impressed with the way they communicated the problem to me and worked to repair the problem. I have been very happy with their overall professionalism, attention to detail, and willingness to customize services as we go. A great investment! --- #### Phone Answering Services for Law Firm **The Project** - Services: Call Center Services - Project size: Less than $10,000 - Project length: Feb. 2019 - Ongoing **Project Summary**: A law firm has tasked Smith.ai with handling their client calls. The team responds to queries based on a pre-provided script and generates call summaries upon concluding each conversation. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Office Manager, Cathy R. Cook Attorneys at Law - Industry: Legal - Client size: 1-10 Employees - Review Type: Phone Interview - Verified **The Review** — Dec 31, 2021 **Feedback Summary**: Smith.ai's spot-on skill set has enabled the client to amplify their business processes and customer service. The team manages calls with ample professionalism and timeline-orientedness, and their solution-oriented attitude further ensures a successful and continued engagement. ""They handle every setback with ease and speed."" **BACKGROUND** Introduce your business and what you do there. I’m the office manager at a law firm. **OPPORTUNITY / CHALLENGE** What challenge were you trying to address with Smith.ai? We needed their phone answering services. **SOLUTION** What was the scope of their involvement? Smith.ai answers our client calls based on a pre-provided script. Upon concluding each call, they provide us with a comprehensive summary and indicate if they’ve revised any part of the script to cater to a particular inquiry. What is the team composition? I’ve worked with two resources from their team. How did you come to work with Smith.ai? One of my boss’s acquaintances strongly recommended Smith.ai’s team to us. How much have you invested with them? We’ve spent about $5,000. What is the status of this engagement? Our ongoing engagement with Smith.ai commenced in February 2019. **RESULTS & FEEDBACK** What evidence can you share that demonstrates the impact of the engagement? I don’t have particular metrics for Smith.ai’s performance, but I appreciate how they successfully and professionally handle our calls. While they apply minor tweaks in our script, they don’t do so unless the situation calls for it. Overall, we’re satisfied with their quick response rates. How did Smith.ai perform from a project management standpoint? We communicate via email and phone calls. They’re a systematic partner that sticks to our schedules. What did you find most impressive about them? We’re most impressed with their solution-oriented approach — they handle every setback with ease and speed. Are there any areas they could improve? There haven’t been any issues that we haven’t resolved. Do you have any advice for potential customers? Clearly specify your needs and devise a comprehensive script that Smith.ai can refer to. --- #### Live Answering Services for Family Law Office **The Project** - Services: Call Center Services - Project size: Less than $10,000 - Project length: May 2021 - Ongoing **Project Summary**: A family law office hired Smith.ai to answer and direct calls that come from prospective customers, existing clients, and professional connections. The team provides the backup during events of short staffing. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 4.5 - Cost: 5.0 - Willing to Refer: 4.5 **The Reviewer** Owner, Deborah A. Cook, Martial and Family Law - Industry: Business services - Client size: 1-10 Employees - Review Type: Online Review - Verified **The Review** — Dec 27, 2021 **Feedback Summary**: Smith.ai's involvement has allowed for the more efficient handling of calls and conducting of clerical operations. They quickly adapt to the client's workflows and are able to convey the company's tone when speaking to external parties. They're an accountable, responsive, and highly reliable team. ""The most impressive thing to me is the high degree of accountability Smith.ai has in meeting our needs"" **BACKGROUND** Please describe your company and your position there. I am a family lawyer and my relationships with my clients are personal. **OPPORTUNITY / CHALLENGE** For what projects/services did your company hire Smith.ai? We receive many phone calls a day from current clients, prospective clients, the desired professional friends and the unwanted solicitors. Smith.ai is our backup for answering the phone. **SOLUTION** How did you select this agency and what were the deciding factors? Smith.ai is a part of our team. The service they provide to us is personal. Our clients think they have reached the office staff, because Smith.ai answers our phones as if they are US. They are kind, considerate and compassionate. No one has ever out preformed Smith.ai. Describe the project in detail and walk through the stages of the project. Even in situations like holidays or knowing that our staff is short a person or two, I can reach out to Smith.ai and describe our changed needs and they step right up to the plate everytime. Describe the recruitment process in detail. Smith.ai is as personal taking care of our business needs as we are personal is taking care of our clients. **RESULTS & FEEDBACK** Can you share any outcomes from the engagement that demonstrate progress or success? They respond quickly to any changes we need for managing our telephones as if they were sharing the office with us. How effective was the workflow between your team and theirs? It always impresses me how speedily they adapt to our work flow. I appreciate this during the holidays and weekends when we are resting but our clients need us. What did you find most impressive or unique about this company? The most impressive thing to me is the high degree of accountability Smith.ai has in meeting our needs and the way they reach out to us with a real person. Never, ever, have I had to reach out to a website to contact Smith.ai. Just like our own business, they always provide a real person. Are there any areas for improvement or something they could have done differently? Seriously, if I knew about Smith.ai sooner in my business life I would have hired them sooner and never had the headache or heartache of underperformance. I cannot recommend Smith.ai highly enough. They have earned and deserved highest praise. --- #### Appointment Setting for Law Office **The Project** - Services: Business Consulting - Project size: Less than $10,000 - Project length: Jan. 2021 - Ongoing **Project Summary**: Smith.ai is providing appointment setting services for a law office. They're tasked with answering and filtering calls and collecting contact information from callers and emailing them to the client. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Owner, Law Offices of Maria N. Jonsson, PC - Industry: Legal - Client size: 1-10 Employees - Review Type: Online Review - Verified **The Review** — Dec 17, 2021 **Feedback Summary**: Smith.ai's professional approach and quick responses are integral to the client's customer communication efforts. They utilize a user-friendly dashboard to establish effective collaboration between teams and provide reliable, cost-effective services that streamline the client's processes. ""Smith is a true partner for my practice. The value they provide is well worth the costs."" **BACKGROUND** Please describe your company and your position there. Law Office - I am Principal/owner. **OPPORTUNITY / CHALLENGE** For what projects/services did your company hire Smith.ai? I retained Smith right after the 2020 COVID Lockdown, when our front desk shut down. Smith has been an invaluable partner in front desk and client interview/appointment setting/ follow up services, and answers the phones almost 24/7, so no calls go unanswered. **SOLUTION** How did you select this firm and what were the deciding factors? It was recommended to me by an attorney-friend who had used them. Describe the project in detail and walk through their service package. Highly professional and exceptionally trained, Smith Staff is so kind to callers (even the rude ones!). They skillfully get the most important information an attorney would want, and immediately email a concise summary, along with the caller's contact phone and email. They schedule appointments almost days, nights and weekends. They can readily do call-backs and they even weed through any time-wasting sales calls, and automatically block these numbers. Smith is a true partner for my practice. The value they provide is well worth the costs, so my staff can function without distractions and only follow up on quality leads. How many resources from the vendor's team worked with you, and what were their positions? Various Call operators, Billing, My own Account Representative, Supervisor, Sales **RESULTS & FEEDBACK** Can you share any outcomes from the engagement that demonstrate progress or success? Smith is now an integral part of my business as client communications and speed/quality of response is vital for a law practice. I will continue to utilize their services going forward. How effective was the workflow between your team and theirs? Smith offers almost immediate response to any inquiries on our part. Their call summaries are emailed to me to delegate for follow up to my team. Their very user friendly dash board is easy to navigate. What did you find most impressive or unique about this company? They integrate with my Practice Management software, Practice Panther, so each caller's name, email and phone is automatically and instantaneously transferred into a New Contact in Practice Panther. They integrate with Calendly/Practice Panther for easy appointment scheduling. This input is also integrated into our Business Texting service via KENECT - it all starts with Smith... Are there any areas for improvement or something they could have done differently? Not that I can think of, I am really happy with their services, they are truly my Virtual right hand... --- #### Answering Service Engagement for Law Firm **The Project** - Services: Call Center Services - Project size: Less than $10,000 - Project length: Jan. 2021 - Ongoing **Project Summary**: A law firm receives multiple calls at all hours from both current and potential clients. They tapped Smith.ai in order to field these calls and manage the workload on their behalf. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Attorney, Law Firm - Industry: Legal - Client size: 1-10 Employees - Review Type: Online Review - Verified **The Review** — Oct 28, 2021 **Feedback Summary**: Since partnering with the Smith.ai team, the company has received compliments from clients regarding the professionalism of their receptionists. In addition, they also got positive feedback for the vendor being able to accommodate clients that primarily speak Spanish. ""Smith.ai worked around my monthly budget."" **BACKGROUND** Please describe your company and your position there. I own a law office based in Los Angeles, CA. My primary area of practice is Immigration law. **OPPORTUNITY / CHALLENGE** For what projects/services did your company hire Smith.ai, and what were your goals?? My firm receives a good amount of calls daily from clients and potential clients all over the U.S. and even from overseas. Often times, due to the time difference, there would be calls missed. Smith.ai provides that professional answering service support during office hours and after office hours. They were given an answering script and instructions for the firm which so far they have been doing and following smoothly. **SOLUTION** How did you select this vendor and what were the deciding factors? We searched for a virtual receptionist/ call support company for a few months before deciding. We also asked for recommendations from other law firms. Smith.ai was highly recommended. I choose Smith.ai because they worked with my budget and they were responsive to my inquiries. They also provided a free trial period to ensure that their company is a good fit to mine. Describe the project in detail and walk through their service package, including any calling tools used. Smith.ai provides virtual receptionist service to my firm. They answer calls during my regular office hours including after hours and the weekends. A script was provided for them to follow to screen calls and to obtain information from potential clients. I have the option to take the call, take a message or transfer to voice mail. Who did you work with and what was the feedback process like? Smith.ai has a specific onboarding specialist that was assigned to my firm to ensure that the services and tasks I need to be done and can be done by Smith.ai are doable, can be executed properly and were properly setup upon service launch.   I also have access to account managers if I have any additional instructions. Smith.ai also provides a feedback link after ever call report to ensure that the call was properly answered and the information was taken and transcribed well. **RESULTS & FEEDBACK** Can you share any measurable outcomes of the project or general feedback about the service? Our clients have given me praises for having very professional receptionists. We were also able to gather information from potential clients who prefer to speak primarily in Spanish. Smith.ai receptionists speak Spanish. Describe their project management style, including communication tools and timeliness. Smith.ai provides an email and a text message of every single call received. At the end of the day, a list of the day's call gets emailed to my firm. Smith.ai also has a customer portal that allows me to see the calls I have received and the total number each month including those that were spam calls. Smith.ai automatically blocks spam calls and does not count them towards my monthly call limit. What did you find most impressive or unique about this company? Smith.ai worked around my monthly budget. The onboarding specialist was not pushy to get a higher monthly fee from me but instead worked with my capacity. Smith.ai also has a referral program that gives incentive to current clients.   Use my referral code SHARLENE31 when signing up to receive a $100 off your first month service. This is helpful for budget conscious small businesses. Lastly, I like the fact that Smith.ai charges per call and not per minute. Many virtual receptionists companies charge per minute. The per call charge works better for me. Are there any areas for improvement or something they could have done differently? I have received no complaints from my clients and callers so far. --- #### Call Center Services for Law Firm **The Project** - Services: Call Center Services - Project size: Less than $10,000 - Project length: Aug. 2020 - Ongoing **Project Summary**: Smith.ai was hired by a law firm to handle their calls. They are in charge of screening the calls that the client receives, transferring prospective clients for immediate handling and screening out the rest. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Principal Attorney, Law Office of James C. Suits II - Industry: Legal - Client size: 1-10 Employees - Review Type: Online Review - Verified **The Review** — Jul 8, 2021 **Feedback Summary**: Outsourcing a substantial part of the client's calls to Smith.ai has resulted in a streamlined intake process, freeing a lot of the client's time. Leading a strategic approach, Smith.ai provides valuable recommendations to further optimize the client's intake system. ""I highly recommend outsourcing the handling of all your incoming business communications to Smith.ai." " **BACKGROUND** Please describe your company and your position there. I am the owner of a personal injury law practice in San Jose, California. **OPPORTUNITY / CHALLENGE** For what projects/services did your company hire Smith.ai, and what were your goals?? I wanted to outsource the answering and screening of all calls to my main business line to a virtual receptionist company. I wanted to have specific callers, such as prospective clients, transferred to me for immediate handling, while other calls would be screened out. **SOLUTION** How did you select this vendor and what were the deciding factors? I watched several webinars on virtual receptionist services and researched various companies. Smith.ai was the service that I liked the best and decided to do a free trial. Describe the project in detail and walk through their service package, including any calling tools used. Smith.ai answers all incoming calls to my main business line. They follow individualized instructions on what calls to immediately transfer to me for handling and screens out the rest. They send emails documenting calls and how they were handled. They provide initial intake screening for prospective clients and then transfer them to me if they have a case that my practice handles. If I am unavailable to take the call, they will ask the caller if they would like to book an appointment, then proceed with scheduling the consultation through my calendaring system. Who did you work with and what was the feedback process like? There is a Manager assigned to my account. She has been amazing and is excellent to work with. She has quickly and effectively handled all of my requests on the account. They have a team of virtual receptionists who answer the calls 24/7. **RESULTS & FEEDBACK** Can you share any measurable outcomes of the project or general feedback about the service? I have been able to outsource a substantial part of my prospective client intake system to Smith.ai, which has freed up a lot of my time. My intake system has been quickly and dramatically improved by having Smith.ai answer calls. They not only answer calls, but also provide the initial intake screening of prospective clients. This prequalifies callers for the initial consultation that I provide. This has made my entire intake process much easier and more efficient. Describe their project management style, including communication tools and timeliness. The Manager for my account is easily accessible whenever I want to discuss my Smith.ai services. They are always available for a scheduled call to discuss any issues. I consider them a strategic partner in optimizing my client intake process, as they have always provided very helpful suggestions for improving my intake system. What did you find most impressive or unique about this company? They are a total solution for outsourcing virtual receptionist services. I initially hired them to just answer my phone, but we have proceeded to expand their services to providing initial intake screening, booking consultations with prospective clients, and other services. They handle everything that I need with respect to handling incoming communications to my law practice. Are there any areas for improvement or something they could have done differently? I haven't had any problems with Smith.ai. --- #### Virtual Customer Service Assistance for Law Firm **The Project** - Services: Call Center Services - Project size: $10,000 to $49,999 - Project length: Jan. 2019 - Ongoing **Project Summary**: Smith.ai is working for a law firm as their virtual receptionist. Their main task is to receive incoming calls to organize for the firm.  **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 4.5 - Willing to Refer: 5.0 **The Reviewer** Owner, Law Office of Kevin Lemieux, APC - Industry: Legal - Client size: 1-10 Employees - Review Type: Online Review - Verified **The Review** — Jun 29, 2021 **Feedback Summary**: Smith.ai leads a cost-effective workflow that has helped the client significantly since the beginning of their engagement. The client's appointment calendar became more organized, while site visitors have much less frequently called for follow-ups via phone calls.  ""We are very pleased with their professionalism, which even get compliments from our own clients." " **BACKGROUND** Please describe your company and your position there. We are a small law firm in San Diego--4 lawyers. I am the owner and managing attorney. **OPPORTUNITY / CHALLENGE** For what projects/services did your company hire Smith.ai, and what were your goals?? Smith.ia is our virtual receptionist. They answer all incoming calls to the firm. **SOLUTION** How did you select this vendor and what were the deciding factors? I heard about Smith.ai on a legal podcast and had colleagues not very pleased with some of Smith's competitors. I was looking for a virtual receptionist at the time so I decided to give them a try. Describe the project in detail and walk through their service package, including any calling tools used. They answer all calls and have a protocol of what to do with each type of call. Certain calls are screened, others are forwarded to certain employees, and they block all sales calls. They input all new appointments into our Calendly calendars for whichever lawyer and I get a very detailed email write up for each call. That detail goes into each Calendly appointment as well. Who did you work with and what was the feedback process like? Smith.AI works seamlessly. All you have to do is respond to any Smith email and it get routed to a customer service rep who will handle all concerns. I also have an account rep. **RESULTS & FEEDBACK** Can you share any measurable outcomes of the project or general feedback about the service? There was a period this year where I went with a cheaper, offshore option--simply to save money. Without a doubt I lost business, calls were missed, etc. My appointment calendar decreased significantly and I had people messaging the website because they could not get through via phone. I promptly went back to Smith and my appointments are back up, and calls are never missed. Describe their project management style, including communication tools and timeliness. I don't hear from them unless I have a problem. What did you find most impressive or unique about this company? They simply never screw up. Of course, not every little detail is completely perfect, but there has never been a major screw up in a year and half. We are very pleased with their professionalism, which even get compliments from our own clients. Are there any areas for improvement or something they could have done differently? Not at this time. --- #### Front Desk Services for Estate Planning Firm **The Project** - Services: Call Center Services - Project size: Less than $10,000 - Project length: Sep. 2020 - Ongoing **Project Summary**: Smith.ai provides ongoing call center services for an estate planning firm. The team handles the call screenings, appointments, and messages. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Owner & Attorney-at-Law, Lifeguarding Legacies, PLLC - Industry: Legal - Client size: 1-10 Employees - Review Type: Online Review - Verified **The Review** — Dec 28, 2020 **Feedback Summary**: The client would've lost customers without Smith.ai's 24/7 virtual front desk efforts. The team's workflow is flawless. Their service is easy-to-use and affordable. ""They offer this service for many attorneys and juggle it all flawlessly." " **BACKGROUND** Please describe your company and your position there. I am a solo estate planning attorney, the owner of Lifeguarding Legacies, PLLC. **OPPORTUNITY / CHALLENGE** For what projects/services did your company hire Smith.ai? Call screening, appointments, and messages. What were your goals for this project? I noticed a few missed calls that did not leave messages. I realized that this could mean lost revenue. The cost of the call service is less than a quarter of the cost of one of my least expensive legal services. Smith AI exceeded my expectations at every turn, working with a very customized script for a very personal customer experience. **SOLUTION** How did you select Smith.ai? It was recommended from a podcast that I trust--Ernie the Attorney. Describe the project in detail. Smith AI is my virtual 24/7 front desk. They screen every call, forward screened calls through to me, schedule appointments, and block unwanted calls. I frequently ask those who call about their experience and they are surprised that this is not a real front desk. They report incredible professionalism and friendliness. The service is easy to use, affordable, and keeps me from missed calls that result in lost revenue. What was the team composition? Virtual receptionists from all over the country that all use my script to serve those who call my business. **RESULTS & FEEDBACK** Can you share any outcomes from the project that demonstrate progress or success? It may be hard to determine exactly, but if I had been unable to answer phone calls without them, I may have lost clients. I can usually close clients with whom I speak. How effective was the workflow between your team and theirs? Flawless. It was set up correctly from inception and I can't imagine working without them now. Easy keyword texting changes settings for whether screened calls are forwarded or messages are taken. What did you find most impressive about this company? Professionalism. They offer this service for many attorneys and juggle it all flawlessly--as if they are the real front desk for each attorney. They hire happy people. Are there any areas for improvement? No. --- #### Chat Solutions for Marketing & Advertising Firm **The Project** - Services: Business Consulting - Project size: $10,000 to $49,999 - Project length: Mar. 2020 - Ongoing **Project Summary**: Smith.ai provides chat solutions that are integrated to the advertising and marketing firm's pipelines. The team's system is also connected to billing and client service. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** President, Sigmategy, Inc. - Industry: Advertising & marketing - Client size: 1-10 Employees - Review Type: Online Review - Verified **The Review** — Sep 10, 2020 **Feedback Summary**: While the project is ongoing, Smith.ai has already demonstrated high effectiveness. Each month, the firm receives over 50 prospective clients. Moreover, 70% of the client's consultation bookings are done through chat inquiries. Chat initiated consultations also yield an 8% new client sign-up rate. ""There was minimum interaction because they really go out of their way to make the process clear and easy to implement." " **BACKGROUND** Please describe your company and your position there. In addition to PPC advertising and Search Optimization, in March of 2020 we began providing website chat to help drive new prospective clients to engage with our client's family law firm. **OPPORTUNITY / CHALLENGE** For what projects/services did your company hire Smith.ai? Our client was already making substantial investments with search optimization and PPC advertising and was hesitant to take on new recurring costs. The free trial and easy to install chat software made Smith.AI's services much easier to demonstrate their value. What were your goals for this project? Initially, we wanted to show that we could drive more prospective law firm clients to the business but it turned out to be a real eye-opener about how the firm wasn't addressing the evening and weekend questions they could get when visitors to their website were ready to talk about their problems. **SOLUTION** How did you select Smith.ai? We were looking for a low-cost chat solution that could also connect to our client's CLIO billing and client service. Describe the scope of their work in detail. The project was a dream to implement. In total we spent about four hours configuring the service, working with the law firm's staff to develop around 200 most commonly asked questions to load into the Smith.AI chat system. Then we added this new communication channel to their new lead pipeline processes. From there we monitor the questions that come in each month and ad any answers the chat AI was not able to answer. What was the team composition? Project manager, web developer (hardly needed IMO), and law firm manager. **RESULTS & FEEDBACK** Can you share any outcomes from the project that demonstrate progress or success? The law firm is averaging over 50 additional prospective client engagements a month. Primarily late night and weekend inquiries. Not only does this show that the firm is interested in helping answer questions but we have tracked the results and they are impressive: - a 70% consultation bookings from chat inquiries - an 8% new client sign-up rate from chat initiated consultations How effective was the workflow between your team and theirs? There was minimum interaction because they really go out of their way to make the process clear and easy to implement. The services website backend has lots of tooltips and how-to guides to help you along the way. What did you find most impressive about this company? Smith.AI understands this is a service and one that just needs to work. There is little you will need to be successful other than follow their hand-to-glove setup process. Are there any areas for improvement? Not at the moment though we are encouraging our law firm client to upgrade to the human answered reception services to help firm website visitors to book appointments at night and weekends when the office is closed. --- #### Virtual Receptionist Services for Criminal Defense Practice **The Project** - Services: Business Consulting - Project size: $10,000 to $49,999 - Project length: Aug. 2016 - Ongoing **Project Summary**: Smith.ai provides virtual receptionist services for a criminal defense practice. the team is responsible for screening potential clients and taking messages from current clients. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Owner, Law Office of Terrence Marsh - Industry: Legal - Client size: 1-10 Employees - Review Type: Online Review - Verified **The Review** — Jul 30, 2020 **Feedback Summary**: The results of the engagement met the needs and requirements of the internal team, leading to a successful ongoing partnership. Smith.ai reduces the burden on the client and interacts with customers in a professional manner. The team is hard-working and organized. ""Their growth and evolution have not gotten in the way of customer service." " **BACKGROUND** Please describe your company and your position there. I am the owner of a criminal defense practice in Central Texas. **OPPORTUNITY / CHALLENGE** For what projects/services did your company hire Smith.ai? I hired Smith.ai for receptionist services with my firm. This included screening calls, transcribing messages to email, and returning calls from clients if necessary. What were your goals for this project? My goal was to alleviate the pressures of answering phone calls throughout the day as a solo practitioner. **SOLUTION** How did you select this vendor? I selected Smith based upon their custom pricing, services offered, and responsiveness of management to my needs. Describe the project in detail. The project involves fielding and screening potential new clients as well as taking messages for current clients. What was the team composition? The team seems to be rotating but they also have Spanish speakers on staff which is crucial in my location and practice area. **RESULTS & FEEDBACK** Can you share any outcomes from the project that demonstrate progress or success? Smith's associates rarely make mistakes screening calls. In the off chance that they do, they remedy it immediately. How effective was the workflow between your team and theirs? I can't say enough good things about Smith. They've helped take a huge burden off my shoulders and keep me organized. What did you find most impressive about this company? I've found most impressive that they are constantly adapting and adding new services/features. This is especially true because I've been with them for 4 years and have seen their evolution. Their growth and evolution have not gotten in the way of customer service. I never feel forgotten about or ignored. Are there any areas for improvement? Occasionally calls are improperly screened (meaning they are referred elsewhere). I'd say this is 1/100 times. --- #### Call Center Services for Small Law Firm **The Project** - Services: Call Center Services - Project size: Less than $10,000 - Project length: Jan. 2017 - Ongoing **Project Summary**: Smith.ai provides call center services for a small law firm. The team provides 24/7 phone answering services to ensure no calls are missed after hours. **Review Rating**: 5.0 - Quality: 4.5 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Partner, Webb & Morton PLLC - Industry: Legal - Client size: 1-10 Employees - Review Type: Online Review - Verified **The Review** — Jul 20, 2020 **Feedback Summary**: The engagement met the expectations of the internal team, providing regular after-hours service. Smith.ai goes above and beyond to ensure client satisfaction, regardless of the time of day. The team is professional and easy to work with. ""We are very happy with Smith.ai." " **BACKGROUND** Please describe your company and your position there. Partner at a small law firm with 3 attorneys and 4 support staff. **OPPORTUNITY / CHALLENGE** For what projects/services did your company hire Smith.ai? Needed after-hours and overflow call services for our law firm and our clients and new prospective clients. What were your goals for this project? Provide clients and prospective clients the ability to talk to a live person, with knowledge of our business and practice areas, after normal business hours; to give a more personal feel. **SOLUTION** How did you select this vendor? Referral from a tech company we use for our website and blog spot, Tiny Frog Technologies -- highly recommend them as well. Describe the project in detail. Smith.ia provides us phone coverage 24/7 for our clients and prospective clients. Live person answering our phones 24/7 with a detailed email message from the call. Very effective. What was the team composition? Smith.ia has dedicated teams that picks up our call beyond our normal business hours 24/7. Clients like the idea of scheduling appointments at all hours of the night and weekends -- prospective client like talking to a real person as well at any time. **RESULTS & FEEDBACK** Can you share any outcomes from the project that demonstrate progress or success? Senior Account Rep called me on a Sunday, yes a Sunday!, to walk me thru how to make the changes I needed but could not figure out how to do in their self service client site. Unexpected but very happy about it, great service. Very positive feedback from my client as to professionalism on Smith.ia telephone calls. Smith.ia moved to 24/7 phone coverage. Smith.ia Reps knowledgable about the legal services we offer and those we do not. How effective was the workflow between your team and theirs? Incredibly effective; in fact, I wrote a panicked email over the weekend that was outside Smith.ai's normal business hours. I needed to change some call routing on the fly over a weekend. I figured I'd have to wait until Monday morning but a Smith.ai Senior Account Rep called me on a Sunday, yes a Sunday!, to walk me thru how to make the changes I needed. It was her day off and she was heading to a family cookout! Now that's service! We are very happy with Smith.ai. What did you find most impressive about this company? Their service, cost, and ease of use impressed us. Are there any areas for improvement? Frankly, none come to mind. --- #### Virtual Receptionist for Family Law Firm **The Project** - Services: Call Center Services - Project size: Less than $10,000 - Project length: Jan. 2020 - Ongoing **Project Summary**: Smith.ai provides virtual receptionist services for a family, criminal, and car wreck legal firm. The team is responsible for answering incoming calls 24 hours a day. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 4.5 - Willing to Refer: 5.0 **The Reviewer** Managing Attorney, Law Firm - Industry: Legal - Client size: 1-10 Employees - Review Type: Online Review - Verified **The Review** — Jul 8, 2020 **Feedback Summary**: The engagement ensures the client never misses a call. Smith.ai provides a high level of customer service and support, resulting in satisfied customers. The team is professional, easy to talk to, and well-organized. ""Smith.ai is very professional and thorough." " **BACKGROUND** Please describe your company and your position there. I am the Managing Attorney of a compassionate and dedicated Texas family, criminal, and car wreck law firm that cares deeply about Austin and San Antonio’s communities and the people living in them. We are dedicated to providing each case with the quality attention it deserves. We are professional, accessible, and prepared. **OPPORTUNITY / CHALLENGE** For what projects/services did your company hire Smith.ai? I hired Smith.ai to serve as a virtual receptionist for my law firm to help with overflow calls. What were your goals for this project? The project is ongoing. I desire to answer calls from potential new clients 24/7 and to have outstanding customer service. **SOLUTION** How did you select this vendor? I heard about this company from colleagues who used their service. I also compared this company to other answering services. Describe the project in detail. The project is ongoing. I desire to answer calls from potential new clients 24/7 and to have outstanding customer service. What was the team composition? They have multiple staff members who are available to assist. **RESULTS & FEEDBACK** Can you share any outcomes from the project that demonstrate progress or success? Smith.ai helps with my firm's customer service and intake process. We never miss a call because of them. How effective was the workflow between your team and theirs? They assigned me an account manager who is very knowledgeable and helpful. What did you find most impressive about this company? Smith.ai is very professional and thorough. Are there any areas for improvement? Not at this time. --- #### Virtual Receptionist Services for Law Firm **The Project** - Services: Call Center Services - Project size: Less than $10,000 - Project length: June 2020 - Ongoing **Project Summary**: Smith.ai provided virtual receptionist services for a small law firm. The team was responsible for answering calls, taking and passing along messages, and scheduling consultations. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Attorney & Owner, Law Office of Jeanette Mora, P.A. - Industry: Legal - Client size: 1-10 Employees - Review Type: Online Review - Verified **The Review** — Jul 6, 2020 **Feedback Summary**: The client saw positive results within the first week of the engagement. Smith.ai establishes a smooth workflow through clear and transparent communication. The team is collaborative, hard-working, and easy to work with. ""Their professionalism set them apart." " **BACKGROUND** Please describe your company and your position there. I am the attorney/owner of a small law firm, Law Office of Jeanette Mora, P.A. in the Central Florida region. **OPPORTUNITY / CHALLENGE** For what projects/services did your company hire Smith.ai? Virtual Receptionist Services What were your goals for this project? Reduce calls to me directly, increase consultations on the calendar and have more efficient time management. **SOLUTION** How did you select this vendor? They answer all my calls, no call is ever missed. They schedule consultations on my calendar and forward messages to my email with pertinent relevant details. Describe the project in detail. Virtual receptionist services - answer calls, take messages, send messages to the attorney, schedule consultations, etc. **RESULTS & FEEDBACK** Can you share any outcomes from the project that demonstrate progress or success? Within a week my business efficiency has greatly improved. How effective was the workflow between your team and theirs? Very effective and very communicative. What did you find most impressive about this company? Their professionalism set them apart. Are there any areas for improvement? No --- #### Call Center Services for Tenant Law Firm **The Project** - Services: Call Center Services - Project size: Less than $10,000 - Project length: June 2018 - Ongoing **Project Summary**: Smith.ai provides call center services for a tenant law firm. The team is responsible for reception services, taking over 100 calls from potential and existing customers and providing 24-hour services. **Review Rating**: 5.0 - Quality: 4.5 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Managing Member, MacGeorge Law Firm. PLLC - Industry: Legal - Client size: 1-10 Employees - Review Type: Online Review - Verified **The Review** — Jun 24, 2020 **Feedback Summary**: The engagement allowed the client to double their call volume and continued to update the client's customer service options. Smith.ai integrates seamlessly with the internal team to ensure a smooth workflow. The team is polite and professional over the phone. ""Their desire to continue improving services and work with customers to make plans that fit impressed us." " **BACKGROUND** Please describe your company and your position there. I own a law firm in Austin, Texas. **OPPORTUNITY / CHALLENGE** For what projects/services did your company hire Smith.ai? I hired Smith.ai for call reception services, and intake help for potential customers. What were your goals for this project? To have consistency for clients, to make sure all calls were being answered, and to weed out non-customers before scheduling potential quality leads for consultations. **SOLUTION** How did you select this vendor? I did several trials with reception companies, had many phone calls, conducted research, and did price comparisons. After a 7 day trial with Smith.ai, I decided to give them my business. Describe the project in detail. Smith.ai takes on over 100 calls from potential and existing customers per month for my law firm. They just switched to 24 hour phone service, and when they are on the calls, they follow detailed notes of instructions I have provided for them to follow when talking with and choosing to reject, schedule or transfer the call. They are very detailed, and consistent, and they make my business look good. What was the team composition? There are countless people on the other side of this, they have a pool of employees that answer phones. I think naturally, their team has grown over time, because my phones are always getting answered, despite my call volume doubling over time. **RESULTS & FEEDBACK** Can you share any outcomes from the project that demonstrate progress or success? Aside from the above (doubling of my call volume with no issues for Smith.ai), I have seen many improvements and features added to the service over the years, like 24 hour call answering, chat boxes, intake services, etc. How effective was the workflow between your team and theirs? Highly. The services are linked together from their computer system to mine, and its a seamless integration! What did you find most impressive about this company? Their desire to continue improving services and work with customers to make plans that fit impressed us Are there any areas for improvement? On occasion, the calls are answered after several rings, but this is a very minor issue, considering the massive benefits I am receiving. --- #### Virtual Reception Services for Defense Attorney **The Project** - Services: Call Center Services - Project size: Less than $10,000 - Project length: June 2019 - Ongoing **Project Summary**: Smith.ai is providing virtual telephone reception services for a defense attorney. For incoming calls, they take messages or forward the calls. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Attorney & Owner, Law Offices of Christopher J. McCann, APC - Industry: Utilities - Client size: 1-10 Employees - Review Type: Online Review - Verified **The Review** — May 27, 2020 **Feedback Summary**: Smith.ai's services have been very beneficial to the client. The team is very easy to reach and they always respond quickly by phone or email. They're flexible and affordable while delivering excellent service. ""They have personal and direct service tailored to my specific demands for handling incoming callers." " **BACKGROUND** Please describe your company and your position there. I'm a solo defense attorney at my own law office. **OPPORTUNITY / CHALLENGE** For what projects/services did your company hire Smith.ai? Virtual telephone reception. What were your goals for this project? Competent, affordable answering service. **SOLUTION** How did you select this vendor? A colleague referred me. They seemed affordable and flexible without a long-term commitment. Describe the project in detail. I pay them to answer incoming calls. They take messages and/or forward the calls. What was the team composition? Smith.ai has various personnel who answer the calls for me. **RESULTS & FEEDBACK** Can you share any outcomes from the project that demonstrate progress or success? I've been with Smith.ai for about a year now and I'm really impressed with them. I have been a solo attorney for nearly 20 years and never trusted anyone to answer my phones but me. But after missing some new client calls over the years, I got a recommendation to try Smith.ai. First of all, the set up was very easy. I had someone from Smith.ai that personally worked with me directly to tailor everything about how the calls are answered, whether they are forwarded and even what exactly to say to the caller depending on whether they were new clients, returning clients, attorneys, courts, telemarketers, etc. They can do the set-up meeting in-person, virtual or over the phone. They can also access my calendar to set-up meetings for me if I want them to. Also, they can adjust their forwarding and answering depending the day, time, weekends, holidays, etc. Things can even be adjusted on the fly by email, call, or even text. Really flexible and convenient. I've also been really impressed with the quality of the answering. The person forwarding the call to me is polite, professional and well-spoken and gets the message across effectively. They will even relay a message back to the caller if I can't take a call. Then they immediately email or text me the caller's information including name, phone number, email address, message, etc., depending on what I ask them to get from the caller. Any time I've had to make changes or had questions, they immediately respond to me by phone and/or email. Finally, they are extremely affordable for an answering service. I have attorney colleagues that pay much more for less personal and professional service. How effective was the workflow between your team and theirs? Very easy to reach them by phone or email. They respond quickly if I can't reach them directly by phone or email. What did you find most impressive about this company? They have personal and direct service tailored to my specific demands for handling incoming callers. Are there any areas for improvement? On rare occasion when they have a heavy call volume, it takes several minutes to get the email and text with the callers information. That's not much to complain about. --- #### Virtual Assistant Work for Financial Planner **The Project** - Services: Call Center Services - Project size: Less than $10,000 - Project length: Nov. 2019 - Ongoing **Project Summary**: A financial practice hired Smith.ai to answer its phones. They cover phones during working hours, evenings, and weekends, scheduling appointments, filtering sales calls, and making outbound calls occasionally. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** President, Family Life Financial planning - Industry: Financial services - Client size: 1-10 Employees - Review Type: Online Review - Verified **The Review** — May 20, 2020 **Feedback Summary**: Smith.ai consistently schedules appointments in a professional manner. Clients don't realize that the phones are answered by a virtual operator. The workflow is smooth, as all calls are directly logged. ""I love that my clients don't even realize they're a virtual company. It's awesome that they treat my clients great." " **BACKGROUND** Please describe your company and your position there. I am the owner of small financial planning practice. One of my struggles was making sure prospect phone calls were answers and appointments were set. I was worried that I was losing out on appointments from new prospects not leaving a voicemail. **OPPORTUNITY / CHALLENGE** For what projects/services did your company hire Smith.ai? My primary concern was making sure my phone is always answered. What were your goals for this project? My goal was to increase new business by making more appointments out of the incoming calls my firm receives. I do not receive a lot of inbound calls and losing new prospects to voicemail is not an option. **SOLUTION** How did you select this vendor? I did Google searches and asked for referrals. I went with Smith.AI because I felt their pricing was the most beneficial for my small company that does not receive a lot of calls each month. Describe the project in detail. I have coverage during my working hours, plus evenings and weekends. Smith.ai answers call schedules appointments, and even makes outbound calls when I need them to. They also filter out sales call which is very helpful by not taking me away from important work. This is especially important because I know I am not missing out on business when I cannot answer the phone. What was the team composition? I do not know how many people they have, but there is never a complaint. **RESULTS & FEEDBACK** Can you share any outcomes from the project that demonstrate progress or success? Smith.ai has consistently scheduled appointments and been professional with everyone calling. Most callers do not even know they are a virtual assistant. How effective was the workflow between your team and theirs? The workflow has been better than expected. All calls are logged directly into my CRM where I have automatic workflos set up for followup. What did you find most impressive about this company? I most love that my clients do not even realize they are a virtual company until I mention it. It's awesome that they treat my clients that great. Are there any areas for improvement? The biggest complaint I had was the lack of a dashboard, but recently they have added a dashboard for me to see my statistics. --- #### Call Center Services for Recording Studio **The Project** - Services: Call Center Services - Project size: Less than $10,000 - Project length: Apr. 2020 - Ongoing **Project Summary**: Smith.ai provided call answering services for a recording studio. The team books appointments for the client, schedules consultations, and answer's customer's questions. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Owner, Cloverleaf Audio-Visual - Industry: Arts, entertainment & music - Client size: 1-10 Employees - Review Type: Online Review - Verified **The Review** — May 9, 2020 **Feedback Summary**: The team hasn't missed a single call since beginning the engagement and now captures twice as many leads. Smith.ai provides high-quality services, going above and beyond to ensure results. The team is thorough, hard-working, and communicative. ""I want to stress how outstanding their professionalism is." " **BACKGROUND** Please describe your company and your position there. I own and operate a recording studio in Saint Paul, MN. **OPPORTUNITY / CHALLENGE** For what projects/services did your company hire Smith.ai? Call answering services. What were your goals for this project? Until now, most of our phone calls went unanswered because we didn't have the resources available. I work one-on-one with customers most of the time, so I can't answer the phone regularly. I needed a service that could reliably answer calls for our studio so that we weren't missing out on potential projects. **SOLUTION** How did you select this vendor? I spent several days interviewing various call answering companies and selected Smith.Ai based on their pricing, their professionalism, and the fact that they include a basic chatbot for free! Describe the project in detail. They're able to book appointments for our customers, schedule consultations for leads, and answer the basic questions that almost everyone asks when they call. What was the team composition? From what I understand, they have a network of receptionists that each work from a dedicated home office. When our customers call, the call logs show many different receptionist names. I'm not sure how large their team is. However, they all seem very well trained. **RESULTS & FEEDBACK** Can you share any outcomes from the project that demonstrate progress or success? Since hiring them, we haven't missed a single call during Smith.Ai's operating hours (which is most of the day). It's amazing! They integrated their system with our CRM and now we see a short summary of every single call right on each customer's profile so we can pick up the conversation right where it left off. Now we're capturing at least twice as many leads as we would have previously, and their professionalism is astounding! I even posed as a customer one time and called our studio to see how they would handle some difficult questions. The receptionist didn't have answers for everything (which I expected), but she was honest with me and even treated me with a better customer service attitude than I would have treated a caller. How effective was the workflow between your team and theirs? Incredible. Their info flows right into our CRM so we don't miss anything. When I need changes to the call handling workflow, I email them the requested changes, and they promptly adjust. What did you find most impressive about this company? I want to stress how outstanding their professionalism is. Their receptionists are trained to answer calls for law firms, so their professionalism far exceeds the standard that our industry requires. However, I love the first impression that we give now. Are there any areas for improvement? The best part about all of this is that I know that I don't have to worry about answering the phone any more. I feel at-ease knowing that the Smith.Ai team is going to handle it well. --- #### Virtual Receptionists for Attorney **The Project** - Services: Call Center Services - Project size: Less than $10,000 - Project length: Sep. 2018 - Ongoing **Project Summary**: An attorney hired Smith.ai to answer phone calls during office hours. The receptionist takes basic information from the caller, transcribes the information, and emails it to the attorney. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Attorney, Law Office - Industry: Legal - Client size: 1-10 Employees - Review Type: Online Review - Verified **The Review** — May 7, 2020 **Feedback Summary**: No longer having to answer phones saves the attorney time and prevents her from missing leads or hiring a full-time receptionist. The team at Smith.ai is professional and goes the extra mile to satisfy their client's needs. They're easy to work with and can handle all requests over email. ""This is a very professional company that works hard to satisfy its clients' needs." " **BACKGROUND** Please describe your company and your position there. I am an attorney and the founding member. Our main practice area is Personal Injury including, motor vehicle and pedestrian accidents, slip and fall accidents, premises liability, negligent security, animal bites, and wrongful death. **OPPORTUNITY / CHALLENGE** For what projects/services did your company hire Smith.ai? We needed professional support to answer our phone calls during office hours so that we would no longer miss calls and new leads, and did not have to hire a full time receptionist. What were your goals for this project? We wanted callers to be able to speak to a live person so that we would not miss calls and new leads where the callers would hang up and not leave a voicemail. **SOLUTION** How did you select this vendor? I first reached out to my colleagues on various legal industry listservs. Smith.ai came very highly recommended by my colleagues. I then researched each vendor on their website and then reached out to Smith.ai via their website. Describe the project in detail. Our phones are now answered by the virtual receptionist during our office hours 8 am - 6 pm. The receptionist takes basic information, such as name, address, and phone number, takes a message, transcribes the message and I am sent an email and a text message with the details. Instead of paying a full time receptionist upwards of $25,000 per year, for my call volume, I am only paying $3,000 per year for the virtual receptionist. What was the team composition? They have a staff that rotates by call so there are no dedicated staff designated for my business, but while I would prefer to have dedicated staff, I have not noticed any drawbacks to the rotation, and no clients or colleagues have ever commented or complained. **RESULTS & FEEDBACK** Can you share any outcomes from the project that demonstrate progress or success? Having my phones answered saves me an enormous amount of time and the best part is that I no longer have to worry about missing calls from clients or missing calls from new leads. How effective was the workflow between your team and theirs? I have a dedicated account manager that I meet with quarterly. But any requests that I have that come up are handled by the support staff. They normally respond to my emails/texts within a few minutes, but not more than an hour. What did you find most impressive about this company? This is a very professional company that works hard to satisfy its clients needs. They are always willing to initiate changes to my instructions and these requests can usually be handled simply by sending an email which is another huge time saver for me. Are there any areas for improvement? They are doing a great job. I only wish they integrated with my practice management software, MyCase. But that's not a deal breaker for me. --- #### Outsourced Receptionist for Law Firm **The Project** - Services: Call Center Services - Project size: Less than $10,000 - Project length: Mar. 2020 - Ongoing **Project Summary**: Smith.ai provided outsourced phone support and receptionist work for a law firm. Their team was trained on the firm's needs before answering calls in a professional manner.  **Review Rating**: 5.0 - Quality: 3.5 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Owner, LifePlan Legal AZ - Industry: Legal - Client size: 1-10 Employees - Review Type: Online Review - Verified **The Review** — May 6, 2020 **Feedback Summary**: Smith.ai has been invaluable in growing the business. Their staff is responsive and helpful. They know the business needs, although scheduling for time zones was a bit difficult. However, the cost was excellent.  ""They reach out and work directly with me." " **BACKGROUND** Please describe your company and your position there. We are a law firm serving East Valley AZ with services of Estate Planning, Elder Law and Probate **OPPORTUNITY / CHALLENGE** For what projects/services did your company hire Smith.ai? We hired Smith.ai to be our outsourced phones to help handle the influx of vendor calls What were your goals for this project? Spend less time with vendors, advertisers and marketers and more time focused on our clients **SOLUTION** How did you select this vendor? I was referred by another attorney that was happy with their services. Describe the project in detail. When the phone is answered live we have a much better chance of getting an appointment. To hire a receptionist in house would have been $2500-$3500 a month. For a small fraction of that cost we were able to get Smith.ai to professionally handle the calls and allow us to focus on serving our clients What was the team composition? They have a staff that answers the calls quickly upon the incoming ring. Each staff member is trained on my specific practice and firm needs **RESULTS & FEEDBACK** Can you share any outcomes from the project that demonstrate progress or success? As a growing small business, I was getting so many marketing calls, advertising calls, vendor calls. It took away from my ability to focus on my legal work. Finding Smith.ai was super valuable. I used the free trial and estimate I saved 6-8 hours of time in 2 weeks. The system is so easy to use and the staff very responsive and helpful. How effective was the workflow between your team and theirs? In the beginning we had some challenges with time zone conversion. I think we may have gotten it solved and working much better. What did you find most impressive about this company? They reach out and work directly with me, they know my needs and try to resolve problems directly Are there any areas for improvement? They have struggled with time zone adjustments. I am in AZ and getting the scheduled calls for my time zone was an initial challenge. --- #### Virtual Receptionist Services for Estate Planning Law Firm **The Project** - Services: Call Center Services - Project size: Less than $10,000 - Project length: Mar. 2020 - Ongoing **Project Summary**: A boutique estate planning firm hired Smith.ai for virtual receptionist services. They provide 24/7 phone answering services. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 4.5 - Cost: 4.0 - Willing to Refer: 5.0 **The Reviewer** Managing Member, Law Firm - Industry: Legal - Client size: 1-10 Employees - Review Type: Online Review - Verified **The Review** — May 4, 2020 **Feedback Summary**: Smith.ai quickly became an integral part of the firm's team. They are adaptable, professional, courteous, responsive, and allow the firm to work more efficiently.  ""They are professional, courteous, responsive, and allow us to work more efficiently. Highly recommend!" " **BACKGROUND** Please describe your company and your position there. I own an a boutique estate planning and business law firm. **OPPORTUNITY / CHALLENGE** For what projects/services did your company hire Smith.ai? I use Smith.ai for virtual receptionist services. What were your goals for this project? Phone Service **SOLUTION** How did you select this vendor? Recommendation of colleagues Describe the project in detail. I have 24-7 phone answering services. What was the team composition? Misc. people answer the calls. **RESULTS & FEEDBACK** Can you share any outcomes from the project that demonstrate progress or success? We hired Smith.ai to help us work remotely more efficiently during the COVID crisis. However, they've quickly become an integral part of our team and we plan to use them long-term. They are professional, courteous, responsive, and allow us to work more efficiently. Highly recommend! How effective was the workflow between your team and theirs? Super easy. We work via email to adjust parameters and guidelines. They are very responsive. What did you find most impressive about this company? Ability to adapt quickly to changing circumstances. Are there any areas for improvement? Ideally, we'd work with the same smaller team of receptionists over and over instead of always random ones. --- #### Call Center Services for Laundry Company **The Project** - Services: Call Center Services - Project size: $50,000 to $199,999 - Project length: Jan. 2018 - Ongoing **Project Summary**: Smith.ai provides call center services on an ongoing basis. This includes managing spam inquiries, booking services for new clients, and answering questions. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Co Owner, UpperCrust Laundry - Industry: Business services - Client size: 1-10 Employees - Review Type: Online Review - Verified **The Review** — Mar 20, 2020 **Feedback Summary**: Stakeholders are pleased with the partnership as it has generated many new clients. The vendor has a prompt, personable communication style; they ensure stakeholders are well-informed about the content of their calls. They have a highly efficient approach to problem-solving. ""People call and tell us how impressed they were with the agent who answered the call." " **BACKGROUND** Please describe your company and your position there. UpperCrust Laundry is a pick up/drop off company that handles laundry for businesses and private residences. I am the co-owner of the company. **OPPORTUNITY / CHALLENGE** For what projects/services did your company hire Smith.ai? I hired Smith.ai to handle calls for our busy office. We have all types of clients calling us from businesses to private residential clients to people in hotels and B & B establishments. What were your goals for this project? My goal was to have a company that was equipped to handle our calls and to ensure that not one call or potential client was missed. **SOLUTION** How did you select this vendor? I found Smith.ai via a Google search. Describe the project in detail. They started handling our phone calls about 3 years ago and are ongoing. They deal with spam calls. They book us for new clients and they answer a ton of questions for potential and present clients. They are very fast in taking notes and sending me the results. What was the team composition? They have quite a few agents who answer the phones and each one is terrific. They all bring their own strengths and personalities. **RESULTS & FEEDBACK** Can you share any outcomes from the project that demonstrate progress or success? I've gotten many new clients as a direct result of Smith.ai. People call and tell us how impressed they were with the agent who answered the call. Recently a man called and said that as a direct result of the agent who answered the phone he decided to use our company. How effective was the workflow between your team and theirs? They answer my calls daily so the work flow is continuous unless there is a holiday. What did you find most impressive about this company? What I find most impressive is the fact that when I share a concern, they immediately deal with it and get back to me on how they resolved it. Are there any areas for improvement? I'd love for their agents to not feel like they have to know the answer to every question a potential client throws at them. It's okay to simply take a message and let them know that a manager will return their call. --- #### Call Center Services for Legal Firm **The Project** - Services: Call Center Services - Project size: Less than $10,000 - Project length: June 2019 - Ongoing **Project Summary**: Smith.ai provided virtual receptionist services for a legal firm. The team went on to answer all incoming calls, collect payments, and schedule consultations. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Managing Partner, The Hull Firm LLC - Industry: Legal - Client size: 1-10 Employees - Review Type: Online Review - Verified **The Review** — Mar 13, 2020 **Feedback Summary**: The engagement has saved time and increased the efficiency of the internal team. Smith.ai provides detailed call reports to ensure the customer never misses an important message. The team is organized, hard-working, and detail-oriented. ""Their commitment to customer service keeps me coming back." " **BACKGROUND** Please describe your company and your position there. I am the Managing Partner of The Hull Firm LLC, a general law practice in Athens, Georiga. **OPPORTUNITY / CHALLENGE** For what projects/services did your company hire Smith.ai? I initially hired Smith A.I. for the virtual receptionist services when I needed to expand without incurring the cost of a new employee. The service worked so well that look into the other services provided by Smith and switch my phone services to KeyPad. What were your goals for this project? I needed to make sure that as we expanded, we never missed a telephone call and the attorneys and paralegals were not tied up scheduling consultations instead of working on cases. **SOLUTION** How did you select this vendor? I heard reviews about Smith AI from other attorneys and decided to give them I try. I was not disappointed. Describe the project in detail. We expanded our practice by added practice areas and beginning an aggressive marketing campaign. I contracted with Smith to answer each incoming call, collect the payment, and schedule consultations. What was the team composition? They have endless paralegals who all seem like the work in our office. **RESULTS & FEEDBACK** Can you share any outcomes from the project that demonstrate progress or success? Smith AI has been a tremendous time saver for my firm. The organization and description of each call also helps to make sure that we don't miss important message details. How effective was the workflow between your team and theirs? Working with Smith A.I. has been amazing. Even though we are on different coasts, I've never had a problem getting someone on the phone to change workflows or instructions. What did you find most impressive about this company? Their commitment to customer service keeps me coming back. Are there any areas for improvement? I wish they did everything so I can contract with them --- #### Inbound Call Answering for Law Practice **The Project** - Services: Call Center Services - Project size: Less than $10,000 - Project length: June 2018 - Ongoing **Project Summary**: Smith.ai provides ongoing answering services for a law business. They handle incoming calls from potential and current clients, directing contact and conveying messages.  **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Owner & Attorney at Law, Chestnut Hill Legal - Industry: Legal - Client size: 1-10 Employees - Review Type: Phone Interview - Verified **The Review** — Feb 26, 2020 **Feedback Summary**: The support from Smith.ai has helped grow the business and led to a 50% conversion rate from potential clients. Their ability to satisfy requirements without heavy oversight makes them very valuable for the growing firm. Customers can expect an easy-to-work-with team that welcomes feedback.  ""The ROI is astounding considering the amount of work they’ve brought in for me." " **BACKGROUND** Introduce your business and what you do there. I’m the owner and attorney at law for Chestnut Hill Legal. **OPPORTUNITY / CHALLENGE** What challenge were you trying to address with Smith.ai? Since I’m a one-person business here, I hired them to handle incoming calls from potential and current clients. **SOLUTION** What was the scope of their involvement? To start, they sent me some targeted questions for me to answer. From that, they put together a script for these calls. They handle new client intake as well as routing my current clients' calls to me. They also take messages and send them to me, lessening the burden of having to take all the calls myself.  What is the team composition? Around 5–10 different receptionists handle the calls.  How did you come to work with Smith.ai? I was searching Google for this type of service. I evaluated several virtual receptionists and came across Smith.ai and liked their website. They also gave a good presentation.  How much have you invested with them? I spend around $200 per month since I’m on a certain tier and am charged for additional calls.  What is the status of this engagement? We’ve been working together since June 2018 and our engagement is ongoing.  **RESULTS & FEEDBACK** What evidence can you share that demonstrates the impact of the engagement?  I get a lot of great feedback from clients about their interactions with Smith.ai. The conversion rate from potential clients is about 50%, which is really great and can be attributed to the good first impression their team leaves.  How did Smith.ai perform from a project management standpoint? Whenever I’ve had a question or an issue, even though there have been few to speak of, they all take care of it right away. Typically different people are in contact with me, depending on who is available. All of the scheduling is done through Calendly, so the appointments appear on my calendar, which is great. What did you find most impressive about them? Unlike a lot of vendors, they don’t have a complicated online dashboard that I need to monitor. Whenever I need a change, I can go directly to Smith.ai so it’s entirely hands-off. The number of receptionists is great because they really get a sense of my business by handling multiple calls. The ROI is astounding considering the amount of work they’ve brought in for me.  Are there any areas they could improve? Nothing springs to mind. I’m really happy with their services. Do you have any advice for potential customers? Be kind to the receptionists and give them feedback when they do well. Our positive relationship is partly due to the continuous feedback I give them. Their job is difficult, so be willing to be patient and open about your process with them—they’ll learn really well that way.  --- #### Staff Augmentation for Legacy Law Firm **The Project** - Services: IT Staff Augmentation - Project size: Less than $10,000 - Project length: Dec. 2019 - Ongoing **Project Summary**: Smith.ai answers telephones for internal stakeholders when they are busy or out of the office. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Owner & Attorney, Cumberland Legacy Law - Industry: Legal - Client size: 1-10 Employees - Review Type: Online Review - Verified **The Review** — Feb 21, 2020 **Feedback Summary**: The vendor provides consistently reliable services. They gather important information during each call and treat the callers well. Their personable, responsive communication style is noteworthy. ""I was impressed with how easy this was to implement and how affordable their services are." " **BACKGROUND** Please describe your company and your position there. I am the principal attorney of a small law firm. **OPPORTUNITY / CHALLENGE** For what projects/services did your company hire Smith.ai? We use Smith.ai to answer our telephones when we are in meetings or out of the office. What were your goals for this project? We wanted callers to be treated courteously and have the comfort of speaking with a real person rather than leaving a voicemail message during business hours. We wanted the receptionists to gather certain minimum information during each call. **SOLUTION** How did you select this vendor? This vendor was referred by another attorney that I know who is a client of Smith.ai. Describe the project in detail. I spent very little time looking for a solution. The recommendation from another attorney who uses them was good enough for me. We have coverage Monday through Friday until midnight during which time a live person answers the phones for us when we are not able to. They know which calls to immediately pass through or hold, what basic information we require. What was the team composition? We were assigned a point person to handle the onboarding process. After we were onboarded, we received a "drip" of successive emails providing helpful hints on getting started and how to obtain support in the future. Now, calls are being answered on a timely basis and callers experience the sense that we have a full-time receptionist that often works late. **RESULTS & FEEDBACK** Can you share any outcomes from the project that demonstrate progress or success? Calls are answered reliably and courteously. The information we need is always obtained. Callers do feel like they are speaking with our office, judging by comments I receive later such as, "As I mentioned to your secretary . . ." I am glad. This is the effect that we wanted. It helps to be able to go into meetings or out of the office without having to worry about who will answer the telephones. How effective was the workflow between your team and theirs? Super easy. They are very helpful and responsive. We can email them any time we have a special request, such as holding all calls without exception, or who should be on the exceptions list. What did you find most impressive about this company? I was impressed with how easy this was to implement and how affordable their services are. I wish I had done this sooner. I had been worried about that the most before going down this path. Are there any areas for improvement? I can't think of any. --- #### Virtual Receptionist Services for Attorney **The Project** - Services: Call Center Services - Project size: Less than $10,000 - Project length: Jan. 2018 - Jan. 2020 **Project Summary**: Smith.ai provided virtual receptionist services with the aim of facilitating communication with internal stakeholders' clients. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** CEO, Law Practice - Industry: Legal - Client size: 1-10 Employees - Review Type: Online Review - Verified **The Review** — Feb 17, 2020 **Feedback Summary**: The services have conserved internal resources. A reliable team, Smith.ai provided consistent, attentive services throughout the timeline. Their regular check-ins ensured stakeholders' needs were satisfied. ""They are very professional, well organized and provide excellent customer service." " **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. --- #### Call Center Services for Family Attorney **The Project** - Services: Call Center Services - Project size: $10,000 to $49,999 - Project length: Jan. 2018 - Ongoing **Project Summary**: Smith.ai served as phone operators to handle the large call volume of a family law firm. They deployed a rotating team of receptionists who were responsible for answering basic questions and screening clients. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Firm Owner, Family Attorney - Industry: Legal - Client size: 1-10 Employees - Review Type: Online Review - Verified **The Review** — Feb 10, 2020 **Feedback Summary**: Smith.ai has afforded the client with compliments about the politeness of their receptionists. They've empowered the client to focus on their main business processes, freeing up time and resources. Their capacity to provide happy receptionists with good attitudes was quite remarkable. ""Smith has done things better than I ever could do in-house." " **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. --- #### Chatbot Solution for Legal Nonprofit **The Project** - Services: Transcription, Translation - Project size: Less than $10,000 - Project length: Jan. 2020 - Ongoing **Project Summary**: Smith.ai developed a custom chatbot to deal with questions from the public and members. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Membership & CLE Director, Memphis Bar Association - Industry: Other industries - Client size: 1-10 Employees - Review Type: Online Review - Verified **The Review** — Jan 21, 2020 **Feedback Summary**: Call volume has decreased significantly thanks to the chatbot. Smith.ai provided attentive customer service, and internal stakeholders are excited about expanding the solution’s capabilities with them in the future. ""They're easy to get in touch with and always there to answer questions!" " **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. --- #### Voice Services for Law Firm **The Project** - Services: Call Center Services - Project size: Less than $10,000 - Project length: Jan. 2018 - Ongoing **Project Summary**: Smith.ai provides ongoing call services for a law firm. They handle inbound and outbound calls, along with managing the chat tool and scheduling any consultations or calls.  **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** CEO, K Bennett Law LLC - Industry: Legal - Client size: 1-10 Employees - Review Type: Phone Interview - Verified **The Review** — Jan 17, 2020 **Feedback Summary**: Working with Smith.ai has enabled the business to scale its efforts and size. The feedback from clients speaking with the team has been very positive, praising their accommodating nature. Their ability to be flexible and reliable shows their dedication to client satisfaction.  "“It’s been exciting to watch their team grow with mine and see the ways they continue to develop their service.” " **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.  --- #### Voice Services & Virtual Chat for IT Security Firm **The Project** - Services: Call Center Services - Project size: Less than $10,000 - Project length: Sep. 2018 - Ongoing **Project Summary**: A managed security services provider needed someone to manage their call volume and serve as their virtual office assistant while they were out in the field. Smith.ai now handles all their incoming calls and chat. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** CEO, CMIT Solutions of Upper Chesapeake - Columbia - Industry: Other industries - Client size: 1-10 Employees - Review Type: Phone Interview - Verified **The Review** — Jan 17, 2020 **Feedback Summary**: Smith.ai has been flawless since onboarding. Their systems are repeatable and scalable, and every aspect of their company is quality. All Smith.ai call takers are trained well and handle calls professionally, resulting in praise from customers and bringing in new business. ""They’re just good at everything. The quality of their program, their training, their systems—all are impressive." " **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. --- #### Voice Services & Chatbot Integration for Law Firm **The Project** - Services: Call Center Services - Project size: Less than $10,000 - Project length: Feb. 2019 - Ongoing **Project Summary**: Providing answering services at first, Smith.ai’s scope changed to setting up and maintaining a chatbot for a law firm. They built a playbook and integrated the tool with the client’s CRM to collect leads. **Review Rating**: 4.5 - Quality: 5.0 - Schedule: 5.0 - Cost: 4.5 - Willing to Refer: 5.0 **The Reviewer** CEO, Law Offices of Shawn B. Hamp - Industry: Legal - Client size: 1-10 Employees - Review Type: Phone Interview - Verified **The Review** — Jan 16, 2020 **Feedback Summary**: The chatbot has resulted leads that have generated $35,000 in revenue. Smith.ai’s work has streamlined business processes at a reasonable maintenance rate. Their expertise combined with their prompt communication and top-notch customer service makes for a smooth collaboration. ""Smith.ai gives prompt and personal attention to any questions about their services." " **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.  --- #### Call Center Services for Law Firm **The Project** - Services: Call Center Services - Project size: $10,000 to $49,999 - Project length: Jan. 2022 - Ongoing **Project Summary**: Smith.ai provides ongoing call center services for a personal injury law firm. The team is responsible for taking messages and handling calls for the client. **Review Rating**: 0.5 - Quality: 0.5 - Schedule: 0.5 - Cost: 0.5 - Willing to Refer: 1.0 **The Reviewer** Owner, Thorp Law - Industry: Legal - Client size: 1-10 Employees - Review Type: Online Review - Verified **The Review** — Aug 26, 2025 **Feedback Summary**: Smith.ai has been able to field calls and take messages accurately for several years. However, in the last few months, most of the client's calls have been marked as spam. The team has assured the client that they are working on the issue, but it remains unresolved.This review includes the service provider’s response. ""Their continuing incompetence has cost my company money."" **BACKGROUND** Please describe your company and position.I am the Owner of Thorp LawDescribe what your company does in a single sentence.personal injury law firm **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Smith.ai to accomplish?to serve as offsite receptionist **SOLUTION** How did you find Smith.ai?Online SearchWhy did you select Smith.ai over others?High ratingsDescribe the scope of work in detail. Please include a summary of key deliverables.I have used smith.ai for several years. They were great until the last few months. suddenly most of our incoming calls were marked as spam. We have repeatedly informed smith.ai about this problem. They repeatedly assured us of all the steps they were taking to fix the problem. They were supposed to remove the spam blocker for all calls a month ago, they claim they did this, yet we are still getting most of our calls marked as spam. This has cost my business money. This is pathetic. Another good company disintegrates into mediocrity. **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?They fielded calls and took messages accurately for several years. In the last several months, most of our calls started getting marked as spam. What was your primary form of communication with Smith.ai?Email or Messaging AppWhat did you find most impressive or unique about this company?lately absolutely nothing. Are there any areas for improvement or something Smith.ai could have done differently?They could have fixed the problem as they claimed they had done, but didn't. Their continuing incompetence has cost my company money.  **Company Response** The service provider responded on August 28th, 2025.Thank you for sharing your experience and for the chance to respond. We know how critical it is for your business to receive every legitimate call, and we take your concerns seriously, as evidenced by our efforts.When you first reached out on July 21, we quickly scheduled a meeting with our Senior Manager of Client Support, which took place on July 31. In the meantime, we disabled call blocking to identify why valid calls were marked as spam. During that meeting, a member of our tech team joined to troubleshoot, and spam filtering was disabled to resolve the issue. As a courtesy, we also applied a 50% credit for August, which you accepted.From the start, we noted that if the issue persisted after spam filtering was disabled, it could be tied to your phone provider. On August 7 and 21, you reported continued issues. We responded and, on August 22, advised disabling Caller ID. When we didn’t hear back, we followed up on August 26 to provide further help. At that time, you requested — and we granted — a free month of service. The next step is for you to follow up directly with your VoIP provider.We understand that this issue has disrupted your business, but we are limited in our ability to troubleshoot further. We cannot control your VoIP provider, and resolution must come from them. With over 4,000 clients and a decade of experience, issues like these are rare but can occur.We remain committed to supporting you until this is fully resolved, and hope you’ll revise your review once the matter reflects our efforts and continued support. --- #### Virtual Receptionist Services for Healthcare Clinic **The Project** - Services: AI Agents, Call Center Services - Project size: Confidential - Project length: July 2025 - Ongoing **Project Summary**: Smith.ai provides virtual receptionist services for a healthcare clinic. The team handles calls, web chats, texts, appointment bookings, lead qualification, and customer intake. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Clinic Owner, Mirelle Institute for Anti-Aging Medicine - Industry: Other industries - Client size: 1-10 Employees - Review Type: Online Review - Verified **The Review** — Jul 28, 2025 **Feedback Summary**: Smith.ai has helped the client avoid missing calls. The team manages the project well, and internal stakeholders communicate with them via email and phone. Smith.ai's responsiveness stands out. Moreover, the team constantly strives to improve their services. ""Smith.ai's responsiveness is impressive."" **BACKGROUND** Introduce your business and what you do there.I’m the owner of a healthcare clinic. **OPPORTUNITY / CHALLENGE** What challenge were you trying to address with Smith.ai?We needed someone to answer calls around the clock. **SOLUTION** What was the scope of their involvement?Smith.ai provides us with virtual receptionist services. The team handles calls, web chats, texts, appointment bookings, lead qualification, and customer intake. Smith.ai has also developed an AI receptionist that schedules appointments and answers calls.What is the team composition?We work with 5–10 teammates from Smith.ai.How did you come to work with Smith.ai?We found Smith.ai on Facebook. We chose them over other virtual receptionist options because of their live agent feature.What is the status of this engagement?We started working with Smith.ai in July 2025, and the engagement is ongoing. **RESULTS & FEEDBACK** What evidence can you share that demonstrates the impact of the engagement?Since working with Smith.ai, we no longer miss calls.How did Smith.ai perform from a project management standpoint?Smith.ai's project management is seamless. We communicate via email and phone.What did you find most impressive about them?Smith.ai's responsiveness is impressive.Are there any areas they could improve?Everyone is constantly improving. We're currently working on integrating our CRM with Smith.ai. --- #### AI-Based Phone Answering Solution for Veterinary Practice **The Project** - Services: AI Agents, AI Development - Project size: Less than $10,000 - Project length: May - Dec. 2025 **Project Summary**: Smith.ai has implemented an AI-based phone answering service for a veterinary family practice. The solution answers calls that the receptionist cannot reach and checks if the caller is a customer or a lead. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Owner, The Pet Pad - Industry: Other industries - Client size: 1-10 Employees - Review Type: Online Review - Verified **The Review** — Jul 25, 2025 **Feedback Summary**: Thanks to Smith.ai's solution, the client has gained at least one appointment daily from missed calls. The team has set up the project quickly and has provided great customer care. Smith.ai has trained the client's staff well and uses a simple interface for communication. ""We've achieved a smooth and seamless implementation."" **BACKGROUND** Please describe your company and position.I am the Owner of The Pet PadDescribe what your company does in a single sentence.Veterinary Family Practice **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Smith.ai to accomplish?Capture missed callsGain LeadsTriage Calls **SOLUTION** How did you find Smith.ai?VMXWhy did you select Smith.ai over others?Good value for costHow many teammates from Smith.ai were assigned to this project?1 EmployeeDescribe the scope of work in detail. Please include a summary of key deliverables.Answers phone calls our receptionist can not get to.  Triage importance of call.  Ensures it is within our scope of care.  Checks if it is a current client or a lead.  **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?I gain at least one appointment a day from missed calls, and our clients feel as though someone has called and our commuication is not lost. Describe their project management. Did they deliver items on time? How did they respond to your needs?No items needed.  Did have us set up very quickly (less than a week)What was your primary form of communication with Smith.ai?Virtual MeetingEmail or Messaging AppWhat did you find most impressive or unique about this company?We've achieved a smooth and seamless implementation.  Great customer care.  Good training. Simple interface Are there any areas for improvement or something Smith.ai could have done differently?I would like the calls to one day integrate with our PIMS, but that is on our PIMS timeline, not Smith AI --- #### Call Center Services for Transitional Housing Provider **The Project** - Services: Call Center Services - Project size: Less than $10,000 - Project length: Apr. - June 2025 **Project Summary**: Smith.ai provided call center services for a transitional housing provider. The team set up and deployed phone answering support for the client. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Founder, VW - Industry: Non-profit - Client size: 1-10 Employees - Review Type: Online Review **The Review** — Jul 14, 2025 **Feedback Summary**: Smith.ai helped the client achieve a 100% call answer rate. The team assisted the client in getting everything up and running as described and continued to work with them to accommodate their needs. They also communicated via email, messaging apps, and online meetings. ""Their ability to help get everything set up and continue to work with us to accommodate our personal needs stood out."" **BACKGROUND** Please describe your company and position.I am the Founder of VWDescribe what your company does in a single sentence.Provides supporitve transitional housing and support **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Smith.ai to accomplish?Help with phone support **SOLUTION** How did you find Smith.ai?Online SearchWhy did you select Smith.ai over others?High ratingsGood value for costHow many teammates from Smith.ai were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.Set up and deploy phone support services **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?100% call answer rate to assist in missed calls Describe their project management. Did they deliver items on time? How did they respond to your needs?Set up and deploy phone answering support. Set up and deployed as describedWhat was your primary form of communication with Smith.ai?Virtual MeetingEmail or Messaging AppWhat did you find most impressive or unique about this company?Their ability to help get everything set up and continue to work with us to accommodate our personal needs stood out.Are there any areas for improvement or something Smith.ai could have done differently?THey were great --- #### Call Center Services for Travel Agency **The Project** - Services: Call Center Services - Project size: Less than $10,000 - Project length: June 2025 - Ongoing **Project Summary**: Smith.ai provides call center services for a travel agency. The main task is to answer calls to find out what vacations callers are interested in and follow up with them regarding the quoted sail price. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Owner & Travel Agent, Kats Purrfect Getaways - Industry: Hospitality & leisure - Client size: 1-10 Employees - Review Type: Online Review - Verified **The Review** — Jul 9, 2025 **Feedback Summary**: Smith.ai has successfully provided an AI receptionist to answer calls and be the voice on the phone, freeing up the internal team's time for other tasks. They've impressed the client with the accuracy of the calls and the notes they send through email. Overall, it's been a successful collaboration. ""Their AI receptionist is very good."" **BACKGROUND** Please describe your company and position.I am the Owner/travel agent of Kats Purrfect GetawaysDescribe what your company does in a single sentence.Travel agent. Specializing in cruises.   **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Smith.ai to accomplish?Answer phonesSort spamEmail me call logs to follow up on **SOLUTION** How did you find Smith.ai?Facebook adWhy did you select Smith.ai over others?Pricing fit our budgetGood value for costDescribe the scope of work in detail. Please include a summary of key deliverables.Answered calls to find out what vacations callers were interested in so we can follow up to quote sail price **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?Having a ai receptionist to answer call and be the voice on phone to free me up for other tasksDescribe their project management. Did they deliver items on time? How did they respond to your needs?NaWhat was your primary form of communication with Smith.ai?Email or Messaging AppWhat did you find most impressive or unique about this company?Their AI receptionist is very good. When trialing it i was impressed with accuracy of call and notes sent in email Are there any areas for improvement or something Smith.ai could have done differently?Wish they could text call summarizes instead of email  --- #### Call Center Services for Accounting Services Company **The Project** - Services: Call Center Services - Project size: Less than $10,000 - Project length: May 2025 - Ongoing **Project Summary**: Smith.ai provides ongoing call center services for a tax and accounting firm. The team answers calls, takes messages, forwards calls, and responds to customers' queries. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Owner, Enrolled Agent, The Tax Chick.PRO - Industry: Financial services - Client size: 1-10 Employees - Review Type: Online Review - Verified **The Review** — Jul 9, 2025 **Feedback Summary**: Smith.ai has helped the client answer calls, provide proper information, take messages, and decide when to forward calls. The team has delivered everything they promised. Smith.ai has set up the project quickly and has been amazing. Smith.ai's pricing and value for money are excellent. ""They are top notch!"" **BACKGROUND** Please describe your company and position.I am the Owner, Enrolled Agent of The Tax Chick.PRODescribe what your company does in a single sentence.Accounting, Tax Prep, Tax Resolution, CFO Services **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Smith.ai to accomplish?Answer PhonesTake MessagesForward call when appropriate **SOLUTION** How did you find Smith.ai?Online SearchWhy did you select Smith.ai over others?High ratingsPricing fit our budgetGood value for costDescribe the scope of work in detail. Please include a summary of key deliverables.Answered Phones Professionally, Answered caller's questions, obtined messages for return calls, and forwarded messages when appropriate. **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?Ability to answer calls and provide proper information.Ability to take messages.Ability to decide when to forward the call.Describe their project management. Did they deliver items on time? How did they respond to your needs?The set-up was EASY!  The set-up was quick. I have had ZERO issues with them - THEY ARE AMAZING!!!What was your primary form of communication with Smith.ai?Virtual MeetingWhat did you find most impressive or unique about this company?It delivers everything they promise!Are there any areas for improvement or something Smith.ai could have done differently?They are top-notch!   Hard to improve perfection!!! --- #### Call Center Services for Immigration Law Firm **The Project** - Services: Call Center Services - Project size: Confidential - Project length: Jan. 2022 - Ongoing **Project Summary**: Smith.ai provides call center services for an immigration law firm. The team handles incoming calls and qualifies leads for the firm. **Review Rating**: 5.0 - Quality: 4.5 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Founder, Bilbao Law - Industry: Legal - Client size: 11-50 Employees - Review Type: Online Review - Verified **The Review** — Dec 20, 2024 **Feedback Summary**: Smith.ai has handled a significant number of calls and continues to meet expectations. The team is responsive to feedback, and internal stakeholders are impressed with their attention to detail. Smith.ai's account manager is communicative and ensures a smooth workflow. ""They always train members and work with our feedback."" **BACKGROUND** Please describe your company and position.I am the Founder of Bilbao LawDescribe what your company does in a single sentence.Immigration, Criminal and Human Rights Law Firm **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Smith.ai to accomplish?Reduce Interruptions for the In-Office TeamProvide Consistent & Documented Information to Clients/LeadsQualifying Leads for Services we can Provide **SOLUTION** How did you find Smith.ai?Online SearchReferralWhy did you select Smith.ai over others?High ratingsPricing fit our budgetGreat culture fitGood value for costReferred to meCompany values alignedDescribe the scope of work in detail. Please include a summary of key deliverables.Call Center with capability to qualify our leads **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?Amount of calls handled Describe their project management. Did they deliver items on time? How did they respond to your needs?Yes, Smith AI has always met with their end of the deal. If service interruptions ever exist, they notify us timely and don't charge us for those calls. They always train members and work with our feedback. We have a dedicated account manager who has helped us develop what kinds of questions would better qualify our leads based on the call information they are gathering. What was your primary form of communication with Smith.ai?Virtual MeetingEmail or Messaging AppWhat did you find most impressive or unique about this company?Attention to detailWe can trust the information they provide usThey are diligent about making sure everything gets answered from the client/lead.Are there any areas for improvement or something Smith.ai could have done differently?No, we work closely with our account manager when we have issues or concerns and they addresses very timely.  --- #### Call Center Services for Law Firm **The Project** - Services: Call Center Services - Project size: Confidential - Project length: Jan. 2021 - Feb. 2024 **Project Summary**: Smith.ai provided call center services for a law firm. The team was in charge of answering calls, responding accordingly, and filtering spam calls. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Paralegal, Law Firm - Industry: Legal - Client size: 1-10 Employees - Review Type: Online Review **The Review** — Feb 8, 2024 **Feedback Summary**: Smith.ai successfully handled dozens of incoming calls every day, collecting valuable information and providing an excellent customer experience. The team was responsive, proactive, and quick, as well as professional and great at their work. They communicated well via email and virtual meetings. ""They are very responsive and efficient."" **BACKGROUND** Please describe your company and position. I am the Paralegal, Legal of a legal company Describe what your company does in a single sentence.Legal practice **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Smith.ai to accomplish?Streamline intaking calls **SOLUTION** How did you find Smith.ai?Online SearchWhy did you select Smith.ai over others?High ratingsGood value for costDescribe the scope of work in detail. Please include a summary of key deliverables.Streamline intaking phone calls, respond accordingly, filter spams. **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?We have douzens of calls coming in everyday and Smith.ai helped us to handle them and collect valuable information. Their service is great, the phone experience is awesome and they are very responsive and efficient.Describe their project management. Did they deliver items on time? How did they respond to your needs?Their team is great to work with, respond fast and offer virtual assistance proactively. We had some minor tech issue, but they solve them quickly.What was your primary form of communication with Smith.ai?Virtual MeetingEmail or Messaging AppWhat did you find most impressive or unique about this company?The team is highly professional and great at what they do.Are there any areas for improvement or something Smith.ai could have done differently?Nothing so far, everything seems good! --- ## Portfolio & Awards ### Smith.ai Client Testimonial: UpSmith Santo and UpSmith started using Smith.ai's Outreach Campaigns to engage with and screen prospective job candidates using a more customized and tailored approach. The goal was to improve speed-to-lead when contacting new applicants and UpSmith quickly saw success in this new workflow. ### Smith.ai Partner Testimonial: Grow Law Firm Sasha Berson breaks down how his marketing firm went from missing 25% of inbound calls regularly to ZERO using Smith.ai! He shares why he chose Smith.ai over other "answering services," how Smith.ai accelerated his business growth with revenue growth, and what he loves the most about Smith.ai's virtual receptionist services! Now, Smith.ai is one of the top products Sasha recommends to his clients. ### Smith.ai Testimonial: Convert It Marketing By turning their marketing efforts into a fully-integrated solution using Smith.ai and CallRail, Convert It Marketing ensures more leads are captured, converted, and tracked while avoiding having them fall into the hands of competitors. ### Smith.ai Client Testimonial: BRICK4U When Rodrigo’s wife had their first child, they needed a solution to keep operations at BRICK4U running smoothly amidst their new (and very busy) life. That’s where Smith.ai came in. Hear his story on how Smith.ai’s sales outreach team reached, engaged, and qualified every lead and then scheduled appointments for his sales team. ### Smith.ai Client Testimonial: Jen Jarvis Associates Already using Smith.ai's 24/7 Virtual Receptionists to handle inbound calls for her business, Jen knew Smith.ai's Outreach Campaigns would be the perfect solution for sales outreach to new marketing generated leads. ### Smith.ai Client Testimonial: Promoboxx Using Smith.ai’s Outreach Campaigns, Promoboxx has been able to expand their sales outreach capabilities. Smith.ai's agents make outbound calls to Promoboxx's clients directly to confirm their contact info and registration status is current – leading to a higher client adoption rate on its platform.  ### Smith.ai Client Testimonial: Ginsberg Shulman, PL Client Testimonial ### Smith.ai Client Testimonial: Ticket Crushers Adam Cohen, founder and managing partner of Ticket Crushers, shares how he discovered Smith.ai, how Smith.ai addresses his clients' needs and accelerates business growth, and what he loves the most about Smith.ai's virtual receptionist and outreach campaigns services!   ### Smith.ai Client Testimonial: Ziegler Diamond Law Thanks to the success of Smith.ai’s Outreach Campaigns, Ziegler Diamond Law Firm had to hire a new internal employee to help manage the increased volume of new lead conversions and retentions – and it helped bring about major growth for the firm. ### Smith.ai Client Testimonial: Woznicki Law Mechelle Woznicki, owner of Woznicki Law, shares how she discovered Smith.ai, how Smith.ai accelerated their business growth, and what she loves the most about Smith.ai's virtual receptionist services! ### Smith.ai Client Testimonial: Persevus Alex McFarland, President of Persevus, shares how Smith.ai's virtual receptionists have transformed his direct placement recruiting business over a 6-year relationship. Learn how he uses Smith.ai to improve his responsiveness to candidates, deliver five-star client service, and remove workplace interruptions -- all at a reasonable, predictable price. ### Smith.ai Client Testimonial: The Youngblood Group Josh Youngblood, President of The Youngblood Group, shares how Smith.ai's virtual receptionists have transformed his accounting, taxes, and bookkeeping business at a critical growth stage.   ### Smith.ai Client Testimonial: Alec Wills of Bitworx Alec Wills, Co-Founder at Bitworx, LLC, shares how Smith.ai has been the virtual receptionist solution of his dreams and how he couldn't imagine running his business without Smith.ai's virtual receptionists. Learn how he uses Smith.ai to improve his IT business operations, deliver stellar customer service, and rest easy knowing his clients are cared for and his team can work productively, without the constant onslaught of phone interruptions! ### Smith.ai Client Testimonial: Evolve Family Law Beau Atkins, CEO of Evolve Family Law, shares how Smith.ai uncovered new opportunities to improve his business, how Smith.ai's virtual receptionists have taken important work off his plate, and how layering in Smith.ai's technology-forward approach has allowed his firm to mature and iterate faster than they could have imagined, driving efficiency and improving client experience. ### Smith.ai Client Testimonial: Savvy Cleaner Angela Brown, CEO of Savvy Cleaner, shares how Smith.ai uncovered new opportunities to improve her business, how Smith.ai Live Chat has taken important work off her plate, and her only regret: not adding Live Chat to her website years earlier! ### Smith.ai Client Testimonial: Express Legal Funding Aaron R. Winston, Strategy Director of Express Legal Funding, shares how he discovered Smith.ai, how Smith.ai addresses his business needs and helps him achieve business growth goals without incurring the high cost of new employees, and what he loves the most about Smith.ai's virtual receptionist and chat services. ### Smith.ai Client Testimonial: Lawfecta Stacey Lake, the Founder and Managing Director of Lawfecta, shares how she discovered Smith.ai, how Smith.ai addresses her business needs and helps her achieve business growth goals, and what she loves the most about Smith.ai's virtual receptionist and chat services! ### Smith.ai Client Testimonial: Victory Spirits Michael Shoer, Managing Partner of Victory Spirits, shares how he discovered Smith.ai, how Smith.ai addresses his business needs and helps him achieve business growth goals, and what he loves the most about Smith.ai's virtual receptionist and chat services! ### Smith.ai Client Testimonial: Amara Law, LLC Emily Amara Gordon, Principal Immigration Attorney at Amara Law, LLC, shares how she discovered Smith.ai, how Smith.ai addresses her business needs and helps her achieve business growth goals, and what she loves the most about Smith.ai's virtual receptionist services! ### Smith.ai Client Testimonial: Deena Buchanan of Deena Buchanan, Managing Partner of Buchanan Law Firm, LLC, shares how she discovered Smith.ai, how Smith.ai addresses her business needs and helps her achieve business growth goals, and what she loves the most about Smith.ai's virtual receptionist and chat services! ### Smith.ai Partner Testimonial: Kerri Coby White of KerriJames Kerri Coby White, Co-Founder of marketing agency KerriJames, shares how Smith.ai addresses her clients' needs and accelerates their business growth, and what she loves most about Smith.ai's services! ### Attorney Regina Edwards relies on Smith.ai to handle all of her firm's calls Regina Edwards, attorney and owner of Edwards Family Law in Atlanta, Georgia, recommends Smith.ai to "every attorney" she sees.  ### Hamp Law Reaps $31,000 in New Business with Smith.ai Chatbot Shawn Hamp of HampLaw.com spent just $100 on Smith.ai's upgraded AI chatbot, allowing him to capture leads on his website that resulted in $31,000 in new business in just 3 months. ### Live Chat How-To Set Up Find out how to set up your live chat in a few easy steps! ### Smith.ai Live Chat offers real-time English-Spanish translation Businesses with a bilingual client base need website chat solutions that can respond to their clients in English and Spanish. Smith.ai delivers real-time responses in both languages using AI and natural-language processing (NLP) technology. ### Business lawyer Kimberly Y. Bennett says Smith.ai Virtual Receptionists are "integral to a modern law firm." Kimberly Y. Bennett, attorney, owner and founder of K Bennett Law, says, "Smith.ai is an extension of my team. I can be away from my office -- for a meeting or vacation -- and my clients know my virtual receptionists will always be there for them. My phones are answered and my appointments are booked. Smith.ai is flexible, friendly, and dependable. They are integral to a modern law firm." ### D'Orazio Peterson implements recommended legal disclaimer in Smith.ai website chat widget Scott Peterson of D'Orazio Peterson says, "Smith.ai's live chat has been an extension of our office. We sleep well knowing that they will handle things professionally, every time." ### Project with Hubspot ### Project with Salesforce ### Project with Slack ### Project with Calendly ### Project with ActiveCampaign ### Project with acuityscheduling ### Smith.ai Call Dashboard Smith.ai Virtual Receptionist clients have access within their Call Dashboard to review a call history over a specific period of time, types of callers, the actions taken during calls, and more for their business.  ### Smith.ai Call Intelligence Actions Taken Businesses can use Smith.ai's Call Intelligence tool, a robust set of features available in their Smith.ai Call Dashboard to analyze key phone call data and actions taken including scheduled appointments, transferred calls, completed intake forms, and more.  ### Smith.ai Call Details Smith.ai Virtual Receptionist clients can view call details of leads and clients including call summary and potential next steps including requesting an outbound call-back by a Smith.ai receptionist.  ### Clutch Awards - [Clutch Award Badge](https://shareables-prod-static.clutch.co/badges/top_clutch.co_virtual_receptionist_company_2026.svg) - [Clutch Award Badge](https://shareables-prod-static.clutch.co/badges/top_clutch.co_answering_services_company_advertising__marketing_2026.svg) - [Clutch Award Badge](https://shareables-prod-static.clutch.co/badges/clutch_1000_2022_award.svg) ### Industry Recognitions - Corvum - 2023 Best Places to Work - Best Business Client/Customer Communication - 2022 Best Places to Work - The Best Lead Generation Services of 2021 - The Best Answering Service of 2021 - Chatbot Solution of the Year - 2020 - Best Feature Set – Live Chat - 1st Place - Best Customer Support – Live Chat - 1st Place ## Key Clients - Hacking Law Practice ## Packages ## Verification Clutch verification provides an additional layer of data to help you make the right purchasing decision of business services. - Verified Client Reviews: 75 - Overall Review Rating: 4.8 Last Updated: 2026-07-28T08:55:17Z ### Business Entity - Business Entity Name: Smith.AI, Inc. - Source: California Secretary of State - Jurisdiction of Formation: Delaware - Date of Formation: April 13, 2015 - Status: Active - Last Updated: January 1, 2021 - ID: C3776795 ### Credit Report Results - International Credit Risk Assessment: Moderate Risk - Source: Creditsafe - Last Updated: April 2, 2021 ## Locations (1) ### Los Altos, CA (Headquarters) - P.O. Box 1296 - Los Altos, CA 94023-1296 - United States - 301 - 400 employees - Phone: 6507092994 ## Connections - Rahul Gupta - Sara Gepp (Close to the Earth) - Bruce Kreutzer (Matador Solutions, LLC) - Leigh Williams (Meridian Law Office) ## Contact Smith.ai [Send a message](https://clutch.co/profile/smithai) ### Connect on Social - [LinkedIn](https://www.linkedin.com/company/smith-ai) - [Facebook](https://facebook.com/virtualreceptionists) - [X](https://twitter.com/smithdotai) - [Instagram](https://www.instagram.com/smith.ai)