SMB Team Tech Stack

Law firm growth acceleration through marketing, sales systems, and coaching

Business Consulting and Services Bala-Cynwyd, Pennsylvania 51–200 employees Founded 2018 Privately Held

SMB Team serves law firms through a four-pillar model: lead generation (Google, social, paid media), sales and intake operations, team scaling via virtual assistants, and financial planning. The company's own 6-year trajectory from zero to $30M ARR with 100+ employees grounds their consulting practice. Current hiring skews heavily sales (7 roles) and marketing (4 roles), while their project list signals a shift toward AI agents across sales, service delivery, and operations — suggesting they're building proprietary tools rather than pure advisory services.

Tech Stack 10 technologies

Core StackGoogle Ads QuickBooks Xero Microsoft Office Meta Google Workspace LinkedIn Google YouTube Clio

What SMB Team Is Building

◆Challenges

Managing large media budget
Top of funnel growth
Full funnel acceleration
Lead generation
Optimizing media spend efficiency
Maintaining cpa targets
Optimizing marginal efficiency
Meeting revenue targets
Managing financial performance across multiple law firms
Optimizing billing and collections

▲Active Projects

Quarterly media planning
Creative feedback loop
Organic social media strategy for smb brands
Moderate facebook and reddit communities
Content creation for blogs and case studies
Agentic operating model
Ai agents across sales, service delivery, finance, operations, and internal reporting
Single source of truth for client and operational data
Campaign implementation and trafficking
Smb coaching program implementation

Hiring Activity

Steady15 roles · 6 in 30d

Department

Sales

Marketing

Finance

Engineering

Seniority

Mid

Senior

C-Level

Manager

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About SMB Team

SMB Team, founded in 2018 and based in Bala-Cynwyd, Pennsylvania, operates as a growth consultancy and services firm for law practices across North America. As of January 2024, the company works with 438 law firms and claims average annual client revenue growth of 81%. The core service stack includes digital marketing (SEO, Google Ads, Facebook Ads, video), a dedicated virtual assistant arm (Attorney Assistant) for lead handling and follow-up, sales training and intake optimization (targeting 30% conversion lift), and fractional CFO services for profit and cash-flow planning. The company also runs an internal coaching program designed to help lawyers transition into firm leadership and build self-managing teams.

HeadquartersBala-Cynwyd, Pennsylvania

Company Size51–200 employees

Founded2018

Hiring MarketsUnited States

Frequently Asked Questions

What tech does SMB Team use internally?

Core stack: Microsoft Office, Google Workspace, LinkedIn, Google Ads, YouTube, QuickBooks, Xero, and Clio (legal practice management). No emerging tech adoption recorded; focus is on standard SaaS and advertising platforms.

What is SMB Team working on right now?

Active projects include quarterly media planning, organic social strategy for SMB brands, content creation, community moderation (Facebook and Reddit), campaign implementation, and a shift toward AI agents for sales, service delivery, finance, and operations.