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National Association of Estate Planners & Councils

Win clients with Ruby.

National Association of Estate Planners & Councils members save 6% on Ruby’s virtual receptionist and live chat services with promo code NAEPC!

Gain and retain clients with Ruby.

We’re your all-in-one caller-impressing, privacy-protecting, experience-creating team. Our optional features include appointment scheduling, bilingual answering, outbound calling and more!

Potential clients search for your firm online—they may be on your website right now! Ruby’s 24/7 live chat solution ensures you never miss an opportunity to respond, capture contact information, and land your next client.

Sync your call data with client management tools like Clio, MyCase, and Rocket Matter to avoid tedious data entry and easily bill for time spent on the phone. Your critical details are all in one place, so you’re always well-informed.

“As a life-long techie, I knew I wanted to leverage technology to maximize my practice while minimizing my workload. Ruby’s mobile app grants me the ability to work from anywhere, anytime as it places Ruby at my fingertips-literally.”
Neil Tyra
Tyra Law Firm

Use code NAEPC for 6% off with Ruby!

Bundled: 10 chats
per month

  • Your virtual receptionist plan
  • Up to 10 chats for $112
    (a 25% savings)
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Bundled: 30 chats
per month

  • Your virtual receptionist plan
  • Up to 30 chats for $264
    (a 25% savings)
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All the details

Bundled: 50 chats
per month

  • Your virtual receptionist plan
  • Up to 50 chats for $408
    (a 25% savings)
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All the details

Most popular

Don’t see the right plan here? We have larger offerings—just talk to us!

Key features in all bundled plans

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Your all-in-one solution

  • Plans to fit your unique needs
  • 24/7 coverage for your phone and website
  • HIPAA-compliant services available
  • 100% live, personalized communication
  • Custom FAQs & lead capture
  • Voicemail and chat transcripts
  • Shared dashboard to view activity

Live virtual receptionists

  • Notifications via the app and email
  • Custom greetings
  • Bilingual answering
  • Call routing by type of call
  • Easy-to-update call handling options
  • Outbound calls made by Ruby on your behalf
  • Call and text from your business number in the Ruby app
  • Local area phone number
  • Toll-free numbers available

Managed live chat

  • Customize engagement by webpage
  • Responses within one minute
  • Customize information Ruby collects
  • Address sales objections with custom responses
  • Follow-up with live call connect
  • Chat implementation and ongoing support
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50 minutes per month

  • Great for startups
$245/month
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100 minutes per month

  • Great for one-person businesses
$385/month
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200 minutes per month

  • Up to 200 receptionist minutes
$705/month
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500 minutes per month

  • Great for small businesses of all kinds
$1,695/month
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Don’t see the right plan here? We have larger offerings—just talk to us!

Key features in all virtual receptionist plans

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Professional receptionists

  • Available 24/7/365, as full time, part time, or back up support
  • Trained to sound like they’re part of your staff
  • Conversations in English or Spanish
  • HIPAA-compliant service available
  • PCI-compliant service available

Robust app and portal

  • Call and text from the app and portal
  • Immediate access to messages
  • One-touch call holding via the app

Expansive capabilities

  • Appointment scheduling
  • New client intake via webforms
  • Call routing by type of call
  • Payment processing in a secure facility
  • FAQs and local weather information

Customized experiences

  • Custom after-hours call routing options
  • Conditional no-answer forwarding to Ruby
  • Personalized greetings
  • 7 hold music options
  • Local and toll-free business numbers

Quality customer care

  • Ruby customers report a 94% satisfaction rate
  • A dedicated Customer Success team
  • Convenient call handling updates
  • 2-hr average response time
  • 73 net promoter score

Efficient integrations

  • Zapier
  • Clio Manage
  • Clio Grow
  • Rocket Matter
  • MyCase
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10 chats per month

  • Great for startups
$140/month
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30 chats per month

  • Great for solo practices and one-person businesses
$330/month
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See details

50 chats per month

  • Great for small businesses of all kinds
$510/month
Sign up
See details

Most popular

Don’t see the right plan here? We have larger offerings—just talk to us!

Key features in all plans

Get control and visibility over company spending.

Your All-In-One Service

  • Plans to fit your unique needs
  • 24/7/365 coverage for your phone & website
  • HIPAA-compliant services available
  • 100% live, personalized communication
  • Custom FAQs & lead capture
  • Voicemail & chat transcripts
  • Shared dashboard to view activity

Live Virtual Receptionists

  • Notifications via the app & email
  • Custom greetings
  • Bilingual answering
  • Call routing by type of call
  • Easy-to-update call handling options
  • Outbound calls made by Ruby on your behalf
  • Call & text from your business number in the Ruby app
  • Local area phone number
  • Toll-free numbers available

Exceptional Chat Specialists

  • Customize engagement by webpage
  • Responses within one minute
  • Customize information chat specialists collect
  • Address sales objections with custom responses
  • Follow-up with live call connect
  • Chat implementation & ongoing support

Key features in all live chat plans

See it in action

Managed live chat

  • 24/7/365 website coverage
  • A team of highly-trained, professional specialists
  • Chat transcripts
  • Call-connect feature brings warm leads right to your phone

Personalized experiences

  • Multiple chat plans to fit the needs of your web visitors
  • HIPAA-compliant chat services available
  • Customized frequently asked questions
  • Chat box designed to fit seamlessly into your website

Quality customer care

  • Ruby customers report a 94% satisfaction rate
  • Chat implementation and ongoing support
  • Quick response times
Get started

35,600+ calls handled per day.

10+ hours gained per month.

1.6 million+ leads generated per year.

Ready to experience Ruby for your business?

Book your consultation

Your partner in gaining
and retaining customers.

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