Blog: Customized Solutions

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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Announcing the Smith.ai Zap on Zapier!

Announcing the Smith.ai Zap on Zapier!

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.

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New Feature: Outbound Receptionist Calls from Your Business Phone Number

New Feature: Outbound Receptionist Calls from Your Business Phone Number

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.

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Receive Smith.ai Call Transfer Requests via Text Message (SMS)

Receive Smith.ai Call Transfer Requests via Text Message (SMS)

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.

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Smith.ai Cofounder Justin Maxwell Featured on Lawyerist Podcast

Smith.ai Cofounder Justin Maxwell Featured on Lawyerist Podcast

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.

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Smith.ai Now Integrates with HubSpot Inbound Marketing & Sales Software

Smith.ai Now Integrates with HubSpot Inbound Marketing & Sales Software

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.

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How to Integrate Smith.ai with Filevine

How to Integrate Smith.ai with Filevine

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.

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How to Use Virtual Receptionists to Handle Overflow Calls

How to Use Virtual Receptionists to Handle Overflow Calls

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.

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Smith.ai Now Integrates with Housecall Pro Business Management Software

Smith.ai Now Integrates with Housecall Pro Business Management Software

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

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Smith.ai Now Integrates with YouCanBook.me

Smith.ai Now Integrates with YouCanBook.me

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!

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Smith.ai Now Integrates with Appointy Online Scheduling Software

Smith.ai Now Integrates with Appointy Online Scheduling Software

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

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How to Automate Tasks with Smith.ai Virtual Receptionists

How to Automate Tasks with Smith.ai Virtual Receptionists

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.

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How to Connect Smith.ai to Calendly (and Google Calendar)

How to Connect Smith.ai to Calendly (and Google Calendar)

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.

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