More features of 2021’s Q4 update
RB9’s fourth quarter update, RB 9.23, released October 12, 2021, is a major update with over 50 additions/changes, including a new function. Continue reading
Idea Salad
Sure you have a lot on your plate, but leave room for your salad.
A blog for owners & managers of litigation support businesses by experts on using technology to improve your profitability, efficiency and effectiveness in a unique marketplace.
Information about ReporterBase & MetaRecords, business management software for legal support businesses
Q4-2021 update includes grouping by column in Jobs (List View)
RB9’s fourth quarter update, released October 12, 2021 is a major update with over 50 additions/changes, including a new function.
Perhaps the most awaited change is this update allows you to group jobs by multiple columns in List View. Continue reading
January 2021 RB ad in the JCR
Part 1 of what to look for in a partner: Maturity Continue reading
July/August 2019 RB ad in the JCR
Streamlined scheduling & billing Continue reading
May 2016 RB ad in the JCR
Get it to go Continue reading
RB8 free online training
Find relevant RB8 training videos based on what you use RB8 for. Continue reading
How to merge cases when you have duplicates in the Case Manager
If you find you have 2 or more instances of a case in your RB8 Case Manager, you can merge them into one quickly. If you have trouble viewing the video here, watch it on OMTI’s YouTube channel.
How to enter a case party & tie it to all existing jobs in Calendar Manager
If you need to add a party to a case that you’ve already added jobs to in RB8, here’s how to add the party to the case, its existing jobs and future jobs as well. If you have trouble viewing … Continue reading
October 2013 ReporterBase ad
Tip the balance in your favor. Continue reading
November/December 2012 RB ad
Looking for the latest business solutions? Look to the oldest company in the business. Continue reading
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