For court reporting agencies and other litigation support firms
ReporterBase > RB9 Lite

RB Lite:
Essential RB functions
for managing
court reporting & other
legal support businesses

Top 9 reasons to choose RB9 Lite

  1. Includes essential functions 

    all essential functions included in RB9 Lite
    If you really only need a scheduling and billing solution, RB9 Lite might be right for you. It includes the most important RB9 Calendar, Production, and Billing functions, plus others, such as basic Receivables and Payables functions, to make it an efficient package. It also stores complete files on your clients, reporters and other resources, job locations, and your company profit centers, so you have everything at your fingertips.

  2. Functions work the same  

    Functions work the same as in RB9
    ...as in RB9 Standard. This is not a lightweight program. While RB9 Lite doesn’t have all of RB9 Standard’s features, the ones it has are fully functioning. You have the same ease of use and interconnectivity. Bonus: Because the functions work the same way, there’s no retraining when you move up to RB9 Standard; just new features to learn.

  3. Nothing to install  

    nothing to install
    ...on your computer or other devices because RB9 Lite is browser based. Because it is SaaS (Software as a Service), you don’t install software, updates, or 3rd party plug-ins. RB9 resides in the cloud, and you access it through any major browser. It’s platform independent: You can use RB9 Lite with any OS, even access it on a tablet.

  4. Maintenance-free  

    maintenance free
    RB9 Lite is built on standard, proven technologies for robust computing and worry-free results. As SaaS, there is no server to buy and no IT to hire. Instead, we maintain your RB9 Lite software and database in the cloud.

  5. High-level security  

    high level security
    Your data is more secure than on an in-house system. For example, RB9 Lite doesn’t require open ports to transfer data like other applications. Your database is not exposed to the internet. And since it’s on Microsoft Azure Cloud Services downloadable PDF file, it has security and privacy safeguards beyond what a single court reporting agency could provide.

    There are more security protocols built into RB9 Lite, including the ability to control each user’s access to data and file repositories with multiple permission levels, and best business practices for SaaS, like periodic password updates and optional two-factor authentication (2FA), so you and your clients can be assured that your data is safe. (More RB9 security info)

    Plus OMTI is SOC 2 Type 2 compliant for further assurance that we follow industry standard security protocols with independent audits of our policies and procedures.

  6. No more back-ups  

    no more backups
    Your RB9 Lite database resides on Microsoft Azure Cloud Services downloadable PDF file, where it is duplicated on multiple servers in real time. This is better than any backup system: If the active server should go down, another server takes over with no loss of data or downtime. Repository files are stored similarly, with duplicates of files stored in several different physical places.

  7. Streamlined scheduling & billing  

    streamlined scheduling
    Scheduling and billing have always been the top reasons people use RB9, and RB9 Lite keeps those functions in focus with fast, flexible, and comprehensive workflows.

    Automated processes reduce the need to enter info manually, so you can do more with less errors. Information entered anywhere in the system automatically flows to where it’s needed.

    So information appears when it’s needed, such as a client’s retainer appears when billing so you can apply it. Plus RB9 Lite prompts you to do certain tasks, like send notifications after scheduling a job, so nothing gets overlooked.

  8. Built-in repository  

    built-in repository
    Go paperless with RB9 Lite’s central repository. Store files in dedicated case, job, witness, firm, contact, resource, job location, and invoice repositories for quick retrieval.

  9. Pay as you go  

    pay as you go
    RB9 Lite is available by subscription only, so you pay month-to-month with automatic billing. You can add or subtract user licenses and extra repository storage space as needed, switch between RB9 Lite and RB9 Standard as desired to access addtional functionality and plug-ins like RB Connect, and cancel anytime with no further obligation.

    It’s easy to start with a minimum investment, then scale up to RB9 Standard for a big case or because your company is growing. With RB9 Standard, you can add services — like online case repositories to win a new client. If at any time you decide you don’t need them, you can cancel excess user licenses and reduce your repository storage. You can even switch between RB9 Standard and RB9 Lite without losing data.

RB9 Lite

Who is RB9 Lite for?

  1. Newbies: If you are just starting your business and need something simple to begin.
  2. Risk-averse: If you hesitate to make a big commitment, but want to see if RB works for your business.
  3. Unpredictable: If your business is cyclical or seasonal, and your income is uneven, you can switch between the 2 versions of RB without losing data.
  4. Money-conscious: If your budget doesn’t afford the full RB9 package, you can have a dedicated legal support system for calendar, billing, and more at a lower cost.
  5. Aggregators: If you already have a word processor, shipping procedure, transcript creator, etc. that you like and don’t plan to change, RB9 Lite doesn’t include those items that you don’t need.
  6. Downsizers: If you plan to work for only a little while longer and/or only want to keep a few of your most loyal clients, you might not need everything RB9 Standard offers anymore.
  7. Others: If you have a non-court reporting litigation support business — like an interpreting agency or legal videography — you don’t need transcript-related functions, but you can definitely benefit from RB9 Lite’s depo-centric scheduling and billing.
RB9 Lite users

If any of those sound like you, check out RB9 Lite. It includes the essential scheduling and billing functions that handle the unique needs of court reporting and other legal support businesses, along with basic receivables, payables, and client management functions. The functions work the same as in RB9 Standard, but the smaller system costs less.

What is in RB9 Lite?

While RB9 Lite includes only about half of RB9 Standard’s functions, they work the same, and like RB9 Standard, RB9 Lite is a turn-key system with built-in defaults so you don’t have to start from scratch.

Check out the comparison chart that lists all of RB9 Standard’s features and which are included in RB9 Lite.

Want to try RB9 Lite yourself?

If you are interested in trying out RB9 Lite before making a commitment, we have a demo site you can explore. To access the site, contact OMTI Sales to request a user account.

Just looking for more info? Download the RB9 Lite fact sheet Downloadable PDF file.

Just what you need