Ruby Receptionist Integration.
Automatically having your Ruby call data, messages, and voicemails sent to your Rocket Matter account makes it easy to associate Client communication with specific cases and Matters. You’ll save time and get more done with all your Clients’ details in one place!
1. Login to Ruby Receptionists customer website and select 'Integrations' under the 'Accounts' section.
2. Select 'Rocket Matter' and click the 'Authorize' button. You will be redirected to Rocket Matter to enter your Rocket Matter username and password to complete the authorization. Once authorized, you will be redirected back to the Ruby site.
3. Change your data Sync Options.
4. Select 'Import Contacts' to import your Rocket Matter contacts into Ruby.
5. Select which Ruby account data to send.
Once authorized and connected, Ruby will automatically send messages and voicemail notifications (or all calls, depending on your preference) to your Rocket Matter account.
6. Add information to Ruby messages from the message detail view. You can easily assign a Matter, update the billing notes, or forward the message to another user in Rocket Matter.
