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