Smith.ai Virtual Receptionist Integrations

MyCase provides a complete solution for managing your case files. It gives you the tools to improve organization, efficiency, and scale up your firm's operations. MyCase makes it easy to access all your case details, including documents, contacts, emails, tasks and invoices. Mycase.com offers a free trial with no credit card required.

Slack, a cloud-based project collaboration software solution that facilitates communication between teams, is designed to seamlessly integrate with other organizations. Slack offers powerful tools and services all integrated into one platform. It provides private channels for interaction within smaller teams, direct channels for sending messages to colleagues, as well as public channels that allow members to start conversations across organizations. Slack is available on Mac, Windows and Android as well as iOS apps. It offers a variety of features including chat, file sharing and collaboration, real-time notifications and two-way audio/video, screen sharing, document imaging and activity tracking and logging.

HubSpot CRM is more than just a tool. It's the lifeblood of your business. Our CRM is the ultimate solution to empower your team to create deeper customer relationships. It transforms how you interact with your clients. It offers a seamless integrated platform for sales and marketing, as well as customer service. HubSpot CRM gives you unparalleled insight into your customer interactions. It's all organized in a simple, intuitive dashboard that will increase the efficiency of your team. Our platform is designed to grow with your business, providing scalable solutions to adapt to changing business needs. HubSpot CRM also offers a robust, free version that is packed with essential features. This makes it the ideal choice for ambitious businesses. HubSpot CRM is the future of customer management. Every interaction with customers is an opportunity to grow.

Imagine all of your client information and matter information in one place. Documents, emails, tasks, and billing activity are all available in an easy-to-use interface. Kanban boards, built on Rocket Matter's robust Legal Project Management Platform, allow you to see a visual status for all your cases. The application's intuitive expense and time capture screens are optimized to maximize efficiency. Our multiple timers make it easy to track your time across all matters. With batch billing and customizable rules, you can complete your monthly billing in no more than a few minutes. Rocket Matter allows for easy bulk and inline editing of invoices. Rocket Matter makes it easy to keep your trust accounts in order. All documents can be stored, organized by matter and other case information.

Simple lead tracking for law firms. Get a better understanding of where your leads are coming form. Manage your marketing efforts effectively. You can increase your profits without spending more. Know your return on investment for all advertising. Track every lead's outcome. Compare outcomes between intake staff and attorneys. Lead Docket offers tools that are not available in case management systems. Lead Docket ensures timely follow-up with leads to increase conversion rates. Stop trying to manage leads through your mailbox. To ensure you don't lose any leads, capture every lead from all sources in one place. This was developed in collaboration with top lawyers and legal marketing professionals. You can search, sort, filter and import leads. Track outbound and inbound referrals. Optionally, you can email lead details to your referral partners. Automated task assignments are generated to ensure that no lead is lost.

Actionstep is a complete legal practice management system for ambitious law firms. Actionstep’s flexible, easy to use software platform has unlimited scope to scale & evolve with you on your journey as a law firm. Built in the cloud, with workflow automation at its heart, Actionstep transforms law firm productivity at every step. We have been empowering legal professionals for over 15 years. The first true cloud-based practice management system in the world, our global customer base and the team have continued to go from strength to strength – and we are still innovating! We have deep respect for what lawyers do as they impact every milestone in our lives and businesses. We truly believe that when lawyers build efficient, modern practices, they do their best work for their clients. Actionstep provides a complete and configurable firm management system for law firms. Our software adapts, so you don’t have to. Workflows for legal process, client management & administration are built into our software and automation runs throughout all our features to keep processes moving and reduce time spent on administration.