Category Archives: RB instructions
Automate your support system: Requests for time off
You can eliminate calls and emails by using the Support Ticket System for reporter requests for time off. …
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. …
Know who is calling
You can easily see who your best clients are by looking at the number of calls they generate. …
Storing resource-related documents
Like the repositories for case, job, witness, invoice and firm in RB8, you have a place in the central repository to store all resource-related documents, such as signed contracts. …
Create your own forms
Form Manager is a tool for managing forms and letters. Like Microsoft Word, it is a word processor with mail merge, but it’s streamlined to work best with RB8. Form Manager has a set of editable common forms and letters built in. …
Reviewing case-wide documents
Using our secure online document repository, clients can access all of their files for a particular case from anywhere they have Internet access. …
Uploading files
You can upload files of any type and size to the repository. However, you should be mindful of the following when uploading large files …
Offer direct deposit
Did you know you could save anywhere from $1.00 to $2.50 per payment by using direct deposit instead of paper checks? In addition to substantial cost savings, there are other benefits: …