How to Connect Your Lawmatics Account to AI Receptionist

When you integrate your Lawmatics account with your AI Receptionist, after each call, we can:

• Create new records
• Look up and add information to existing contact records (using a phone number or email address)
• Add post-call summary notes to contact's records after every call
  
  

Jump to:

• How to connect your Lawmatics account to Smith.ai

• What you can expect

• Questions? Contact us!

How to connect your Lawmatics account to Smith.ai

If you're already a Lawmatics user, getting started is easy: 

1. Send an email to support@smith.ai to request your unique integration URL, using the subject line "Lawmatics integration." A member of our Support team will get back to you typically within one business day.
2. When you click on the link, you will be asked for your Lawmatics credentials, if you are not already signed in.
   
3. Once you login, you will be asked to grant Smith.ai access, click "Grant Access"
   
4. You're done! Let us know you have completed the sync so that our team can run a few tests to ensure everything is working correctly. A quick reply in the same email thread is enough.

What you can expect:

As soon as your Lawmatics and Smith.ai accounts are synced, you'll start seeing new records added and existing records updated right after calls are completed. You will continue to see post-call summaries via email, text, or Slack (based on your AI Receptionist setup), so you're fully in tune with all work being completed.

Questions? Contact us!

• If you're already a Smith.ai client and need help, please email us at support@smith.ai or call us at (650) 727-6484 for assistance.
• If you're not yet a Smith.ai client, please click here to get started with our AI Receptionist services or email us at sales@smith.ai. We'll help you select the best plan to match your business’s growth goals and budget.