Ross keeps your clients informed for you - the routine "here's what happened, no action needed" texting that eats your day - while you approve everything that goes out.
Two things to know:
Three steps to your first client:
> Welcome to our firm. Thank you for trusting us to represent you. To receive case updates, please select one of the following options:
> 1. Bi-Weekly Updates
> 2. Monthly Updates
> Reply STOP to opt out.
That's the whole setup. Everything below is reference for when you need it.
Every part of Ross follows one rule:
Ross never writes its own words to a client. It can only ever send one of your pre-approved messages, with the client's first name and your firm name filled in. Anything it isn't sure about goes to you instead of being guessed.
Four tabs on the left:
Top-right on every screen, your name shows who's signed in; every action is recorded under this account. Click it to log out.
This is where you spend your time.
Add a retained client. Enter a client whose retainer is already signed - just a name and mobile number. The welcome text (above) goes out automatically, once. If you add someone who's already in the system, the messaging still works; the text goes out.
Your client list. Each row shows the client's consent (opted in, still deciding, or opted out), their case status, and whether messaging is paused for them. You can change a client's update frequency here, or delete a client.
Two review queues live on this screen:
The five stages every client moves through:
Ross watches a folder on your computer - one subfolder per client, created for you, so there's nothing to set up. Drop a document into a client's folder and Ross turns it into the right drafted update, waiting for your approval within moments. You never open Ross to make it happen.
It stays on the safe side:
A medical production can run to hundreds of pages, and the line that matters - an examination the client must attend, a deposition date, a settlement figure - is as likely to be on page 212 as on page 2. So Ross does not read the first few pages and stop.
Long records take longer to read than short ones, and they are read in the background: you never wait on one, and nothing else is held up while it works. When Ross flags something, it tells you the page it was found on.
If Ross cannot read a record all the way through, it says so and sends the document to you. It will never summarise part of a record as though it had read all of it - a page it could not read is treated exactly like a page it has not seen.
Everything stays on your machine - nothing about a case is uploaded anywhere.
Ross keeps a running record of every message, decision, and approval that can only be added to - never edited or erased. On this screen you can:
Will a client get a message I didn't see?
No. Nothing sends without your approval.
Does Ross ever write its own message to a client?
No. It can only send one of your pre-approved messages. Anything it can't match is handed to you.
What if a client replies to a text?
If they reply 1, 2, or STOP, Ross handles it. Any other reply pauses automation for that client and comes to you to answer.
Does dropping a medical record text my client?
No. Internal and medical documents are recorded but never trigger a client message.
Hover any control for a plain tip. Your name (top-right) shows who's signed in and lets you log out.
Have a problem? You have a direct line to our CTO, 24/7 - call or text (909) 480-6167. Anything at all - setup, a question about a screen, or something that looks wrong.
Engineered by Truth Computing · Stanford Engineering, BS + MS in Computer Science