Information for users of ReporterBase & MetaRecords, business management software for legal support businesses
It’s your information — use it! Part 2
Find contacts who haven’t used RB Connect in a while with your own RB9 Query Maker report …
It’s your information — use it!
Generate client lists for your sales reps and Client Of resources using RB9’s Query Maker …
Exhibit linking in RB9 animation
RB9 can automatically hyperlink exhibits to RB-PDF Transcripts …
New and updated training videos in RB Help Center
In last month’s newsletter we included a list of updated step-by-step tutorials in the RB Help Center. This month we have added new and updated training videos for RB9 and RB Lite. We have also added subtitles to the training videos…
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 …