Information for users of ReporterBase & MetaRecords, business management software for legal support businesses
Automate your support system: Job change requests
RB8’s Support Ticket System gives your clients and resources a way to easily communicate with your office and retain a “paper trail” of their communications. …
Don’t panic about last-minute jobs, blast them instead
With RB8’s Resource Blast, you have an efficient way to deal with panic jobs. …
Automate your support system
Use RB Web’s Support Ticket System to communicate between your office and your clients and reporters. …
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. …
Know who is calling
You can easily see who your best clients are by looking at the number of calls they generate. …
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. …
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. …
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. …