More reasons to use RB9
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.
In addition to the Top 9 Reasons to use RB9, consider these too:
Calendar & Scheduling
- Case-level information shared to jobs
All jobs linked to the same case automatically share common information, such as the parties to the case and services they requested.
- 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. Also search for jobs by location name, city or state.
- Comprehensive job information
Schedule a job with the bare minimum of information (ordering client, date, and time). Or include as many layers of details as you have: scheduling client, notes about the client and job, witness information, associated case, job location information, your sales rep, job parties, specialties required, tasks requested, files provided by the client like notices, and more. Even set yourself reminders about things you need to do or follow up on in regards to the job.
- Pre-assign jobs to resources, assign at the last minute, or anytime inbetween
You can assign reporters and other resources as soon as you receive a job request, assign them after a client has confirmed a job for the next day, or send out an email/text message blast to available resources for a last-minute job.
- Give each resource their own prioritized To-Do list of outstanding tasks
The Send Overdue Tasks Report lists overdue tasks chronologically by due date, and includes basic information like the job, client, and task due.
- Calendar-level management tools
Generate reports on daily calendar settings and cancellations, your best and worst clients based on calendar settings/cancellations, how busy your reporters and other resources are, what work is still outstanding, and who is working on what jobs.
- Flexible multi-job scheduling
...using a wizard with date ranges, days-of-the-week and time options for repeating events.
- More about RB9 Calendar
Production & Billing
- Enter attorneys and services with one click
Instead of entering attorneys or services one at a time to invoices, add an entire group at once.
- Handles FedEx & UPS
Print shipping labels and track shipping information from inside RB9. Search for shipments using various criteria, like job number, to quickly locate a shipment to track or to create a new shipment with the same job, case, and invoice information.
- Autofill address fields
Zip code database from the U.S. Postal Service automatically populates city, state and country fields.
- Uniform list of services
customizable to your unique business offerings, mean clients’ online requests, reporters’ job turn-ins (both through RB Connect) and in-house production and billing are all consistent.
- Retainer tracking
If a client has a retainer, it automatically appears when crediting payments from that client so you can apply it.
- Collections tools
including reports, form emails and letters, follow-up alerts, collections note log, and the ability to call up and email copies of disputed or unpaid bills from the central repository, make your collection efforts more efficient.
- More about RB9 Production
- More about RB9 Billing
- More about RB9 Receivables
- Import existing clients, reporters and other resources
Simply export your lists to a Microsoft Excel spreadsheet, then import into RB9.
- Mass update
information for multiple jobs, firms, contacts, resources, or locations at once.
- Interactive line graphs
give a month-by-month comparison of the financial and job activity for a firm, a single contact at a firm, or a resource over a period of time.
- More about RB9 Entities
- More about RB9 Client Management Tools
Reports & Tools
- Create your own reports
Use QueryMaker to create simple custom reports in RB9 or add the optional Data Reader plug-in for more complex reports and to use your RB9 data in other applications.
- Use RB9 data in QuickBooks
Import contacts, resources, invoices, paychecks, payments, and other transactions from RB9 directly into QuickBooks.
- 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 Messages & Notifications function.
- More about RB9 Reports
- More about RB9 Tools