Intake & CRM
Smith.ai
24/7 Intake Answering
Monthly cost
$250–$600/mo
AI-assisted + live agent answering service that handles calls 24/7, qualifies PI leads, and books consultations — so you never send a signed case to voicemail.
Why it's worth your consideration
Why Smith.ai for DIY?
- 24/7 coverage means accidents that happen at 11pm still get a live answer, not a voicemail.
- Trains on your intake script so agents qualify by injury severity, liability, and insurance — not just collect a name and number.
- Integrates with Clio, Lawmatics, and most PI case management systems for automatic lead logging.
The honest part
The learning curve nobody mentions
Setup time
4–6 hours (scripting and integration)
Time to real proficiency
4–6 hours total
What you need before you even start
- Documented intake qualification script (injury type, fault, insurance, treatment, timeline)
- Integration credentials for your case management or CRM system
- Willingness to review call recordings weekly and refine the script
The reality check
Smith.ai is as good as the script you give them. Firms that hand over a 2-sentence script get 2-sentence intake quality. Spend 4 hours building a real qualification workflow first — then the service multiplies it.
How we use it
What Smith.ai looks like in professional hands
For the clients we run growth for, here's what a typical month of Smith.ai usage looks like:
- 1After-hours and overflow call coverage so zero inbound calls reach voicemail
- 2Intake script deployment with injury-severity qualification as the primary filter
- 3Direct integration with Lawmatics for automatic lead entry on every answered call
- 4Weekly call recording review to identify qualification failures and script improvements
The bottom line
Or — just let us handle it.
A firm with Smith.ai answering after hours signs 2–3 more cases per month on average. At $8,500+ per case, the math on a $400/mo service is obvious.
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