Working in the finance industry means you could be filling one (or more!) of any number of roles. Whether you’re a financial advisor, financial planner, investment advisor, or wealth manager, there’s a common need to keep client records organized. Here's our list of the top 10 solutions that will keep your data tidy and your communications streamlined.

The wait is over! Smith.ai's cloud phone system, Keypad, is now available as an iPhone app. Learn more and download it now.

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.

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!

If your business needs a more affordable and easy way to route calls, a cloud phone system is the way to go, but it can be overwhelming to determine which provider to choose. Here’s how the Keypad cloud phone system compares to Grasshopper.

71% of consumers are more satisfied when they're given the option to make an online payment, and legal services are no exception.. Clients are still just consumers, after all, and legal services are just another type of transaction. Learn from Sarah Schaaf, CEO and co-founder of legal payment provider Headnote, why accepting online payments will be a major leap forward for your law practice, resulting in greater profitability, professionalism, and productivity.

Tune in to hear Maddy Martin, Smith.ai's head of marketing and partnerships, discuss how the Clio and Smith.ai integration works. Plus: Learn how to get the most out of your Smith.ai receptionist services, both as a stand-alone service and in combination with Keypad, our cloud phone system.

Smith.ai's Keypad cloud phone system now supports SIP calling! This means you can use a SIP softphone or VOIP desk phone to make and receive calls using your Keypad number(s).

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

Dialpad customers, here are the steps to follow to set up call forwarding to Smith.ai, so our receptionists can answer your calls.