Blog: Virtual Receptionist

Streamlining Lead Generation for More Qualified Prospective Clients

Streamlining Lead Generation for More Qualified Prospective Clients

The founder of Retirement Matters, Inc., Dave Grant, CFP®, shares his finely tuned process for generating leads. Thanks in part to this setup, 95% of his initial consultation calls are with qualified potential clients. 95%! Learn how to replicate his success.

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Smith.ai Now Integrates with ClientSherpa

Smith.ai Now Integrates with ClientSherpa

ClientSherpa is client-friendly legal intake software for attorneys. Smith.ai now integrates with ClientSherpa, which means our receptionists can complete intake over the phone on behalf of new clients using your ClientSherpa forms. We can also schedule consultation appointments for you and other attorneys at your firm, because ClientSherpa integrates directly to your calendar. If you already thought intake was easy with ClientSherpa, just wait until it's even more streamlined with our receptionists.

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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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Smith.ai Now Integrates with Wealthbox

Smith.ai Now Integrates with Wealthbox

Wealthbox is a modern, web-based CRM for financial planners and wealth advisors. Smith.ai now integrates with Wealthbox so each call handled by a Smith.ai receptionist is documented in your Wealthbox account immediately after the call. New contacts are automatically created, and each call summary is logged as a new note for a contact (new or existing).

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Smith.ai Now Integrates with Pipedrive

Smith.ai Now Integrates with Pipedrive

Pipedrive is a popular sales management tool (CRM) for small businesses focused on activity-based selling. Smith.ai now integrates with Pipedrive so each call handled by a Smith.ai receptionist is logged in your account immediately after the call. Both a contact and an activity record are added, making it easy to identify progress and next steps for each deal.

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WEBINAR: Online Scheduling Tips for Legal & Finance Professionals with ScheduleOnce (Free)

WEBINAR: Online Scheduling Tips for Legal & Finance Professionals with ScheduleOnce (Free)

Join us Tuesday, August 21, at 12:00 p.m. EST for a free webinar about online scheduling best practices. We'll focus on scenarios specific to legal and finance professionals, but any service-oriented business owner will benefit from these tips!

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Smith.ai Now Integrates with CPACharge

Smith.ai Now Integrates with CPACharge

Smith.ai has partnered with CPACharge to help CPAs run more profitable financial planning firms by helping them collect more of their earnings.

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Announcing Smith.ai Operator: We'll Coordinate Your Conference Calls

Announcing Smith.ai Operator: We'll Coordinate Your Conference Calls

We're pleased to announce a new service from Smith.ai, called Operator. With this service, Smith.ai receptionists will convene your conference calls with multiple participants. We'll bring all participants on the line, and then we'll call you to join them. Learn more about this service and how to get started.

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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 Evolve Law Podcast

Smith.ai Cofounder Justin Maxwell Featured on Evolve Law Podcast

Evolve Law podcast host Ian Connett, founder of QuantumJurist, and Smith.ai cofounder Justin Maxwell discuss Smith.ai's AI-forward services, which take the company far beyond the realm of basic "call answering." From call routing to client intake, hear how Justin and the team behind Smith.ai are using machine intelligence and smart integrations to level-up communications and lead conversion for solo and small-firm attorneys.

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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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Delegation Nation: How to Practice at the Top of Your Law License

Delegation Nation: How to Practice at the Top of Your Law License

In this guest post, Jared Correia, CEO of Red Cave Law Firm Consulting, enlightens lawyers with his two-step path to effective delegation and increased earnings.

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5 Ways to Run a Better IT Consulting Business with Virtual Receptionists

5 Ways to Run a Better IT Consulting Business with Virtual Receptionists

No matter what category of services you provide – desktop support, infrastructure, software, or services in a variety of different niches – your clients will need to contact your company with questions and will need help resolving issues. Though we can’t fill the shoes of a full-fledged technician, our live receptionists can collect information from the caller and either get this information into the right hands or transfer the call when the matter is urgent.

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Lawyerist Highlights Smith.ai's Wide Range of Receptionist Services

Lawyerist Highlights Smith.ai's Wide Range of Receptionist Services

Lawyerist regularly updates its comparison chart of virtual receptionist services available to lawyers across the U.S. New to the list this summer, Smith.ai is the most fully featured service at the lowest introductory price.

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Smith.ai Virtual Receptionists Recommended by Lex Tech Review

Smith.ai Virtual Receptionists Recommended by Lex Tech Review

Chelsey Lambert's Lex Tech Review is the go-to online destination for legal technology recommendations. Read her review of Smith.ai Virtual Receptionists, which highlights our unique emphasis on artificial intelligence.

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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 Now Integrates with AppointmentCore

Smith.ai Now Integrates with AppointmentCore

Often used in conjunction with Infusionsoft, AppointmentCore allows you to automate your appointment bookings and sync them with your Google or Outlook calendar, your GoToMeeting account, and the client's Infusionsoft record. Smith.ai's receptionists can now book appointments on behalf of your prospects and clients using your custom booking links.

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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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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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