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Prepare for disasters

Business owners, like Boy Scouts, should always be prepared. Of course you already have an automated back-up system in place for your files, preferably to an off-site location. And you have additional resources you can call on should an emergency … Continue reading →

Posted on May 27, 2011. Posted in Best Practices, Disaster preparedness, RB instructions, RB8, Reference, Remote-izing your office, ReporterBase. Tagged automated back-up, Calendar Printout report, emergency, fire, flood, Future Calendar, insurance, power outtage

Email request acknowledgment as soon as job is set

When you receive a new job request from a client, it is a good practice to send an acknowledgment to let the client know that you have received the request and will call a day before to reconfirm the job. … Continue reading →

Posted on May 27, 2011. Posted in Best Practices, Communicating with clients, Marketing, RB instructions, RB8, Reference, ReporterBase, Saving time. Tagged automatic email, Send Confirmations

Set up a case repository

To give parties to a case online access to case files, you must set up the case in RB8, add parties to the case (entering their firms and other information into RB8), assign passwords and user IDs to parties, scan … Continue reading →

Posted on May 27, 2011. Posted in Best Practices, Marketing, RB instructions, Reference, Saving time. Tagged Case Manager, case repository, new case

Protect your business from fraud & embezzlement

In this post-Enron world, businesses have had to rethink how they manage and account for their financial well-being. While on one hand, this adds to the amount of time and energy even non-public, small enterprises have to devote to their … Continue reading →

Posted on May 26, 2011. Posted in Best Practices, RB8, Reference, ReporterBase, Security. Tagged accounting, cash receipts register, COD, daily balance log, daily sales register, financial reports, IRS audit, payrool, Resource Payroll Report, standard accounting practices

Provide online case repositories to increase business

Increase your business and client loyalty with online case repositories to handle complex litigation cases involving multiple parties and lots of documents. Most online case repositories are cost prohibitive and too complex for a small agency. But with RB8 and … Continue reading →

Posted on May 26, 2011. Posted in Best Practices, Marketing, RB Web, RB8, Reference, ReporterBase, Saving money, Saving time, Services. Tagged case repositories, depos, file downloads, online case calendar, RB-PDF transcripts, scanning

Getting reporters to embrace RB Web

RB Web can be an important part of your services. Not only for the obvious benefits of online case repositories and calendars, but also how the whole system — including the resource side — helps you be more responsive by … Continue reading →

Posted on May 26, 2011. Posted in Best Practices, RB Web, Reference, Reporter perks, ReporterBase, Saving money, Saving time, Training. Tagged online turn-in, roll-out

Start your business out on the right foot

Do you wonder how to get the most out of your RB8 system? It’s a comprehensive, flexible system that can help you market and manage your business better. Implemented correctly, you should see an increase in your company’s efficiency and … Continue reading →

Posted on May 26, 2011. Posted in Best Practices, Customizing RB8, RB8, Reference, ReporterBase, Saving time, Training. Tagged cross-training, defaults, demonstrations, firm owners, go-live date, IT staff, KnowledgeBase, managers, RB Support, RBU, Recommended Lesson Plans, repetition, set-up workflow, training modules

Get paid quicker

Use these tips to help your business stay on top of outstanding jobs and invoices: Pull up the Jobs in Progress report (under Calendar), and remind reporters about any outstanding jobs that appear there so past dues are cleared up … Continue reading →

Posted on May 26, 2011. Posted in Best Practices, RB Web, RB8, Reference, ReporterBase, Saving money. Tagged Jobs in Progress report, outstanding invoices, outstanding jobs ← Older posts

Sure you have a lot on your plate, but leave room for your salad.

 

A blog for owners & managers of court reporting firms, video production companies, interpreting agencies, and other litigation support businesses by an expert on using technology to improve your profitability, efficiency and effectiveness in a unique marketplace.