Ruby Receptionists Centralize Client Communication

Lawyers have places to be and cases to work on, which is why Ruby® Receptionists works with the tools you already use. By integrating our call data with the tools you use every day, Ruby strives to centralize your client communication into one system, so you have everything you need for efficient and effective follow-up. Ruby’s live remote receptionist service integrates with three key solutions for lawyers: Clio, Lexicata, and Rocket Matter.

Comprehensive Case Files With Ruby & Clio

Clio’s cloud-based practice management software integrates with Ruby for:

  • Improved workflow – No more re-entering data! Ruby automatically syncs all calls, voicemails, and messages with your Clio account.
  • Accurate billing – Easily track the date and length of each call, so you can bill accurately.
  • Informed follow-up – Detailed messages about inbound phone leads go directly into Clio, making follow-up with potential clients simple.

Capture Client Opportunities With Ruby & Lexicata 

Lexicata’s CRM and client intake solution for lawyers works with Ruby to help you:

  • Speed client intake – The information Ruby collects from callers (name, phone number, message, etc.) syncs with Lexicata, making it easy to capture new leads.
  • Track marketing efforts – Our receptionists can gather the source of any call, so you know which marketing channels are most effective.
  • Grow your practice – With the Lexicata- Ruby integration, you’ll capture more prospective client calls and keep current clients happy.

Increased Efficiency With Ruby & Rocket Matter 

Rocket Matter’s cloud-based legal practice management software pairs with Ruby for:

  • Streamlined operations – Eliminate tedious data entry with Ruby’s automatically-synced call details.
  • Simplified billing – Extensive call data ensures you always know how long you spent on a client call, so you can feel confident about billing.
  • Enriched client interactions – Ruby’s live remote receptionists gather critical details that help you follow up effectively and win clients.

Since 2003, solo and small-firm lawyers across North America have relied on Ruby’s charming receptionists to answer calls live in English and Spanish, transfer calls, take messages, collect new client intake, make follow-up calls, and much more—just like an in-house receptionist, at a fraction of the cost. Ruby turns rings into relationships!

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