Smith.ai is a superior 24/7 customer engagement platform that specializes in lead capture and client service. We handle conversations with leads and clients who call, chat, text, and message your business. Our North America-based professional receptionists do much more than basic call answering — we screen potential clients based on your criteria, schedule appointments on your calendar, take payments, and make sales outreach calls to new prospects generated by your website and various marketing campaigns. And we do it all with best-in-class AI technology so all of our activities are efficient, accurate, and in sync with your systems.
We offer a wide range of features to give busy, growing businesses the precise yet comprehensive solution they need.
Our offerings include:
24/7 handling of calls, chats, messages, and SMS
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, transcription, and searchable transcripts
Client dashboard with conversation history (for calls, chats, and campaigns)
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)
Every plan includes one free CRM (like Salesforce, HubSpot, Clio, and many more) or Zapier integration. We offer a risk-free, 14-day money-back guarantee.
Plans are monthly and there's no set-up or cancellation fee.
Small or large, we work with every type of business in 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
Gold Verified
Undisclosed
Undisclosed
250 - 999
Founded 2015
2 Languages that we service
English
Spanish
Average Review Rating
5.0
Total Reviews
61
Most Common Project Size
Less than $10,000
Average Referral Rating
5.0
/5
Focus
No data have been added yet...
Locations (1)
P.O. Box 1296Los Altos, CA,
United States94023-1296
6507092994
Call Center Services for Regenerative Medicine & Therapy Co
Featured Review
Back Office OutsourcingCall Center Services
Confidential
June 2023 - Ongoing
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"We're impressed by their thoroughness."
Sep 19, 2023
Practice Manager, Houston Regenerative Therapy
Anonymous
Healthcare
1-10 Employees
Online Review
Verified
Smith.ai provides call center services for a regenerative medicine and therapy company. The team is responsible for appointment setting, answering questions, and transferring calls from patients.
Smith.ai’s efforts have increased conversions and show rates, meeting the client's expectations. Their prompt and thorough approach has resulted in a positive partnership. Ultimately, they communicate effectively via virtual meetings and emails, and the client is satisfied with the engagement.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the Practice Manager of Houston Regenerative Therapy
Describe what your company does in a single sentence.
We provide patients with Regenerative Medicine and therapies.
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire Smith.ai to accomplish?
Appointment setting
SOLUTION
How did you find Smith.ai?
Referral
Why did you select Smith.ai over others?
Referred to me
How many teammates from Smith.ai were assigned to this project?
2-5 Employees
Describe the scope of work in detail. Please include a summary of key deliverables.
Appointment setting, answering patient questions and transferring calls to our office during office hours. Also after hours services.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
Higher conversion and show rate.
Describe their project management. Did they deliver items on time? How did they respond to your needs?
Always prompt and thorough with reports.
What was your primary form of communication with Smith.ai?
Virtual Meeting
Email or Messaging App
What did you find most impressive or unique about this company?
We're impressed by their thoroughness
Are there any areas for improvement or something Smith.ai could have done differently?
Less expensive, but you get what you pay for and more.
"They are phenomenal at providing all the details of the calls."
May 2, 2023
Executive, The Benkabbou Law Firm, PLLC
Anonymous
Legal
Tampa, Florida
1-10 Employees
Online Review
Verified
Smith.ai provides call center services for a business law firm. The team also handles the client's consultation scheduling needs.
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.
The client submitted this review online.
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.
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
"I recommend Smith.ai to all of my colleagues.
Virtual Receptionist Services for Immigration Law Firm
Call Center Services
Confidential
Feb. 2021 - Ongoing
5.0
Quality
5.0
Schedule
5.0
Cost
4.5
Willing to Refer
5.0
"We get recordings of all the calls taken, which are great tools to help with quality assurance."
Jun 28, 2022
Attorney & Partner, The E A Wood Law Firm
Elizabeth Wood
Legal
New Bern, North Carolina
1-10 Employees
Online Review
Verified
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.
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.
The client submitted this review online.
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.
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
4.5
Value / within estimates
Willing to Refer
5.0
NPS
Call Center Services for Law Firm
Business ConsultingCall Center ServicesHR Consulting
Confidential
Oct. 2021 - Ongoing
5.0
Quality
5.0
Schedule
5.0
Cost
4.5
Willing to Refer
4.5
"The people who call us can't tell they're speaking to an answering service."
May 25, 2022
Director of Operations, Law Firm
Sarah Lopp
Legal
Tulsa, Oklahoma
1-10 Employees
Online Review
Verified
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.
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 client submitted this review online.
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.
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
4.5
Value / within estimates
Willing to Refer
4.5
NPS
Virtual Receptionist Services for Law Firm
Call Center Services
Confidential
Jan. 2020 - Ongoing
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"I am impressed with how quickly they respond. Their customer service is top-notch."
Apr 12, 2022
Owner & President, Law Firm
Anonymous
Legal
Shreveport, Louisiana
1-10 Employees
Online Review
Verified
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.
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.
The client submitted this review online.
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.
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
Virtual Receptionists for Law Firm
Call Center Services
Less than $10,000
Apr. 2021 - Ongoing
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"I have been very happy with their overall professionalism, attention to detail, and willingness to customize services."
Jan 3, 2022
Attorney & Counselor at Law, Allums Law
Anonymous
Legal
San Diego, California
1-10 Employees
Online Review
Verified
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.
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.
The client submitted this review online.
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!
RATINGS
5.0
"One of my best business investments to-date."
Quality
5.0
Service & Deliverables
"Professional and responsive."
Schedule
5.0
On time / deadlines
"No problem scheduling from onboarding to ongoing reception services."
Cost
5.0
Value / within estimates
"Competitive pricing and a variety of plans for any need."
Willing to Refer
5.0
NPS
"Anyone in need of full time or overflow phone help should check them out.
Phone Answering Services for Law Firm
Call Center Services
Less than $10,000
Feb. 2019 - Ongoing
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"They handle every setback with ease and speed."
Dec 31, 2021
Office Manager, Cathy R. Cook Attorneys at Law
Peggy Weyand
Legal
Cincinnati, Ohio
1-10 Employees
Phone Interview
Verified
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.
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.
A Clutch analyst personally interviewed this
client over the phone. Below is an edited
transcript.
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.
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
Live Answering Services for Family Law Office
Call Center Services
Less than $10,000
May 2021 - Ongoing
5.0
Quality
5.0
Schedule
4.5
Cost
5.0
Willing to Refer
4.5
"The most impressive thing to me is the high degree of accountability Smith.ai has in meeting our needs"
Dec 27, 2021
Owner, Deborah A. Cook, Martial and Family Law
Deborah A. Cook
Business services
Orlando, Florida
1-10 Employees
Online Review
Verified
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.
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 client submitted this review online.
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.
RATINGS
5.0
"I am grateful to have partnered with Smith.ai"
Quality
5.0
Service & Deliverables
"Amazing"
Schedule
4.5
On time / deadlines
"I love talking to real people and not going to a website, after all they really are a personal service."
Cost
5.0
Value / within estimates
"reasonable and worth it."
Willing to Refer
4.5
NPS
"Absolutely
Appointment Setting for Law Office
Business Consulting
Less than $10,000
Jan. 2021 - Ongoing
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"Smith is a true partner for my practice. The value they provide is well worth the costs."
Dec 17, 2021
Owner, Law Offices of Maria N. Jonsson, PC
Maria N. Jonsson
Legal
Los Angeles, California
1-10 Employees
Online Review
Verified
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.
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.
The client submitted this review online.
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...
RATINGS
5.0
"Keep up the great job!"
Quality
5.0
Service & Deliverables
"Highly professional and technologically advanced"
Schedule
5.0
On time / deadlines
"seamlessly integrates into Practice Panther and KENECT"
Cost
5.0
Value / within estimates
"Great value for the efficiency they bring to my Law Practice"
Willing to Refer
5.0
NPS
"Have and will continue to refer them to colleagues
Answering Service Engagement for Law Firm
Call Center Services
Less than $10,000
Jan. 2021 - Ongoing
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"Smith.ai worked around my monthly budget."
Oct 28, 2021
Attorney, Law Firm
Sharlene Bagon
Legal
Los Angeles, California
1-10 Employees
Online Review
Verified
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.
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.
The client submitted this review online.
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.
RATINGS
5.0
"Quality service for a reasonable amount."
Quality
5.0
Service & Deliverables
"Professional well trained virtual receptionists."
Schedule
5.0
On time / deadlines
"Upon my initial inquiry for their service, I immediately received an email and a call from their onboarding team."
Cost
5.0
Value / within estimates
"Reasonable price for quality service."
Willing to Refer
5.0
NPS
"I highly recommend. Use my referral code SHARLENE31 for a $100 off the first month.
Call Center Services for Law Firm
Call Center Services
Less than $10,000
Aug. 2020 - Ongoing
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"I highly recommend outsourcing the handling of all your incoming business communications to Smith.ai."
Jul 8, 2021
Principal Attorney, Law Office of James C. Suits II
James C. Suits II
Legal
San Jose, California
1-10 Employees
Online Review
Verified
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.
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.
The client submitted this review online.
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.
RATINGS
5.0
"Smith.ai is absolutely amazing. I highly recommend outsourcing the handling of all your incoming business communications to Smith.ai."
Quality
5.0
Service & Deliverables
"They have awesome virtual receptionists. They are really good at what they do."
Schedule
5.0
On time / deadlines
"Scheduling was also very easy."
Cost
5.0
Value / within estimates
"I am very happy with their pricing model. They provide an amazing service for the fees that they charge."
Willing to Refer
5.0
NPS
"I would refer Smith.ai to anyone looking for a virtual receptionist service.
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