Concept #4
Entities
Entities in MR9 are individuals, businesses, places, or discrete parts of your company such as revenue centers or branch offices.
Entity types in MR9
- Firms: Your direct clients — usually law firms — and other businesses you provide services to, such as other court reporting firms, vendors, insurance companies, corporate clients, and courts.
- Contacts: People who work for firms you do business with, such as attorneys, paralegals, secretaries, legal assistants, claim adjusters, and court clerks.
- Locations: Places where jobs occur that are not your clients’ offices, such as court rooms, hospitals, schools, doctors’ offices, or private residences.
- Business Units: Your company’s revenue centers or any entity in your business that you track separately, such as branch offices, other companies you own, affiliates, and profit-sharing operations.
You can maintain deep profiles of entities in MR9 including contact information, financial information, personal information and preferences, detailed notes, and related files. When you add an entity to a case, job, or invoice in MR9, all of their information is connected and automatically fills in the related fields with no need to re-key anything.
