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Cheat sheets

RB9 shortcuts and At-A-Glance concepts to help you remember important information.

cheat sheets

RB9 repositories

RB9 has nine repositories where you store files for safekeeping and quick retrieval. This list of repositories tells you where they are located, suggested materials to upload to each one, and who can download published files online if you have RB Connect.

  1. Case  
    Where to uploadCase
    What to upload
    • Pre-discovery documents
    • Case word list
    If published, who can access through RB Connect
    • Any contact listed in the Case Parties tab with the Allow case-level repository access box checked
    • Any resource assigned to any job belonging to the case
  2. Job  
    Where to uploadJobs
    What to upload
    • Notices
    • Errata Sheets
    • Copy Order Forms
    If published, who can access through RB Connect
    • Any contact listed in the Job Parties tab with the Allow job-level repository access box checked
    • Scheduling contact
    • Any resource assigned to the job
  3. Witness  
    Where to uploadTurn-in
    What to upload
    • Transcripts
    • Exhibits
    • Reporter’s bill
    • Depo videos/audio files
    If published, who can access through RB Connect
    • Any contact who is ordering for the witness
    • Any contact listed in the Job Parties tab with the Allow witness-level repository access box checked (3rd party access)
    • Any resource assigned to the witness
  4. Invoice  
    Where to uploadBilling
    What to upload
    • Invoices
    If published, who can access through RB Connect
    • Sold To contact associated with the invoice
  5. Firm  
    Where to uploadFirm
    What to upload
    • Quotes
    • Contracts
    If published, who can access through RB Connect
    • Everyone in the firm
  6. Contact  
    Where to uploadContacts
    What to upload
    • Quotes
    • Contracts
    If published, who can access through RB Connect
    • The contact
    • Any contacts granted access to this contact
  7. Resource  
    Where to uploadResources
    What to upload
    • Contracts
    If published, who can access through RB Connect
    • The resource
  8. All-Resources  
    Where to uploadRepository
    What to upload
    • Files not related to a particular job, case, etc.
    • Billing sheet
    If published, who can access through RB Connect
    • All resources
  9. Location  
    Where to uploadLocation
    What to upload
    • Patient Authorization Forms For hospitals and doctors’ offices
    If published, who can access through RB Connect
    • Do not publish (for office use only)

RB9 reports

RB9 provides a wide variety of preset reports designed to give you quick and easy access to your company’s information. The tables in this section group the preset RB9 reports into business-related areas.

  • Collection-related reports  
    Send Statements
    DescriptionTypeLocation

    Summarizes each client’s overdue invoices.

    Can include copies of the invoices, showing payments, credits, finance charges and current balance.

    Each attorney receives a separate statement unless the firm has been set up to consolidate.  

    Exportable monthly report with static report statements and past due invoices to send to clients

    Receivables
    Aged A/R
    DescriptionTypeLocation

    Summarizes each client’s unpaid invoices, grouped by when the invoice was due (aging period).

    This interactive report can be sorted in ascending or descending order by time period, grand total owed, firm name or number, assigned collector, or COD status. You can also drill down to see details about the client, the outstanding invoices, and your collection efforts to date.

    Exportable monthly report Receivables
    Collection Forecast
    DescriptionTypeLocation

    Lists promised payment dates (and amounts) of outstanding invoices, so you can forecast cash inflow to your business.

    You can also monitor your collection progress with clients, document new attempts, and view graphs of clients’ account activity.

    Exportable monthly report Receivables
  • Financial reports  
    Daily Register
    DescriptionTypeLocation

    Includes three types of daily registers:

    • The Sales Register lists all invoices posted for the specified period, grouped and subtotaled by business unit. It shows how much revenue was generated. 
    • The Cash Receipts Register-Payment lists all payments posted for the specified period, grouped and subtotaled by business unit. It shows how much money was received. 
    • The Cash Receipts Register-Other lists credit memos, debit memos, duplicate payments, refunds, miscellaneous receipts, voids and write-offs posted for the specified period, grouped and subtotaled by business unit. It shows amounts for all other types of transactions.
    Static report Receivables
    Monthly Journals
    DescriptionTypeLocation

    A summary recap of daily sales and cash receipts registers.

    Your accountant uses this report to prepare your company’s financials. 

    Static monthly report Receivables
    Paid Invoices
    DescriptionTypeLocation
    Lists all invoices paid within the specified period, from first paid to latest paid.  Exportable monthly report Receivables
    Voided Invoices
    DescriptionTypeLocation
    Lists all invoices voided within the specified period, from oldest invoice to most recent.  Exportable monthly report Receivables
    Gross Profit
    DescriptionTypeLocation

    Lists gross profit amounts for each job or invoice.

    Gross profit is the difference between the invoice amount and resource cost. 

    Static monthly report Reports
    Miscellaneous Sales
    DescriptionTypeLocation
    Summarizes each invoice (containing the specified service items), grouped and subtotaled by client.  Static monthly report Reports
    Business Analysis
    DescriptionTypeLocation
    This interactive report provides an instant snapshot of your business, with the sales amount and gross profit shown for different periods for comparison. 
    Exportable monthly report Reports
    Finance Charges
    DescriptionTypeLocation
    Lists all of the invoices for which you generated or cleared finance changes today or other time period. Exportable report Receivables
    Liability Balance Log
    DescriptionTypeLocation
    Instant snapshot of resources payable. Can also use to reestablish a starting balance as of a certain date. Exportable report Payables
  • Client-related reports  
    Client Account Activity
    DescriptionTypeLocation
    Lists all activities for the month plus all unpaid invoices for each client. Activities include invoices, payments, duplicate payments, refunds, credit memos, debit memos, voids and write-offs.  Static monthly report Receivables
    Client Rating
    DescriptionTypeLocation
    Shows all invoices (starting with O&1), grouped and subtotaled by client. Sorting this report by amount can generate a holiday gift list.  Static monthly report Reports
    Client Activity
    DescriptionTypeLocation

    Lists a specific client’s invoices based on a set of search criteria.

    For example, you can search by case to come up with a settlement amount for a particular case in seconds, no matter how long the case has been going on.

    Exportable report Inquiry
    Client Analysis
    DescriptionTypeLocation
    This interactive report summarizes a client’s billed activity, broken down by service. Compare totals by period to track your most important customers. Includes sales and court taxes as separate line items so amounts match Client Activity reports. Exportable report Inquiry
    Insurance Billing
    DescriptionTypeLocation

    Lists each invoice billed directly to an insurance company (or other third party), grouped and subtotaled by client and insurance company.

    Provide this report to insurance companies when they ask for a report that breaks down their invoices by law firm and attorney.

    Static on-demand report Reports
    Reward Points History
    DescriptionTypeLocation
    Lists all reward points activity within a specific time period. Exportable report Payables
    Reward Points Analysis
    DescriptionTypeLocation
    This interactive report lists clients’ yearly or monthly points activity for a defined time span, including points earned, points redeemed, adjustments, and transfers. Exportable report Payables
  • Resource-related reports  
    Pay Statements
    DescriptionTypeLocation

    Use the draft version of this report (in the Pay Resources function in Payables) to review what jobs and amounts for each resource are included in the current payroll.

    After closing payroll, archive a copy of the final version of this report (in Payables > Send Resource Pay Statements) for your reference and send resources their individual pages of the report.

    Static report Payables
    Sales Commission
    DescriptionTypeLocation

    Lists all invoices that include a commission, grouped and subtotaled by resource or sales rep (account executive).

    Commissions are automatically generated from invoices on jobs initiated by a resource’s or sales rep’s client. 

    Static monthly report Payables
    Total Payable
    DescriptionTypeLocation
    Lists all invoices still due to resources, grouped and subtotaled by resource, with a grand total that represents your current resources payable liability.  Static monthly report Payables
    Additional Resource Production
    DescriptionTypeLocation
    Lists all invoices that include additional pay, grouped and subtotaled by resource.  Static monthly report Payables
    1099 Pay Detail
    DescriptionTypeLocation
    This interactive report lists all resources paid in a specified period, along with their pay amounts and other details. Interactive yearly report Payables
    Resource Production
    DescriptionTypeLocation
    Lists all invoices (including the page count) generated for the specified period, grouped and subtotaled by resource. Static monthly report Reports
    Original Page Production
    DescriptionTypeLocation
    Lists all jobs (including the page count) generated for the specified period, grouped and subtotaled by resource. Static monthly report Reports
    Task Turnaround Analysis
    DescriptionTypeLocation
    Summarizes by resource how quickly they turn around jobs on average for the specified period. Static monthly report Reports
    Resource Activity
    DescriptionTypeLocation
    View a resource’s next pay amount or the total payable, along with basic information about the invoices, such as invoice and pay amounts. Drill down to view complete details of individual invoices. Exportable report Inquiry
    Resource Analysis
    DescriptionTypeLocation
    This interactive report summarizes a resource’s billing and payroll activities in different time periods, broken down by service. Includes sales and court taxes as separate line items so amounts match Client Activity reports. Exportable report Inquiry
    Resource Billings Report
    DescriptionTypeLocation

    Lists each service item and its pay amount, grouped and subtotaled by resource, one resource per page.

    If your firm currently provides resources copies of their invoices, you can provide this report instead. Resources can check that they are getting paid for their work that was billed without seeing all the details on the invoice to the client.

    Static report Receivables
  • Tax-related report  
    Sales Tax
    DescriptionTypeLocation
    Lists all invoices that include a sales tax amount, generated for the specified period.  Exportable monthly report Payables
  • Job-related reports  
    Daily Calendar Audit
    DescriptionTypeLocation
    Lists how many jobs been scheduled or canceled for the specified period. Can also be used to review new entries for typos and other mistakes. Exportable report Calendar
    Job Printout
    DescriptionTypeLocation
    Lists all of the jobs scheduled for a specified date range, with details about each job. Static report Calendar
    Job Analysis
    DescriptionTypeLocation
    Lists all of new and canceled jobs in the calendar by firm, broken down by contact. Static or interactive/exportable report Calendar
    Tasks in Progress
    DescriptionTypeLocation
    This interactive report lists the backlog of tasks resources are working on, grouped by resource, in chronological order with the oldest first. Exportable report Calendar
    Send Overdue Tasks Report
    DescriptionTypeLocation
    Lists the tasks a resource has missed their deadlines on, in chronological order, so each resource receives their own prioritized To-Do list of outstanding tasks. Static report Calendar
    Assignment Analysis
    DescriptionTypeLocation
    Lists which resources have been assigned to jobs in a set space of time. Can be filtered to see what types of jobs and which cases resources are assigned to. Static or interactive/exportable report Calendar
  • Production-related reports  
    Production Sheets
    DescriptionTypeLocation
    Tells the production staff what service items are needed and how many units to produce. Static report Production
    Daily Tracking Summary
    DescriptionTypeLocation
    Lists all jobs with completed steps within a specified period. Static daily report Reports
    Tracking Productivity Analysis
    DescriptionTypeLocation
    This interactive report lists tracking items by item, by step, by manager or by resource for a specific time period, broken down by year, quarter, and month. Includes status of tracking items/steps. Exportable report Reports
  • RB Connect report  
    Activity Log
    DescriptionTypeLocation
    This interactive report lists firms and contacts using your RB Connect and how often they access it during a specified period. Exportable report Connect
  • Other reports  
    Daily Balance Log
    DescriptionTypeLocation
    Aged A/R reports cannot be run for past dates. It can only present amounts measured from today. Use this audit function to see posted balances for any date, for example, if you need to reestablish a starting balance as of a certain date. Exportable report Receivables
    Invoice Inquiry
    DescriptionTypeLocation
    Lists posted invoices based on a set of search criteria, including dates, amounts, job, and/or case. Exportable report Inquiry
    Witness Inquiry
    DescriptionTypeLocation
    Lists a single deponent or all deponents for a particular case or range of job dates. Exportable report Inquiry
    Receivable Transaction Inquiry
    DescriptionTypeLocation
    Lists payment histories that match specific search criteria. Exportable report Inquiry
    Anniversary Inquiry
    DescriptionTypeLocation
    Lists important client events, such as birthdays and anniversaries, based on a set of search criteria. Exportable report Inquiry
    Marketing Inquiry
    DescriptionTypeLocation
    Lists clients or resources in a range of categories. Exportable report Inquiry
    Repository Download Log
    DescriptionTypeLocation
    If RB9 is set up to track download activity (in Production System Preferences), this report lists all activity by contacts, resources, or users for a specific time period. Exportable report Tools
  • DIY reports  
    • Any results grid can be exported to create a report in Excel.
    • User can make own single-table reports using Query Maker.
    • User can make custom reports with Data Reader plug-in.