Blog: advice

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.

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.

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.

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.

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.

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.

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.

Gerrid Smith, the founder and CEO of Black Fin, a digital marketing agency for law firms, demystifies SEO for attorneys.

Attorneys: If you're like your peers, you're under-utilizing your time. On average, lawyers spend less than two hours a day on billable work. Discover the non-billable tasks that take up the most time, and then make a plan to direct more attention towards revenue-generating work.

Tune in to episode 8 of the Get Automated podcast to hear host Kelsey Bratcher and Smith.ai's head of marketing and partnerships, Maddy Martin, discuss business automation tools and ways Smith.ai leverages them to deliver an exemplary receptionist service.

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.

Andrew Peters, founder of Wondermint,Inc., shares his top four tips to help technology support professionals run a better business.

As your IT business grows, you’ll start seeing more customers walk through your door and have more relationships to keep track of! Customer relationship management (CRM) software helps business owners organize and report on customer data. Here’s our complete reference guide for the best CRMs to help you decide which is best for your IT firm or consultancy.

Many IT firms and consultants offer different service tiers to customers, whereby VIP customers get expanded access to support staff and/or technicians for faster service. Here's how to use Smith.ai virtual receptionists to deliver a VIP service tier.

Referral fees are a common secondary revenue stream for attorneys. If you're getting leads you can't serve, monetize them by using your Smith.ai receptionists to refer them to other attorneys or businesses who can address their needs.

Legal social media marketing expert and consultant Allison C. Shields divulges her top five tips to lawyers looking to expand their digital reach.

Conor Malloy, partner at Chi City Legal, shares his top four tips to automate your small business (for tech-savvy and non-techy folks alike!).

As a legal technology specialist, Chelsey Lambert, founder and CEO of Lex Tech Review, identifies the tools and processes that can dramatically improve your law practice and your life.