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MR9 Primer
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Category Archives: Reports

Show insurance companies their invoices by law firm

Produce reports for insurance companies breaking down their invoices by client …

Rate clients based on order history

Generate reports rating clients on original and copy orders …

See which miscellaneous services your clients are buying

View miscellaneous sales charges totals & averages by client …

Latest lessons

  • Monitor processed orders as they move through your workflow
  • Review historical data on merged entities
  • Suggest & vote on ideas to make MR9 better
  • Use support tickets to resolve issues
  • Find answers to your MR9 questions
  • Invite clients to use your MR Connect
  • Email clients automatic payment receipts
  • Save work before logging out
  • Clear out your screen immediately
  • Set up your MR9 the way you want
  • All lessons

Modules

  • Orders
  • Production
  • Billing
  • Inquiry
  • Receivables
  • Payables
  • Reports
  • Tools
  • Entities
  • Setup
  • Connect
  • Help
  • Personal

Plug-ins

  • Data Reader
  • MR Connect

Concepts

  • What is MR9?
  • What is a Notes Log?
  • What is an Entity?
  • What is Prefill?

Etc.

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