Ruby + Clio

Aligning calls and chats with case files.

  • Clio Manage and Clio Grow are cloud-based tools that give attorneys everything they need to run a practice. When teamed up with Ruby’s live Virtual Receptionists, you’ll be able to view and manage all of your client information right through your Clio account.
  • Automatically sync calls, voicemails, and messages with a Quick Intake Form
  • Link client communications with specific contacts and topics
  • Track call dates and lengths for easy billing, and to learn which marketing efforts are performing best
  • Get detailed messages about inbound leads
  • Simplify your follow-up process to win more business
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