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Learn to convert more leads into clients with automation and outsourcing in this recorded webinar with Practice Panther's Marketing Director Maria Berbera and Smith.ai's Head of Growth & Education Maddy Martin.

With online scheduling, you will be accessible to clients and prospective clients requiring your legal or financial services. Clients can schedule with you directly on your website or from your emails, or you can have receptionists schedule on behalf of clients who call in. Learn best practices for online scheduling in this webinar recording if you missed the live session with Dmitri and Maddy!

Accepting online payments at a law firm means giving clients a secure digital way to pay invoices, retainers, and fees — reducing collection time, improving cash flow, and meeting the payment expectations modern consumers already have.

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.

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!

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.

Virtual receptionists for accounting firms are trained remote agents who handle inbound calls, qualify new client inquiries, and manage scheduling so CPAs and accountants can stay focused on billable work.

Lead qualification and intake with Smith.ai virtual receptionists is the process by which Smith.ai's 500+ trained North American agents — and AI — screen inbound callers against your firm's specific criteria, collect case details, and route only qualified prospects to your attorneys.