Blog: advice

WEBINAR: How to Convert More Leads & Serve Clients Better with Knowledge Bases & Virtual Receptionists

WEBINAR: How to Convert More Leads & Serve Clients Better with Knowledge Bases & Virtual Receptionists

Join us for a live, free webinar on Wednesday, February 20, at 12:00 p.m. EST with Matt Bradford-Aunger, the education lead at HelpDocs.io, software that helps businesses create authoritative knowledge bases to guide users when they're stuck and reduce load for support teams. Matt and Smith.ai's head of growth & education, Maddy Martin, will discuss ways to leverage knowledge bases and virtual receptionists to convert more leads and serve clients better.

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5 Ways to Improve the Bottom Line in Your Law Practice

5 Ways to Improve the Bottom Line in Your Law Practice

Dina Eisenberg, Esq., founder and CEO of Outsource Easier, doesn't sugarcoat it: Your small law practice is probably leaking money. Inefficiency costs you money, or at least time that could be better spent on other tasks that earn you money. Here, she offers five ways to improve your financial outlook by fixing broken systems and processes you've let go untouched for too long. Now is the time to address them, head on.

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The Gig-Economy of Law Practice: How Hiring on a Project-Basis Can Help Create Work Opportunities for Your Small or Solo Law Practice

The Gig-Economy of Law Practice: How Hiring on a Project-Basis Can Help Create Work Opportunities for Your Small or Solo Law Practice

Bob Meltzer, CEO and founder of LawyerExchange, explains how to give your law practice the control and flexibility of temp hiring — without the additional hassle, risk, and expense — by posting legal projects online. Read through Bob's guidance, and then get ready to offload some work — and some stress.

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Dina Eisenberg of Outsource Easier Hosts Live Chat with Smith.ai's Maddy Martin

Dina Eisenberg of Outsource Easier Hosts Live Chat with Smith.ai's Maddy Martin

Earlier today, Dina Eisenberg, Esq., owner of Outsource Easier, hosted a live chat with Maddy Martin, Smith.ai's head of growth and education. Watch the video replay to tap into advice for building efficiency and balance into your small law practice.

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WEBINAR: Live Q&A with Katy Goshtasbi, ABA Law Practice Division Chair

WEBINAR: Live Q&A with Katy Goshtasbi, ABA Law Practice Division Chair

Join us for a live, free Q&A session on Thursday, March 7, at 12:00 p.m. PST with law firm growth, change, and branding expert Katy Goshtasbi, owner of Puris Consulting and current chair of the ABA's Law Practice Division. Learn how to do less and harness change well in 2019, so you can grow your brand, attract clients with greater ease, and improve your work-life balance.

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Top 5 Ways to Generate Better Quality Web Leads for Your Law Firm

Top 5 Ways to Generate Better Quality Web Leads for Your Law Firm

Steve Ryan, founder and CEO of RyTech, a digital marketing agency for law firms, identifies five ways to fix your web traffic woes. Learn how to attract and capture web visitors who are more likely to become clients with targeted content, paid search ads, optimized calls-to-action, and more.

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Virtual Paralegals: A Critical Solution for Solo and Small Law Practices

Virtual Paralegals: A Critical Solution for Solo and Small Law Practices

Alison Pacuska, president of Pacuska Professional Services, a top-tier boutique firm offering paralegal and legal assistant services, explains how to determine if a virtual paralegal is right for your law firm. Learn how to make the most of a virtual paralegal, and how a service like hers can complement the services of a virtual receptionist.

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5 Ways to Delegate Without Hiring Staff at Your Small Law Firm

5 Ways to Delegate Without Hiring Staff at Your Small Law Firm

Minneapolis-based attorney and solopreneur Jess Birken of Birken Law Office and Hack Your Practice offers a handful of ways fellow solo lawyers can lighten their load by tapping flexible, affordable outsourced services.

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The 3 C's of Choosing the Right CLE Provider

The 3 C's of Choosing the Right CLE Provider

Lawline Program Attorney Sarah Mills, J.D., outlines the importance of considering content, cost, and convenience when evaluating CLE providers.

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INFOGRAPHIC: The Rewards of Responsiveness: Law Firm Growth Opportunities from the 2018 Clio Legal Trends Report

INFOGRAPHIC: The Rewards of Responsiveness: Law Firm Growth Opportunities from the 2018 Clio Legal Trends Report

Are you missing calls from potential clients? Are you slow to adopt new technologies, like online payments? You've got company. Responsiveness remains one of the biggest challenges for attorneys. It also presents the greatest opportunity for unlocking more revenue, client satisfaction, and productivity. We took data from the just-released 2018 Clio Legal Trends Report and pinpointed actionable recommendations. Learn four ways to buck the trend, be more responsive, and chart a path for your law firm's success.

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5 Solutions to Common Legal Risks for Small Businesses

5 Solutions to Common Legal Risks for Small Businesses

Keri Norris, General Counsel and SVP of Legal and Regulatory Affairs at LegalShield, offers five solutions to common legal risks that independent entrepreneurs and small company owners can proactively implement with help from subscription-based legal services providers.

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Streamlining Lead Generation for More Qualified Prospective Clients

Streamlining Lead Generation for More Qualified Prospective Clients

The founder of Retirement Matters, Inc., Dave Grant, CFP®, shares his finely tuned process for generating leads. Thanks in part to this setup, 95% of his initial consultation calls are with qualified potential clients. 95%! Learn how to replicate his success.

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Smith.ai Client Conor Malloy of Chi City Legal Shares Lean, Automated Marketing Tactics for Small Businesses

Smith.ai Client Conor Malloy of Chi City Legal Shares Lean, Automated Marketing Tactics for Small Businesses

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!

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WEBINAR: Improve Your Law Firm's Responsiveness

WEBINAR: Improve Your Law Firm's Responsiveness

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.

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WEBINAR: Online Scheduling for Finance and Legal (Recording)

WEBINAR: Online Scheduling for Finance and Legal (Recording)

With online scheduling, you will be accessible to clients and prospective clients requiring your legal or financial services. Clients can schedule with you directly on your website or from your emails, or you can have receptionists schedule on behalf of clients who call in. Learn best practices for online scheduling in this webinar recording if you missed the live session with Dmitri and Maddy!

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The Top 10 CRMS for Finance Professionals

The Top 10 CRMS for Finance Professionals

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.

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Tips For Creating Your First Business Logo

Tips For Creating Your First Business Logo

James Gorski, the editor of design advice site designrfix, shares guidance for small business owners looking to create (or even refresh) their logo, along with a few of his favorite examples.

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Lawyers On the Go: How to Improve Your Mobile Workflow

Lawyers On the Go: How to Improve Your Mobile Workflow

94% of lawyers access the Internet while away from their desks. Fastcase senior law librarian Erin Page explains how to improve your mobile workflow as an attorney on the go.

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Delegation Nation: How to Practice at the Top of Your Law License

Delegation Nation: How to Practice at the Top of Your Law License

In this guest post, Jared Correia, CEO of Red Cave Law Firm Consulting, enlightens lawyers with his two-step path to effective delegation and increased earnings.

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5 Ways to Run a Better IT Consulting Business with Virtual Receptionists

5 Ways to Run a Better IT Consulting Business with Virtual Receptionists

No matter what category of services you provide – desktop support, infrastructure, software, or services in a variety of different niches – your clients will need to contact your company with questions and will need help resolving issues. Though we can’t fill the shoes of a full-fledged technician, our live receptionists can collect information from the caller and either get this information into the right hands or transfer the call when the matter is urgent.

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