Blog: Customized Solutions

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.

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.

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).

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.

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.

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.

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.

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.

Zapier rhymes with "happier" — and that's exactly what you'll be when you use Smith.ai's new Zap to automate data capture, workflows, alerts, and tasks.

Smith.ai receptionists have made outbound calls for our clients from the start, but until recently, when we made those calls, your Smith.ai number appeared on caller ID. Now, you can opt to have your main business number appear on caller ID when we make outbound calls on your behalf. Learn more about this new feature from Smith.ai.

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.

Tune in to hear Smith.ai cofounder and chief design officer Justin Maxwell speak with Sam Glover and Aaron Street, hosts of the mega-popular Lawyerist podcast. Did you know Smith.ai's receptionists can instantly call back your web form leads? Learn more about that and other ways we bring efficiency to solo and small law firms in this episode, which aired today.

Your Smith.ai receptionists can interact with your HubSpot account in many ways, including looking up contacts, adding new contacts, updating existing contacts, and adding "call" events with summary notes.

Do you use or are you considering using Filevine case management software? Explore the core features of Filevine and see how your Smith.ai receptionists can work with your Filevine forms and calendar to bring greater efficiency to your law practice.

Smith.ai gives business owners many options when it comes to managing their calls. If you’re not sure you need full-time live answering services where we handle all calls, we can customize a plan to fit your needs! Learn how Smith.ai gives you the option of handling your overflow calls, only.

Not only does Smith.ai now integrate with Housecall Pro, but Smith.ai clients also get a special discount on Housecall Pro plans!

YouCanBook.me is online scheduling software that allows your clients to book appointments with you and integrates with your existing Google or Microsoft calendars. Smith.ai now integrates with YouCanBook.me, so our receptionists can book appointments for your callers. Callers will see their appointment with you on their calendar, and you'll see their appointment on yours. Here's how to get set up!

Do you use Appointy to schedule and track your appointments online? Your Smith.ai receptionists can now book appointments directly on your Appointy calendar.

Check this out: You can auto-forward emails to Smith.ai, and set rules for us to follow when we receive them. For example, we can follow-up instantly with everyone who completes a "contact us" form on your website. This is just one of the many ways you can automate one-off or routine tasks with Smith.ai. In this article, we dive into a few common automation scenarios that leverage our virtual receptionists to bring further efficiency to your business.

Your Smith.ai receptionists can book and modify appointments for you on Calendly. This is also the solution for booking appointments on your Google Calendar.