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 to 6 hours (scripting and integration)
Time to real proficiency
4 to 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 firms 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 to 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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