Nick Epson

Working in the finance industry means you could be filling one (or more!) of any number of roles. Whether you’re a financial advisor, financial planner, investment advisor, or wealth manager, there’s a common need to keep client records organized. Here's our list of the top 10 solutions that will keep your data tidy and your communications streamlined.

Whether you're looking for your first CRM or eager to switch to a new practice management solution, law firm management software is more powerful and capable than ever. Here is our comprehensive guide to the best legal CRMs on the market, with options suited to every budget.

Are you at a point where you’ve read up on our virtual receptionist services, and understand the benefits for your small business, but still haven’t moved forward? One of the biggest reasons for reluctance is because "getting started" feels daunting. Here are five simple first steps.

You may find that your VoIP or virtual PBX provider doesn’t best serve your needs and you want to take your number with you to a new provider. Here's how to transfer your number between providers and keep your business calls coming in without interruption.

Working as an independent plumber or running a commercial plumbing business takes significant time, energy, and knowledge. The virtual receptionist service from Smith.ai improves your business by fielding your incoming calls, affording you more time to spend on providing service for clients.

Running an electrical contracting firm or working as an independent electrician requires both great business acumen and a high degree of knowledge to be a success. At Smith.ai, we recognize the challenges associated with staying on top of projects while balancing communication with clients and prospects. The Smith.ai virtual receptionist service allows you to focus on utilizing your skillsets while we field your incoming calls.

Running an accounting firm requires an active combination of creativity and meticulous attention to detail. However, incoming calls can serve as a distraction when developing sound plans to provide clients with sound advice, based on their needs. The virtual receptionists at Smith.ai handle calls, acting as your first line of customer service so you can best focus on important tasks at hand.

Running a HVAC business is a demanding enterprise, between servicing existing clients and installing new systems. Clients insist on properly functioning systems to deliver the ideal level of comfort for their indoor climate. With Smith.ai fielding incoming calls, your ability to focus on core services improves while we serve as your first line for customer service.

In a lot of ways, we embrace the “old school” dial-the-operator-first model (a friendly, live greeting goes a long way), but with far-superior technology than the rotary-telephone days. Answering calls is our core service, but we have the capabilities to do so much more than take notes, make transfers, and schedule appointments. We can even handle your first tier of customer service or technical support. Here's how.

We at Smith.ai recognize how valuable time is to your legal practice, which is why we’re always looking for ways to save you minutes. Our new integration with Clio allows us to add and update client information in real-time so you're always in sync.