Maddy Martin

Smith.ai client Conor Malloy of Chi City Legal, LLC shared his playbook for small businesses looking for lean, effective marketing tactics and automated workflows today on IMPACT Branding & Design's Inbound Success podcast with Kathleen Booth. Tune in or read the transcript!

Tune in to hear Maddy Martin, Smith.ai's head of marketing and partnerships, discuss ways to improve your responsiveness to potential clients interested in working with your law firm.

Smith.ai has long been known for its integrations with contact management (CMS/CRM), business management, marketing, ticketing, calendaring, and billing software. We prioritize integrations because they drive efficiency. When your records, calendar, support tickets, invoices, and intake forms are synced with Smith.ai, you can spend less time on data entry and post-call follow-up work, which leaves you free to focus your valuable time on revenue-generating work. Now, you can see every integration partner on one handy page. It's never been easier to take full advantage of Smith.ai's integrations. Learn more about currently available integrations and how integrations work at Smith.ai.

Wealthbox is a modern, web-based CRM for financial planners and wealth advisors. Smith.ai now integrates with Wealthbox so each call handled by a Smith.ai receptionist is documented in your Wealthbox account immediately after the call. New contacts are automatically created, and each call summary is logged as a new note for a contact (new or existing).

Pipedrive is a popular sales management tool (CRM) for small businesses focused on activity-based selling. Smith.ai now integrates with Pipedrive so each call handled by a Smith.ai receptionist is logged in your account immediately after the call. Both a contact and an activity record are added, making it easy to identify progress and next steps for each deal.

Join us Tuesday, August 21, at 12:00 p.m. EST for a free webinar about online scheduling best practices. We'll focus on scenarios specific to legal and finance professionals, but any service-oriented business owner will benefit from these tips!

Tune in to hear Maddy Martin, Smith.ai's head of marketing and partnerships, discuss how the Clio and Smith.ai integration works. Plus: Learn how to get the most out of your Smith.ai receptionist services, both as a stand-alone service and in combination with Keypad, our cloud phone system.

Lead qualification and intake with Smith.ai virtual receptionists is the process by which Smith.ai's 500+ trained North American agents — and AI — screen inbound callers against your firm's specific criteria, collect case details, and route only qualified prospects to your attorneys.

Attorney referral fees are compensation paid by one lawyer to another for sending a client their way, giving small-firm attorneys a secondary revenue stream from leads they cannot or choose not to serve themselves.

Dialpad customers, here are the steps to follow to set up call forwarding to Smith.ai, so our receptionists can answer your calls.