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.

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

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

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Know who has stopped calling

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

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Know what clients prefer

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

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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 … Continue reading

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