Intertidal Tech AI Voice Agent Integration

Connect Smokeball to Intertidal Tech, AI voice agents that answer inbound calls and respond to web leads for law firms, then write qualified leads, booked consultations and call notes back into Smokeball.

Integration overview

Intertidal Tech provides AI voice agents built for law firms. They answer inbound calls around the clock and call web leads back within a minute of a form being submitted. They qualify callers, answer common questions about the firm, and book consultations straight onto the Smokeball calendar.

The agents are configured per firm and run across practice areas including family law, estate planning and probate, personal injury, and immigration.

Before you start

  • An active Smokeball subscription on Bill, Boost, Grow, or Prosper+
  • An Intertidal Tech agreement in place
  • A Smokeball user account for the connection. The integration inherits that user's permissions, so use an account with access to the contacts, matters and calendars the agents should reach
  • Call forwarding on your phone system to your agent's number. We walk you or your IT provider through it, and you keep your number and phone system

Getting Intertidal Tech voice agents

Connect Smokeball to Intertidal Tech

  1. In the dashboard, go to Settings.
  2. Select the Connections tab.
  3. Click Connect Smokeball.
  4. Sign in with the Smokeball account you want the integration to use.
  5. Confirm the connection shows as active.

If the connection does not appear after signing in, refresh the tab before trying again.

What the integration reads and writes

Reads

  • Your contacts, so the agent knows whether a caller is already a client
  • Your practice areas, attorneys, business hours and calendar availability, so the agent answers accurately and never offers a time you cannot make

Writes

  • New contacts for callers who do not already exist in Smokeball
  • Matters for qualified new inquiries, under your own matter types
  • Calendar appointments for booked consultations, against the right matter, with the call summary
  • The full call transcript, saved as a memo on the matter

Spam and sales calls are never written into Smokeball.

Does not touch: case files or documents. The agents do not give legal advice, and do not speak to opposing counsel or third parties beyond identifying and routing the call.

How it works

Inbound calls

The agent tells callers it's an AI, in the name and voice you choose, then checks Smokeball. Existing clients, opposing counsel, the courts and anyone else who isn't a new prospect are transferred or taken as a message, by your rules. New prospects go through your intake questions for their practice area, and the agent books the consultation on your calendar. Outside your transfer rules, or after hours, it takes a detailed message for your team.

Outbound calls

When someone submits a lead form on your website, the agent calls back within a minute, runs the same intake and books the consultation. It makes up to three attempts, with SMS and email follow-up if nobody answers. Outside calling hours it waits and calls at the start of the next one.

Scheduling

An AI scheduling assistant is included with both agents. It reads your real availability before offering a time, respects consultation lengths and buffers, and texts the attorney before transferring a live call. Attorneys can set themselves away, in court, running late, or on vacation with covering counsel.

After every call

Your team gets an email with the outcome, the caller's details, a summary and the transcript. The Intertidal Tech dashboard holds every call's recording, transcript and summary, and shows which calls booked and which didn't.

Keeping it accurate

The agent books from real availability on the connected calendar. Holidays, vacations, court dates and schedule changes need to be on it, or the agent can offer a time nobody is free.

Your data

Every call is recorded and transcribed. Recordings stay on the Intertidal Tech platform; summaries and transcripts are also written to Smokeball for real leads. Your call data is never used to train AI models, and it's confidential under your agreement. We don't sell or share caller information.

If you leave, you get an export of your call records within 30 days. Once you have it, we delete your data and confirm the deletion in writing. You can also ask us to delete data at any time while you're a customer.

Disconnecting

To disconnect, go to Settings, then Connections, and remove the Smokeball connection. The agents stop writing to Smokeball immediately. Records already written stay in Smokeball.

Contact Intertidal Tech before disconnecting if agents are live. Otherwise, calls continue to be answered without anything being written back.

Getting support

For anything related to the Intertidal Tech integration, contact Intertidal Tech rather than Smokeball support.

High priority issues, such as calls not being answered, get a response within 8 business hours. Medium priority issues within 48 hours, and low priority requests within 5 working days.

 

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