Blog

Watch this recorded webinar with Wealthbox's Chris Kopanski and Smith.ai's Maddy Martin to see the features of Wealthbox and Smith.ai and how their integration works to benefit financial advisory firms.

Keri Norris, General Counsel and SVP of Legal and Regulatory Affairs at LegalShield, offers five solutions to common legal risks that independent entrepreneurs and small company owners can proactively implement with help from subscription-based legal services providers.

Lawmatics is a brand new marketing automation, contact management (CRM), and intake platform, built by lawyers and for lawyers. When you connect your Smith.ai and Lawmatics accounts, you'll see new contacts added and existing contacts updated after each call. All call notes will be logged in their records, too. Plus, Smith.ai receptionists can complete intake forms on behalf of new prospective clients. Learn more about this integration and how to put it to work at your law practice.

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.

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

WhenWorks is an inexpensive and popular iOS- and web-based scheduling tool that eliminates the hassle of scheduling meetings by allowing customers and coworkers to book time with you online when you’re available, and only during the times you’ve approved. Now, Smith.ai integrates with WhenWorks so our receptionists can book time on your calendar based on your availability (with new leads and existing clients, for example).

Smith.ai client Conor Malloy of Chi City Legal, LLC shared his playbook for small businesses looking for lean, effective marketing tactics and automated workflows today on IMPACT Branding & Design's Inbound Success podcast with Kathleen Booth. Tune in or read the transcript!

Watch this this webinar from September 26, 2018, with Smith.ai's head of marketing and partnerships, Maddy Martin and Michael Chasin, the Co-founder and CEO of the legal tech start-up, Lexicata. Lexicata is the #1 client intake software for lawyers looking to run a more organized, efficient, and profitable firm.

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.