Maddy Martin

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.

Smith.ai has partnered with CPACharge to help CPAs run more profitable financial planning firms by helping them collect more of their earnings.

We're pleased to announce a new service from Smith.ai, called Operator. With this service, Smith.ai receptionists will convene your conference calls with multiple participants. We'll bring all participants on the line, and then we'll call you to join them. Learn more about this service and how to get started.

Would you prefer to get a call transfer request through a text message instead of a phone call? Smith.ai's receptionists can now alert you via SMS when you receive a call that meets your transfer criteria. Simply reply "Y" to accept or "N" to reject the transfer. Learn how to enable this new feature.

Evolve Law podcast host Ian Connett, founder of QuantumJurist, and Smith.ai cofounder Justin Maxwell discuss Smith.ai's AI-forward services, which take the company far beyond the realm of basic "call answering." From call routing to client intake, hear how Justin and the team behind Smith.ai are using machine intelligence and smart integrations to level-up communications and lead conversion for solo and small-firm attorneys.