Blog: Customized Solutions

Putting the Finishing Touches on Your Intake

Putting the Finishing Touches on Your Intake

You're doing great work marketing your firm — but is anyone closing all of these new leads? Richard Rosen of Red Zone Legal Marketing helps you put the finishing touches on your lead intake.

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Receive Smith.ai Call Transfer Requests in Microsoft Teams

Receive Smith.ai Call Transfer Requests in Microsoft Teams

We’re excited to announce that we now integrate with Microsoft Teams (aka Teams), a messaging and communication tool in the Microsoft 365 suite. Smith.ai can now send transfer requests directly to a Teams channel, so you can choose to take calls from the platform you’re already using at work.

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New! Smith.ai Receptionists Can Run Conflict Checks for Your Law Firm

New! Smith.ai Receptionists Can Run Conflict Checks for Your Law Firm

Smith.ai receptionists can now check for conflicts of interest for your law firm during calls with new potential clients. It is increasingly common for law firms of all sizes to perform conflict checks digitally, but why do the work yourself when you can have your receptionist take care of it for you?

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How to Practice Critical Financial Management for Your Business During COVID-19

How to Practice Critical Financial Management for Your Business During COVID-19

Money is a constant worry, and even more so during a major crisis; but are you taking steps to both manage expenses now and prepare to bounce back later? Josh Youngblood of JLY Tax, LLC shares some tips on how to think about managing your business's finances.

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Full-time vs. Virtual Receptionists — Which Is Right for You?

Full-time vs. Virtual Receptionists — Which Is Right for You?

As businesses move en masse from a large staff based in a physical office to a leaner, remote model, are you thinking about how to handle your receptionist service? Having worked with thousands of businesses, we know what you should look for. We’ll compare full-time and virtual receptionists on several fronts, so you can choose an ideal option or see if a mix of both is the best solution.

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5 Ways Your Business Can Improve Despite COVID-19

5 Ways Your Business Can Improve Despite COVID-19

The current crisis we are all experiencing is impacting all types of businesses. How can you survive the economic impact? How can you turn the situation into something positive and even grow during the crisis?

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Best Practices for Hiring Outsourced Help

Best Practices for Hiring Outsourced Help

You’ve probably heard about the “gig economy.” What that term illustrates is the rise of the freelance workforce. Unfortunately a term like that can prompt more questions than answers.

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Managing Your Business During COVID-19 - 3 Leaders Weigh In

Managing Your Business During COVID-19 - 3 Leaders Weigh In

COVID-19 has caused us all to think about our businesses. How do we navigate successfully through the next several months? Many have written content highlighting how they’re working through these issues. 

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Effective Leadership in a Remote Law Firm

Effective Leadership in a Remote Law Firm

In order to lead your remote law firm, you need the right combination of tools and communication strategies. Read on to learn about both.

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Small and Medium‑Sized Business (SMB) Crisis Management

Small and Medium‑Sized Business (SMB) Crisis Management

Everyone who runs an SMB is familiar with the feeling of uncertainty. It is the nature of the beast. And that's due to the reality that SMBs are susceptible to a variety of factors, both internal and external.

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How to Get Marketing Qualified Leads (MQLs) with Web Chat

How to Get Marketing Qualified Leads (MQLs) with Web Chat

Everyone who runs an SMB is familiar with the feeling of uncertainty. It is the nature of the beast. And that's due to the reality that SMBs are susceptible to a variety of factors, both internal and external.

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Lessons Learned from Our Transition to Remote Work during Covid-19

Lessons Learned from Our Transition to Remote Work during Covid-19

Attorney Puja Sachdev shares how she's managing her transition to remote work during COVID-19 by leading with fluidity.

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How to Run Your Business Professionally from Home Amid COVID-19 — Quick Tips from Smith.ai’s Betsy Barnett

How to Run Your Business Professionally from Home Amid COVID-19 — Quick Tips from Smith.ai’s Betsy Barnett

Smith.ai's Betsy Barnett writes about the challenges businesses are facing with COVID-19, how Smith.ai solves them, and tips for the best way to use our services.

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Leading Your Law Firm During This Time of Economic Uncertainty

Leading Your Law Firm During This Time of Economic Uncertainty

During these times of uncertainty since the arrival and spread of COVID-19, all businesses are looking for answers. This post walks through key steps for leading and managing your business during times of uncertainty.

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New! Smith.ai Receptionists Can Now Send Follow-Up Texts & Emails to your Callers

New! Smith.ai Receptionists Can Now Send Follow-Up Texts & Emails to your Callers

Keep your leads warm with Smith.ai’s new Text & Email Follow-Up feature. While on the call, or immediately afterwards, our receptionists can send a text message, email, or both to your callers. We'll only send a text to the people who fit your criteria, and you can let us know exactly what to send (or we'll help you).

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Essential Tech, Tools & Talent for Small Law Firms Working Remotely

Essential Tech, Tools & Talent for Small Law Firms Working Remotely

During a recent webinar on COVID-19 between Profit with Law, GNGF, and Smith.ai, many software and services were mentioned as critical resources for lawyers who suddenly find themselves running their firms remotely. From time tracking tools to case management systems, email providers to calendaring solutions, this is our list of the heavy hitters in each major category. We've seen them all, and tried many ourselves, so our hope is to spare you the extra time that extensive research requires.

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Announcing Email-to-SMS: Text Clients via Email & Smith.ai Agents Respond!

Announcing Email-to-SMS: Text Clients via Email & Smith.ai Agents Respond!

Many small and medium-sized businesses follow-up with leads and clients using emails with low open and response rates. Now, with Smith.ai’s Email-to-SMS feature, you can send texts and we'll respond when people text back. Read on to learn more.

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Smith.ai Now Integrates with Your Clio Calendar

Smith.ai Now Integrates with Your Clio Calendar

You can now connect your Clio calendar to Smith.ai, and our receptionists will book appointments for your new leads, current clients, and anyone else when they call or chat in.

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How to Track Smith.ai Live Chat in Google Ads and Google Analytics

How to Track Smith.ai Live Chat in Google Ads and Google Analytics

Matt Burke from ZillaMetrics explains how to integrate with Google Tag Manager, so you can track lead conversions from Live Chat in Google Analytics and Google Ads.

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Smith.ai Now Integrates with ZynCal, ZynBit’s Scheduling Assistant

Smith.ai Now Integrates with ZynCal, ZynBit’s Scheduling Assistant

ZynCal by ZynBit is an intelligent calendar that simplifies scheduling appointments and back-and-forth emails. Integrate ZynCal with Smith.ai to have new lead consultations and current client appointments booked directly from receptionists calls and live chats.

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