Information for users of ReporterBase & MetaRecords, business management software for legal support businesses
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. …
Uploading files
You can upload files of any type and size to the repository. However, you should be mindful of the following when uploading large files …
Offer direct deposit
Did you know you could save anywhere from $1.00 to $2.50 per payment by using direct deposit instead of paper checks? In addition to substantial cost savings, there are other benefits: …
Email request acknowledgment as soon as job is set
When you receive a new job request from a client, it is a good practice to send an acknowledgment to let the client know that you have received the request and will call a day before to reconfirm the job. …