Free Yourself From Admin. Focus On What You Do Best.
SMBIZ automates client intake, scheduling,
document follow-ups, and communication
like having a full-time assistant without
the overhead.
The Tools You Need, All in One Place
Sound familiar? You're not alone. Most small legal and accounting
firms face these exact problems.
Your Virtual Legal Assistant – 24/7
SMBIZ handles the admin so you can
handle your clients. Our platform is
purpose-built to streamline:
Secure Client Intake
Smart Scheduling & Confirmations
Document Collection & Follow-ups
Client Communication & Case Tracking
The Admin Burden Is Costing You
Sound familiar? You're not alone. Most small legal and accounting firms
face these exact problems.
Capture client info effortlessly
and securely.
Syncs with your calendar.
Sends confirmations via
email/text.
Clients are nudged to submit
the right files on time.
Keep clients informed without
lifting a finger.
The ROI of Automation Is Real
SMBIZ saves me hours every week it paid for itself
in the first month.
Gain 10+ billable hours/month
Improve onboarding satisfaction
Cut no-shows by 50%
Close more cases with consistent follow-up
Works With What You Already Use
Stripe for collecting
retainers
Auto-reminders for
consults
Cloud storage via Drive or Dropbox
Legal CRM replacement with full history tracking
Integrates With Your Favorite Tools
Local Healthcare & Private Clinics
AI-driven appointment scheduling, patient follow-ups,
and chatbot based symptom checkers can enhance
efficiency in smaller healthcare settings.
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