May ’20 update includes better paper trails & faster client searches
RB9.11 released May 1, 2020 includes many new efficiencies and some valuable new options, like the ability to print envelopes from RB9. 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
Keeping track of important client dates
In RB8, you can enter any event you want to remember for contacts, such as birthdays or wedding anniversaries. The system will automatically remind you when an important event is within a set number of days. In addition, you can … Continue reading
Marketing tips
RB tools and strategies from fellow users to help you promote your firm. Find further details and instructions under See Also below. Free marketing materials As an RB users, you are a member of Team RB. Sign into the member … Continue reading
2011: 1st half update
RB Web Mobile Apps, send others automatic reminders through log notes, duplicate file uploading eliminated, digitally sign condensed transcripts, print labels in new DYMO format, batch download made quicker, and choose which COD invoices resources see online Continue reading
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