Ruby acts as a seamless extension of your business, delivering unforgettable experiences online and over the phone—24/7, 365 days a year. Through a unique combination of technology, training, and talent, we make it easy for anyone to reach a friendly, helpful representative in seconds.  

Unlike staff at typical answering services, Ruby’s receptionists engage in real, unscripted conversations while referencing custom information provided by the businesses we represent. The result is exceptional customer and client experience that sounds like it’s in-house.   

With the Ruby dashboard and mobile app, you can stay on top of all your communication with callers and website visitors, change your call handling instructions in seconds, set up custom call forwarding, and view your usage. Our platform integrates with tools such as Zapier, Clio Grow and Clio Manage, MyCase, and Grasshopper. To learn more, call 844-311-7829, or visit us here and use promo code MANATEE

 

Nota offers business checking and trust account management that integrates into your firm’s workflow. Easily set up categories and track income and expense items like payroll, rent, court fees, and client payments with no learning curve. Plus, you can instantly transfer funds between your IOTA and business checking account in a trackable, audit-ready format.

One of Nota’s key features is IOTA management. Nota makes it seamless and efficient for you and your firm to adhere to Florida’s trust accounting requirements. No more Word documents, spreadsheets, or ledgers to track your client balances. All money in and out of your IOTA account can be assigned to a client matter and reconciled in real-time. Use Nota’s 3-way reconciliation report to support the reconciliation process. And you can print checks from your IOTA to your home/office printer.  Learn more about what NOTA has to offer members of the Manatee County Bar Association by clicking the following link: Nota

Caseroads, feature rich practice management software that costs up to 70% less than other providers. It is designed to be incredibly easy to use and allows you to securely work from anywhere. Get all the functionality you need for one low price per user. Let us help you get started with a risk free, 30-day no cost trial plus a 20% discount for Manatee County Bar members using the promo code MCBA20.

Click Here to enter the promo code or visit Caseroads® for more information.

Are You Looking for Payroll Services? 

The MCBA is very pleased with our service from Paychex.  Did you know Paychex has introduced a Retirement/Payroll Solution for Solos and Small Firms?  To speak with our representative about a quote, or how Paychex can simplify your payroll (from one employee to many):  use this link: 

MCBA Paychex link