Accept Payments Directly in Smith.ai
Connect Smith.ai with Confido to collect consultation fees, send payment requests, and prepare future payments during intake.
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 qualifies the caller and schedules an initial consultation with your firm.
Request or Accept Payment
Your intake team accepts payment directly or sends an automated Confido payment request.
Prepare the Next Step
Your intake team accepts payment directly or sends an automated Confido payment request.
Key Workflows
Support the financial steps that help turn qualified inquiries into committed clients.
Paid Consultations
Collect consultation fees while Smith.ai schedules and confirms the appointment.
Send Payment Requests
Send a Confido payment request when a new consultation is booked.
Intake Team Payments
Give Smith.ai limited access to accept payments on your firm’s behalf.
Future Payment Setup
Capture payment details or initiate payment plans and subscriptions during intake.
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.
