How to add a credit card payment option to invoices
Change your invoices to include a credit card payment box and a customized invoice message. Continue reading
Idea Salad
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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
May 2014 ReporterBase ad in the JCR
Is your business built on a weak foundation? Continue reading
Mobile-ize your office & meet your clients where they are
Cost-consciousness is here to stay at your favorite law firms. Even the best of clients feel the squeeze from their corporate and insurance agency clients to contain costs in all aspects of their business. One result is that many law … Continue reading
Automate your support system: Job change requests
RB8’s Support Ticket System gives your clients and resources a way to easily communicate with your office and retain a “paper trail” of their communications. In addition to users typing in requests manually in RB Web, RB8 also generates some … Continue reading
Automate your support system
Use RB Web’s Support Ticket System to communicate between your office and your clients and reporters. For many support issues, this system eliminates phone calls and emails while providing a better level of support with a complete audit trail of … Continue reading
Email request acknowledgment as soon as job is set
When you receive a new job request from a client, it is a good practice to send an acknowledgment to let the client know that you have received the request and will call a day before to reconfirm the job. … Continue reading
Email cancellation confirmation as soon as job is cancelled
When a job is cancelled or rescheduled by a client, it is critical to send a confirmation to let the client know that the original job setting has been cancelled by the client. This will protect your firm from a … Continue reading
Confirm next day’s jobs by email
Instead of calling each client to confirm the next day’s job, send confirmation request emails to all clients at once first thing in the morning. Then follow up with phone calls for those clients who have not replied within a … Continue reading
Printing form letters to contacts
Use RB8’s extensive variety of form letters to streamline your correspondence to contacts. Relevant details about a job are filled in by RB8. Letters to contacts automatically include cc’s to the other parties on the case, and you can add … Continue reading
Send clients their job calendars
Do you have clients who are working on cases involving many witnesses (including experts)? It’s not hard to imagine how much hassle your clients are going through to keep their calendars up to date with all the changes taking place … Continue reading
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