For Virtual Receptionists & Outsourced Staffing, the following are essential features, and you should therefore expect to see a check in every box in this section.
Although they are called "virtual" receptionists, the person who answers the phone is, in fact, a real person who can use your customized greeting, request information according to your instructions, make warm transfers to you, or take messages.
You can give your receptionist access to your calendar or scheduler so they can book appointments for you.
A virtual receptionist service can be a partner in your intake process rather than only and ask questions and gather information according to your intake script.
Some virtual receptionist services will make calls for you in order to relay basic information such as confirming an appointment, providing directions to your office, or making referrals.
You may prefer to use a different phone number to help you track your callers, or a toll-free number to make it easier for some people to contact you.
We're using live chat to mean chat plus a team to respond to inquiries, as opposed to a chat tool you can use to respond yourself.
With a chat tool you can add a chat box to your website so that visitors can chat directly with you or your firm staff when you are available.
A chatbot is an automated messaging tool for automated communication with visitors to your website or within commonly used messaging apps like Facebook Messenger. Some are essentially a guided form, while others might use AI to answer more complex questions.
With call routing you can direct incoming calls based on criteria you set. For example, you could send existing clients directly to the lawyer handling their matter. Or distribute potential client calls evenly among intake staff. Or just send calls to your virtual receptionist after hours.
Your phone service can transcribe your voicemails using text recognition software so you can read your messages instead of listening to them.
"This call may be recorded for quality control purposes." Only if you want to, of course.
Use information about your calls to identify patterns, calculate the ROI of your marketing efforts, and improve your client service.
Send and receive text messages using your business phone system.
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Text from your business number. With the Ruby app you can send and receive text messages from your business phone number.
Appointment confirmation and outgoing calls. Ruby can call your potential clients to confirm upcoming appointments (i.e., remind them to show up) or make other outgoing calls. For example, if you need to reschedule a bunch of appointments, you can have Ruby make those calls for you.
Custom intake forms and FAQs. You can have your receptionists collect information from callers. And if your callers often have the same questions, you can give Ruby your answers so they can help your callers.
Known callers. You can sync up your contacts from your iPhone or Android phone, and Ruby can greet known callers personally.
24/7 live reception hours. Now that Ruby has extended their live reception hours, attorneys who focus on quick responses to potential clients (any time of day) have another solid option to review. Keep in mind, however, that while this service may expand the pool of potential clients you have access to, you will likely want to take advantage of the custom intake forms and call scripts to help filter down to the most promising options.
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