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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

2016 updates

More options in FedEx/UPS shipping, know which messages are reminders, give resources Read & Sign options, more notes searching options, and more flexibility when linking exhibits to transcripts Continue reading

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2015: 2nd half update

FedEx & UPS shipping labels & tracking within RB8, designate your office as a job location quicker, store important job location directions in RB8, expanded Notes Log capabilities, assigned resources can access witness-level repository, view relevant information easier when quickly assigning resources, see which attorneys were present at a depo automatically, use every alias pattern at once, better page numbering in condensed transcripts, set transcript security on PDF transcripts, refer to affiliate’s invoice number when paying resource, attorneys can request job confirmations online, customize online turn-in, resources & attorneys can upload multiple files at once, force periodic password updates, and more Continue reading

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2014: 2nd half update

Streamlined RB-PDF Transcript production, more customization options & better-looking transcripts, errata sheets added to RB-PDF Transcripts, more flexible exhibit linking, client can request transcripts for billed jobs online, embedded PDFs in emails eliminate the need to open attachments, easier to search notes logs, view files directly from main screens, confirm jobs faster, use affiliated agencies & other resources as depo locations, invoices messages are now twice as long, set job due days at the number client firms want, faster management tasks, send resources their payroll reports via email, give clients & resources more information, attorneys can pay invoices for other attorneys, attorneys can upload files to jobs (regardless of job status), attorneys can do more with Transcript Packages, reporters can create their own master word lists, reporters can look up firms online, and more Continue reading

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2013: 2nd half update

Change the order of misc. charges on an invoice, use new system codes for easier file selection, look up who created or modified parties & orders, quickly update job location when ordering party changes, automatically log Sales Rep/Client Of changes, attach ASCII files to RB Transcript Packages, add billing addresses for resources, notify parties instantly when RB Transcript Packages are available, update multiple contacts’ billing email addresses at once, speed up exhibit linking, show clients more info about files and resources online, RB Web SSL certification has been strengthened, new features for attorneys using RB Web, and more Continue reading

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2013: 1st half update

Access user guide in RB8, quickly filter out canceled notes, keep more detailed collection notes, more complete collection letters, add unlimited signatures to RB-PDF Transcripts, place line numbers outside text boxes in transcripts, search for transcripts to package by date uploaded, quicker file availability notification options, view job details in Quick Assignments, add job numbers to reporter worksheet text messages, more accurate turnaround analysis, find contacts by firm in Tag Manager, create HTML-styled emails for sending bulk emails to specific groups, “Wait for it”, jump-start job tracking, and job numbers visible on mouse-over in reporters’ calendars Continue reading

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2012: 2nd half update

Give clients their transcripts on their iPhones, create transcripts that work better on browsers and mobile devices, RB-PDF Transcript improvements, customize Calendar view and default job status search, see who can access different repositories online, specify firms’ preferred services/standing orders, search by parent firm, update multiple jobs at once in Calendar Manager, automatic notes entries in Assign Resources and Statements, search and sort Jobs in Progress by type, easier report comparisons, add resources’ reference numbers to their profiles and paychecks, voided invoices broken out in Sales Commission Report, retain collection history when firms merge, easier tag implementation, better performance automatically, custom headers and footers easy to do in Forms Manager, fax via Internet fax service of your choice, and more Continue reading

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