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.

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

2015: 2nd half update

FedEx & UPS shipping labels & tracking within RB8, designate your office as a job location quicker, store important job location directions in RB8, expanded Notes Log capabilities, assigned resources can access witness-level repository, view relevant information easier when quickly assigning resources, see which attorneys were present at a depo automatically, use every alias pattern at once, better page numbering in condensed transcripts, set transcript security on PDF transcripts, refer to affiliate’s invoice number when paying resource, attorneys can request job confirmations online, customize online turn-in, resources & attorneys can upload multiple files at once, force periodic password updates, 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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2011: 2nd half update

Improved Bulk Update added to all repositories, confirmation emails can be tied to jobs, repository download tracking, Jobs Calendar for sales reps, new printing options save time & toner, merge fields added to statement emails, clients can automatically mark files as reviewed, better looking printouts from RB Web, streamlined file searching on RB Web, and reporters can look up firm and contact info online Continue reading

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