Integration

Legal Receptionist that streamlines your intake in Smokeball

Manage your intake more efficiently with Reflekt Legal and Smokeball with confidence

Smokeball integration details

Reflekt Legal integrates with Smokeball to bring AI-powered intake and reception directly into the platform your firm relies on for matter and client management.

Leads are captured, qualified, and pushed into Smokeball automatically. Your team gets structured data, conversation context, and the ability to start working matters without any manual data entry.

Learn more about Smokeball at smokeball.com

Reflekt Legal + Smokeball

Key features

How Legal Receptionist works with Smokeball

Some of the actions that our AI legal receptionist can do in Smokeball.

Create new contacts

Your AI Legal Receptionist can create new contacts in Smokeball and categorize them based on their conversation, case type, and intake responses.

Update existing contact info

Your AI Legal Receptionist can update contact details in Smokeball in real time, without any manual effort.

Add tasks

Your AI Legal Receptionist can create follow-up tasks in Smokeball automatically based on intake outcomes, so your team never misses the next step.

Upload documents

Your AI Legal Receptionist can attach intake transcripts, signed forms, and supporting documents directly to the client record in Smokeball.

Update statuses

Your AI Legal Receptionist can update lead and matter statuses based on conversation outcomes, keeping your pipeline current without manual intervention.

Look up matters

Your AI Legal Receptionist can search existing matters in Smokeball during conversations, pulling relevant history to provide context-aware responses.

Tailored to your own operations

Your AI receptionist runs intake operations directly from within your CRM & CMS. No extra tools to manage, no duplicate workflows. Everything stays in Smokeball where your team already works.