Blog: Productivity

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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5 Ways to Delegate Without Hiring Staff at Your Small Law Firm

5 Ways to Delegate Without Hiring Staff at Your Small Law Firm

Minneapolis-based attorney and solopreneur Jess Birken of Birken Law Office and Hack Your Practice offers a handful of ways fellow solo lawyers can lighten their load by tapping flexible, affordable outsourced services.

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WEBINAR: Improve Your Law Firm's Responsiveness

WEBINAR: Improve Your Law Firm's Responsiveness

Tune in to hear Maddy Martin, Smith.ai's head of marketing and partnerships, discuss ways to improve your responsiveness to potential clients interested in working with your law firm.

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Understanding Smith.ai's Integrations: Connect Your Contacts, Calendar, Invoices, and More

Understanding Smith.ai's Integrations: Connect Your Contacts, Calendar, Invoices, and More

Smith.ai has long been known for its integrations with contact management (CMS/CRM), business management, marketing, ticketing, calendaring, and billing software. We prioritize integrations because they drive efficiency. When your records, calendar, support tickets, invoices, and intake forms are synced with Smith.ai, you can spend less time on data entry and post-call follow-up work, which leaves you free to focus your valuable time on revenue-generating work. Now, you can see every integration partner on one handy page. It's never been easier to take full advantage of Smith.ai's integrations. Learn more about currently available integrations and how integrations work at Smith.ai.

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INFOGRAPHIC: Are you lawyering or laboring? Key takeaways from Clio's Legal Trends Report.

INFOGRAPHIC: Are you lawyering or laboring? Key takeaways from Clio's Legal Trends Report.

Attorneys: If you're like your peers, you're under-utilizing your time. On average, lawyers spend less than two hours a day on billable work. Discover the non-billable tasks that take up the most time, and then make a plan to direct more attention towards revenue-generating work.

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The Master List of Legal CRMs for Small Law Firms & Solo Attorneys

The Master List of Legal CRMs for Small Law Firms & Solo Attorneys

Whether you're looking for your first CRM or eager to switch to a new practice management solution, law firm management software is more powerful and capable than ever. Here is our comprehensive guide to the best legal CRMs on the market, with options suited to every budget.

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How to Automate Your Small Business

How to Automate Your Small Business

Conor Malloy, partner at Chi City Legal, shares his top four tips to automate your small business (for tech-savvy and non-techy folks alike!).

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The Top 5 Tech Tips for Lawyers: Grow Your Business in the Modern Legal World

The Top 5 Tech Tips for Lawyers: Grow Your Business in the Modern Legal World

As a legal technology specialist, Chelsey Lambert, founder and CEO of Lex Tech Review, identifies the tools and processes that can dramatically improve your law practice and your life.

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How to Send an Email via Text Message (and Text via Email)

How to Send an Email via Text Message (and Text via Email)

What do you do if you don't have a data plan on your phone, or you're in an area without data or LTE? Fortunately, cell phones allow users some unexpected resources in the palms of their hands: you can send emails via text message. And if you have the opposite problem, and find yourself without cell service? It's easy: you can also receive text messages from email accounts. Here's how.

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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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5 Ways to Run a Better Law Firm with Virtual Receptionists

5 Ways to Run a Better Law Firm with Virtual Receptionists

At Smith.ai, we can’t make you a better lawyer by running through flash cards until you’ve memorized every nuance of case law. However, our friendly U.S.-based virtual receptionists can improve your law practice by fielding your calls.

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How to Find Your Acuity Scheduling Public Calendar Links

How to Find Your Acuity Scheduling Public Calendar Links

We’re here to help you throughout your journey of growing your clientele and organizing your day. To keep your calendar organized, our virtual receptionists will need access to any scheduling applications you’re currently using. If you use Acuity Scheduling to manage your client appointments, we’ll need your calendar direct links to start booking appointments on your behalf. Here are a few tips for navigating your Acuity Scheduling dashboard and finding your calendar direct links.

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Smith.ai Now Integrates with Clio Law Firm Management Software

Smith.ai Now Integrates with Clio Law Firm Management Software

We at Smith.ai recognize how valuable time is to your legal practice, which is why we’re always looking for ways to save you minutes. Our new integration with Clio allows us to add and update client information in real-time so you're always in sync.

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Calendar Callback Appointments

Calendar Callback Appointments

Smith.ai works with you and your current business setup to help you streamline your daily tasks and make them more manageable. Many clients already take advantage of Smith.ai’s calendar integration feature as part of all paid plans. Your receptionists here at Smith.ai can use your calendar to book an appointment for consultations, office visits or even remote troubleshooting sessions. Many of our clients have “callback appointment” specifically set up on their calendar. These appointments are usually 10-15 minutes and are typically easy to set up with any calendar system.

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Outsourcing Your Outbound Calls

Outsourcing Your Outbound Calls

Smith.ai is proud to announce outbound calling as part of every standard paid plan. We will now gladly make outbound calls to your existing clientele and affiliated businesses on your behalf. Let’s face it, as a professional, your days are already jammed with appointments, deadlines, and other obligations. Making appointment reminder calls, or confirming that paperwork has been received can take up precious minutes of your day. Let your receptionists work for you by taking these tasks off your daily to-do list. Your receptionists will contact your clients or business partners to pass along information or even reschedule appointments

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Making the Right Impression for Your Small Business

Making the Right Impression for Your Small Business

The first contact with a potential client is often the most important, but when you're a small business or a one-person-show, being available for every call can destroy your daily productivity. Even worse is when you step away from an important meeting, only to find yourself stuck answering an unsolicited sales or spam call.

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17 Things Smith.ai can do for your business in 2017

17 Things Smith.ai can do for your business in 2017

Smith.ai’s virtual receptionist service has grown tremendously in the past year. Refining our existing features — and developing new ones to meet your needs — has kept us busy as we step into 2017. The list of things that our virtual receptionists can do for you and your business is ever-growing, but, in the spirit of ‘17, here are 17 of the most important ways our expert receptionists can assist you in the year ahead.

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Setting up Smith.ai with your existing Google Voice account

Setting up Smith.ai with your existing Google Voice account

Forwarding an existing Google Voice number to Smith.ai is a free and easy way to set up your business line and begin using your virtual receptionist service.

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Adjusting Your Time Zone Settings for Calendly

Adjusting Your Time Zone Settings for Calendly

Calendly automatically detected your time zone when you created your account with them. Unfortunately, The default account settings enable the same detection feature when your Smith.ai virtual receptionist schedules an event for you, and books the event in the detected time zone. This can lead to confusion, missed appointments, and ultimately client dissatisfaction.

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Why Smith.ai is the right choice for your law practice

Why Smith.ai is the right choice for your law practice

We’ll be blunt: Smith.ai is the right answering service for your boutique law practice. Our friendly, professional, virtual receptionists are here to support you in running your firm to its fullest potential. Your receptionists will be US-based. You will not be charged per minute, but rather per call. Included in your call plan are a wide variety of features designed specifically to help you optimize your day, and manage incoming phone calls as efficiently and effectively as possible. The receptionists at Smith.ai strive to project the image you want for your business. Rest assured we are collecting and handling your clients’ information with the highest degree of professionalism.

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