Accept Payments Directly in Smith.ai
Smith.ai answers calls, qualifies leads, and books consultations using a combination of AI and live receptionists. Now with Confido, your intake team can securely collect consultation fees, capture payment methods, or automatically send payment requests before a client ever becomes a matter.
How the Integration Works
Smith.ai and Confido work together to bring payment collection into the intake and appointment-booking process.
Book the Consultation
Smith.ai answers calls, qualifies prospective clients, and schedules consultations.
Collect Fees
During the intake process, Smith.ai collects a consultation fee or securely captures the client's payment method through Confido.
Send Payment Confirmation
Payment confirmation is sent to your firm, and payment methods can be securely stored for future use.
Store Payment Methods
Your team can use those stored payment methods for future invoices, trust deposits, subscriptions, or payment plans.
Key Workflows
Support the financial steps that help turn qualified inquiries into committed clients.
Collect Payments During Intake
Accept consultation fees or securely capture payment methods while appointments are being scheduled, creating a smoother experience for both clients and staff.
Reduce No Shows and Administrative Work
Collecting payment before a consultation helps increase client commitment while eliminating manual payment follow-up from your team.
Prepare for the Entire Client Journey
The payment information collected during intake can be securely reused for invoices, trust deposits, evergreen retainers, and payment plans throughout the life of the client.
Flexible Workflows
Whether you want Smith.ai to collect payment during the call or simply trigger a secure payment request after an appointment is booked, Confido gives your firm the flexibility to build the workflow that fits your practice.
Everything Works Together
Smith.ai continues handling your firm's intake while Confido securely manages payment collection and payment method storage behind the scenes.
Why Smith.ai + Confido?
Smith.ai and Confido connect client communication with the payment steps needed to move qualified prospects forward.
Earlier Payment Collection
Collect consultation fees before attorneys invest time in the initial meeting.
Fewer Intake Handoffs
Let one intake team schedule appointments and manage the related payment step.
Consistent Follow-Through
Automatically send payment requests instead of relying on manual reminders after booking.
Flexible Next Steps
Support one-time payments, stored payment methods, payment plans, and subscriptions.
Explore the Partnership
The Dos and Don'ts of Paid Consultations for Attorneys
Dan Lear
Supporting resources to the initial consults webinar from Smith.ai, Law Firm Mentor, and Gravity Legal.
Should you charge for initial consultations?
Dan Lear
Do you charge for initial consultations? Should you? Join Dan Lear from Gravity Legal, Allison Williams from Law Firm Mentor, and Maddy Martin from Smith.ai to discuss.
