← All use cases · Law, accounting & agencies

Use AI plus live receptionists to screen personal-injury callers

who O'Connor Cadiz, Chicago personal injury firm

The problem

Intake calls needed screening without the attorneys stopping work.

What happened

Per Smith.ai, the firm found 'lasting success' with live and AI receptionists.

Vendor case study Quoted in the source: Carol, O'Connor Cadiz. Source: Smith.ai case study · Added 2026-10-13. Results as reported by the source; we haven't independently verified them.

How to set it up yourself

1. List your services, service area, hours and pricing rules in one doc.
2. Turn on an AI receptionist (or your field-service app's built-in one) and paste that doc into its knowledge settings.
3. Connect it to your real calendar so it only offers open slots.
4. Forward missed or after-hours calls to the AI number.
5. Review every AI call summary daily for the first two weeks and fix wrong answers.

Copy-paste prompt

You are the receptionist for {BUSINESS}, a {TRADE} business in {CITY}. Answer only from the business info below. Collect name, phone, address and the problem. Offer the next open slot from the calendar. If it's an emergency or you're unsure, take a message and say a person will call back within {X} minutes. Never quote a price that isn't listed.

Business info:
{PASTE}

Tools used

Some tool links may be affiliate links. Disclosure

Checked prices: Smith.ai: from $150/mo (AI Receptionist Pro); free tier with 25 calls/mo (verified 2026-10-13)

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