Our small business customers rely on Ruby to be their technology partner, and we’re passionate about using technology to simplify their day-to-day operations—giving our customers the freedom to focus on big-picture goals and plan for the future. Integrations are one of the key ways we get there. By integrating our call data with the tools our customers use daily, we help ensure that no matter where they go, our customers have everything they need to run their businesses efficiently.
Did you know more than 40% of Ruby customers are lawyers? That’s one of the big reasons our legal answering service partnered with three trusted resources for attorneys: Clio, Lexicata, and our newest addition, Rocket Matter.
- Ruby and Rocket Matter’s cloud-based practice management software work together to streamline workflow, automatically syncing calls, voicemails, and messages with your Rocket Matter account. Plus, our call data includes the date and length of every call for easy, accurate billing.
- Similarly, Ruby pairs with & Clio’s cloud-based practice management software to easily associate client communications with specific contacts and matters, and make billing a breeze.
- And Ruby works with Lexicata’s all-in-one CRM and client intake solution to make client intake even quicker, track marketing efforts, and more.
These integrations are part of our ongoing effort to deliver unparalleled service that helps our customers thrive, and we look forward to integrating with more innovative tools in the future to serve both our attorney customers and all our small business customers.
“Ruby understands the unique needs of solo and small-firm practitioners, and by integrating their Ruby call data with the tools they use every day, we help centralize their client communications into one system. This provides the first step in efficient and effective client billing, follow-up, and customer retention. By partnering with widely adopted industry solutions, we simplify and streamline many aspects of their practice to help them better serve their clients and grow their practices.”—Katharine Nester, Ruby Chief Product & Technology Officer
To start syncing your Ruby service with your Rocket Matter, Clio, or Lexicata account today, log in to Ruby and click our new Integrations link—and if you haven’t visited the Integrations area recently, we hope you like the new look and feel!
Not a Ruby customer yet? Learn more about our integrations here!