Learn about RB9 with ReporterBase 101
ReporterBase 101 covers RB9’s modules, each module’s functions, and RB9 concepts in individual lessons. 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
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[UPDATE July 2019:This product has been replaced by RB Connect Mobile.]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
Create RB-PDF transcripts
[NOTE December 2018: These instructions are for RB8, which is no longer available. To find instructions for RB9 PDF Transcripts, download the RB9 user guide.] RB-PDF transcripts are simple to prepare. If you use RB Web, you can also automatically … Continue reading
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
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
Email cancellation confirmation as soon as job is cancelled
When a job is cancelled or rescheduled by a client, it is critical to send a confirmation to let the client know that the original job setting has been cancelled by the client. This will protect your firm from a … Continue reading
Confirm next day’s jobs by email
Instead of calling each client to confirm the next day’s job, send confirmation request emails to all clients at once first thing in the morning. Then follow up with phone calls for those clients who have not replied within a … Continue reading
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