Give clients online records status, case repositories, & payments
MR Connect online offices are for attorneys, paralegals, and other clients, such as insurance adjustors, who need access to information about cases you are working on for them. Instead of calling or emailing you their questions, then waiting while you look up the answer and respond, they can get the answers themselves online anytime anywhere. They can also download files, order records, and pay invoices online at their convenience.
Know MR Web? MR Connect is the new MR Web!
See what’s changed in the application along with this name change. >
Top 9 reasons to add MR Connect
MR Connect is the new version of their online office and repository. This essential MR9 plug-in gives clients and others online access to the latest information in your office— like order status, records and other case files, and billing information.
- Online case repositories
- Store all records and other case-related files in the repository, so clients can quickly access files by case name, patient name, and/or other search criteria.
- Win new clients by offering them online case repositories during the pre-discovery period.
- E-commerce
- Clients can pay invoices — including CODs — online.
- They pay the current full amount, including any finance charges and late fees. And MR9 automatically generates the credit card entry in your system— no manual entry. Your online payment processing service handles the rest.
- If clients want to download records, exhibits, and related files from the repository, MR Connect guides them to pay the current invoice, then gives them access. Your clients get speedy access to their records and you get paid in full.
- After copy clients receive automatic notice that a record is ready, they can pay for the record online and download it instantly.
- Downloadable invoices
Online invoices include payment history and a downloadable PDF version, so you don’t have to email clients copies of a lost invoice. They can get it quicker themselves from their online office.
- Multi-browser/platform compatibility
- Users can access your MR Connect through Chrome, Safari, Firefox, or Edge – there’s no special application to install or learn.
- Since the data stays on your server, they don’t have to use their hard disk space until they download something.
- Because it’s browser based, it doesn’t matter which operating system or device they use. Since clients can use their preferred browser and don’t have to change their work set-up to use your online offices, they are more likely to try your service. And when they see how convenient it is, they are likely to remain loyal customers.
- They can even sign in using social media – such as Facebook or LinkedIn.
- No matter which browser & OS your clients use, it all works the same on your end — no separate systems to maintain or special procedures to follow.
- Fast & accurate information
Your clients’ requests import directly into your MR9 so you can process orders, print forms, and bill jobs efficiently. And MR Connect posts the latest information from your MR9 database automatically — you don’t even have to click a button. MR Connect online offices are totally integrated with MR9, so information entered anywhere in the system flows automatically to where it’s needed throughout the system.
This eliminates re-keying, which saves time and reduces errors. Plus it provides the most up-to-date information to everyone accessing it, so clients don’t have to waste time calling to find out about an order’s status or outstanding balances. And they don’t have to wait for you to send them documents — they can download them anytime.
Online status reports, repositories and invoices are searchable, so clients can find information easily — much easier than searching through paper copies.
With current financial information at their fingertips, they can provide better service to their own clients too. For example, they can search balances by case and quickly find information on expenses when settling a case.
In the same way, if they are working under a cap set by an insurance company, they can keep tabs on how much they have spent so far. Or if a third party is paying, they can easily see if the third party has paid yet.
Clients can request records online with MR Connect’s “smart” order form. Instead of keying in a lot of information, they copy an existing order and update it. Also, much of the information in the order form is entered by selecting items in dropdown menus or clicking checkboxes. This further reducing the need for typing, which speeds up the process and reduces errors.
- Secure sign-in
Give clients and resources their own user IDs and passwords, so they can securely access their info anytime from wherever they have internet access.
You maintain your MR database and repository files on your own MR server — there’s no uploading docs to a third-party server you don’t control. MR Connect uses SSL protocols to encypt information as it moves between your server and your user’s browser. No one actually gets into your system. And you can turn off anyone’s access with one mouse-click.
- Users sign in with their MR Connect user ID and password.
- You can require that users periodically update their password.
- You can set up Two-Factor Authentication (2FA) that adds another layer of security to sign-in: A code the user must retrieve and enter before accessing the site.
- Customizable lists, contents & appearance
- Clients select from services you specify when ordering records online. Selecting from your custom lists means quicker requests and turn-ins, plus no inconsistent service descriptions or misspellings.
- Give clients full access to your MR Connect, or turn off access to specific areas to tailor your online offices to what you offer.
- Change news content to advertise new services, announce important events, etc.
- Customize automated emails clients receive from your MR Connect.
- Match your MR Connect’s look to your company website.
- Cost is per URL, not per user
We do not charge by how many of your clients or reporters access your MR Connect or by how often they connect. You pay a flat monthly rate per MR Connect URL. Most of our MR Connect clients have only one URL. And you can cancel your MR Connect anytime with no further obligation.
- Save time and money in-house
Because MR Connect is tied directly to your MR system, you can more efficiently:
- Provide records to clients. No need to reproduce and ship records anymore — clients can download them anytime anywhere over the internet. If you already scan records for your archives as TIFFs or PDFs, making them available online in MR Connect’s repository is an easy way to add value to your services.
- Notify clients of the availability of a record or notify in-house staff of a client request because it’s all automatic in MR Connect.
- Provide clients with invoices online for downloading and paying as soon as they are posted, so any problems can be brought to your attention and resolved quicker, and you get paid quicker.
- Answer questions from clients away from the office without resorting to phone calls or email.
MR Connect online offices
Let clients check status of orders, download invoices & files, & request records online, including CODs.
Secure. Like MR9, MR Connect resides on Microsoft’s Azure Cloud Services.
Operate on both Mac and Windows platforms in a variety of browsers. All that your clients need is a browser and your URL.
Customizable to reflect your company and services.
Include SSL certification adds another layer of security to your MR Connect site from a trusted 3rd party.
Available for a monthly subscription fee — cancel anytime.
Simple set-up.
Modules:
- Attention
Clients can quickly view and send you instructions about open orders that require their attention.
- Orders
Clients can search for and view the current status of any of their orders with you.
- Account Activity
Clients can see their outstanding balances, paid invoices and invoice details. They can search for invoices online and download PDF versions of original invoices.
- Repository
Clients can search for and download all case-related files.
- Online Orders
Clients can order records and send files with orders. On continuing cases, clients can save time and reduce errors by copying a previous request and revising it, instead of starting from scratch. Clients can add information, such as additional Attorneys of Record or locations, to submitted orders.
- Support Tickets
Clients can ask questions, get answers, and keep a paper trail of the conversation.
- Personal
Clients can set preferences, manage their password, access the interactive user guide, go to their dashboard, and log out.
MR Connect works for:
- Lawyers
- Secretaries
- Paralegals
- Adjustors
Want to know more?
Contact OMTI Sales & Support for more information and to get a free demonstration.
