Blog: Policies & Processes

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.

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.

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.

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standardizes data privacy laws across Europe, expands the definition of “personal data,” and serves as an update to the outdated EU Data Protection Act.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.