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Keeping track of important client dates

In RB8, you can enter any event you want to remember for contacts, such as birthdays or wedding anniversaries. The system will automatically remind you when an important event is within a set number of days. In addition, you can … Continue reading →

Posted on May 27, 2011. Posted in Marketing, RB instructions, RB8, Reference, ReporterBase. Tagged anniversaries, Anniversary Inquiry, birthdays, Envelopes and Labels

Know who is calling

You can easily see who your best clients are by looking at the number of calls they generate. This is better for your marketing staff to know because total invoice amounts can be misleading — a lot of work is … Continue reading →

Posted on May 27, 2011. Posted in Marketing, RB instructions, RB8, Reference, ReporterBase. Tagged best clients, Calendar Analysis, new and cancelled jobs, number of calls, report

Storing resource-related documents

Like the repositories for case, job, witness, invoice and firm in RB8, you have a place in the central repository to store all resource-related documents, such as signed contracts. Go to Setup > Resources. In the Search Criteria pane, provide … Continue reading →

Posted on May 27, 2011. Posted in RB instructions, RB Web, RB8, Reference, Reporter perks, ReporterBase, Saving money, Saving time. Tagged RB8 setup, repository, resource repository

Create RB-PDF transcripts

RB-PDF transcripts are simple to prepare. If you use RB Web, you can also automatically upload them to your clients’ transcript repositories with a single click. In Production > Turn-in, locate the job with an ASCII file you want to … Continue reading →

Posted on May 27, 2011. Posted in Customizing RB8, Marketing, RB instructions, RB Web, RB Web Mobile, RB8, Reference, Saving money, Saving time, Services. Tagged master word list, PDF, RB-PDF transcripts, repository, transcript

Create your own forms

Use Tools > Form Manager to modify RB8’s default templates. Form Manager is a tool for managing forms and letters. Like Microsoft Word, it is a word processor with mail merge, but it’s streamlined to work best with RB8. Form … Continue reading →

Posted on May 27, 2011. Posted in Customizing RB8, RB instructions, RB8, Reference, ReporterBase. Tagged Data Source manager, Forms Manager, mail merge, Microsoft Word, word processor

Reviewing case-wide documents

RB Web for Attorneys, Secretaries, Paralegals & Other Clients Give clients a copy of our RB Web user guide (download from the Team RB > Downloads section of our website) or share these instructions with them: Using our secure online … Continue reading →

Posted on May 27, 2011. Posted in Marketing, RB instructions, RB Web, Reference, ReporterBase, Training. Tagged attorney, case repository, client instructions, paralegal, secretary

Uploading files

You can upload files of any type and size to the repository. However, you should be mindful of the following when uploading large files: Physical space available on your server Internet connection speed of your clients (for download) Time required … Continue reading →

Posted on May 27, 2011. Posted in RB instructions, RB Web, RB8, Reference, ReporterBase, Saving time. Tagged file size, repository

Offer direct deposit

Did you know you could save anywhere from $1.00 to $2.50 per payment by using direct deposit instead of paper checks? In addition to substantial cost savings, there are other benefits: Direct deposit eliminates manual check preparation and mailing. Direct … Continue reading →

Posted on May 27, 2011. Posted in Outsourcing, RB instructions, RB8, Reference, Reporter perks, ReporterBase, Saving money, Saving time. Tagged ACH, Automated Clearing House, automatic deposit, convenience, electronic funds transfer, NACHA, National Automated Clearing House Association, paper checks, security ← Older posts Newer 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.