Information for users of ReporterBase & MetaRecords, business management software for legal support businesses
Send Resource Payroll Reports via email
Would you like to automatically email your reporters and other resources their RB8 Resource Payroll Reports when you generate them? …
How to update your RB8 Server
Update all of your server components for your ReporterBase products …
How to add 3rd party billing information prior to billing
Input the 3rd party’s contact & firm prior to billing, so your billing personnel don’t have to remember to change the Bill To client from the Sold To client when creating an invoice. …
How to merge cases when you have duplicates in the Case Manager
If you find you have 2 or more instances of a case in your RB8 Case Manager, you can merge them into one quickly. …
April 28, 2014 Letter from Yong Lee
Dear RB users: A few years ago, I started to experience some health problems, and I began to focus on those issues and less on the day-to-day of running a business. This created some confusion behind the scenes at OMTI,…
How to enter a case party & tie it to all existing jobs in Calendar Manager
If you need to add a party to a case that you’ve already added jobs to in RB8, here’s how to add the party to the case, its existing jobs and future jobs as well. …