Clio and Smith.ai Live Chat Integration

Key benefits for your firm

Live agents, available 24/7
With Smith.ai Chat you can benefit from the skilled professionals and powerful AI when Smith.ai’s team captures leads, books new clients, and completes client intake on your website.
Appointment & call-back scheduling with calendar integration
Our live chat agents can book customer appointments, take payment, and best of all, get a human on the phone: Qualified leads can either get a call from our receptionists or you at any time of day.
AI technology powers automatic responses, real-time English-Spanish translation, and more.
Our live chat software gets smarter as it interacts with your customers, refining your intake funnel to constantly improve lead qualification, converting more leads to clients. While other live chat services use scripts, our AI learns what's effective, and refines, helping live agents work quickly and accurately, or operating just as standalone AI software.

Connect your Smith.ai Chat account to Clio Grow and Clio Manage to have contacts and chat transcripts logged in your accounts (for new and existing contacts). With your systems synced, you can streamline new client capture, automate screening and scheduling, nurture leads who don’t book a consult, and deliver exceptional customer service — all without a single interruption to you or your staff.

Integrate Smith.ai Chat with Clio Grow for a powerful system that captures new quality leads directly from your website, then incorporates them into your client intake and legal client relationship management (CRM) software.

Integrate Smith.ai Chat with Clio Manage for a powerful system that syncs qualified client information into an open matter in your legal practice management software.