Sure you have a lot on your plate, but leave room for your salad.

A blog for owners & managers of litigation support businesses by experts on using technology to improve your profitability, efficiency and effectiveness in a unique marketplace.

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Information for users of ReporterBase & MetaRecords, business management software for legal support businesses

Know who is calling

You can easily see who your best clients are by looking at the number of calls they generate. This is better for your marketing staff to know because total invoice amounts can be misleading — a lot of work is … Continue reading

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Create RB-PDF transcripts

RB-PDF transcripts are simple to prepare. If you use RB Web, you can also automatically upload them to your clients’ transcript repositories with a single click. In Production > Turn-in, locate the job with an ASCII file you want to … Continue reading

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Reviewing case-wide documents

RB Web for Attorneys, Secretaries, Paralegals & Other Clients Give clients a copy of our RB Web user guide (download from the Team RB > Downloads section of our website) or share these instructions with them: Using our secure online … Continue reading

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Know who has stopped calling

How many clients does your firm lose every year? With churn increasing and customer loyalty fading, winning back lost clients and keeping them has never been more critical. According to a marketing study, your chances of winning back a former … Continue reading

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