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

2015: 2nd half update

FedEx & UPS shipping labels & tracking within RB8, designate your office as a job location quicker, store important job location directions in RB8, expanded Notes Log capabilities, assigned resources can access witness-level repository, view relevant information easier when quickly assigning resources, see which attorneys were present at a depo automatically, use every alias pattern at once, better page numbering in condensed transcripts, set transcript security on PDF transcripts, refer to affiliate’s invoice number when paying resource, attorneys can request job confirmations online, customize online turn-in, resources & attorneys can upload multiple files at once, force periodic password updates, and more Continue reading

Posted on .

2014: 2nd half update

Streamlined RB-PDF Transcript production, more customization options & better-looking transcripts, errata sheets added to RB-PDF Transcripts, more flexible exhibit linking, client can request transcripts for billed jobs online, embedded PDFs in emails eliminate the need to open attachments, easier to search notes logs, view files directly from main screens, confirm jobs faster, use affiliated agencies & other resources as depo locations, invoices messages are now twice as long, set job due days at the number client firms want, faster management tasks, send resources their payroll reports via email, give clients & resources more information, attorneys can pay invoices for other attorneys, attorneys can upload files to jobs (regardless of job status), attorneys can do more with Transcript Packages, reporters can create their own master word lists, reporters can look up firms online, and more Continue reading

Posted on .

2013: 1st half update

Access user guide in RB8, quickly filter out canceled notes, keep more detailed collection notes, more complete collection letters, add unlimited signatures to RB-PDF Transcripts, place line numbers outside text boxes in transcripts, search for transcripts to package by date uploaded, quicker file availability notification options, view job details in Quick Assignments, add job numbers to reporter worksheet text messages, more accurate turnaround analysis, find contacts by firm in Tag Manager, create HTML-styled emails for sending bulk emails to specific groups, “Wait for it”, jump-start job tracking, and job numbers visible on mouse-over in reporters’ calendars Continue reading

Posted on .

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

Posted on .

2010: 3rd/4th quarter update

Online services for clients & resources, customizable Online Order Form, easier Turn-in, new fields in Resource Worksheets, attach more than Notices to Worksheet emails, Billing Address added, new production efficiencies, Forms Manager additions, Turn-Around Analysis report, and more Continue reading

Posted on .

2010: 1st quarter update

Electronic billing, multiple profiles for RB-PDF transcripts, additional email address, new job status, expanded Note Log size, new data sources for Confirmation forms, Bulk Update, remote support option, and emergency secondary server discontinued Continue reading

Posted on .