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.
Manual intake and scheduling wastes time
Missed follow-ups = lost clients
No reminders for crucial documents
Admin overload cuts into billable hours
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.
Secure Intake Forms
Capture client info effortlessly and securely.
Calendars & Booking
Syncs with your calendar. Sends confirmations via email/text.
Document Upload & Reminders
Clients are nudged to submit the right files on time.
Status Update Workflows
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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