Information for users of ReporterBase & MetaRecords, business management software for legal support businesses
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. …
Keep reporters informed without interrupting their day
Use RB8’s SMS capability to notify reporters of their job assignments easily and reliably. …
Keep track of things in RB8
Add the tracking plug-in to your RB8 office management system to monitor jobs as they advance through your production workflow, then keep tabs on job-related files and media in storage afterwards. …
Add SSL certification to your RB Web
Did you ever have a client ask if your RB Web site is SSL-certified? …
Send text messages from RB8
Use RB8’s Short Message Service (SMS) text messaging to send a short message to someone’s cell phone. It’s easier than texting from a cell phone and faster than calling. …
Saving reporters money
Help your reporters keep more of their money in their pockets without costing your business extra with these RB and RB Web features …
Reduce overhead with an RB system
An RB system can help your business be more efficient and save money in many ways. …
Expand your company’s reach through collaboration
Exchanging jobs with other litigation support agencies around the country and the world is a common way of providing clients with superior service and increasing their loyalty. …