Ruby’s communication data is now easier to sync with Clio, saving attorneys’ time while helping them capture more clients

Ruby, the premier provider of live virtual receptionist and chat services for 5,000+ solo and small practice attorneys across the U.S., has further streamlined its integration with the world’s leading provider of cloud-based legal technology, Clio. The improvements make it even easier to connect the apps and manage communication data through a single sign-on process.

Answering more than 4 million calls and 8,000 web chats for law firms in 2020, Ruby® understands communicating with clients is a critical part of an attorney’s job, but also one that can take up a great deal of time and energy. 55% of lawyers report being interrupted six or more times during a work day, meaning most lawyers bill an average of only 2.3 hours per day.

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“With 40% of our customers in the legal field, Ruby understands the unique needs of solo and small-firm practitioners who want to provide clients a high-quality, professional experience while maximizing billable hours,” says Michelle Winnett, VP of Partner & Strategic Marketing. “While our virtual receptionists take the burden of client communication off the attorney’s shoulders, our integration with Clio enhances their efficiency by seamlessly sharing data throughout key client touchpoints.”

Since 2016, Ruby has integrated with Clio to help alleviate the burden of syncing Ruby messages and voicemail notifications to a customer’s Clio account, making it easy to associate these notifications with specific matters and contacts. Call times can be used to update client billing, reducing manual or double entry. Plus, Clio users can now log into Ruby using their Clio credentials, making it even easier to work within both solutions.

Clio launched their App Partner Program in October 2020 to expand its robust network of API integrations and make it easier for Clio users to add tools to their workflow. Ruby was one of the first to participate in the program, which includes Fastcase and NextChapter, as well as Lawyaw, which is now a Clio company. Since the program’s launch, Ruby has remained in the top five most popular integrations with Clio and is the only virtual receptionist and chat solution Clio users can add within the software.

“With over 200 app integrations in Clio, legal professionals can customize their tech stack to meet the specific needs of their jurisdiction, practice area, and workflows—often quite specific to each firm,” said Jonathan Watson, Chief Technology Officer at Clio. “Ruby’s popularity with Clio users demonstrates how essential seamless communications are to the broader legal process. It’s fantastic to see their continued success as part of the Clio ecosystem.”

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