Rex Shield + Ruby Lifetime
Zero bar complaints.
Clients for life.
Rex Shield monitors every case for communication gaps and sends AI-generated updates before clients get frustrated. Ruby Lifetime nurtures every resolved case into a lifetime of referrals across practice areas.
The #1 bar complaint, solved.
Communication Gap Detection
Rex Shield monitors case activity. When no client contact happens for 14+ days, it auto-generates a personalized status update: "We received the police report on March 15 and sent the demand letter March 20. Next step: insurance company response within 30 days."
Sentiment Monitoring
When a client sends a frustrated email or leaves a tense voicemail, Rex Shield flags it immediately — before it becomes a bar complaint. Your team gets a priority alert.
Monthly Case Health Report
Every month, attorneys get a dashboard: which clients are at risk, which cases need attention, and overall communication health score.
See Rex Shield in action
A 60-day case timeline — every communication gap caught, every client kept informed.
Welcome email sent automatically with case overview, team intro, and communication expectations.
No client contact in 14 days. Status update auto-sent: "We received the police report and sent the demand letter. Next step: insurance response within 30 days."
Routed to attorney with AI-suggested response. Response time: under 4 hours.
Client notified with milestone update: "Great news — your demand letter was sent today. We'll follow up if we don't hear back within 30 days."
Priority alert to attorney + client notification. Case health score: 98/100.
One client. Seven legal needs.
A lifetime of revenue.
A PI client today needs estate planning in 5 years, a divorce attorney in 7, a business lawyer when they start a company. Ruby knows — and routes every future need.
The Client Journey
One car accident client generates six referrals across a decade.
Ruby’s Referral Triggers
How Ruby detects life events that create legal needs.
Public Records Monitoring
Property purchases, business filings, marriage licenses, court records — Ruby watches them all.
Behavioral Signals
Website visits, email engagement, content downloads — digital body language that signals a legal need.
Calendar Triggers
Birthdays, anniversaries, statute deadlines, policy renewals — time-based events that create opportunities.
Attorney-Initiated
One-click referral from the attorney dashboard. Heard something in a meeting? Route it instantly.
One-Click Referral
Ruby makes referring cases to other firms effortless. One click. Rex qualifies the new case. The right firm in the network gets a warm, pre-qualified handoff. You earn a referral fee. The client gets a seamless experience.
Without Ruby
With Ruby