SmartAdvocate + NextPhone: intake taken, scheduler link sent, nothing re-keyed
NextPhone answers your firm's phone, runs your intake, texts the caller your SmartAdvocate scheduler link, and sends every answer, the summary and a recording link to your intake team and to a webhook our team connects for your firm.
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NextPhone integration with SmartAdvocate
Overview
SmartAdvocate is where plaintiff firms run cases: intake, treatment, liens, negotiation, the whole file. NextPhone answers the phone in front of it. On each call the AI asks whether this is someone you already act for, runs the intake your firm defines, and sends everything to your team when the call ends, by email and through a webhook our team connects for your firm. SmartAdvocate has no Zapier app and NextPhone has no built-in SmartAdvocate connector, so opening the case stays with your team. When a consultation is wanted, the caller is sent your own SmartAdvocate scheduler link so the booking respects real availability.
How it works
A call comes in at 8:15pm. NextPhone answers, and the caller says they have never worked with the firm, so this is a new inquiry. It runs your intake: what happened, when, injuries, treatment, insurance, whether another firm is involved. The caller gets a text with your scheduler link to pick a consultation time, and when the call ends the intake, summary, transcript and a recording link go to your intake team. They arrive to the whole first conversation.
Capabilities
- Separates existing clients from new inquiries - the AI asks whether the caller is already a client and handles them that way; it does not search SmartAdvocate during the call
- Hands over the intake, your team opens the case - every answer arrives by email and through a post-call webhook our team connects for your firm, so the case your team opens starts from the intake rather than from a message slip
- Runs the intake your case types need - the questions, the order and the branching are yours: a slip and fall and a med-mal inquiry are not the same first call
- Texts your own scheduler link - during the call the AI texts the caller your SmartAdvocate scheduler link, which shows genuine availability and blocks out what is already taken, so nothing gets double-booked
- The whole conversation comes with it - summary, transcript and a recording link, so the intake specialist reviewing it is not starting from scratch
- Answers when your intake team is closed - the inquiries that arrive at 11pm are handled and reach your intake team the same way daytime ones do
Why booking goes through your scheduler link
Case management systems are not calendars, and pretending otherwise is how appointments get double-booked. SmartAdvocate ships a scheduler link that shows genuine availability and marks unavailable slots clearly.
So the AI qualifies the caller and hands them that link rather than writing a time into a calendar it cannot properly see. The caller picks a slot that is actually free, and the booking lands where your team already looks.
Setup is done for your firm
Firms configure SmartAdvocate case types, offices and field layouts very differently, so our team writes your intake questions around yours rather than assuming a standard shape, and sets up the scheduler link text and the post-call webhook. You tell us how inquiries should be handled; we show you the result before it goes live.
Frequently asked questions
Will it recognize callers we already represent?
The AI asks whether the caller is an existing client and treats them as one. It does not search SmartAdvocate during the call.
Does the AI put appointments straight on the calendar?
It sends the caller your SmartAdvocate scheduler link, which shows real availability. That avoids double-booking an attorney whose calendar the AI cannot fully see.
Does a call create a case in SmartAdvocate?
No. NextPhone sends the intake to your team and to the webhook you choose; your team opens the case. You decide which outcomes are sent, so solicitors and wrong numbers never reach your intake queue.
Do we get the recording and transcript?
Yes: the transcript and a recording link, along with a call summary and every intake answer.
