What’s inside MR8

MR8 handles your important business tasks, such as order processing and billing, in a flexible, interconnected environment that includes a complete set of professional-looking legal forms (with a built-in word processor), and a central repository, so you no longer have to keep hard copies of important information. Plus it handles order tracking, receivables, collections, payables and business tracking and forecasting, with a full range of reports from work load to cash flow to profitability.

MR8 comes with everything most records retrieval and process serving firms need to manage their business built in. It is a turn-key system, but customizable so you can tailor it to your business and the specific services you offer. And MR is HIPAA-compliant, with protections that include security access controls, required information fields and standardized forms.

The MR8 system is scalable: From a one-person shop to a company with offices around the country, MR8 handles your business and can grow with you. And since you pay for it on a month-to-month basis, you can control your overhead expenses.

You can choose to host your RB8 on your own equipment in-house or in the cloud, eliminating the need for your own server, data storage, and IT staff.

You can also add optional plug-ins to extend MR8's functionality, such as online offices so clients can check current order status, order records, download files and invoices over the Internet.

Modules in MR8:

Orders –

  • Set up cases, create work orders, print forms, request fee checks, call custodians and receive records.
  • Import client requests from MR Web.
  • Record and archive signed waivers.
  • Update and cancel orders.
  • Schedule pick-ups and notify runners.
  • Enter services to be billed.
  • Monitor work orders as they proceed, then keep tabs on them in storage afterwards.

Production –

  • Turn in work orders, fulfill client requests, and prepare orders for billing.
  • Archive all documents by case, firm, invoice or general filing.
  • Grant clients access to files and invoices online through MR Web.
  • Generate labels, envelopes and form letters.

Billing –

  • Finalize, print and post invoices, including COD invoices.

Inquiry –

  • Instantly locate information about orders, invoices, clients, payments and records.
  • Analyze aspects of your business, such as clients’ billing activity.
  • Run month-, quarter- and year-to-date totals.
  • Research who are your best clients and who has stopped calling so you can improve your marketing efforts.
  • Keep track of important client dates, such as birthdays and anniversaries.

Receivables –

  • Credit and track client payments.
  • Assess finance charges, print monthly reports, and monitor collection efforts.
  • Apply retainers.

Payables –

  • Print or export fee checks to Excel and generate reports.
  • Audit and reconcile fee checks.

Setup –

  • Set up and maintain your company, service item, billing rates, records location, and client information.
  • Create custom invoice headers and messages.
  • Enter your workflow steps for tracking orders.
  • Group forms into packages to speed order processing.

Reports –

  • Analyze your business’s productivity, profitability and other relevant data.

Tools –

  • Customize drop-down menus.
  • Set up users and group them according to their system access levels and job functions.
  • Create forms and letters.
  • Maintain and back up your MR database.
  • Perform custom searches of your MR database, including notes logs.

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Turn-key system for records retrieval firms & process servers

MR8 comes with built-in defaults so you don’t have to start from scratch defining common items. MR’s built-in defaults incorporate business logic and best practices for records retrieval firms derived from our 30 years of developing software for this industry. You can add to, delete from, or edit defaults, such as services offered, to customize MR to your unique business needs.

Plus, we can import your existing firm, contact and location information if you provide the files in Microsoft Excel or ASCII format.

A system that grows to fit any size office

The basic MR8 system includes the software and database, plus one user license. Add more user licenses as needed on a month-to-month basis.

Basic MR8 office management package includes:

  • MR Server, which installs on your server (or main computer, depending on system size) if you have MR8 Subscribe or in the cloud on Microsoft Azure’s Cloud Services if you have MR8 Cloud. The MR Server contains your MR database of clients, cases, work orders, locations, etc.1
  • MR Client, which installs on a workstation and accesses your database on the MR Server.2
  • Annual software maintenance & support contract, either Standard or Premium.3
  1. Each server/main computer requires a separate MR Server license.
  2. Each workstation that accesses the MR Server simultaneously requires a separate user license. Additional user licenses can be added or subtracted on a monthly basis for an additional fee.
  3. Each MR Server license includes Standard support in your monthly fee. You can upgrade to Premium support for an additional monthly fee.

Standard support is included free with your subscription. You can upgrade to Premium support if desired. Choose the plan that’s right for your business.

Subscribe to MR8

MR8 is available by subscription only in 2 versions:

  1. MR8 Subscribe: In-house version in which you host MR8 on your own server.
  2. MR8 Cloud: Cloud-based version that eliminates the need for specialized hardware.

For as little as $150/month, you get a full office management system. Optional plug-ins provide additional capacity, such as online offices for your clients. Add or subtract user licenses and plug-ins as needed, cancel anytime.

MR8 is backed by an unconditional, 30-day, money-back guarantee, so you can try it risk-free.

OMTI Office Management Technology Inc.

Office Management Technologies Inc.

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