2010: 3rd/4th quarter

Release date: Oct. 22, 2010

Onlines services for clients & resources

More options for storing and sharing information: Firm-level, contact-level & resource-level repositories. Now you can publish docs on RB Web related to a firm (such as a pricing contract) or a contact (such as their sample signature) or a reporter (such as their independent contractor contract). Your clients and resources can access their own docs online at anytime in addition to job/case files they already had access to. New tabs in Firm/Contact/Resource windows.

RB Web users can mark files in their transcripts/case repositories as reviewed, so they can readily see which files they downloaded and when (time stamped), and when new files/transcripts have been uploaded.

Users can attach files when rescheduling, such as new Notice.

Customizable Online Order Form

Now form has sections you can turn on or off to simplify online order form, plus the ability to add custom fields to better fit your client base – for example, if your clients don’t use billing info or request services. Change in Tools > Web Site Configurations – Calendar – Custom Form.

Easier Turn-in

New Wizard makes online turn-in so simple that reporters can do it without training. And for your tech-savvy reporters, there is Advanced mode, which puts everything on one screen so they can turn in jobs faster. Reporters select which mode they prefer, RB Web remembers it as their default.

Plus you can turn off options such as Prefill Parties and Billing Sets to make the turn-in form simpler.

If you allow reporters to add new firms/contacts, your office is notified so you can monitor quality of entries by reporters and correct mistakes. You designate who gets alerted in RB8 Users & Groups > Alert Groups. Reporters can search to see if an attorney is in your database before adding as new.

New fields in Resource Worksheets

Use Calendar Notes for info reporters need to know about a job’s client firm/contact. Different from Warnings, which are for internal notices (like client is COD only), Calendar Notes are for reporters, like “Secure building with metal detectors. Allow 10 minutes for clearance.” Or “Talks fast, hard to understand.” On Additional Tab in Firm/Contact windows. Add fields to template-based forms in Forms Manager.

Attach more than Notices to Worksheet emails

Previously the only file type you could attach automatically was Notice. But sometimes you need to forward an exhibit to the reporter, so we’ve added more file types, such as reporter exhibit (an exhibit that came directly to the office/reporter doesn’t know about it). RB will automatically attach files to reporter’s email if Attach is selected in Assign Resources.

Billing Address added

If clients request that you send invoices to a location other than the firm’s physical address, enter this info in Billing Address. Used for Billing, Reprint Posted Invoices, Statements & Envelopes & Labels. Now when printing shipping labels for contacts, you have 3 choices: Firm Address (for items like transcripts), Billing Address (for mailing invoices), and Home Address (for personal gifts & cards). On Additional tab. (Add a note in Warning: Billing address is different from firm address. Just in case your people need to know.)

New production efficiencies

  • Can sort/group jobs by Order Date/Due Date. Group by due date to see all jobs that should be coming in soon. On main grid in Turn-in.
  • Color coding for voided and posted invoices in Turn-In, so you don’t have to scroll to the end of the grid in Turn-In Step 2 to see if a job is already posted or voided.

Forms Manager additions

  • Customize forms with new merge fields, such as Job Status (add to Job Confirmation/Cancellation forms and Calendar Notes (see above).
  • Plus new efficiency: when you open Forms Manager, Data Manager opens automatically.

New report

Turn-Around Analysis for analyzing how quickly reporters turn around jobs. Can see Summary or Detailed Analysis, year-to-year, monthly quarterly, yearly results. Can export to Excel spreadsheet and email to reporter.

And more...

Also in these releases:

  • Search your repository by email address. If you get an email from someone you don’t recognize or you want to see how many of your reporters are using gmail, you can search RB8 using a partial email address.
  • Search your repository by file name or contact – enter a name or partial name (for example, signed.ptx – RB8 finds every instance of this name in your repository).
  • Track who made changes in your Firms/Contacts/Resources/Locations databases with new Created By/Last Modified By fields. On General tab.
  • Select who will receive 1099 Forms & stop wasting forms by printing them all. For example, if a resource is another court reporting agency, you don’t need to send them a 1099. On Pay Info tab.
  • Choose a different account type for a reporter’s direct deposit. On Pay Info tab.
  • Horizontal layout option for condensed transcripts in RB-PDF transcript creator. Set in PDF Transcript Preferences.
  • New Client ID (number client provides that they require for electronic billing) field for LEDES 1998B invoicing.
  • Notes Log now saves who scheduled job on web, not just generic web user.
  • Reporters can see if a firm is a COD client when turning in jobs online. Appears in Turn-in step 3 of 5: Parties.

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2010: 2nd quarter

Release date: June 2, 2010

Multi-file download

Multiple files can be downloaded at once.

Universal access

The Grant Access function has been expanded: Lead secretaries of multi-branch law firms can see not only activities of head office attorneys, but also attorneys of all the other branches, or even other firms they are working with. Plus attorneys from different branches or even different firms can share case files online.

Instruction screens replace blank RB Web screens

Instead of clients and resources hitting a blank screen in popular RB Web functions, such as the Case Repository, now they’ll see helpful instructions for using the included functions. This will make RB Web easier and more useful for them, while reducing support calls to your office.

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2010: 1st quarter

Release date: March 12, 2010

Electronic billing

In the popular LEDES 98B format, RB8 invoicing follows the standards used by your attorney clients for their corporate clients.

Multiple profiles for RB-PDF transcripts

If you produce transcripts for clients in different states or your clients have different requirments for how their transcripts look, you can now set up an unlimited number of profiles in your RB-PDF transcript creator. Then when you produce a transcript for a particular client or state, you select the relevant profile and it produces the transcript with the required formatting.

Additional email address

In contacts, for sending invoices/statements to someone designated by your contact.

New job status

Back Order job status added for jobs that were attended but never transcribed, but that become “live” again when an attorney orders a transcript at a later date.

Expanded Note log size

Note logs have been expanded from 2000 to 7000 characters.

New data sources for Confirmation forms

JobType and CauseNo data sources have been added to Confirmation forms.

Bulk Update

New feature in firms and contacts to speed updating information in your RB database.

New remote support option

For unattended installations or other support tasks to be done when no one is in your office, we have a new application called Team Viewer. You install it on your server, and when you need something done remotely but you won't be there to let us access your system, you can launch Team Viewer, which generates a unique code. Give us the code, and we'll take it from there.

It's secure because no one else knows the code. Plus the code changes each time you launch Team Viewer, and it automatically closes after a set amount of time, so old codes won't work.

And more...

Also in the first quarter RB8 release:

  • Ability to display 1 unit on invoices
  • New options added to Marketing Inquiry
  • Client's email address added to Resource Worksheet

Updated RB8 manual

New manual covers features in RB 8.5, including Resource-level repository, improved file uploading & form creation, new user preferences for system configurations, tags for organizing clients & resources, streamlined assistant & access management, new Weekly View calendar & improved Monthly View, Resource Blast,Quick Assignments, faster email confirmations & resource notification, and condensed transcripts & digital signatures options.

Emergency secondary server for Premium support clients

May 2015: This Premium service has been discontinued.

OMTI Office Management Technology Inc.

Office Management Technologies Inc.

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