Information for users of ReporterBase & MetaRecords, business management software for legal support businesses
Updated step-by-step tutorials available online
The RB Help Center has a wealth of training materials for you and your staff to get up to speed on RB9 and RB Lite. And since RB9 has gone through multiple updates since its release in 2018, we have…
Free content for promoting online turn-in
Persuade your reporters to turn in jobs online using this free content in your outreach …
Free marketing content for your RB Connect promos
Use the contents of this Word document any way you like to market your RB Connect/ RB Connect Mobile services to clients …
Updated Microsoft email protocol
Use this new protocol when setting up RB to work with Microsoft 365 …
Don’t lose Zoom interactivity
Zoom has announced that they are deprecating the API we use to connect RB to Zoom. What this means is that your Zoom meeting controls in RB will stop working June 1, 2023 unless you update your settings. …
Lots of info — but where to find it?
With a large system like ReporterBase we have a lot of information for you that we share online …
Your RB Connect branding checklist
Before you connect your clients/potential clients with your RB Connect/RB Connect Mobile, brand it with your company identity to help market your business. …
