Your RB Connect branding checklist
Before you connect your clients/potential clients with your RB Connect/RB Connect Mobile, brand it with your company identity to help market your business. Continue reading
Idea Salad
Sure you have a lot on your plate, but leave room for your salad.
A blog for owners & managers of litigation support businesses by experts on using technology to improve your profitability, efficiency and effectiveness in a unique marketplace.
Information about ReporterBase & MetaRecords, business management software for legal support businesses
Are you branding your RB communications?
This is another article in our series of how to use RB to market your business. Previously, we discussed using RB9 tags to market your business. This time we describe another way to use RB to market your business even if … Continue reading
Target your marketing messages with tags
Use RB9’s Tag Manage to email marketing messages or use in combination with the Envelopes & Labels function to send traditional mailings Continue reading
More features of 2021’s Q4 update
RB9’s fourth quarter update, RB 9.23, released October 12, 2021, is a major update with over 50 additions/changes, including a new function. Continue reading
New RB Connect function & lots of new features in RB9.20
The latest RB9 update, released March 2021, includes some system-wide updates plus new features in 28 RB9 functions and 5 RB Connect functions, and a new RB Connect function. Continue reading
Learn about RB9 with ReporterBase 101
ReporterBase 101 covers RB9’s modules, each module’s functions, and RB9 concepts in individual lessons. Continue reading
Mobile-ize your office & meet your clients where they are
[UPDATE July 2019:This product has been replaced by RB Connect Mobile.] Cost-consciousness is here to stay at your favorite law firms. Even the best of clients feel the squeeze from their corporate and insurance agency clients to contain costs in … Continue reading
Entering Job Parties through Turn-In
If you could get the names of all the attorneys who are present at a proceeding, not just the ordering attorneys, within a day or two of their appearance, you could start marketing to the rest of the attorneys and … Continue reading
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
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
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