Information for users of ReporterBase & MetaRecords, business management software for legal support businesses
Using the global clipboard
You can copy text from look-up fields in one function, then paste into the same type of fields in another function. …
Offer incentive bonus programs
Well-planned incentive bonus programs can help you attract and retain highly talented reporters. …
Know who has stopped calling
According to a marketing study, your chances of winning back a former client are statistically two to four times higher than landing a new one. …
Know what clients prefer
With today’s cutthroat competition from all sides, trying to compete on price can be a quick road to ruin for a small company. …
Printing form letters to contacts
Use RB8’s extensive variety of form letters to streamline your correspondence to contacts. …
Assigning resources quickly
RB8’s Quick Assignments allows you to quickly assign reporters to all of a day’s jobs with no clicking required. …
Searching for resources at the last minute
When a client puts you in panic mode by calling in a last-minute job, use this new function to send out an email (or SMS) blast to all of the qualified resources at once. …
Send clients their job calendars
Send clients their job calendars by email with virtually no effort on your part. …
Set up a case repository
To give parties to a case online access to case files, you must set up the case in RB8, add parties to the case (entering their firms and other information into RB8), assign passwords and user IDs to parties, scan and upload documents into RB8 and turn on access through RB Web. …
Provide online case repositories for sharing files
RB Web online offices for reporters are integrated with RB8’s built-in central repository, so you can upload files from the office for reporters to access online and reporters assigned to the same case can share files through the case repository. …