Information for users of ReporterBase & MetaRecords, business management software for legal support businesses

Market your services with QR codes

An easy way to connect with clients and resources

Posted on by OMTI’s Communications Director.

RB Zoom integration animation

Schedule Zoom depos in RB9 with one click

Posted on by OMTI’s Communications Director.

RB9 FedEx shipping update requires action

Another update that requires your attention if you use RB9 to print and track shipping labels

Posted on by OMTI’s Communications Director.

RB9 & RB Connect animation

Win new clients with online case repositories

Posted on by OMTI’s Communications Director.

First RB9 update of 2024 requires new UPS shipping credentials

In this first update of 2024 (release date: March 6) the authentication method for UPS accounts has changed because the current method will stop working soon. To keep using UPS shipping labels in RB9 you must set up new accounts

Posted on by OMTI’s Communications Director.

When is a location a Location?

When scheduling a job you have several Location Type options. With a new location, how do you decide which option to choose?

Posted on by OMTI’s Communications Director.

2023: Year in review

The big news in 2023 was 2 major RB9 updates that added 5 new functions and a plethora of improvements

Posted on by OMTI’s Communications Director.

Happy Holidays 2023–2024

Our best wishes to you in the new year

Posted on by OMTI’s Communications Director.

RB9 & QuickBooks animation

With RB9 you don’t have to reenter your financials into QuickBooks manually

Posted on by OMTI’s Communications Director.