Rex Shield + Ruby Lifetime
Proactive client communication.
Clients for life.
Rex Shield keeps every client informed with AI-generated status updates at every milestone. Ruby Lifetime turns every resolved case into a lifetime of cross-practice referrals and ongoing revenue.
Client communication, automated.
Proactive Status Updates
Rex Shield monitors case milestones and sends personalized updates automatically: "We received the police report on March 15 and sent the demand letter March 20. Next step: insurance company response within 30 days." Clients stay informed without extra work for your team.
Client Satisfaction Monitoring
Rex Shield analyzes client communications and flags opportunities to strengthen the relationship. Your team gets a priority alert so they can respond promptly and keep satisfaction high.
Monthly Case Health Report
Every month, attorneys get a dashboard showing communication health scores, cases that would benefit from a touchpoint, and overall client satisfaction trends.
See Rex Shield in action
A 60-day case timeline — proactive updates at every milestone, every client kept informed.
Welcome email sent automatically with case overview, team intro, and communication expectations.
Scheduled 14-day check-in triggered. 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