Lesson #105
Everything you want to know about clients, places, & your company
Maintain a deep database of entities in MR9:
- Clients (firms, contacts, and parent firms, i.e., company headquarters)
- Record locations
- Business units (your company’s revenue centers or parts you want to track separately)
In addition to storing all information about entities, in this module you can:
- View maps and driving directions to entities’ addresses.
- View month-to-month financial and job activity for a firm or contact in interactive graphs.
- Label entities with tags (keywords or phrases) to mark them as part of specific groups, which you can use for different purposes, such as monitoring or marketing.
- Set up MR Connect log-in credentials for contacts.
- Include detailed billing, job, and production information for firms and contacts.
- Designate different email addresses to receive specific types of email for a single contact or firm.
- Maintain lists of clients’ standing requests.
- Designate and monitor senior contacts, such as lead attorneys, who can have access to other contact’s activities in MR Connect.
- Enter client retainers and view history of their application. Record collection efforts.
- Set preferences for your business units. Upload company logos for invoices and transcripts.
Entities functions by name
TL;DR: Maintain a deep database of your clients, job locations, and business units.
MR9 concepts in this lesson
Business Unit (BU): One of your company’s revenue centers or any entity in your business that you want to track separately — such as branch offices, other companies you own, affiliates, and profit-sharing operations.
Contact: Person who works for a firm you do business with — such as attorneys, paralegals, secretaries, legal assistants, claim adjusters, and court clerks.
Firm: Business you provide services to — usually law firms — but can also be other court reporting firms, vendors, insurance companies, corporate clients, and courts.
Location: Place where records are stored, such as hospitals, schools, doctors’ offices, or businesses.
Parent Firm: Headquarters of a multi-branch corporation.
MR Connect: Online repository, calendar, and access to your office for clients.
