Embed Payments into the Client Intake Process with Confido Legal and Smith.ai
With Confido Legal, your Smith.ai intake team can accept payment for initial consults or have automated payment requests sent out when a new appointment is booked.
Here are just a few of the workflows you can create:
- Automatically send a payment request when a new consultation is booked in Smith.ai
- Provide Smith.ai limited access to your Confido Legal account to accept payments on behalf of your firm
- Provide Smith.ai the ability to capture card or bank account information for future payments
- Allow the Smith.ai team access to initiate subscriptions or payment plans
**Use Promo Code: GRAVITYLEGAL to receive the following discounts at Smith.ai:
- $100 off the first month of service (new customers only)
- Free 24/7 AI chatbot with white-glove setup ($150 value)
- 15% annual discount on 12-month plans paid upfront
- 5% annual discount when you sign up for both calls and chats
