Blog: Customized Solutions

Amplify Your Referrals with Brand Building and Marketing

Amplify Your Referrals with Brand Building and Marketing

Want to grow your law firm's referrals, but don't know where to start? Tyler Roberts, co-founder of NOMOS Marketing, shares his tips for amplifying your law firm's referrals using brand building and marketing strategies.

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3 Reasons Why You Should Be Texting with Clients

3 Reasons Why You Should Be Texting with Clients

Should your business include text messaging as an option for clients? Kenneth Burke, Director of Marketing for Text Request, shares his thoughts on why companies should consider integrating texting if they're interested in generating more leads, closing more sales, and reducing their overall operational costs.

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Expert Tips from Mac Lovin' Lawyers

Expert Tips from Mac Lovin' Lawyers

Tom Lambotte of GlobalMac IT recaps his webinar with Brett Burney of Burney Consultants and Apps in Law and Ben Stevens of The Stevens Firm. He discusses the issues and opportunities for Mac-based law firms.

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How to Map Your New Client Intake

How to Map Your New Client Intake

Getting new leads and converting them to new clients is a focus for every law firm — and a headache when you get it wrong. But thinking more about the journey your clients actually takes can be unfamiliar. Attorney Justie Nicol shows you how you can map your intake and identify and fix what isn't working.

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How to Convert More Leads from Calls and Chats

How to Convert More Leads from Calls and Chats

Now more than ever, small businesses are looking for ways to bring in new revenue. Six marketing experts share their tips for expanding your lead intake — and converting more existing leads.

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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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