Client Spotlight: Carolyn Young with The Verity Group

Carolyn Young with The Verity Group

Carolyn Young, President of The Verity Group

We were delighted to meet Carolyn, Jacy, and Bob from The Verity Group at the ABA TECHSHOW this year, and we immediately thought of them for our Ruby Client Spotlight series. As consultants for businesses as diverse as Fortune 50 corporations, AMLAW 100 law firms, and small, independent entities, this tech-savvy group ferrets out inefficiencies and helps their clients to make the most out of their resources.

I chatted with President Carolyn Young about The Verity Group and how entrepreneurs can best use technology to build their businesses.

Tell us about The Verity Group

The Verity Group is a hybrid consultancy specializing in blending Information Technology with best practices in legal services, records management, and document review. We help clients with Data Management, Document Review, E-discovery Workflow and Litigation Readiness, and with a focus on efficiency, we work with clients to deliver better communication, processes, people, and procedures.

How do you see the role of technology in improving entrepreneurs’ lives?

Technology makes the playing field more level for all enterprises, big and small. Often, we see clients that have grown massively and so rapidly that they have lost control of the data and technology available to them – that’s where we come in. We help businesses understand what they have and help them use it to the fullest. We advise not only on technology, but the people running it, because technology is only as good as the people behind it. It all leads to a very synergistic and holistic approach to resource optimization.

You’re a Relativity Certified Admin, and both you and Bob are Relativity Certified Sales Pros. What is Relativity?

Relativity is the leader in document review platforms and is primarily used in the discovery phases of litigation. Relativity allows law firms and corporations to quickly gather information about a case and find key documents to support their efforts. Features like file review, coding options, flexible workflow capabilities, and integrated productions make for a significantly efficient document review process.

How has having Ruby’s virtual receptionist service affected your business day-to-day?

Simply put, Ruby has helped us stay in touch with our clients, no matter where we are or what we are doing. Communication efficiency is required to meet our clients’ time-sensitive needs. Ruby is always professional and that helps us ensure the right image for our small but growing consultancy.

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Client Spotlight: Attorney Anthony Bompiani

Anthony BompianiWe’ve had the pleasure of working with solo attorney Anthony Bompiani for the past 3 years. In addition to his successful law practice, Anthony is currently presenting CLEs throughout Pennsylvania for several county bar associations, particularly focusing on using technology in law. Subjects include smartphones, eReaders, apps, social media, as well as our live virtual receptionist service!

We chatted with Anthony and asked him about his solo practice, ways to improve productivity with tech, and how he’s able to balance work with raising a family.

Tell us about Bompiani Law Group

I started Bompiani Law Group LLC in January of 2009. Right now I have two offices – one in Youngwood and one in Pittsburgh, Pennsylvania. I’m currently serving clients in 6 Counties in Southwestern PA. The practice focuses on criminal defense, family law, and personal injury.

You were named one of The National Trial Lawyers Top 40 Under 40 in 2011 and one of Super Lawyers Rising Stars in 2010. Can you tell us a little more about them?

The Super Lawyers Rising Stars award was based on leadership in the legal community and outstanding service. The National Trial Lawyers Top 40 Under 40 award was for my performance and results in jury trials and outstanding service to clients. I’m very proud of both awards. They both mean a lot.

What’s your best advice for a solo attorney who’s just starting out?

Capitalize on the benefit of technology! Today’s technology makes the actual practice of law so much easier. We can literally practice from anywhere and still be in touch with clients.

Do you have a favorite productivity tool or app that helps you maintain a good work/life balance?

Ruby is a great productivity tool and has made my practice a lot more efficient. I also use Rocket Matter and Dropbox every day of the week.

Did you answer your own phone before you started using Ruby’s virtual receptionist service?

When I first started I answered my own phone and then my secretary took over. But now, with the help of Ruby, we can focus on productivity and efficiency. Ruby allows my secretary to focus on productive work instead of constantly answering the phones. You’ve made life a lot easier, for sure.

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Client Spotlight: Linda DeVlieg and Albuquerque Real Estate

Linda DeVlieg

Our virtual receptionists have been cheerfully answering calls for Linda DeVlieg’s office at Coldwell Banker Legacy since September, and it has been fantastic working with her. An expert real estate agent in Albuquerque, Linda helps residents sell and buy homes as well as those relocating to the Duke City for work. She holds numerous certifications including being Albuquerque’s only Cyberstar®, an elite group of real estate professionals chosen for their proficiency and knowledge of technology in real estate marketing. We’re thrilled she chose Ruby to care for her callers!

We touched base with Linda and asked her a few questions about life as an entrepreneur, advice for buyers and sellers, and why she loves her job.

Tell us about your Albuquerque real estate business

My business is mostly centered around my website, which has been at the top of the search engines for a long time; I started it back when a lot of real estate professionals were worried about whether the Internet would kill our business; I believed that the Internet was where the customer was going, and I needed to go with them!

What makes Albuquerque such a wonderful place to live?

The weather and the scenery. 360 days of sunshine and the most beautiful vistas in the world! Plus, the people and the diversity – very easy place to live.

Do you have suggestions for first-time home buyers?

Choose a great real estate professional and let them guide you through the process. There’s way too much information to go through and do it on your own – and the sellers pay for us to help you! It’s a win-win situation.

What’s your best advice for someone who’s thinking about selling their home?

Get guidance from an experienced real estate consultant and don’t fight the market! Stage, place, and market your home to its best.

Getting to find families the perfect home must be very rewarding. Have you had any experiences that have moved you (no pun intended)?

Oh my, so many great experiences! I loved the one where I was holding an open house, and a couple walked in and wanted to buy it on the spot. I had my lender with me, and as it turned out they couldn’t buy it on a VA loan without being married. He got down on his knees and asked her to marry him. It was amazing!

You’re constantly on-the-go showing homes; how has having Ruby’s virtual receptionist service helped your business?

Ruby is essential to my being out with clients, doing business, and still having a live, friendly voice to answer my marketing calls. I know how much I hate voicemail when I’m contacting a business, and Ruby allows me to have my valuable customers get a live person answering my phone and either forwarding that caller to me, or taking a message and making sure I receive my messages immediately. I wouldn’t do without Ruby!

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WOW Story of the Month : An Oscar-Winning Performance!

One of the things that makes Ruby such a great place to work is that we get to work with great clients! Ruby clients make our days brighter and that is what motivates us to keep brightening theirs. This month’s WOW story comes to us from an amazing pair up from our Client Services department and virtual receptionist team: Kate and Dallas!

One of our amazing clients, Donna Cutting, released a book called The Celebrity Experience: Insider Secrets to Delivering Red Carpet Customer Service, and we just absolutely love it! Donna is an expert in educating people on how to make great impressions and provide over-the-top customer service and we feel so lucky to be able to work with her.

Part of Donna’s mission to experience the real celebrity red carpet, she was able to score a chance to attend the Academy Awards! Kate and Dallas were so excited for her, so they put their heads together to come up with a fun way to show it. They decided to make sure that she didn’t have to leave the Academy Awards empty handed and sent her her very own customized Oscar (we like to think she probably won it in the category of “Awesomeness”).

Donna posted this photo and comment on her Facebook wall:

“Kate and Dallas from Ruby Receptionists knew that I had just come back from my bleacher seat at the Oscars. On a whim, they made my day by sending me my very own Academy Award!”

We are so excited that we could give a little of that red carpet service back to Donna for all the great work she does to inspire others!

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Ruby’s WOW Story of the Month: Suprise! A Puppy!

It’s time again for another installment of Ruby’s WOW Story of the Month! Ruby is always striving to be the best virtual receptionist service out there, and we know that every interaction we have is a chance to prove it to our clients and callers if we just listen for the right moment. This particular story comes us from our Client Services team — namely, Ruby Problem Solver & Happiness Maker and fellow blogger, Kendra Neal!

When a new client signs up with Ruby, we take a little time to get to know them and their needs with a brief chat before we get the account up and running. Last week, Kendra was talking with Tim Miles, a new client. At the end of their chat, Kendra said, “You are all set, is there anything else we can do for you today, Tim?” and Tim joked, “How about a puppy?!”

Well of course Kendra knew she HAD to send him a puppy! She ran to the store and picked up this fluffy little guy and sent him on his way to make Tim’s request come true.

A photo of the stuffed animal puppy
The puppy that Kendra sent to Tim — adorably named “Ruff” by his two-year-old
Tim was delighted, and he even wrote a blog post about it to kick off his series about the art of gift giving on his blog. Often it is the smallest detail in your interactions that can be turned into a WOW and create the foundation for some fabulous connections! 
 
Why we love this story: We got to make Tim’s day, which in turn made ours, and as an extra bonus, we found out about his eBook: “Your Customer Likes This: Shareworthy Customer Service.” If you’re looking to provide WOW-worthy customer service, we highly recommend it!
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Client Spotlight: Attorney Ernest Svenson

Attorney Ernest Svenson

Attorney Ernest Svenson

Ernest Svenson, or as you may know him from his popular blawg, Ernie the Attorney, has built his law firm on using technology to make his practice flexible and gain leverage on behalf of his clients. In addition to his solo law practice, he also frequently speaks at CLE seminars sharing his tech expertise and will be on the faculty at the ABA Tech Show in March. We’ve enjoyed getting to know him over the past three years and are excited to share some of his wisdom in our Client Spotlight series!

Lawyers are notorious for working long hours. How can attorneys use technology to improve their work/life balance?

Easy: use tech intelligently so you get the most out of it without getting bogged down with trouble-shooting or configuring. Then, shut it down and experience the real world. You know, the one devoid of technology (or at least as devoid of it as possible).

How can solo and small law firms set themselves apart from the big kahunas in the legal field?

The short answer is: leverage technology to do more at a lower cost. One thing about technology is that usually it leads to something “useful, but impersonal.” Your virtual reception service is an example of how technology has enabled something highly personal and “white glove.” Yet the cost is completely affordable. These days people are used to getting a recording. They don’t like it, but they’re used to it. Use low cost technology to surprise people and give them great phone service.

Did you answer your own phone before you started using Ruby?

Actually, I used a robo-answering service. And I sometimes answered my own phone. I didn’t realize that some folks (especially new clients) were put off by my prior system.

Our virtual receptionists answer calls for a few of your businesses, including your solo practice, the Svenson Law Firm, and your continuing education provider, Digital Workflow CLE. What advice do you have for those thinking about using Ruby for one or more of their businesses?

I think this is one of the unknown features you all offer. I didn’t realize that for a small additional monthly fee I could add another line and share my minutes. So, my advice would be “try this” if you have two businesses. In fact, I’d even consider using it if I had a law firm with two distinct practice areas that I had separate marketing campaigns for (e.g. Trusts & Estates, and Domestic law).

You have CLE seminars coming up on December 28th and 29th on how to maintain a paperless, digital law practice. What’s something that attorneys can implement now that could help them be more productive?

Becoming paperless is about two things: (1) keeping digital information (e.g. email) in digital form, and (2) converting the non-digital (e.g. paper) to digital. The harder part is #2. This involves getting the right scanner (I recommend the Fujitsu ScanSnap 5100; there’s a PC version and a Mac version). Then you have to get used to using it regularly.

The next big thing is to create a digital signature so you’re not always printing just to sign a document that you have to send out. Remember principle #1: keep it digital (if you print it you have to scan it back in). The trick is to stamp it with an electronic signature, and then “print to PDF,” and then email the PDF to the recipient.

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We’d Love to Hear How We’re Doing — With Hively’s Help!

Ruby® Receptionists’ Core Values of Innovation and Fostering Happiness are coming together with help from Hively’s real-time feedback tool! In the coming weeks, you may see a few new faces when you receive an email from our Problem Solvers & Happiness Makers; these little guys will be included in the signature of every email our Client Services team sends:

Hively Customer Feedback Tool

Hively’s super simple rating tool will help us gather feedback and measure our clients’ happiness, so we’ll be able to make our virtual receptionist service even better!

We’re really excited to work with Hively. They’re an energetic and fun bunch, and their goal is to make customer feedback fun and easy and ultimately make people happy – what’s not to love?

We’ll keep you posted on what we find out, and in the meantime, if there’s anything more we can do to help, feel free to write us at staff@callruby.com or call us at 866-611-7829. We’d love to hear from you!

Learn more about Hively at http://www.teamhively.com. Readers of this blog also get a chance to try Hively free for 60 days with any subscription plan by entering the code ‘CALLRUBY’ (without quotes) during the payment process.

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Monica Wofford Inspires Confidence at Ruby!

Last night, Ruby®‘s virtual receptionist team came together for our final staff meeting in 2011. In addition to eating Hot Lips pizza, Creating Community, and chatting with coworkers, we had a special treat! Monica Wofford, Master Trainer and CEO of Contagious Companies, Inc., came to speak to our team about confidence. Her accolades are tremendous: Certified Speaking Professional (CSP), Certified CORE MAP® Coach, college professor, author, a degree in Speech Communication, an MBA, President of the Central Florida National Speakers Association, just to name a few.

We have enjoyed working with Monica and getting to know her over the years, and we had a blast meeting her in person and hearing her speak. Answering phones for public speakers, attorneys, plumbers, and more, means that our virtual receptionists speak with a wide variety of people every day. We’re known for connecting with our callers and clients, so it was fun to get a refresher on what a difference confidence can make and learn even more strategies for building relationships.

We’d like to extend a huge thank you to Monica for coming out and inspiring our team! We’re energized and looking forward to spreading your “contagious” cheer!

Check out Contagious Companies and Monica’s book Contagious Leadership (which Ruby’s book club is reading next!) to learn more!

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Ruby Client Spolight: Attorney Marc Snyder

Marc Snyder

Attorney Marc Snyder

The Law Office of Marc Snyder has been using Ruby®‘s virtual receptionist service for almost three years now, and we’ve enjoyed getting to know each person in the practice. We thought Marc would be perfect for our Client Spotlight series where we feature current Ruby clients. Continuing our series, I asked Marc about his experience managing a small law firm and what advice he would give to other lawyers just starting out.

Tell us about your firm

I became a lawyer almost 15 years ago, most of which I worked for my father’s firm handling serious injury claims. For anyone who’s ever worked for a parent before, you can already relate to how difficult this can be. About 4 years ago, I decided that I was finished with it and decided to go out on my own. Since then I’ve hired one full-time staff member, and have two part-time employees, and Ruby, of course.

You and Joe Bowers recently came out with a book entitled Buying Automobile Insurance in Maryland. What inspired you to write it?

We handle a lot of Maryland auto accidents, and over the past few years have seen too many clients “underpaid” in their claims because of the at-fault driver and themselves having inadequate insurance. Between this and feeling that most people don’t know what they’re buying when they shop for auto insurance, we thought we could help out a broad audience with this guide. We’ve had a lot of requests for it since putting it out there, so we’d like to think we’re right!

If you could give one piece of advice to other attorneys just starting out, what would it be?

Have a live person answering the phone. I’m not just saying this because I’m writing this for Ruby, but we’ve handled a handful of million and multi-million dollar claims, and even more that were only worth a few thousand dollars. When the phone rings the first time they both sound exactly the same! My experience has shown me that when you don’t talk to someone right away, you call the next law office.

What do you think the key is to a good work/life balance?

Being able to turn off the phone and step away every so often. I know this is somewhat contradictory to the answer to the last question, but if you don’t take a step away and “disappear” every so often, you’ll lose your mind.

What’s your favorite productivity tool in your office?

Our practice management software, Clio. It’s entirely web driven, so when I’m at the beach or my case manager is in Las Vegas or New Hampshire or wherever he is this week, he can check in and access anything.

How has having Ruby’s virtual receptionist service affected your business day-to-day?

Over the past year I’ve built up a tremendous volume of criminal clients. Being a criminal lawyer in Baltimore puts me in court A LOT, and with one full-time staff member, I think it’s saved his sanity as much as it’s saved mine. The ability to have all my calls handled by a live person, treated politely and filed accordingly (to voicemail/message/etc.) while my staff can continue to actually work on cases and bring in money is great.

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Ruby Creates Community in Our New Office!

We had so much fun with our local clients and friends at our open house last night! It’s so nice to be able to spend time with everyone face to face and chat; after all, Creating Community is one of our Core Values! It was a real treat getting to know our clients and vendors even better. We know that not all of our clients had the opportunity to come out last night (our virtual receptionist service serves businesses in virtually every state!), but hopefully these pictures will make you feel like you were right here with us:

Pete Krebs Trio

The Pete Krebs Trio jazzed the place up!

Special thanks to Devil’s Food Catering for providing yummy snacks, Deschutes Brewery for donating a keg of their special Chainbreaker White IPA (yum!), and MyBartender for serving our drinks and being so sweet throughout the planning process. We’d also like to give a shout out to the Pete Krebs Trio for providing snappy tunes for our shindig! And of course, thank you again to our clients for coming out and making the night truly special!

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