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

2014: 2nd half update

Streamlined RB-PDF Transcript production, more customization options & better-looking transcripts, errata sheets added to RB-PDF Transcripts, more flexible exhibit linking, client can request transcripts for billed jobs online, embedded PDFs in emails eliminate the need to open attachments, easier to search notes logs, view files directly from main screens, confirm jobs faster, use affiliated agencies & other resources as depo locations, invoices messages are now twice as long, set job due days at the number client firms want, faster management tasks, send resources their payroll reports via email, give clients & resources more information, attorneys can pay invoices for other attorneys, attorneys can upload files to jobs (regardless of job status), attorneys can do more with Transcript Packages, reporters can create their own master word lists, reporters can look up firms online, and more Continue reading

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2013: 1st half update

Access user guide in RB8, quickly filter out canceled notes, keep more detailed collection notes, more complete collection letters, add unlimited signatures to RB-PDF Transcripts, place line numbers outside text boxes in transcripts, search for transcripts to package by date uploaded, quicker file availability notification options, view job details in Quick Assignments, add job numbers to reporter worksheet text messages, more accurate turnaround analysis, find contacts by firm in Tag Manager, create HTML-styled emails for sending bulk emails to specific groups, “Wait for it”, jump-start job tracking, and job numbers visible on mouse-over in reporters’ calendars Continue reading

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Reasons to use RB-PDF transcripts

RB8 includes a free conversion program for turning reporters’ ASCII files into PDF transcripts. Adobe PDF has become the standard for storing and exchanging digital documents in the legal community. In fact, it is mandated for most electronic filings in … Continue reading

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