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.

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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.

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Know who is calling

You can easily see who your best clients are by looking at the number of calls they generate.

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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.

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Create RB-PDF transcripts

RB-PDF transcripts are simple to prepare.

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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.

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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.

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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

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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:

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Prepare for disasters

Business owners, like Boy Scouts, should always be prepared.

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