Smith.ai alternatives

Smith.ai answers your calls, but it isn’t a CRM and receptionist follow-up is one message. Five AI options, and when staying is right.

Superpractice publishes this page, ranks itself on it and competes with the other companies. Rankings are our opinion, based only on what each company says on its own pages, with each source linked, not on hands-on testing. No company pays to appear.How we compare

Ask your AI about these alternatives

An attorney on a phone call crossing a dark lounge past a brass floor lamp, blurred by a slow shutter
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Superpractice team

Smith.ai answers your calls with AI, real receptionists or both, and serves many industries besides law. Firms look elsewhere when they want the lead worked after the call, each signed client traced to its ad, or prices that match from page to page. Superpractice ranks first, then Clio Grow and Scorpion. None of the five options puts a person on the line, so stay if you need one.

Why do firms look for an alternative, and when should they stay?

Superpracticeassessmenthow we judge

Firms look when they need more than the call answered. Smith.ai isn’t a CRM, and its pages don’t describe running your marketing or tracing a signed client to its source. On receptionist plans, follow-up is one text or email after the call. Its pages also quote different AI prices, and its terms make subscriber information jointly owned.[1][2][3][4][5][6][7]checked smith.ai · Nov 7, 2026smith.ai/pricing/receptionists · Nov 7, 2026smith.ai/pricing/ai-receptionist · Nov 9, 2026smith.ai/blog/5-reasons-to-invest-in-an-answering-service-for-your-law-firm · Nov 9, 2026smith.ai/receptionists/terms · Nov 7, 2026

Stay if any of your calls need a person. Real receptionists answer 24/7, or you choose which call types go to AI. Many are former paralegals or court staff, and they can run conflict checks and take collect calls from correctional facilities. Staffed web chat and native links to Clio, MyCase, Lawmatics and Filevine round it out. No option on this page offers human receptionists.[8][9][10][11][12][13][14][15]smith.ai/receptionistssmith.ai/hybrid-ai-human-receptionistssmith.ai/pricing/receptionistssmith.ai/chatchecked superpractice.com/pricingNov 7, 2026

What a replacement needs to do

  • Answering inbound calls 24/7
  • Screening and qualifying callers by matter type
  • Booking meetings on your calendar
  • Following up after the call
  • Pushing call summaries and leads into your CRM
  • Call volume and quality reporting

The shortlist

Ranked by how fully each option covers Smith.ai’s job. Like-for-like options sell the same job the same way. Partial options cover part of it, and adjacent or complementary options sit beside it.

  1. 1. Superpractice

    Partial

    Best for a firm leaving Smith.ai that wants AI voice agents answering every call 24/7 $250 to $1,000 a month and AI agents following up alongside its team, and that does not need human receptionists.

    Why it ranks here

    It ranks first because it is the closest swap for Smith.ai’s AI Receptionist, with published prices and no contract. Its one growth system, with the CRM and AI agents built in, keeps working the lead after the call. It is partial because it offers no human receptionists.[16][17][18][19][20][21][15]superpractice.com/pricing · Nov 7, 2026superpractice.com · Nov 8, 2026

    Strength

    A strong pick if you want AI on the phone and the lead worked afterward. Voice agents answer 24/7, ask your qualifying questions and pass hot callers to your cell. AI agents then work the lead alongside your team until it books or says no. Both follow skills you write. Video ads star your AI avatar.[22][23][24][21][25][26][27]superpractice.com/features/ai-voice-agents · Nov 7, 2026superpractice.com/pricing · Nov 7, 2026docs.superpractice.com/skills · Nov 8, 2026superpractice.com · Nov 7, 2026

    Limitation

    No human receptionists, live agents or staffed web chat are offered. Its pages don’t list conflict checks or collect calls. Booking on the call starts on the $500 Pro plan, while the $250 Starter routes qualified leads to your own scheduling.[15][28][29][30][16][17]checked superpractice.com/pricingNov 7, 2026

    Pricing

    • Met: Clear pricing
    • Met: What’s included
    • Met: No long contract
    Published and month to month, with no contract or exit fee. Voice plans run $250 for 100 minutes to $1,000 for 750, then $2 a minute. Managed Ads, which runs the marketing, costs $997 to $4,000 a month.[16][18][17][31][32]superpractice.com/pricingNov 7, 2026

  2. 2. Clio Grow (Clio)

    Partial

    Best for a firm on Clio or moving to it that wants intake, CRM and AI in one system, with Grow AI answering calls where set up at $25 per hired matter plus the subscription.

    Why it ranks here

    It ranks second because Grow AI covers the call and the steps after it inside a legal-only CRM. It is partial because answering is one feature of software your team runs, and its pages don’t describe human receptionists.[33][34][35][36][37]clio.com/growclio.com/tosNov 7, 2026

    Strength

    The shortest switch if you already work in Clio. Where set up, its AI answers a new caller, explains the next step and books a meeting. Grow AI also screens for fit and conflicts, chases unsigned agreements and scores each inquiry against your past successful cases.[38][33][34][39][40]clio.com/growclio.com/customers-grow-aiNov 7, 2026

    Limitation

    Clio doesn’t run your ads or SEO, beyond the Local Services Ads you run yourself in Clio Grow. Terms renew for the same length, and cancelling mid-term makes the rest of the term due at once.[41][42][43][44]checked clio.com/grow · Nov 7, 2026help.clio.com/hc/en-us/articles/17588487065627 · Nov 8, 2026clio.com/tos · Nov 7, 2026

    Pricing

    • Not met: Clear pricing
    • Not met: What’s included
    • Not met: No long contract
    Partly published. Grow AI costs $25 per hired matter with a monthly cap you set, on top of a Clio Grow subscription quoted on request. The term is set in your order and renews automatically.[45][46][47][43]clio.com/pricing · Nov 8, 2026clio.com/customers-grow-ai · Nov 7, 2026clio.com/tos · Nov 7, 2026

  3. 3. Scorpion

    Adjacent

    Best for a firm that wants its website, ads and intake AI from one company with an AI voice assistant that answers and books callers, and accepts unpublished prices and a typical 12-month contract.

    Why it ranks here

    It ranks third because its voice assistant answers, qualifies and books callers, but it comes inside a marketing engagement. Prices aren’t published, and the technology usually takes a 12-month contract.[48][49][50][51]scorpion.co/law-firms/marketing-solutions/convertscorpion.co/law-firmschecked scorpion.co/sitemap.xmlscorpion.co/faqNov 7, 2026

    Strength

    A good fit if you want one company running your site, ads and intake AI. The voice assistant can run on missed calls, after hours or all day. A messaging assistant answers texts, chats and forms around the clock, and every lead is scored for case value. Reports show cost per signed client by source.[49][48][52][53][54]scorpion.co/law-firmsscorpion.co/law-firms/marketing-solutions/convertNov 7, 2026

    Limitation

    No prices are published, and notice and exit terms aren’t stated on its pages. Scorpion also serves home services, franchise and healthcare. Its pages don’t describe included AI minutes or say how often you meet your team.[50][55][56][57][58]checked scorpion.co/sitemap.xmlscorpion.co/faqscorpion.co/about-us/partnershipsNov 7, 2026

    Pricing

    • Not met: Clear pricing
    • Not met: What’s included
    • Not met: No long contract
    Not published. The price depends on your goals, the marketing technology usually needs a 12-month contract and advertising is usually month to month.[50][59][51][60]checked scorpion.co/sitemap.xmlscorpion.co/faqNov 7, 2026

  4. 4. Lawmatics

    Partial

    Best for a firm that wants a legal CRM for intake, automation and reporting first with AI agents as add-ons, and will keep Smith.ai or another receptionist service connected for its calls.

    Why it ranks here

    It ranks fourth because its voice agent is a separate add-on, and its pages disagree on whether phone agents are live yet. Lawmatics is software your firm runs, and people on the phone come through receptionist integrations such as Smith.ai.[61][62][63][64][65]lawmatics.com/ai/merlin-engage · Nov 7, 2026lawmatics.com/ai · Nov 9, 2026lawmatics.com/integrations · Nov 7, 2026

    Strength

    A strong pick if you want a legal CRM first and AI on top. Merlin Qualify scores every lead and shows why, and you decide what the outreach agents send and when a person reviews first. Leads book on your Outlook or Google calendar, and Google Ads spend and calls are logged to their source.[66][64][67][68][69][70][71]lawmatics.com/legal-crmlawmatics.com/ai/merlin-engagelawmatics.com/ai/merlin-qualifylawmatics.com/client-intake/legal-calendaring-softwarelawmatics.com/integrations/google-adslawmatics.com/integrations/callrailNov 7, 2026

    Limitation

    No plan prices are published, and Merlin Engage costs extra and needs Merlin Qualify. You commit to the full term at signing, and leaving early is at Lawmatics’ discretion for half the remaining fees. Its pages don’t state the term length or how long setup takes.[72][61][73][74][75][76][77]checked lawmatics.com/pricinglawmatics.com/ai/merlin-engagelawmatics.com/terms-of-usechecked lawmatics.com/onboardingNov 7, 2026

    Pricing

    • Not met: Clear pricing
    • Not met: What’s included
    • Not met: No long contract
    Not published. You get a custom quote, and the Merlin add-ons cost extra at undisclosed rates. Texting has a free tier of 50 messages a month, and fees for the full term are committed when you sign.[78][72][73][79][74]lawmatics.com/pricinglawmatics.com/pricing/sms-mmslawmatics.com/terms-of-useNov 7, 2026

  5. 5. Intaker

    Partial

    Best for a firm whose inquiries arrive by chat, text and social and whose own team takes the calls, and that wants agents qualifying those leads in seconds and sending the retainer for e-signature.

    Why it ranks here

    It ranks fifth because its pages don’t describe AI that answers inbound calls. Its agents cover chat, texts and social messages, and your own team takes the calls.[80][81][82][83][84]checked intaker.com/homeintaker.com/home/personal-injury.htmlintaker.com/home/products/ai-texting-agent.htmlNov 7, 2026

    Strength

    A good fit if your leads arrive by chat, text and social apps. Agents qualify those leads within seconds, and Live Call Connect rings your team when a caller qualifies. Qualified leads get the retainer for e-signature, and everything sits in one inbox. It doesn’t train general AI models on your data.[83][82][85][86][87][88]intaker.com/home/personal-injury.htmlintaker.com/homeintaker.com/home/products/communications-hub.htmlintaker.com/home/privacy.htmlNov 7, 2026

    Limitation

    There is no pricing page, and its one stated price is an $80 plan from a January 2023 blog post. It is also sold to home services and other local businesses. Plans cap unique visitors, and its terms give Intaker ownership of data passing through the service.[89][90][91][92][93]checked intaker.com/home · Nov 7, 2026blog.intaker.com/blog/live-chat-for-law-firms-free-vs-paid · Nov 7, 2026intaker.com/home/all-industries.html · Nov 7, 2026help.intaker.com/article/understanding-usage-and-visitor-limits · Nov 7, 2026intaker.com/home/terms.html · Nov 9, 2026

    Pricing

    • Not met: Clear pricing
    • Not met: What’s included
    • Not met: No long contract
    Not published on a pricing page. Its one stated price is an $80 starter plan from a January 2023 blog post. You pay monthly with no refunds for stopping early, and no minimum term is stated.[89][90][94][95][96]checked intaker.com/homeblog.intaker.com/blog/live-chat-for-law-firms-free-vs-paidintaker.com/home/terms.htmlNov 7, 2026

See which of your marketing signs clients.

Superpractice runs your client acquisition and traces every signed client back to the source that brought them in. Your team stays in control of every relationship.

See pricingBook a demo

Superpractice publishes this page and appears on it.

Superpractice is not the right alternative when

  • You want a person on the line for some or all calls, or a live agent to step in when the AI can’t.
  • You need conflict checks, collect calls from correctional facilities or payment taken on the call.
  • You want to test the AI on your own call scenarios for free before paying anything.
  • You already run Clio Grow or Lawmatics and want the AI inside that CRM, not a second system.
  • You want staffed website chat or outbound calling campaigns run by people.

What changes if you leave Smith.ai?

Leaving is mostly about where your number forwards, where intake data lands and who follows up afterward. Give the AI Receptionist 30 days’ notice, and know that receptionist plans bill to the end of the cycle. Get your export rights in writing before you move the number.

What should you ask any provider?

Do any of our calls need a person?

Decide this first. Every option on this page answers with AI, and none adds a live receptionist. If some calls need a person, Smith.ai’s human and hybrid plans do a job no alternative here does.

What happens to the lead after the call, and who does it?

Ask each provider to walk a missed-call lead from the first ring to a booked meeting. Ask what each text and email costs and who sends it.

Will we see signed clients by source, or only calls and bookings?

Ask for a sample report from a firm like yours. Then ask which channels are tracked to signed clients today.

Is the voice agent live today?

Ask for a live demo on your own number before you sign. Some products list phone agents as rolling out or coming soon.

What will the first 90 days cost in total?

Add the plan fee, overage, any per-matter charge and add-ons such as booking. Then add any setup fee and the CRM the AI sits inside, if it needs one.

What notice is needed to leave, and what leaves with us?

Terms here run from month to month to terms committed for their full length. Get notice periods, exit fees, number porting and exports of recordings and contacts in writing.

How we made this page

  • Built only from each company’s public pages as of November 7, 2026. We didn’t test any product, and Superpractice has no customer, partner or affiliate relationship with any company named here.
  • Superpractice publishes this page, competes on AI call answering and ranks first. The rank rests on coverage of the AI answering job. Superpractice offers no human receptionists, and no entry here does.
  • Smith.ai’s pages disagree on AI prices, refunds and integration counts, and Lawmatics’ pages differ on which agents are live. Where pages disagree, both statements are shown.
  • Results any company reports about itself and third-party reviews are not shown. Prices and terms change, and missing details are marked rather than guessed.
  • We work to keep this information accurate and current, but we can’t guarantee it. Companies change their services, prices and terms, so confirm the details with each company before you decide.
  • Company names and trademarks belong to their owners. Naming a company here doesn’t mean it endorses Superpractice or is affiliated with it.
  • First draft for review.
  • Credited Superpractice skills and access from other AI tools over MCP. Added Superpractice’s one-system design.

Spot an error? with the page, the sentence and a source, or email our corrections inbox. Named companies are welcome to use the same route. Each correction is logged on the page.

Cite this list

Superpractice team. Smith.ai alternatives (2026). Last checked November 7, 2026. https://superpractice.com/alternatives/smith-ai-alternatives
Markdown version for AI tools ↗

Built only from each company’s own public pages, with every source linked.

Sources

  1. [1]

    Smith.ai’s pages describe pushing call data into the CRM the firm already uses and a Smith.ai call dashboard; they do not describe a CRM of Smith.ai’s own in which the firm works its leads.

    Not publicly disclosed on the pages checked.

    smith.ai · checked November 7, 2026

  2. [2]

    Smith.ai’s pages do not describe ads management, SEO, website builds, landing pages or a daily ads account audit as services Smith.ai provides.

    Not publicly disclosed on the pages checked.

    smith.ai · checked November 7, 2026

  3. [3]

    Smith.ai’s pages do not describe attribution that traces a signed client or case back to the ad or marketing source that produced the call.

    Not publicly disclosed on the pages checked.

    smith.ai · checked November 7, 2026

  4. [4]

    Text and email follow-up is a $0.50 per-call add-on that sends one follow-up message after the call, based on the firm’s criteria.

    “Text & email follow-up $0.50 Based on your criteria, we’ll send a follow-up message after the call.”

    smith.ai/pricing/receptionists · checked November 7, 2026

  5. [5]

    The AI Receptionist pricing page lists Free at $0 for 25 calls a month ($3.00 a call after), Pro at $150 a month ($2.00 a call) and Enterprise at $500 a month ($1.67 a call).

    “$0 mo 25 calls/mo ($3.00/call after that) ... $150 /mo $2.00/call (~2–3 calls/day) ... $500 /mo $1.67/call (~10 calls/day)”

    smith.ai/pricing/ai-receptionist · checked November 9, 2026

  6. [6]

    Several Smith.ai blog posts state AI Receptionist plans start at $500 a month billed annually.

    “Smith.ai's virtual receptionist plans start around $300/month, with AI receptionist plans starting at $500/month billed annually.”

    smith.ai/blog/5-reasons-to-invest-in-an-answering-service-for-your-law-firm · checked November 9, 2026

  7. [7]

    Smith.ai’s terms state subscriber information is jointly owned by Smith.ai and the firm, so Smith.ai can store it on its servers to provide the service.

    “All Subscriber Information is jointly owned by Smith and you. Smith retains this joint ownership solely so that it has the right to store the information”

    smith.ai/receptionists/terms · checked November 7, 2026

  8. [8]

    Calls on Virtual Receptionist plans are answered by a real person 24/7, guided in real time by Smith.ai’s AI.

    “All calls on our Virtual Receptionist plans are answered by a real person, 24/7, guided in real time by proprietary AI”

    smith.ai/receptionists · checked November 7, 2026

  9. [9]

    Smith.ai’s Hybrid option has AI handle some call types and live agents the rest, with the firm choosing the mix.

    “AI handles certain call types, and Smith.ai Live Agents handle the rest. You pick the mix.”

    smith.ai/hybrid-ai-human-receptionists · checked November 7, 2026

  10. [10]

    Smith.ai states its receptionists never give legal advice and that many are former paralegals or court staff.

    “Our receptionists never provide legal advice or interpret a caller’s matter — many are former paralegals or court staff”

    smith.ai/receptionists · checked November 7, 2026

  11. [11]

    Conflict checks are a $0.50 per-call add-on in which receptionists check new leads for conflicts of interest.

    “Conflict checks $0.50 Our receptionists can check new leads for conflicts of interest.”

    smith.ai/pricing/receptionists · checked November 7, 2026

  12. [12]

    Smith.ai accepts collect calls, including from incarcerated clients and correctional facilities.

    “We accept collect calls, including from incarcerated clients and correctional facilities”

    smith.ai/receptionists · checked November 7, 2026

  13. [13]

    Smith.ai sells live-staffed website chat, with plans from $140 a month for 20 chats.

    “Plans starting at $140 Per month 20 Chats per month”

    smith.ai/chat · checked November 7, 2026

  14. [14]

    Smith.ai integrates natively with Clio, MyCase, Lawmatics and Filevine.

    “We integrate natively with Clio, MyCase, Lawmatics, Filevine”

    smith.ai/receptionists · checked November 7, 2026

  15. [15]

    The pricing page lists no human receptionists, live-agent call answering or staffed outbound calling campaigns. Superpractice does not offer them.

    Not publicly disclosed on the pages checked.

    superpractice.com/pricing · checked November 7, 2026

  16. [16]

    The Pro voice plan is $500 a month for 350 minutes ($1.50 a minute overage) and Scale is $1,000 a month for 750 minutes ($1.25 a minute).

    “| Pro | $500/mo | 350 minutes | $1.50/min | ... | Scale | $1000/mo | 750 minutes | $1.25/min |”

    superpractice.com/pricing · checked November 7, 2026

  17. [17]

    The AI Voice Agents Starter plan is $250 a month for 100 included minutes, with $2.00 a minute overage.

    “| Starter | $250/mo | 100 minutes | $2.00/min |”

    superpractice.com/pricing · checked November 7, 2026

  18. [18]

    AI Voice Agent plans are month-to-month with no annual contract or exit fee.

    “Are AI Voice Agent plans month-to-month? ... Yes. There is no annual contract or exit fee, and you can cancel anytime.”

    superpractice.com/pricing · checked November 7, 2026

  19. [19]

    Superpractice describes itself as one client acquisition operating system, run by AI and experts.

    “One client acquisition operating system, run by AI and experts.”

    superpractice.com · checked November 8, 2026

  20. [20]

    The Platform on its own includes the CRM for firms that bring their own marketing, with unlimited seats and no platform fee or monthly minimum.

    “The CRM is included. For firms that bring their own marketing. Unlimited seats. There is no platform fee or monthly minimum”

    superpractice.com/pricing · checked November 7, 2026

  21. [21]

    AI agents work alongside the firm’s team to answer every lead within a minute and follow up by text and email until the lead books or says no.

    “AI agents work alongside your team to answer every lead within a minute and follow up by text and email until they book or say no”

    superpractice.com/pricing · checked November 7, 2026

  22. [22]

    Voice agents pick up 24/7 and call new leads in seconds.

    “Agents pick up 24/7 and call new leads in seconds.”

    superpractice.com/features/ai-voice-agents · checked November 7, 2026

  23. [23]

    Voice agents ask the firm’s qualifying questions, with deal-breakers that end unqualified calls politely.

    “Your qualifying questions, asked your way, with deal-breakers that politely end unqualified calls.”

    superpractice.com/features/ai-voice-agents · checked November 7, 2026

  24. [24]

    Hot callers are transferred live to the attorney’s cell with context.

    “Hot callers transfer live to your cell with context; everyone else gets handled, not dropped.”

    superpractice.com/features/ai-voice-agents · checked November 7, 2026

  25. [25]

    A Superpractice skill is a written procedure in the firm’s own words that its AI assistants follow.

    “A skill is a written procedure your firm's assistants follow: when to use it, the steps in order, and what never to do, in your firm's own words.”

    docs.superpractice.com/skills · checked November 8, 2026

  26. [26]

    A skill can be used by the assistant, the executive assistant, voice agents, procedures and connected AI tools, as the firm chooses.

    “Once a skill is published, it is used wherever you choose”

    docs.superpractice.com/skills · checked November 8, 2026

  27. [27]

    Superpractice makes commercials and video ads for the firm starring the attorney’s AI avatar, with no shoot.

    “Commercials and video ads for your firm, starring your AI avatar that looks like you and speaks like you. No shoot.”

    superpractice.com · checked November 7, 2026

  28. [28]

    The pricing page does not list a staffed website chat service.

    Not publicly disclosed on the pages checked.

    superpractice.com/pricing · checked November 7, 2026

  29. [29]

    The pricing page and the AI Voice Agents page do not list conflict checks, collect calls or payment collection on the call.

    Not publicly disclosed on the pages checked.

    superpractice.com/pricing · checked November 7, 2026

  30. [30]

    Appointment-scheduling handoff is included on the Pro and Scale voice plans; Starter captures intake, summarizes each call and routes qualified leads into the firm’s existing scheduling or follow-up workflow.

    “Pro and Scale include appointment-scheduling handoff. Starter captures intake details, summarizes each call, and routes qualified leads into your existing scheduling or follow-up workflow.”

    superpractice.com/pricing · checked November 7, 2026

  31. [31]

    Managed Ads plans are $997, $2,500 and $4,000 a month; Scale adds 10% of ad spend over $10,000; ad spend is paid to the platforms separately.

    “Scale is $4,000/month plus 10% of ad spend over $10k.”

    superpractice.com/pricing · checked November 7, 2026

  32. [32]

    Managed Ads is done-for-you marketing with advertising, landing pages and attribution from ad click to signed client.

    “Done-for-you marketing with AI-assisted advertising, landing pages, intake, and full attribution from ad click to signed client.”

    superpractice.com/pricing · checked November 7, 2026

  33. [33]

    Where configured, Clio's legal AI can answer a prospective-client call, collect information, explain the next step and schedule a meeting.

    “can answer a prospective-client call, collect initial information, explain the next step, and schedule a consultation”

    clio.com/grow · checked November 7, 2026

  34. [34]

    Grow AI responds after hours, screens leads for fit and conflicts, books qualified prospects into an appointment and nurtures past clients.

    “AI client acquisition responds after hours, screens leads for fit and conflicts, books qualified prospects into an appointment, and nurtures them long after the case is closed.”

    clio.com/grow · checked November 7, 2026

  35. [35]

    Clio's terms state the service is intended only for legal professionals and those working under their supervision.

    “The Service is intended only for use by legal professionals and those working under their supervision”

    clio.com/tos · checked November 7, 2026

  36. [36]

    Clio Grow includes legal CRM capabilities, including contact records, lead sources, pipeline stages, communications, assignments and reporting.

    “Clio Grow includes legal CRM capabilities such as contact records, lead sources, pipeline stages, communications, assignments, and reporting.”

    clio.com/grow · checked November 7, 2026

  37. [37]

    Clio’s pages don’t describe human receptionists, live agents or a staffed answering service. Clio Grow is described as software the firm’s team works in, with AI answering prospective-client calls where configured.

    Not publicly disclosed on the pages checked.

    clio.com/grow · checked November 7, 2026

  38. [38]

    When a lead becomes a client, everything they shared carries into the rest of Clio.

    “When a lead becomes a client, everything they've shared carries into the rest of Clio.”

    clio.com/grow · checked November 7, 2026

  39. [39]

    Grow AI sends intake forms and follows up on unsigned agreements.

    “Keep stalled leads moving. Grow AI sends intake forms and follows up on unsigned agreements.”

    clio.com/grow · checked November 7, 2026

  40. [40]

    Grow AI scores each inquiry against the firm's past successful cases so the leads that fit come first.

    “Each inquiry is scored against your firm's past successful cases, so the leads that fit come first.”

    clio.com/customers-grow-ai · checked November 7, 2026

  41. [41]

    Clio’s pages describe Google Local Services Ads that the firm sets up and runs itself inside Clio Grow (cg-rc-009). They don’t describe Clio managing Google Ads, Local Services Ads or Meta campaigns, pay-per-click management or SEO services.

    Not publicly disclosed on the pages checked.

    clio.com/grow · checked November 7, 2026

  42. [42]

    Inside Clio Grow, the firm signs up for Google Local Services Ads and sets up, runs and measures its own campaigns. Google bills the firm directly.

    “set up and run ad campaigns, capture new leads, and measure campaign performance, all within Clio Grow”

    help.clio.com/hc/en-us/articles/17588487065627 · checked November 8, 2026

  43. [43]

    After the initial term, subscriptions renew automatically for successive terms of the same length until cancelled.

    “After the initial term, your subscription will automatically renew for successive terms equal in length to your initial term, until cancelled in accordance with this Agreement.”

    clio.com/tos · checked November 7, 2026

  44. [44]

    Cancelling within a term makes the unpaid balance for the remainder of the term due immediately.

    “the entire unpaid balance of all amounts owing for the remainder of the applicable term will immediately be due and payable”

    clio.com/tos · checked November 7, 2026

  45. [45]

    Clio doesn’t publish a price for Clio Grow. On Core and Signature, Grow’s intake features show “Contact sales for pricing”, and the Grow add-on card offers only a “Get pricing” button.

    “Contact sales for pricing”

    clio.com/pricing · checked November 8, 2026

  46. [46]

    Grow AI is priced per hired matter, $25, with a monthly cap the firm can set.

    “Cost-per-hired-matter pricing means you only pay when you close business ($25 per hired matter). You can also set a monthly cap to stay on budget”

    clio.com/customers-grow-ai · checked November 7, 2026

  47. [47]

    The initial subscription term is set in the order document; the terms of service do not state its length.

    “The initial term of your subscription shall be as set forth in your Order Document.”

    clio.com/tos · checked November 7, 2026

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    Scorpion Convert includes a Voice Assistant that answers calls with natural-sounding AI, qualifies callers and schedules appointments, in missed-call, after-hours or all-day modes.

    “Voice Assistant answers calls with a friendly, natural-sounding AI that qualifies and schedules appointments.”

    scorpion.co/law-firms/marketing-solutions/convert · checked November 7, 2026

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    Scorpion’s law firm page says its offering is a tailored marketing strategy that includes website development, SEO, AI search, digital advertising, Local Services Ads and intake.

    “create a tailored marketing strategy specifically for your firm that includes website development, SEO, AI search, digital advertising, LSAs, and intake”

    scorpion.co/law-firms · checked November 7, 2026

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    Scorpion’s pages publish no prices for any service, product or plan.

    Not publicly disclosed on the pages checked.

    scorpion.co/sitemap.xml · checked November 7, 2026

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    Scorpion typically requires a 12-month contract for its marketing technology and certain services such as SEO.

    “Scorpion typically requires a 12-month contract for our marketing technology and certain marketing services like search engine optimization (SEO).”

    scorpion.co/faq · checked November 7, 2026

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    Convert’s Messaging Assistant responds to missed calls, texts, website chats, Facebook messages, LSA leads and contact forms around the clock, and texts leads who do not convert right away.

    “Messaging Assistant instantly responds to missed calls, texts, website chats, Facebook messages, LSA leads, and contact forms, 24/7. ... Text leads who don’t convert right away”

    scorpion.co/law-firms/marketing-solutions/convert · checked November 7, 2026

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    Every inbound lead is scored immediately for quality and potential case value.

    “Every inbound lead is scored immediately for quality and potential case value. Your team focuses on the best potential clients. Nothing gets missed.”

    scorpion.co/law-firms · checked November 7, 2026

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    Scorpion states it connects marketing channels to signed cases and revenue, reporting case value by source, cost per signed client and attributed revenue.

    “Connect every marketing channel to signed cases and revenue. Know case value by source, cost per signed client, and attributed revenue.”

    scorpion.co/law-firms · checked November 7, 2026

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    On leaving after fulfilling the contract, Scorpion says it transfers ownership of accounts such as Google Analytics, Google Local Services Ads and social media accounts, and website content, back to the client.

    “transferring full ownership of key accounts such as Google Analytics/GA4, Google Local Services Ads, social media accounts, website content, and more back to you”

    scorpion.co/faq · checked November 7, 2026

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    Scorpion states it caters to several industries, including home services, legal, franchise and healthcare.

    “Scorpion caters to several leading industries, including home services, legal, franchise, healthcare and more.”

    scorpion.co/about-us/partnerships · checked November 7, 2026

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    Scorpion’s pages do not state an included allowance of AI usage, calling minutes or text segments in any plan.

    Not publicly disclosed on the pages checked.

    scorpion.co/sitemap.xml · checked November 7, 2026

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    Scorpion’s pages do not state how often a law firm meets the people running its marketing.

    Not publicly disclosed on the pages checked.

    scorpion.co/sitemap.xml · checked November 7, 2026

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    Scorpion’s FAQ says the investment depends on the client’s business goals, across marketing technology, marketing services and digital advertising.

    “The investment you decide to make with Scorpion depends on your business goals.”

    scorpion.co/faq · checked November 7, 2026

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    Scorpion states digital advertising services such as Google Ads, LSAs and Meta are typically month-to-month.

    “Digital advertising services like Google Ads, LSAs, Meta, etc. are typically month-to-month terms.”

    scorpion.co/faq · checked November 7, 2026

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    Merlin Engage is a separate add-on, not included in a standard Lawmatics subscription, and requires Merlin Qualify.

    “Merlin Engage is not included with a standard Lawmatics subscription. It is a separate add-on that customers can purchase based on their needs”

    lawmatics.com/ai/merlin-engage · checked November 7, 2026

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    Lawmatics’ AI overview page labels Phone Agents, Email Agents and Website Chat Agents as coming soon, with Text Agents unlabeled.

    “Coming soon Phone Agents”

    lawmatics.com/ai · checked November 9, 2026

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    The Merlin Engage lineup (SMS, No-Show, Voice, Retriever, Chat, Booking, Email and Signing agents) is described as partly live, with new agents rolling out soon.

    “The lineup keeps growing, with some agents now live and new ones rolling out to the Lawmatics platform soon.”

    lawmatics.com/ai/merlin-engage · checked November 9, 2026

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    Lawmatics is software the firm runs. Its core platform covers CRM, intake, automation and reporting and works without the Merlin AI add-ons.

    “The core Lawmatics platform — including CRM, intake, automation, and reporting — is fully functional without Merlin Engage.”

    lawmatics.com/ai/merlin-engage · checked November 7, 2026

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    The integrations marketplace is organized into case management, calendaring and scheduling, lead gen and marketing, reception and intake, file sync, billing, communication, connectors and drafting.

    “Case management Calendaring & scheduling Lead gen & marketing Reception, chatbots, & intake File sync Billing Communication Connectors Drafting”

    lawmatics.com/integrations · checked November 7, 2026

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    Lawmatics states it is built specifically for law firms.

    “Lawmatics stands out because it’s built specifically for law firms, with features tailored to your needs.”

    lawmatics.com/legal-crm · checked November 7, 2026

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    Merlin Qualify scores every lead against the firm’s criteria, shows the reasoning and automatically triggers the next step.

    “Merlin Qualify scores every lead against your firm's criteria, shows you exactly why, and automatically triggers the next step”

    lawmatics.com/ai/merlin-qualify · checked November 7, 2026

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    The firm sets the guardrails for Merlin Engage, deciding what it can send, when it acts on its own and when a human reviews first, and every conversation is logged.

    “The firm controls what Engage can send, when it acts on its own, and when a human reviews first.”

    lawmatics.com/ai/merlin-engage · checked November 7, 2026

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    Leads and clients book meetings on the firm’s synced Outlook or Google calendar, with automated email and text reminders.

    “sync your Outlook or Google calendar and allow clients to choose a meeting time that works around your existing schedule.”

    lawmatics.com/client-intake/legal-calendaring-software · checked November 7, 2026

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    The Google Ads integration logs ad spend to marketing sources and campaigns in Lawmatics and calculates ROI against the value of converted matters.

    “Google Ads spend automatically logged on marketing sources & campaigns in Lawmatics”

    lawmatics.com/integrations/google-ads · checked November 7, 2026

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    The CallRail integration logs incoming calls and records which marketing source each call is attributed to.

    “Log incoming calls and automatically record which of your marketing sources the call is attributed to.”

    lawmatics.com/integrations/callrail · checked November 7, 2026

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    No dollar price for the Essential, Premium or Enterprise plans appears on lawmatics.com.

    Not publicly disclosed on the pages checked.

    lawmatics.com/pricing · checked November 7, 2026

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    Merlin Qualify and Merlin Engage carry outcome-based pricing and Merlin Copilot user-based pricing, with no amounts published. The AI features are add-ons for an additional fee.

    “Outcome-based pricing”

    lawmatics.com/pricing · checked November 7, 2026

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    Fees for the full Initial Service Term and each Renewal Term are committed when the Order Form is signed and are non-cancellable and non-refundable.

    “Fees for the full Initial Service Term and each Renewal Term are committed when you sign your Order Form. They are non-cancellable and non-refundable”

    lawmatics.com/terms-of-use · checked November 7, 2026

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    A subscription cannot be cancelled for convenience before the end of the term. An early release, at Lawmatics’ discretion, carries a fee of 50% of the remaining fees.

    “You may not cancel or terminate a subscription for convenience before the end of the then-current Term.”

    lawmatics.com/terms-of-use · checked November 7, 2026

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    The length of the Initial Service Term is not stated on lawmatics.com.

    Not publicly disclosed on the pages checked.

    lawmatics.com/terms-of-use · checked November 7, 2026

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    Lawmatics’ pages do not state how long onboarding takes or when a firm is live.

    Not publicly disclosed on the pages checked.

    lawmatics.com/onboarding · checked November 7, 2026

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    Lawmatics offers tailor-made pricing plans and a custom quote rather than published plan prices.

    “We offer tailor-made pricing plans for law firms of all sizes — so you pay only for what you need. Help us get to know you better for a custom quote.”

    lawmatics.com/pricing · checked November 7, 2026

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    SMS is priced in monthly or annual tiers, from 50 messages a month at $0 to paid tiers starting at $39 a month, and a tier cannot be downgraded once upgraded.

    “Once you upgrade your SMS plan, you won’t be able to downgrade.”

    lawmatics.com/pricing/sms-mms · checked November 7, 2026

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    Intaker’s pages do not describe an AI voice agent or AI receptionist that answers inbound phone calls and asks intake questions by voice.

    Not publicly disclosed on the pages checked.

    intaker.com/home · checked November 7, 2026

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    Intaker’s website chat schedules meetings, connects calls and signs clients inside the chat.

    “Intaker drives real action: schedule meetings, connect calls, and sign clients in chat.”

    intaker.com/home · checked November 7, 2026

  82. [82]

    Intaker names three AI agents on its homepage. Arthur for LSA messages, Owen for follow-up calls and Jane for SMS lead capture.

    “Arthur Respond fast on LSA Owen Drive more calls Jane Capture more leads”

    intaker.com/home · checked November 7, 2026

  83. [83]

    Intaker’s Ivy, Faye and Wes agents qualify leads from Instagram, Facebook and WhatsApp within seconds, day or night.

    “Faye on Facebook, Wes on WhatsApp qualify injury claims in under 10 seconds, day or night.”

    intaker.com/home/personal-injury.html · checked November 7, 2026

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    Intaker is software the firm’s own team runs, with AI handling routine steps and the team stepping in.

    “Let AI handle the busywork while your team steps in when it counts.”

    intaker.com/home/products/ai-texting-agent.html · checked November 7, 2026

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    Live Call Connect rings the firm’s intake team when a lead qualifies and texts back missed calls.

    “Live Call Connect rings your intake team the second an injured caller qualifies—and auto-texts every missed accident call back.”

    intaker.com/home/personal-injury.html · checked November 7, 2026

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    When a high-intent lead qualifies, Intaker drafts, routes and delivers the firm’s retainer for e-signature.

    “Intaker drafts, routes, and delivers your retainer for e-sign in seconds.”

    intaker.com/home/personal-injury.html · checked November 7, 2026

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    Intaker’s Communications Hub unifies chat, text, email, calls and tasks in one inbox.

    “Unify team communication across chat, text, email, calls, and tasks”

    intaker.com/home/products/communications-hub.html · checked November 7, 2026

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    Intaker states it does not use customer or end-user data to train foundation or general AI models.

    “We do not use Customer Data or End User data to train, develop, or improve foundation models or general AI models”

    intaker.com/home/privacy.html · checked November 7, 2026

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    Intaker does not publish a pricing page or current plan prices on its product pages.

    Not publicly disclosed on the pages checked.

    intaker.com/home · checked November 7, 2026

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    A January 2023 Intaker blog post states an $80 starter plan for small and solo firms.

    “Intaker offers an $80 starter plan for small and solo firms”

    blog.intaker.com/blog/live-chat-for-law-firms-free-vs-paid · checked November 7, 2026

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    Intaker also markets the same platform to home service companies and all local businesses, so it is not legal-only.

    “from one platform built to convert for local businesses”

    intaker.com/home/all-industries.html · checked November 7, 2026

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    Intaker plans carry a unique visitor limit; when it is exceeded, new leads are locked until the plan is upgraded.

    “your leads will be locked in Intaker once the limit is exceeded (visible but not accessible in detail)”

    help.intaker.com/article/understanding-usage-and-visitor-limits · checked November 7, 2026

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    Intaker’s terms state the company retains ownership in the Services and, subject to the agreement, data transferred through them.

    “The company shall retain all ownership in and to Services and, subject to the Agreement, all data transferred or received through the Services.”

    intaker.com/home/terms.html · checked November 9, 2026

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    Intaker’s terms state it charges attorneys a monthly subscription fee for its software.

    “Intaker charges an attorney a monthly subscription fee in exchange for use of its software.”

    intaker.com/home/terms.html · checked November 7, 2026

  95. [95]

    Intaker’s terms state no refunds for unused services or early termination of a subscription period.

    “No refunds will be given for any unused Services or any early termination of the Subscription Period.”

    intaker.com/home/terms.html · checked November 7, 2026

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    Intaker’s pages do not state a minimum contract term, an annual commitment or a cancellation notice period.

    Not publicly disclosed on the pages checked.

    intaker.com/home/terms.html · checked November 7, 2026

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    The AI Receptionist is month-to-month with no long-term contract, and cancellation needs 30 days’ notice.

    “AI Receptionist is a month-to-month service. ... If you ever cancel, we need 30 days' notice, and then you're done.”

    smith.ai/pricing/ai-receptionist · checked November 7, 2026

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    Virtual Receptionist plans are month-to-month, billed through the end of the current cycle on cancellation, with a 10% discount for a 12-month subscription.

    “Smith is a month-to-month service. This means there aren't any long term contracts. ... We offer a 10% discount for subscribing for 12 months.”

    smith.ai/pricing/receptionists · checked November 7, 2026

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    Smith.ai offers a 30-day money-back guarantee on receptionist and chat plans, refunding the plan and add-ons up to $1,000, excluding overage.

    “You’ll get a full refund of your plan and any add-on services, regardless of how many calls or chats you have used, up to $1,000.”

    smith.ai/how-it-works/easy-as-1-2-3 · checked November 9, 2026

  100. [100]

    Smith.ai’s receptionist terms state all payments are non-refundable.

    “All payments are non-refundable.”

    smith.ai/receptionists/terms · checked November 9, 2026

  101. [101]

    A firm can keep its phone number by porting it to Smith.ai or forwarding calls.

    “Yes. Keep your current number — port it over or forward your calls to us, and we’ll take it from there.”

    smith.ai/receptionists · checked November 7, 2026

  102. [102]

    Outreach campaigns start at $600 a month ($12 a contact, 50-contact minimum) with a $750 setup fee and a six-month minimum commitment paid upfront.

    “$600 / month $12/contact 50 contacts minimum ... $750 setup fee ... the minimum commitment is 6 months, paid upfront”

    smith.ai/pricing/outreach-campaigns · checked November 7, 2026

  103. [103]

    The firm provides intake rules and preferences; Superpractice handles setup, call handling logic, transcripts and ongoing configuration of the voice agents.

    “You provide the intake rules and preferences, and Superpractice handles setup, call handling logic, transcripts, and ongoing configuration.”

    superpractice.com/pricing · checked November 7, 2026

  104. [104]

    When a firm moves from another agency, Superpractice migrates active campaigns, configures attribution and sets up intake routing.

    “We migrate your active campaigns, configure attribution, and set up intake routing so nothing drops during the handoff.”

    superpractice.com/pricing · checked November 7, 2026

  105. [105]

    Superpractice says most firms moving from another agency are fully live within 5 business days.

    “Most firms are fully live within 5 business days.”

    superpractice.com/pricing · checked November 7, 2026

  106. [106]

    Superpractice imports a firm’s existing leads and contacts at no extra cost.

    “We also import your existing leads and contacts at no extra cost.”

    superpractice.com/pricing · checked November 9, 2026

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