Modern interface

MR9 takes advantage of the latest technologies and follows the best business practices of your industry.

Some functional highlights:

• Un-editable log-style notes  

  Log notes can be cancelled, but not edited or deleted, so you maintain a complete paper trail. Notes logs are searchable, and you can print or export search results to Excel.

• Automatic alerts  

  Time-crucial and client-crucial information — such as outstanding retainers or collection reminders — display onscreen when received and also appear in the recipient’s Messages & Notifications function.

• Interactive reports  

  You get an initial at-a-glance overview of information then quick access to more information if you want it in the same screen.

• No re-keying: MR9 is an integrated system  

  Information is entered once — whether by your staff or clients — and flows where it’s needed automatically. For example if a client requests records online, all of the information in their request automatically flows to your Orders function. Relevant information flows from there to your runner’s worksheets, their turn-in, invoices, and internal reports. Other information that accumulates along the way — such as billable services — also automatically flow where needed.

• Color coded order & part status  

  Order Status and Part Status are color coded so you can see at a glance in any list of orders/parts which ones are new, in progress, billed, etc. You set up your own status categories for orders and parts, then designate which color represents which status. The MR9 interface includes a dark mode viewing option users can choose and you can select different order and part status colors for dark mode for readability.

• Opens automatically to relevant section  

  MR9 is full of automated features to save time, but one that not only saves time, but reduces errors and makes training simpler is how it helps the user through everyday processes like ordering and producing records by automatically taking them to the most important section first. For example when entering an order, MR9 opens the Lookup Firm pane because the first thing you should do is enter the firm and contact at the firm ordering records or other services.

  MR9 is full of automated features to save time, but one that not only saves time, but reduces errors and makes training simpler is how it helps the user through everyday processes like ordering and producing records by automatically taking them to the most important section first. For example, when entering an order, MR9 opens the Lookup Firm pane because the first thing you should do is enter the firm and contact at the firm ordering records or other services.

• Comprehensive system  

  Instead of a piecemeal solution of numerous applications from different suppliers, MR9 is a comprehensive system covering request intake, billing, order production, financials, and more. You do not have to purchase & manage multiple applications. It includes online case repositories, E-commerce, and a word processor with mail merge, so you can do more in one application.

  And because MR9 is cloud based, you do not have to buy and maintain your own server, repository storage, or backup system.