Blog: Policies & Processes

5 Documents Every Small Business and Law Firm Owner Needs

5 Documents Every Small Business and Law Firm Owner Needs

Setting up a new small business or law firm? Already running one and starting to see it soar? Jordan Ostroff of LegalEase Marketing has five documents you need to ensure your business is protected from uncertainty.

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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 Qualify for Paycheck Protection Program Loan Forgiveness

How to Qualify for Paycheck Protection Program Loan Forgiveness

The Paycheck Protection Program (PPP) has been all over the news, but is there any left? How do you gain access to it? Our friends at Bench are here with a guest blog post to help answer that question.

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Mastering the Art of Remote Work in the Age of COVID-19

Mastering the Art of Remote Work in the Age of COVID-19

The crisis over Covid-19 is probably challenging you to move your business remote faster than you intended. There's a lot to adapt to very quickly, but you can do it with the aid of a clear plan and good technology.

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How COVID-19 Affects Lawyers - A Guide for Solo & Small Firms

How COVID-19 Affects Lawyers - A Guide for Solo & Small Firms

Prepare your small business now for the reality of COVID-19 using these tips from lawyer and small business owner Jordan Ostroff.

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5 Tips for Managing Virtual Staff

5 Tips for Managing Virtual Staff

Do you have trepidation about working with remote or virtual staff? Follow these five steps for effective delegation, happier clients, more money, and a great relationship with your virtual staff.

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Customer Screening Magic

Customer Screening Magic

Client screening revolves around a simple concept: don’t work with someone who does not fit your business. Jon Tobin, founder of Counsel for Creators LLP, explains how to determine your ideal clients, why and how to screen your potential clients, and what to do if your new lead doesn't fit your criteria.

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5 Data Risk Management Tips for Small Law Firm Owners

5 Data Risk Management Tips for Small Law Firm Owners

Suzanne Headon, chief marketing officer of legal-risk management software Kinnami, shares what small-firm lawyers who use automation and collaboration platforms should do right now to reduce data breach risks and protect their client's information.

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Smith.ai Blocks Spam, Sales Calls & Wrong Numbers For Free

Smith.ai Blocks Spam, Sales Calls & Wrong Numbers For Free

At Smith.ai, we never charge our clients for robo-dials, spam, wrong numbers, unsolicited sales calls, or any numbers you personally request to block. We globally block over 20 million numbers for all of our clients, and block individual numbers on the account level, all for free. Learn more about Smith.ai's spam-blocking policy in this article.

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Smith.ai's Commitment to GDPR Compliance

Smith.ai's Commitment to GDPR Compliance

Beginning May 25, 2018, the European Union (EU) is enforcing a new regulation adopted by the European Parliament known as the General Data Protection Regulation (GDPR). GDPR standardizes data privacy laws across Europe, expands the definition of “personal data,” and serves as an update to the outdated EU Data Protection Act. Learn how Smith.ai is complying with GDPR.

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