← Older posts |
Newer posts →
Information about ReporterBase & MetaRecords, business management software for legal support businesses
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.
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 →
Posted on May 27, 2011.
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 →
Posted on May 27, 2011.
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 →
Posted on May 27, 2011.
How many clients does your firm lose every year? With churn increasing and customer loyalty fading, winning back lost clients and keeping them has never been more critical. According to a marketing study, your chances of winning back a former … Continue reading →
Posted on May 27, 2011.
With today’s cutthroat competition from all sides, trying to compete on price can be a quick road to ruin for a small company. Contrary to common perception, clients will not go almost anywhere just to save a buck. What your … Continue reading →
Posted on May 27, 2011.
Do you have clients who are working on cases involving many witnesses (including experts)? It’s not hard to imagine how much hassle your clients are going through to keep their calendars up to date with all the changes taking place … Continue reading →
Posted on May 27, 2011.
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 … Continue reading →
Posted on May 27, 2011.
Did you ever have a client ask if your RB Web site is SSL-certified? Secure Sockets Layer (SSL) is a common protocol used for managing secure exchanges of information over the Internet. It’s commonly used for e-commerce to protect your … Continue reading →
Posted on May 27, 2011.
Exchanging jobs with other litigation support agencies around the country and the world is a common way of providing clients with superior service and increasing their loyalty. Whether they have a need locally or in a place outside of your … Continue reading →
Posted on May 26, 2011.