San Francisco, CA

Available Remotely Nationwide


Smith.ai is an integrated call routing, receptionist and web chat service for small businesses, with a specialty in solo and small law firms.

Smith.ai offers three core services that include:

  • Our cloud phone system, Keypad, which is the most advanced and affordable way to route, track, and manage your business calls.
  • Our virtual receptionists, a superior answering and intake service. Our proprietary machine intelligence software and professional, U.S.-based receptionists combine to bring you more qualified leads, happier clients, and improved work/life balance. The receptionists can make inbound and outbound calls, capture and qualify leads, intake clients, book appointments, accept payments, and more.
  • (Coming soon!) Our live chat service on your website, staffed by our virtual receptionists is the fastest and friendliest way to capture and qualify leads. Nearly all of the services available via Smith.ai Virtual Receptionists are available through our Live Web Chat.

Smith.ai also offers guidance to small-firm and solo attorneys on ways to best implement these services and integrate them with Clio to run a more productive, profitable, and professional law practice.

Clio Specializations

  • Document Templates & Automation
  • 3rd Party Integrations


  • App Development
  • Custom Integrations
  • Custom Reporting


  • English
  • Spanish

Clio Integration

The Team

  • Maddy Martin - Headshot

    Maddy Martin

    Head of Marketing & Partnerships


  • ClioCon Attendee 2018


San Francisco, CA

Available Remotely Nationwide

Why choose Clio?

Clio offers all you need to run a law practice from intake to invoice, with powerful tools to manage cases, clients, documents, bills, calendars, time tracking, reporting, and accounting.

Get everything you need to run your practice

Manage your cases, contacts, and billing from anywhere—with intuitive time tracking, calendaring, unlimited document storage, and more.

Learn about Clio’s features

Protect your firm data

Store your firm information in the cloud and keep your data safe with 256-bit encryption, multiple data backups, and a 99.9% uptime guarantee.

Learn about security
Clio Secure Cloud Storage for Lawyers: Big, Small, and Solo Law Firms.
Clio Integrations

Connect your existing software

Clio connects with more software than any other legal practice management system.

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Please note, Clio doesn't guarantee the service of any one consultant. We don’t necessarily review advisors' listings and we don’t recommend or guarantee the service provided by any one advisor – always perform your own due diligence and be comfortable with whomever you decide to partner with.

Clio Certified Consultant means that representative(s) have been assessed by Clio as proficient in the use and resale of the Clio application. Clio’s certification process does not assess any individual or advisor’s proficiency as an accountant, consultant, law firm advisor, etc.

Clio Certified Consultants are not employees of Clio.

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