Technology Integrations

We work with the same tools as you.

Ruby Integrations: Clio, Lexicata, & Rocket Matter

One happy, integrated family.

By connecting our call data with software like Clio Manage, Clio Grow, and Rocket Matter, we sync your calls with your client management tools to ensure you’re always well-informed. With Nextiva, we boost your flexibility in various ways, such as scaling call answering to match your call volume.

In short, we use your preferred tools to do our job more efficiently, so you can do your job more efficiently.


Ruby’s Technical Integrations

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Just to make it easy, we’ve put together a little summary of how this whole thing works.

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Sales Support

Ruby + Clio

Aligning calls 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.
  • Sign into with your Clio credentials
  • Access features like Status, Activity, Billing, Contacts, and more through Clio Manage
  • 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

Ruby + Nextiva

Ruby and Nextiva have teamed up to boost your flexibility, giving you the power to turn our services on or off with the touch of a button. As call volume grows, so does our coverage. No missed calls means no missed business opportunities.

Call handling at your fingertips.

  • Enjoy Ruby’s Virtual Receptionist services, built right into your Nextiva business phone
  • Easily toggle Ruby’s services on or off, letting you to take calls when you want to
  • Rather than sending a client to voicemail, push calls you miss right to Ruby
  • Ensure clients always get help from a warm voice
  • Gain all the benefits of having a personal receptionist

Ruby + Rocket Matter

Rocket Matter is a simple, cloud-based legal practice management software. With Ruby’s live Virtual Receptionists, we’ll help you gather the information you need to see profits skyrocket, and busy work plummet.

  • Automatically sync calls, voicemails, and messages with a Quick Intake Form
  • Track call dates and lengths for easy billing
  • Gather key client details from inbound calls
  • Simplify your follow-up process to win more business

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Ready to turn more callers into customers?

Missed connections translate to lost revenue. With Ruby, you have a partner in gaining and retaining customers. Plus, we’re so confident you’ll love our service, we offer a 21 day money-back guarantee*.

*Ruby is delighted to offer a money-back guarantee to first time users of both our virtual receptionist service and our chat service. To cancel your service and obtain a full refund for the canceled service (less any multi-service discount), please notify us of the service you wish to cancel either within 21 days of your purchase of that service or before your usage exceeds 500 receptionist minutes/50 billable chats, as applicable, whichever occurs sooner. Some restrictions may apply.