AnSer vs Ruby

Separate intake capture from attorney follow up

When comparing Ruby and AnSer for a law office, test what happens after the receptionist collects a new inquiry. A complete message and a completed consultation are different outcomes. Use a fictional prospective client who can speak tonight but cannot accept the next available appointment.

1. Give each provider the same approved intake fields and callback instructions. Ask for the resulting record, then check whether the caller’s contact preference, availability, and reason for contacting the firm remain distinguishable. A preferred callback time should not appear as a confirmed appointment.
2. Make the requested attorney unavailable during the demonstration. Verify who receives the inquiry, how the firm can identify an outstanding callback, and what the caller is told about the next step. The receptionist should use the firm’s approved wording instead of inventing an attorney response time.
3. Have the fictional caller contact the office again with a corrected phone number. Inspect how the correction reaches the person responsible for follow up. Agree whether the original record is amended or a linked update is sent so staff do not act on an obsolete contact detail.