Latest update

ReporterBase 9.70

Release date: June ?, 2026

This update features a revamped sign-in experience, the ability to select different custom templates for automatic emails, and more.

Re-designed Login page

Highlights

• New log-in experience  
  • Redesigned UI: The first thing you will notice with this update is the sign-in screen has been redesigned with the log-in fields in a more comfortable, central location.

  • One place to log in: If you have RB Connect, we have streamlined the sign-in process even more with a single log-in page for all users. With this update — whether you are an RB9 user, attorney, reporter, or other authorized user, you can sign in through the new RB9 Portal page. No need to remember URL subpaths like “/office” or “/contact” anymore. Simply type in your main RB9 URL and click a button to select which application to use.

    
    New Portal page

    With the new options for signing in:

    • If users have the log-in page bookmarked — or you don’t have RB Connect — they can sign in like they always have on the re-designed Login page.
    • If you have RB Connect, users type in your URL without subpaths to sign in on the new Portal page. New users, clients, resources, and other parties will appreciate the simpiler URL. And you can label the buttons for your RB Connect users with whatever term you’d like such as “Attorney” or “Reporter” to help direct them to the correct application.
  • Easier to use 2FA during login: The new two-factor verification screen has a single verification code field instead of separate boxes for each number in the code so you can copy and paste the code from the verification email instead of typing in numbers manually.
  • Connect Preferences update: To set preferences for the 2 new log-in screens, the existing Branding node has been changed to the Branding-Connect node, and a Branding-Portal node has been added.
• Multiple templates for emails and text messages  

  We have added email and SMS templates to RB9. They work a lot like other template functions in RB9, such as form templates and label templates. You can create as many email or SMS templates as you like for different functions and select a default template to use for most occasions. When sending an email or message, you can use the default as is, edit the contents for that single use, or select a different template.

  In this update you can create multiple templates in System Preferences to select from when sending:

  • Job Confirmations emails
  • Job Cancellations
  • Resource Blasts emails and text messages
  • Assignment Notifications emails and text messages
  • Assignment Cancellations emails and text messages
  • Send Future Calendar emails
  • Send Overdue Tasks Report emails
  • Send Invoices emails
  • Send Statements emails
  • Draft Pay Statement emails
  • Send Resource Pay Statements emails
  • Send Invitations for Signature Proxy emails

  You can also create multiple templates in Connect Preferences to select from when sending:

  • Send Invitations emails
  • Transcript Packages emails
  • Repository Notification emails
• Customize the order of invoices on pay statements  

  In System Preferences you can choose the order in which invoices appear on draft pay statements to resources:

  • Chronologically from oldest to newest invoice date or job date
  • From lowest to highest invoice number or job number

  In Send Resource Pay Statements, you can choose from the same options for how invoices are listed on final pay statements with the new Sorting in Pay Statement filter in the search criteria.

• Zoom meeting improvements  

  As Zoom meetings have become more integral in your business, we have continued to improve RB9’s Zoom integration:

  • Changing job times affects Zoom meeting times: If you change the start or end time of a job that includes a Zoom meeting, the corresponding Zoom meeting time will be automatically updated to the new job time.
  • Zoom-only meeting option added: Virtual Meeting option has been added to the Location Type dropdown under Job Location. If Virtual Meeting is selected, the Location for In-room Participants pane is hidden.
  • Zoom-only meetings appear in results grids: When the Location Type in a job is Virtual Meeting and the job’s Location for Remote Participants displays a meeting URL, the text “(Virtual Meeting)” appears in the Job Location column in the results grids of:
    • Jobs (List View)
    • Send Job Confirmations/Cancellations
    • Tasks (List View)
    • Quick Assignments
    • Send Assignment Notifications/Cancellations
    • Send Future Calendar
    • Job Printout
• Filter notes logs by RB9 user, type of note, or communication category  

  Previously you could only filter notes log by Notes Type. Now you can filter notes logs by who made the notes (Entered By), Notes Type, and how the notes were left (Communication Type). Show Cancelled Notes has also been moved to the Filters panel from the Notes Log options dropdown.

• Name or a/k/a improvements  

  An A/k/a field has been added to Contact listings so you can include contacts’ nicknames or other aliases.

  The Name or a/k/a filter has been separated into two filters due to potential performance issues: Name and Name or a/k/a. With these new filters, the default search filter has changed to Name in searches for:

  • Firms
  • Contacts
  • Resources
  • Locations
• Firm shipping address options  

  You can now include a separate shipping address in individual firm listings in RB9. A new Addresses section has been added to firm listings where you can save a shipping address for FedEx/UPS shipments and the Envelopes and Labels function. (We also moved the billing address for invoices and statements to this section.)

  When generating FedEx/UPS labels, if:

  • The Ship To firm has a separate shipping address, RB9 generates the label for that address unless you override it.
  • The Ship To address is a P.O. Box, the message “If the Ship To address is a P.O. Box, delivery may not be possible. Do you still want to proceed?” appears, and the user is asked once more whether to generate the label.

  Envelopes and Labels: Added the new firm listings’ Shipping Address to Send To options if For is set to Case, Contact, Firm, Invoice Bill To, Invoice Sold To, or Job.

• Update transactions in Receivable Transaction Inquiry  

  Transactions are now editable in Receivable Transaction Inquiry. If you find an error in a posted transaction, you can update its Check No., Check Date, and Made By entries.

  Important: Select which security group(s) in Users and Groups can edit/update these posted transactions.

• View unassigned tasks like a To-Do list  

  In Tasks (List View) and Tasks (Monthly View), you can use the new Show Not-Assigned Tasks Only filter in the search criteria to see tasks you still need to assign resources to.  

More RB9 improvements

• Jobs (List View): Added Send Assignment Notification to the results grid shortcuts.
• Jobs: Changed US Mountain Standard Time to Arizona as a time zone for scheduling jobs and Zoom meetings. When Arizona is selected, the Adjust clock for daylight saving changes option is disabled.
• Tasks (List View) & Tasks (Monthly View): Added Show Not-Assigned Tasks Only filter to search criteria.
• Receive Payments: Business Unit column added to Applied Invoice(s) grid in individual payments.
• Daily Balance Log: To prevent the End Balance from changing, only posted payments and other transactions are included.
• Form Templates: Added CaseType merge field to Job Confirmation, Job Cancellation, Assignment Notification, and Assignment Cancellation templates.
• Forms: Updated the library to a model suitable for a distributed environment like RB9.
• Users and Groups: An Active column has been added to Members grid in individual Message/Security Group detail screens.
• System Preferences: Added Mobile numbers to receive SMS replies field in SMS preferences when Telnyx is selected as the vendor. The Telnyx Flow service used for message forwarding will be terminated on July 3, 2026 and has been replaced with a new message forwarding function which requires this additional information. Check the RB9 User Guide for more information.
• System Preferences: Added TotalBalance data field to Email Message templates in Statement preferences.
• Connect Preferences: Updated Calendar preferences for allowing clients to submit new job requests, job changes, and job cancellations online to sliders. For any option set to Yes, you can set a deadline for submissions.

RB Connect & Connect Mobile improvements

• Top 10 lists on Contact and Resource dashboards are limited to data within 6 months. Previously, finding the top 10 occasionally caused timeout issues, so the data retrieval period has been reduced to within 6 months.
  • For contacts: Top 10 Upcoming Schedules and Top 10 Jobs with Recently Uploaded Files display data from within 6 months.
  • For resources: Top 10 Upcoming Jobs is limited to data within the next 6 months. The Overdue Tasks list is not time limited.
• Contacts – Account Activity: Surcharges no longer appear on Invoice detail screens.
• Connect Mobile: Changed to a new framework as the existing framework is no longer supported for security reasons.

Check previous updates information here

Look up previous updates on the 2025, 2024, 2023, 2022, 2021, 2020 and 2019 update pages.