Blog

Salesforce is a popular CRM that allows businesses to manage their sales, marketing, and customer support efforts in the cloud. With Smith.ai's new Salesforce integration, you can instantly see new and updated contact information for callers (leads), as well as post-call summary notes, in your Salesforce account after every receptionist call.

Clio Grow is the newest addition to Clio, a popular choice for legal practice management software. With Clio Grow you can capture, qualify, and convert new potential clients for your law practice. With this integration, Smith.ai receptionists can add new leads and post-call summary notes to your Clio Grow Inbox instantly after every receptionist call.

Lead Docket is lead-tracking and intake software for law firms. With this integration, Smith.ai receptionists can add and update records in Lead Docket, so that attorneys can easily track and follow-up with all potential clients.

Smith.ai receptionists have made outbound calls for our clients from the start, but until recently, when we made those calls, your Smith.ai number appeared on caller ID. Now, you can opt to have your main business number appear on caller ID when we make outbound calls on your behalf. Learn more about this new feature from Smith.ai.

Listen to Maddy Martin on In Re, The Legal Podcast brought to you by the Illinois Institute for Continuing Legal Education. Maddy is on air, discussing seven tips to increase productivity in your small firm or solo practice.

Are you missing calls from potential clients? Are you slow to adopt new technologies, like online payments? You've got company. Responsiveness remains one of the biggest challenges for attorneys. It also presents the greatest opportunity for unlocking more revenue, client satisfaction, and productivity. We took data from the just-released 2018 Clio Legal Trends Report and pinpointed actionable recommendations. Learn four ways to buck the trend, be more responsive, and chart a path for your law firm's success.

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.