Category Archives: Best Practices
How to assign new resources to existing jobs
How do you assign a newly entered resource to jobs that are already in your RB8 Calendar? …
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. …
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 and upload documents into RB8 and turn on access through RB Web. …
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. …
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. …
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…
Start your business out on the right foot
Do you wonder how to get the most out of your RB8 system? …
Get paid quicker
Use these tips to help your business stay on top of outstanding jobs and invoices …