VIDEO: Online Scheduling for Legal & Financial Firms with Smith.ai and ScheduleOnce

Kelsey Johnson

ScheduleOnce Business Development Manager Dmitri Khaikin and Smith.ai Head of Growth and Education Maddy Martin (a ScheduleOnce Certified Partner) hosted a webinar on online scheduling best practices for legal and financial firms. If you missed the live session or want to revisit certain topics, here's the recording:

Watch Online Scheduling for Legal and Financial Firms on YouTube

Dmitri and Maddy discuss how online scheduling allows solo and small law firms and financial firms to increase their accessibility to prospective and existing clients requiring their services. Clients can schedule with you directly on your website or from your emails, or you can enlist virtual receptionists to schedule on behalf of clients who call in. You can even accept pre-payment for consultations and gather important information to facilitate new client qualification and intake before an appointment is even scheduled, helping to ensure only those leads who are most qualified get on your calendar.

Ready to up your calendaring game and connect with more qualified leads? 

Get Started with Smith.ai (or Add a Scheduling Integration!)

Smith.ai is here to help you capture and qualify leads, intake clients, better serve existing clients, and run a more efficient legal or financial firm.

If you're not yet a Smith.ai customer, sign up for a free consultation with our team or get started risk-free with our 14-day money-back guarantee. We're available Monday through Friday, 5am – 6pm PT.

If you're already a Smith.ai customer, but wish to make better use of our receptionists by having us take care of online calendaring tasks and more, please email us at support@smith.ai. We can start scheduling appointments and consultations directly onto your current online calendar.

Kelsey Johnson

Kelsey Johnson is the marketing manager at Smith.ai. She is a legal tech expert focused on helping solos and small firms with their practices through tech-enabled operations, digital marketing, and communications.

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