In-depth look

Learn more about the Top 10 reasons you should upgrade to RB8

Whatever system you are using to run your litigation support business — whether it’s a third-party system, a custom program developed for your company only, or a mix of manual calendar and off-the-shelf software — there’s a better solution: RB.

  1. Cloud-based Option – Eliminate the hassles of maintaining your own server or repository storage with RB8 Cloud. No worries about server crashes, lost data or forgotten back-ups.
  2. Built-in Repository – Go paperless with RB8’s central repository. Store files in case, job, witness, firm, contact, resource and invoice repositories for quick retrieval. Give controlled access to clients and reporters (through RB Web & RB Web Mobile).
  3. PDF Transcripts – Format and produce transcripts (including condensed versions) in Adobe’s universal PDF format within RB8 with a single click. Add linked exhibits and reporters’ digital signatures to RB-PDF Transcripts.
  4. Transcript Packages – Create packages of mobile-compatible transcripts with linked exhibits, video, PDF transcripts & other related files to help your clients be more productive. These new transcripts (meTranscripts™) work across mobile devices and web browsers, and allow users to attach and share their comments with colleagues.
  5. Location Database – Select job locations your reporters visit regularly from a database instead of re-keying location information each time. Automatically include driving directions in reporter worksheets.
  6. Case Management & CRM (Client Relationship Management) :
    • All jobs linked to the same case automatically share common information, such as the parties to the case and services they requested.
    • Categorize and track client firms with rich account profiles, contact information and notes logs, so your sales and marketing efforts are more efficient and rewarding.
  7. Built-in Word Processor – RB8 includes its own word processor with mail merge, so you don’t need Word to manage forms, letters and other documents that use RB data. The Form Manager comes with a complete set of fully editable documents, including Confirmation and Cancellation letters, and Job Assignment emails. Use them as is or edit to fit your business.
  8. Production Enhancements:
    • Enter attorneys and services with a single click – Instead of entering attorneys or services one at a time to invoices, add an entire group at once.
    • Copy services to multiple attorneys in one step – With multiple attorneys to bill on a job, enter services for the first copy attorney, then replicate services for the rest of the copy attorneys with a single click.
    • Track shipping information – Track FedEx and UPS packages without leaving RB8.
  9. Work Flow Enhancements:
    • Autofill address fields – Zip code database from the U.S. Postal Service automatically populates city, state and country fields.
    • Un-editable log-style 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 for time-crucial information, such as job cancellations, and client-crucial information, such as outstanding retainers or collection reminders, display onscreen when received and also appear in the recipient’s Message Center.
    • Flexible multi-job scheduling using a wizard with date ranges, days-of-the-week and time options for repeating events.
    • Mass update times, locations and more for selected jobs on a case with one click. Can also update file types and status for selected files in all repositories and firm/contact/resource/location information in selected firms/contacts/resources/locations with one click.
    • Uniform list of services, customizable to your unique business offerings, mean clients’ online requests, reporters’ job turn-ins (both on RB Web) and in-house production and billing are all consistent.
  10. Accounting Enhancements:
    • SOX-compliant financial reports assure officers, investors and clients of your business’s financial health and integrity.
    • Retainer tracking alerts remind you of a client’s outstanding retainer so you can apply it when billing
    • Preset payroll dates are selected from a drop-down menu when running payroll so you eliminate the possibility of entering an incorrect date.
    • Payroll direct deposit provides security, convenience and cost savings by eliminating paper checks.
    • Collections tools, including reports, automatic letters, follow-up alerts and the ability to call up and email copies of disputed or unpaid bills from the central repository, make your collection efforts more efficient.
OMTI Office Management Technology Inc.

Office Management Technologies Inc.

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